StockDriftsStockDriftsTop 50 De Lisle Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CCJ | CAMECO CORP | 7.42% | 570.9K | $62.0M | +22.15%(+103.52K) | $54.40(+106.80%) | 2026-03-31 | |
| ECG | EVERUS CONSTRUCTION GROUP INC | 5.19% | 367.4K | $43.4M | +0.00%(+0) | $63.33(+154.45%) | 2026-03-31 | |
| BBW | BUILD A BEAR WORKSHOP INC | 3.43% | 765.9K | $28.7M | +0.00%(+0) | $28.83(+25.65%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 2.33% | 1.36M | $19.4M | +0.00%(+0) | $19.37(-26.28%) | 2026-03-31 | |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | 2.21% | 930.6K | $18.4M | +276.76%(+683.57K) | $19.32(+1.55%) | 2026-03-31 | |
| GLNG | Golar LNG Ltd | 2.16% | 333.4K | $18.1M | +24.22%(+65.00K) | $29.43(+94.45%) | 2026-03-31 | |
| PNTG | PENNANT GROUP INC | 1.85% | 508.0K | $15.5M | +3.04%(+15.00K) | $21.12(+74.71%) | 2026-03-31 | |
| FSBW | FS BANCORP INC | 1.81% | 391.7K | $15.2M | +1.61%(+6.20K) | $37.35(+7.36%) | 2026-03-31 | |
| UFPT | UFP TECHNOLOGIES INC | 1.72% | 74.3K | $14.4M | +0.00%(+0) | $231.80(-4.69%) | 2026-03-31 | |
| TOL | Toll Brothers Inc | 1.55% | 95.0K | $13.0M | +0.00%(+0) | $133.74(-1.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.52% | +31.36% |
| Top 20 Holdings Unweighted | +8.37% | +27.28% |
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