🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Carlisle Companies Incorporated

CSL Industrials
$356.47 +$12.7 (3.69%)
Market Cap: $14.39 B
Gurus Holding
10
Popularity Rank
#487
% of Shares Held
5.19%
Net Activity (Q1 2026)
-$44.51 M

Guru Ownership Trend

Guru Analysis for Carlisle Companies Incorporated (CSL)

Carlisle Companies Incorporated (CSL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $746.75 M.

Top institutional holders include Frank Sands and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $44.51 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 445.9%. Conversely, Ray Dalio reduced exposure by 16.9%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$82.56 M
Total Buy Value
New Buys 1
Additions 5
-$127.07 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Carlisle Companies Incorporated (CSL)

Major holders include Frank Sands ($306.8 M), First Eagle Investment ($264.62 M), Renaissance Technologies (RenTech) ($53.87 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.09 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $44.51 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CSL. The total reported sell value was $127.07 M.

Yes, 1 managers opened new positions in CSL, and 5 increased their existing holdings. The total reported buy value was $82.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.20% Reduce -5.0% 919,614 $306.8 M Q1 2026
0.35% Add 22.8% 793,165 $264.62 M Q1 2026
0.08% Add 46.8% 161,460 $53.87 M Q1 2026
0.02% Add 25.1% 154,945 $51.46 M Q1 2026
0.04% Reduce -16.9% 23,658 $7.89 M Q1 2026
0.02% Add 445.9% 18,452 $6.16 M Q1 2026
0.01% Reduce -3.6% 17,496 $5.84 M Q1 2026
0.01% New Buy 2,632 $878,088 Q1 2026
0.00% Reduce -1.8% 2,292 $764,657 Q1 2026
0.01% Add 57.0% 1,126 $375,656 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form