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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $504.2 M.
Top institutional holders include Frank Sands and First Eagle Investment.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $124.56 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 52.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.77% | Add 99.3% | 849,501 | $279.45 M | Q3 2025 | |
| 0.32% | Reduce -0.1% | 536,752 | $176.57 M | Q3 2025 | |
| 0.05% | Reduce -52.9% | 38,255 | $12.58 M | Q3 2025 | |
| 0.01% | Reduce -7.6% | 34,812 | $11.45 M | Q3 2025 | |
| 0.01% | New Buy | 11,111 | $3.66 M | Q3 2025 | |
| 0.03% | Reduce -40.1% | 8,646 | $2.84 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Carlisle Companies Incorporated (CSL)
Major holders include Frank Sands ($279.45 M), First Eagle Investment ($176.57 M), Ray Dalio ($12.58 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.48 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $124.56 M, with 2 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 $18.3 M.
Yes, 1 managers opened new positions in CSL, and 1 increased their existing holdings. The total reported buy value was $142.85 M.