CSL β€” CARLISLE COS INC

Ownership history in Brookfield BHS Advisors LLC  Β·  1 quarter on record

AI Ownership Summary

Brookfield BHS Advisors LLC reported CARLISLE COS INC (CSL) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brookfield BHS Advisors LLC's position in CARLISLE COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brookfield BHS Advisors LLC held CSL β€” position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Brookfield BHS Advisors LLC and CSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brookfield BHS Advisors LLC reported owning CSL?

Brookfield BHS Advisors LLC reported CSL across 0 quarterly 13F filings.

What was the largest reported CSL position in Brookfield BHS Advisors LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for CSL in Brookfield BHS Advisors LLC.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2019 Q4, when Brookfield BHS Advisors LLC reported 114,168 shares, equal to 4.90% of portfolio, with an estimated market value of $18.5M.

What does the chart on this CSL ownership page compare?

The chart compares Brookfield BHS Advisors LLC's quarterly CSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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