Triodos Investment Management BV CSL — CARLISLE COS INC

Ownership history in Triodos Investment Management BV  ·  5 quarters on record

AI Ownership Summary

Triodos Investment Management BV reported CARLISLE COS INC (CSL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2025 Q2. The latest visible filing shows CSL at 2.13% 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 Triodos Investment Management BV'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
2025 Q4

CSL was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2025 Q2

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

Time in book
Holding Window
2024 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.

CSL stock page Triodos Investment Management BV fund profile Triodos Investment Management BV full holdings
How Triodos Investment Management BV held CSL — position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 90,750 — 0% 2.13% $29.4M 2026-02-14 (Est.) $407.94
2025 Q3 UNCHANGED — — — 90,750 — 0% 2.16% $29.9M 2025-11-10 $316.02
2025 Q2 ADDED — — — 90,750 +20,150 +28.5% 2.54% $33.9M 2025-07-24 $425.65
2025 Q1 ADDED — — — 70,600 +19,000 +36.8% 1.99% $24.2M 2025-05-14 $394.81
2024 Q4 INITIATED — — — 51,600 — — 1.54% $19.0M 2025-02-12 $349.10

🏢 Other funds also holding CSL

As of 2026 Q1 — sorted by position size

THOMPSON DAVIS & CO., INC. 3Y 7Y 6.45% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.53% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.52% Greenfield Seitz Capital Management, LLC 1.47% Cox Capital Mgt LLC 3Y 7Y 1.47% Laurus Global Equity Management Inc. 3Y 1.41% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 1.15% Watchman Group, Inc. 3Y 1.06% Alley Investment Management Company, LLC 3Y 1.02% EADS & HEALD WEALTH MANAGEMENT 3Y 7Y 0.97%

FAQ About Triodos Investment Management BV and CSL

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

How long has Triodos Investment Management BV reported owning CSL?

Triodos Investment Management BV reported CSL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CSL position in Triodos Investment Management BV's portfolio?

The largest reported portfolio weight for CSL was 2.54% in 2025 Q2.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2025 Q4, when Triodos Investment Management BV reported 90,750 shares, equal to 2.13% of portfolio, with an estimated market value of $29.4M.

What does the chart on this CSL ownership page compare?

The chart compares Triodos Investment Management BV'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.

How well did Triodos Investment Management BV time their CSL position?

Based on 13F filing dates vs. subsequent CSL price moves, Triodos Investment Management BV correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CSL relative to SPY over the holding period was +2.2%.

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