CSL — CARLISLE COS INC

Ownership history in Simplicity Wealth,LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in CARLISLE COS INC (CSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 800 -108 -11.9% 0.02% $263K $326.93
2025 Q2 INITIATED 908 — — 0.01% $339K $370.02
% of Fund (quarterly)    CSL price (monthly, adj. close)

Other funds also holding CSL

As of 2025 Q4 — sorted by position size

EXCALIBUR MANAGEMENT CORP 3Y 7Y 8.3% THOMPSON DAVIS & CO., INC. 3Y 7Y 5.55% Lodge Hill Capital, LLC 3Y 7Y 3.48% Laurus Global Equity Management Inc. 3Y 2.82% Centerstone Investors, LLC 3Y 7Y 2.65% Triodos Investment Management BV 3Y 7Y 2.13% Mirabaud Asset Management Ltd 1.9% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.88% Robeco Schweiz AG 3Y 7Y 1.77% Running Oak Capital LLC 3Y 1.77%
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