Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARLISLE COS INC (CSL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — CSL

Based on 764 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
764 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CSL is almost the same as a year ago (+21 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

336 buying416 selling
Last quarter: 416 funds reduced or exited vs 336 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new CSL position: 101 → 103 → 92 → 122. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
484 out of 764 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.
➡️

Steady discovery — ~122 new funds/quarter

116 → 101 → 103 → 92 → 122 new funds/Q
New funds entering each quarter: 101 → 103 → 92 → 122. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 772 current holders: 504 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
64 of 764 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — CSL

In 2025 Q4, 336 hedge funds were net buyers of CSL (122 opened a new position, 214 added to an existing one), while 416 reduced or exited (318 trimmed, 98 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in CSL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 764.

Hedge Fund Ownership: CSL

How many hedge funds hold CSL — quarterly history vs. share price
Quarterly hedge fund ownership of CSL vs. share price

Market Analysis: CSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy CARLISLE COS INC (CSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSL has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
CSL
+3.7%
XLI
+5.4%

CSL outperformed XLI by -1.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
CSL
-0.3%
XLI
-0.5%

Since the filing became public, CSL outperformed XLI by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CSL
772 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 772 764 1.05%
13F Shares 40M 42M -4.54%
Total Value $12.65B $13.14B -3.8%
New Positions 104 122 -18
Increased Positions 281 210 +71
Closed Positions 96 98 -2
Reduced Positions 251 317 -66
Total Calls 6 4 50.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.67 1.25 Bullish

Statistics: CSL

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

772 + 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:
Top 25 institutional holders of CSL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EXCALIBUR MANAGEMENT CORP 8.54% 71,314 $23.8M
2 THOMPSON DAVIS & CO., INC. 6.45% 28,982 $9.7M
3 Lodge Hill Capital, LLC 5.64% 87,530 $29.2M
4 Triodos Investment Management BV 2.26% 89,750 $29.9M
5 4D Advisors, LLC 2.11% 10,000 $3.3M
6 FIDUCIARY MANAGEMENT INC /WI/ 2.04% 493,744 $164.7M
7 Madison Asset Management, LLC 1.88% 453,813 $151.4M
8 WAYCROSS PARTNERS, LLC 1.79% 56,206 $18.8M
9 Robeco Schweiz AG 1.76% 249,629 $83.3M
10 Running Oak Capital LLC 1.71% 37,986 $12.7M
11 VELA Investment Management, LLC 1.61% 21,006 $7.0M
12 LGT CAPITAL PARTNERS LTD. 1.54% 86,648 $28.9M
13 TILIA FIDUCIARY PARTNERS, INC. 1.53% 8,354 $2.8M
14 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.52% 95,098 $32K
15 Greenfield Seitz Capital Management, LLC 1.47% 14,632 $4.9M
16 Cox Capital Mgt LLC 1.47% 6,626 $2.2M
17 Laurus Global Equity Management Inc. 1.41% 4,320 $1.4M
18 Mirabaud Asset Management Ltd 1.36% 5,051 $1.6M
19 Champlain Investment Partners, LLC 1.34% 316,975 $105.7M
20 AKO CAPITAL LLP 1.32% 201,377 $67K
21 SANDS CAPITAL MANAGEMENT, LLC 1.20% 919,614 $306.8M
22 TANDEM CAPITAL MANAGEMENT CORP /ADV 1.15% 6,902 $2.3M
23 2Xideas AG 1.10% 8,435 $2.8M
24 STANSBERRY ASSET MANAGEMENT, LLC 1.10% 32,089 $10.7M
25 Select Asset Management & Trust 1.09% 10,509 $4K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 45% buying: Last quarter: 416 funds reduced or exited vs 336 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSL holders?

Elite ownership — 51% AUM from top-100 funds: 64 of 764 holders are among the 100 largest funds by AUM, controlling 51% 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: 484 out of 764 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.

Is it too late to buy CARLISLE COS INC (CSL) following the 2026 Q1 hedge fund 13F filings?

As of today, CSL has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the XLI sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), CSL has gained +3.7% vs +5.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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