Guru Ownership Over Time
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 $490.79 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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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)
Top Guru holders include Frank Sands ($279.45 M), First Eagle Investment ($176.57 M), Ray Dalio ($12.58 M). Collectively, tracked Gurus hold 1.48 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $124.56 M, with 2 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of CSL completely. Total sell value was $18.3 M.
Yes, 1 Gurus opened new positions in CSL, and 1 added to their existing holdings. Total buy value was $142.85 M.