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De Lisle Partners’s Friedman Industries FRD Stock Holding History

De Lisle Partners’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9M Sell
404,845
-14,971
-4% -$354K 1.41% 16
2026
Q1 		$7.41M Hold
419,816
– – 0.89% 33
2025
Q4 		$8.6M Hold
419,816
– – 1.11% 23
2025
Q3 		$9.19M Hold
419,816
– – 1.13% 23
2025
Q2 		$6.98M Hold
419,816
– – 0.98% 25
2025
Q1 		$6.31M Hold
419,816
– – 1.05% 23
2024
Q4 		$6.49M Hold
419,816
– – 0.95% 28
2024
Q3 		$6.64M Buy
419,816
+11,689
+3% +$181K 1.08% 22
2024
Q2 		$6.26M Hold
408,127
– – 1.37% 19
2024
Q1 		$7.6M Buy
+408,127
New +$7.01M 1.76% 13

Other funds holding FRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

De Lisle Partners's FRD Position: Q2 2026 in Review

De Lisle Partners reduced its Friedman Industries (FRD) stake by 3.6% in Q2 2026, selling an estimated $354K and leaving 404,845 shares worth $12.9M. The position accounts for 1.41% of the portfolio, ranked #16.

De Lisle Partners first reported a position in FRD in Q1 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold FRD as of Q2 2026.

  • De Lisle Partners held 404,845 shares of Friedman Industries worth $12.9M as of Q2 2026.
  • De Lisle Partners sold 14,971 Friedman Industries shares in Q2 2026, an estimated $354K.
  • Friedman Industries made up 1.41% of De Lisle Partners's portfolio in Q2 2026, its #16 holding.
  • De Lisle Partners first reported a position in Friedman Industries in Q1 2024 and has held it in 10 quarters since.
  • 80 funds tracked by Wall St. Rank held Friedman Industries as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.