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Carlisle Companies Incorporated

CSL Industrials
$324.25 $-3.67 (-1.12%)
Market Cap: $12.85 B
Gurus Holding
9
Popularity Rank
#666
% of Shares Held
5.97%
Net Activity (Q2 2026)
+$97.61 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $766.44 M.

Top institutional holders include First Eagle Investment and Frank Sands.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $97.61 M net inflow during the quarter.

Recent activity highlights First Eagle Investment who increased their stake by 55.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 65.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$180.73 M
Total Buy Value
New Buys 0
Additions 5
-$83.12 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Carlisle Companies Incorporated (CSL)

Major holders include First Eagle Investment ($447.83 M), Frank Sands ($290.15 M), Cliff Asness ($74.05 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.36 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $97.61 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CSL. The total reported sell value was $83.12 M.

Yes, 0 managers opened new positions in CSL, and 5 increased their existing holdings. The total reported buy value was $180.73 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.75% Add 55.7% 1,234,540 $447.83 M Q2 2026
1.08% Reduce -13.0% 799,872 $290.15 M Q2 2026
0.03% Add 31.7% 204,125 $74.05 M Q2 2026
0.03% Reduce -65.8% 55,220 $20.03 M Q2 2026
0.04% Add 27.3% 30,108 $10.92 M Q2 2026
0.02% Add 6.6% 19,664 $7.13 M Q2 2026
0.01% Reduce -6.0% 16,440 $5.96 M Q2 2026
0.01% 2,632 $954,758 Q2 2026
0.01% Add 0.5% 1,132 $428,428 Q2 2026
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