De Lisle Partners LLP
•CIK: 2011184•Filing: Q4 2025
**De Lisle Partners LLP** manages $778M across a diversified portfolio of 170 positions. The firm maintains significant exposure to key names, notably holding BBW at $46.9M and CCO at $42.8M. Further concentration includes substantial allocations to ECG ($31.4M) and RKT ($26.4M). This positioning suggests a tactical, high-conviction approach across selected market sectors.
Total AUM
$777.8M
QoQ Performance
-4.5%
Positions
170
Top 10 Concentration
31.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BBW
CCO
BBW6.0%
CCO5.5%
ECG4.0%
RKT3.4%
CLMB3.3%
UFPT2.1%
FSBW2.0%
PNTG1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.8%
Materials0.8%
Industrial0.7%
Communication0.4%
Technology0.2%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW11 new positions
↑39 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024