De Lisle Partners LLP
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$835.9M
Holdings
173
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CCJ
CAMECO CORP
Held since at least Q1 2024
7.5%
02
$ECG
EVERUS CONSTRUCTION GROUP INC
Held since at least Q1 2024
5.3%
03
$BBW
BUILD A BEAR WORKSHOP INC
Held since at least Q1 2024
3.5%
04
$RKT
ROCKET COS INC
Held since at least Q1 2024
2.4%
05
$CLMB
CLIMB GLOBAL SOLUTIONS INC
Held since at least Q1 2024
2.2%
06
$GLNG
Golar LNG Ltd
Held since at least Q1 2024
2.2%
07
$PNTG
PENNANT GROUP INC
Held since at least Q1 2024
1.9%
08
$FSBW
FS BANCORP INC
Held since at least Q1 2024
1.8%
09
$UFPT
UFP TECHNOLOGIES INC
Held since at least Q1 2024
1.8%
10
$TOL
Toll Brothers Inc
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.