Jeremy Grantham's CSL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 17,496 shares of Carlisle Companies Incorporated (CSL) worth $5.84 M, representing 0.01% of the portfolio. First purchased in 2016-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in CSL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 18,143 shares. Largest reduction occurred in Q2 2017, reducing 24,800 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Carlisle Companies Incorporated (CSL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carlisle Companies Incorporated (CSL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -647 | Reduce 3.57% | 17,496 | $333.62 |
| Q4 2025 | +18,143 | New Buy | 18,143 | $319.86 |
| Q1 2023 | -5,723 | Sold Out | 0 | $0.00 |
| Q4 2022 | -898 | Reduce 13.56% | 5,723 | $235.65 |
| Q3 2022 | -900 | Reduce 11.97% | 6,621 | $280.47 |
| Q2 2022 | -2,435 | Reduce 24.46% | 7,521 | $238.67 |
| Q1 2022 | -4,148 | Reduce 29.41% | 9,956 | $245.88 |
| Q4 2021 | +1,488 | Add 11.79% | 14,104 | $248.09 |
| Q3 2021 | +10,539 | Add 507.41% | 12,616 | $198.80 |
| Q2 2021 | -600 | Reduce 22.41% | 2,077 | $191.14 |
| Q4 2020 | +2,677 | New Buy | 2,677 | $156.14 |
| Q3 2017 | -8,200 | Sold Out | 0 | $0.00 |
| Q2 2017 | -24,800 | Reduce 75.15% | 8,200 | $95.37 |
| Q1 2017 | +7,300 | Add 28.40% | 33,000 | $106.42 |
| Q4 2016 | +25,700 | New Buy | 25,700 | $110.27 |
Jeremy Grantham's Carlisle Companies Incorporated Investment FAQs
Jeremy Grantham first purchased Carlisle Companies Incorporated (CSL) in Q4 2016, acquiring 25,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Carlisle Companies Incorporated (CSL) for 16 quarters since Q4 2016.
Jeremy Grantham's largest addition to Carlisle Companies Incorporated (CSL) was in Q4 2016, adding 25,700 shares worth $2.83 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 17,496 shares of Carlisle Companies Incorporated (CSL), valued at approximately $5.84 M.
As of the Q1 2026 filing, Carlisle Companies Incorporated (CSL) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Carlisle Companies Incorporated (CSL) was 33,000 shares, as reported at the end of Q1 2017.