Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carlisle Cos Inc (CSL)

772 + Investors. Track Smart Money conviction in CSL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — CSL

Based on 778 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
778 hedge funds hold CSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

389 buying348 selling
Last quarter: 389 funds bought or added vs 348 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 103 → 92 → 122 → 106. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new
489 out of 778 hedge funds have held CSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

101 → 103 → 92 → 122 → 106 new funds/Q
New funds entering each quarter: 103 → 92 → 122 → 106. A growing number of institutions are discovering CSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 787 current holders: 512 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
59 of 778 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSL

In 2026 Q1, 389 hedge funds were net buyers of CSL (106 opened a new position, 283 added to an existing one), while 348 reduced or exited (256 trimmed, 92 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in CSL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 778.

Hedge Fund Ownership: CSL

How many hedge funds hold CSL — quarterly history vs. share price
Quarterly hedge fund ownership of CSL vs. share price

Market Analysis: CSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Carlisle Cos Inc (CSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSL has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CSL
+2.5%
XLI
+10.5%

CSL outperformed XLI by -8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CSL
+3.8%
XLI
+4.2%

Since the filing became public, CSL outperformed XLI by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CSL
772 + Investors

Track Smart Money conviction in CSL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 772 764 1.05%
13F Shares 40M 42M -4.54%
Total Value $12.65B $13.14B -3.8%
New Positions 104 122 -18
Increased Positions 281 210 +71
Closed Positions 96 98 -2
Reduced Positions 251 317 -66
Total Calls 6 4 50.0%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.67 1.25 Bullish

Statistics: CSL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

772 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CSL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Excalibur Management Corp 8.54% 71,314 $23.8M
2 Thompson Davis & CO., INC. 6.45% 28,982 $9.7M
3 Lodge Hill Capital, LLC 5.64% 87,530 $29.2M
4 Triodos Investment Management BV 2.26% 89,750 $29.9M
5 4D Advisors, LLC 2.11% 10,000 $3.3M
6 Fiduciary Management Inc /Wi/ 2.04% 493,744 $164.7M
7 Madison Asset Management, LLC 1.88% 453,813 $151.4M
8 Waycross Partners, LLC 1.79% 56,206 $18.8M
9 Robeco Schweiz AG 1.76% 249,629 $83.3M
10 Running Oak Capital LLC 1.71% 37,986 $12.7M
11 VELA Investment Management, LLC 1.61% 21,006 $7.0M
12 Lgt Capital Partners LTD. 1.54% 86,648 $28.9M
13 Tilia Fiduciary Partners, INC. 1.53% 8,354 $2.8M
14 Greenfield Seitz Capital Management, LLC 1.47% 14,632 $4.9M
15 Cox Capital Mgt LLC 1.47% 6,626 $2.2M
16 Laurus Global Equity Management Inc. 1.41% 4,320 $1.4M
17 Mirabaud Asset Management Ltd 1.36% 5,051 $1.6M
18 Champlain Investment Partners, LLC 1.34% 316,975 $105.7M
19 Sands Capital Management, LLC 1.20% 919,614 $306.8M
20 Tandem Capital Management Corp /Adv 1.15% 6,902 $2.3M
21 2Xideas AG 1.10% 8,435 $2.8M
22 Stansberry Asset Management, LLC 1.10% 32,089 $10.7M
23 Schwartz Investment Counsel Inc 1.07% 90,000 $30.0M
24 Watchman Group, Inc. 1.06% 13,137 $4.4M
25 Cooke & Bieler LP 1.05% 277,906 $92.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carlisle Cos Inc (CSL)

What does the Smart Money Trend signal show for CSL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSL?

Slight buying edge — 53% buying: Last quarter: 389 funds bought or added vs 348 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CSL holders?

Elite ownership — 41% AUM from top-100 funds: 59 of 778 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSL?

63% of holders stayed for 2+ years: 489 out of 778 hedge funds have held CSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Carlisle Cos Inc (CSL) following the 2026 Q1 hedge fund 13F filings?

As of today, CSL has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), CSL has gained +2.5% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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