Ownership history in De Lisle Partners LLP Β· 8 quarters on record
This page tracks every 13F SEC filing in which De Lisle Partners LLP reported a position in First United Corp (FUNC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π De Lisle Partners LLP outperformed the S&P 500 by +34.2% annually on this FUNC position. Timing score: 100% (3/3 decisions correct). Average cost basis: $30.24. Maximum drawdown during holding period: β10.4%.
π₯ Exceptional β beat the S&P 500 by 34.2% per year on this position.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $28.61 (2024 Q3) Β· Worst: $37.19 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size