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Carlisle Companies Incorporated

CSL Industrials
$334.72 $-6.68 (-1.96%)
Market Cap: $13.68 B
Gurus Holding
10
Popularity Rank
#504
% of Shares Held
5.50%
Net Activity (Q4 2025)
+$244.01 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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $750.51 M.

Top institutional holders include Frank Sands and First Eagle Investment.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $244.01 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 255.9%. Conversely, Paul Tudor Jones reduced exposure by 79.0%.

Key Holders

Top 5 by Value

$309.51 M
$109.22 M
$39.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$252.8 M
Total Buy Value
New Buys 5
Additions 3
-$8.79 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Carlisle Companies Incorporated (CSL)

Major holders include Frank Sands ($309.51 M), First Eagle Investment ($206.68 M), Al Gore ($109.22 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $244.01 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited CSL. The total reported sell value was $8.79 M.

Yes, 5 managers opened new positions in CSL, and 3 increased their existing holdings. The total reported buy value was $252.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.94% Add 13.9% 967,640 $309.51 M Q4 2025
0.36% Add 20.4% 646,162 $206.68 M Q4 2025
0.76% New Buy 341,452 $109.22 M Q4 2025
0.02% Add 255.9% 123,904 $39.63 M Q4 2025
0.05% New Buy 110,020 $35.19 M Q4 2025
0.03% Reduce -25.6% 28,451 $9.1 M Q4 2025
0.01% New Buy 18,143 $5.8 M Q4 2025
0.00% New Buy 3,380 $1.08 M Q4 2025
0.00% Reduce -79.0% 2,333 $746,233 Q4 2025
0.00% New Buy 717 $229,340 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form