CSL β€” Carlisle Companies Inc

Ownership history in Select Asset Management & Trust  Β·  21 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Carlisle Companies Inc (CSL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.07% in 2024 Q1. The latest visible filing shows CSL at 1.05% of the fund.

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 Select Asset Management & Trust's position in Carlisle Companies 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
2025 Q4

CSL was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Select Asset Management & Trust held CSL β€” position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,509 -1,000 -8.7% 1.05% $3K 2026-02-14 (Est.) $407.94
2025 Q3 UNCHANGED 11,509 β€” 0% 1.17% $4K 2025-10-30 $323.62
2025 Q2 UNCHANGED 11,509 β€” 0% 1.47% $4K 2025-08-14 $387.66
2025 Q1 UNCHANGED 11,509 β€” 0% 1.57% $4K 2025-05-12 $396.42
2024 Q4 UNCHANGED 11,509 β€” 0% 1.65% $4K 2025-02-13 $355.47
2024 Q3 UNCHANGED 11,509 β€” 0% 1.91% $5K 2024-11-14 $443.18
2024 Q2 REDUCED 11,509 -1,200 -9.4% 1.86% $5K 2024-08-12 $376.70
2024 Q1 UNCHANGED 12,709 β€” 0% 2.07% $5K 2024-05-14 $410.19
2023 Q4 REDUCED 12,709 -1,600 -11.2% 1.96% $4K 2024-02-13 $335.74
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CSL

As of 2026 Q1 β€” sorted by position size

Laurus Global Equity Management Inc. 3Y 1.41% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Select Asset Management & Trust and CSL

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

How long has Select Asset Management & Trust reported owning CSL?

Select Asset Management & Trust reported CSL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSL position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for CSL was 2.07% in 2024 Q1.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 10,509 shares, equal to 1.05% of portfolio, with an estimated market value of $3K.

What does the chart on this CSL ownership page compare?

The chart compares Select Asset Management & Trust'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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