CSL β€” CARLISLE COS INC

Ownership history in TANDEM CAPITAL MANAGEMENT CORP /ADV  Β·  5 quarters on record

AI Ownership Summary

TANDEM CAPITAL MANAGEMENT CORP /ADV reported CARLISLE COS INC (CSL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.15% in 2026 Q1. The latest visible filing shows CSL at 1.15% 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.

What this CSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TANDEM CAPITAL MANAGEMENT CORP /ADV'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
2026 Q1

CSL was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 TANDEM CAPITAL MANAGEMENT CORP /ADV held CSL β€” position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,902 +646 +10.3% 1.15% $2.3M 2026-04-16 $347.26
2025 Q4 ADDED 6,256 +2,685 +75.2% 0.91% $2.0M 2026-01-23 $348.21
2025 Q3 ADDED 3,571 +658 +22.6% 0.55% $1.2M 2025-11-12 $318.82
2025 Q2 UNCHANGED 2,913 β€” 0% 0.55% $1.1M 2025-07-24 $425.65
2025 Q1 INITIATED 2,913 β€” β€” 0.55% $992K 2025-04-22 $351.52

FAQ About TANDEM CAPITAL MANAGEMENT CORP /ADV and CSL

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

How long has TANDEM CAPITAL MANAGEMENT CORP /ADV reported owning CSL?

TANDEM CAPITAL MANAGEMENT CORP /ADV reported CSL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CSL position in TANDEM CAPITAL MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for CSL was 1.15% in 2026 Q1.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2026 Q1, when TANDEM CAPITAL MANAGEMENT CORP /ADV reported 6,902 shares, equal to 1.15% of portfolio, with an estimated market value of $2.3M.

What does the chart on this CSL ownership page compare?

The chart compares TANDEM CAPITAL MANAGEMENT CORP /ADV'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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