Position in FRD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,027,912
+$5,588,773 QoQ
Shares Held
404,845
-3.6% QoQ
Ownership
5.61%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#2
of 81 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRD Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026De Lisle Partners LLP holds $17,366,246 across 2 Steel names. FRD ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRD |
Friedman Industries Inc
This page
|
404,845 | $13,027,912 | |
| 2 | WS |
Worthington Steel, Inc.
|
129,194 | $4,338,334 |
All Filings in FRD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,027,912 | 404,845 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,439,139 | 419,816 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,602,029 | 419,816 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $8,602,029 | 419,816 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,193,970 | 419,816 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,952,152 | 419,816 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,251,060 | 419,816 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,418,986 | 419,816 | Shares | Sole | 2025-02-26 | |
| 2024-12-31 | $6,418,986 | 419,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,725,452 | 419,816 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,162,717 | 408,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,648,299 | 408,127 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||