Stock Taper 
DE LISLE PARTNERS LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasterCraft Boat Holdings, Inc. | MCFT | 215.97K | $5.57M |
 TechnipFMC plc | FTI | 194.09K | $12.88M |
 Winnebago Industries, Inc. | WGO | 172.41K | $5.39M |
 Sibanye Stillwater Limited | SBSW | 170K | $1.44M |
 MarineMax, Inc. | HZO | 168.3K | $6.17M |
 Talos Energy Inc. | TALO | 166K | $2.14M |
 Vital Farms, Inc. | VITL | 152.77K | $1.77M |
 Geospace Technologies Corporation | GEOS | 147.13K | $998.3K |
 TowneBank | TOWN | 144.34K | $5.23M |
 Amrize Ltd | AMRZ | 131.6K | $7.01M |
 The Mosaic Company | MOS | 130.99K | $2.78M |
 Worthington Steel, Inc. | WS | 129.19K | $4.34M |
 Tidewater Inc. | TDW | 126.27K | $8.41M |
 Kennametal Inc. | KMT | 119.3K | $4.18M |
 Gates Industrial Corporation plc | GTES | 117.51K | $3.29M |
 Malibu Boats, Inc. | MBUU | 116.48K | $3.19M |
 Freeport-McMoRan Inc. | FCX | 115K | $7.23M |
 Solstice Advanced Materials Inc. | SOLS | 111K | $9.84M |
 NiSource Inc | NI | 110K | $5.23M |
 Venture Global, Inc. | VG | 110K | $1.22M |