De Lisle Partners LLP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $682 Billion distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Build A Bear Workshop Inc with a value of $34.4B, Climb Global Solutions Inc Com with a value of $26.3B, Cameco Corp with a value of $24.8B, Murphy Usa Inc. with a value of $19.5B, and Celestica Inc with a value of $18.4B.
Examining the 13F form we can see an increase of $65.2B in the current position value, from $617B to 682B.
De Lisle Partners LLP is based out at Poole, X0
Below you can find more details about De Lisle Partners LLP portfolio as well as his latest detailed transactions.
Portfolio value
$682 Billion
Consumer Cyclical: $159 Billion
Energy: $99.5 Billion
Industrials: $94.5 Billion
Financial Services: $83.5 Billion
Basic Materials: $60.4 Billion
Healthcare: $31.9 Billion
Technology: $11.1 Billion
Consumer Defensive: $9.63 Billion
Other: $1.29 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
