De Lisle Partners LLP - Q12026 Holdings

De Lisle Partners LLP holds 174 stocks with a total portfolio value of $ 835.95M as of Q12026. In Q12026, De Lisle Partners LLP added 19 new positions, increased stakes in 51 stocks, reduced 22 holdings, and fully exited 15 positions. The largest holding is Cameco Corp (CCJ), representing 7.42% of the total portfolio.