Stock Taper

DE LISLE PARTNERS LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Deere & CompanyDE12.5K$7.92M
Southern First Bancshares, Inc.SFST12.59K$769.86K
Citizens Financial Group, Inc.CFG14.86K$1.04M
EnerSysENS15K$3.51M
Amkor Technology, Inc.AMKR15K$1.29M
Barings BDC, Inc.BBDC15.3K$130.4K
SPX Technologies, Inc.SPXC15.97K$3.92M
Generac Holdings Inc.GNRC17K$4.97M
Cheniere Energy, Inc.LNG18K$4.3M
Alta Equipment Group Inc.ALTG19.28K$124.64K
FabrinetFN19.39K$10.91M
Terex CorporationTEX20K$1.45M
Scorpio Tankers Inc.STNG20.26K$1.4M
Citizens Financial Services, Inc.CZFS20.52K$1.48M
Central Pacific Financial Corp.CPF20.7K$789.9K
Modine Manufacturing CompanyMOD21K$5.61M
Power Solutions International, Inc.PSIX21K$817.32K
Willdan Group, Inc.WLDN21K$1.66M
Nutrien Ltd.NTR22K$1.38M
Valmont Industries, Inc.VMI22.8K$13.18M