Carlisle Cos Inc (CSL) Hedge Fund Ownership (Q2 2026)

Carlisle Cos Inc (CSL)

787 + Investors. Track Smart Money conviction in CSL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CSL

Based on 779 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added CSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

779 hedge funds hold CSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

390 buying350 selling

Last quarter: 390 funds bought or added vs 350 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 104 → 93 → 122 → 107. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new

489 out of 779 hedge funds have held CSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

101 → 104 → 93 → 122 → 107 new funds/Q

New funds entering each quarter: 104 → 93 → 122 → 107. A growing number of institutions are discovering CSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new

Entry-cohort mix of 788 holders: 512 (65%) are 2+ year veterans, 95 entered 1–2 years ago, and 181 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

60 of 777 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	787	781	0.77%
13F Shares	40M	40M	-0.47%
Total Value	$13.83B	$12.79B	8.21%
New Positions	93	107	-14
Increased Positions	273	282	-9
Closed Positions	83	92	-9
Reduced Positions	291	255	+36
Total Calls	6	6	-
Total Puts	4	4	-
PUT/CALL Ratio	0.67	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

787

781

0.77%

13F Shares

40M

-0.47%

Total Value

$13.83B

$12.79B

8.21%

New Positions

107

-14

Increased Positions

273

282

-9

Closed Positions

-9

Reduced Positions

291

255

+36

Total Calls

Total Puts

PUT/CALL Ratio

0.67

Bullish

Institutional Holders (2026 Q2)

787 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSL. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CSL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Excalibur Management Corp	8.53%	71,402	$25.9M
2	Thompson Davis & CO., INC.	6.28%	28,947	$10.5M
3	Lodge Hill Capital, LLC	6.25%	102,730	$37.3M
4	Triodos Investment Management BV	2.36%	106,750	$38.7M
5	Fiduciary Management Inc /Wi/	2.31%	447,968	$162.5M
6	Waycross Partners, LLC	2.12%	68,637	$24.9M
7	Mirabaud Asset Management Ltd	1.93%	6,133	$2.3M
8	Running Oak Capital LLC	1.84%	29,788	$10.8M
9	Madison Asset Management, LLC	1.82%	421,406	$152.9M
10	2Xideas AG	1.81%	11,604	$4.2M
11	VELA Investment Management, LLC	1.78%	22,942	$8.3M
12	Lgt Capital Partners LTD.	1.60%	87,208	$31.6M
13	Greenfield Seitz Capital Management, LLC	1.60%	14,767	$5.4M
14	Tilia Fiduciary Partners, INC.	1.50%	8,730	$3.2M
15	Robeco Schweiz AG	1.47%	252,042	$91.4M
16	Cooke & Bieler LP	1.37%	326,131	$118.3M
17	Cox Capital Mgt LLC	1.34%	6,640	$2.4M
18	Vaughan Nelson Investment Management, L.P.	1.08%	338,257	$122.7M
19	Tandem Capital Management Corp /Adv	1.08%	7,111	$2.6M
20	Sands Capital Management, LLC	1.08%	799,872	$290.2M
21	Watchman Group, Inc.	1.06%	13,114	$4.8M
22	Stansberry Asset Management, LLC	1.05%	31,715	$11.5M
23	Dixon Mitchell Investment Counsel Inc.	1.05%	89,063	$32.3M
24	Eads & Heald Wealth Management	1.00%	5,636	$2.0M
25	Kinsale Capital Group, Inc.	1.00%	20,774	$7.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Carlisle Cos Inc (CSL)

What does the Smart Money Trend signal show for CSL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSL?

Slight buying edge — 53% buying: Last quarter: 390 funds bought or added vs 350 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSL holders?

Elite ownership — 52% AUM from top-100 funds: 60 of 777 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSL?

63% of holders stayed for 2+ years: 489 out of 779 hedge funds have held CSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Carlisle Cos Inc (CSL)

Smart Money Signals — CSL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-15 vs last Q)

63% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 23% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — CSL

Hedge Fund Ownership: CSL

Market Analysis: CSL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CSL

Hedge Fund Positioning: CSL

Statistics: CSL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Carlisle Cos Inc (CSL)

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