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Cox Capital Management’s Carlisle Companies CSL Stock Holding History

Cox Capital Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.13M Sell
6,615
-25
-0.4% -$8.69K 1.19% 28
2026
Q2 		$2.41M Buy
6,640
+14
+0.2% +$4.9K 1.34% 24
2026
Q1 		$2.21M Buy
+6,626
New +$2.41M 1.47% 26

Other funds holding CSL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Cox Capital Management's CSL Position: Q3 2026 in Review

Cox Capital Management reduced its Carlisle Companies (CSL) stake by 0.38% in Q3 2026, selling an estimated $8.69K and leaving 6,615 shares worth $2.13M. The position accounts for 1.19% of the portfolio, ranked #28.

Cox Capital Management first reported a position in CSL in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.41M in Q2 2026. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Cox Capital Management held 6,615 shares of Carlisle Companies worth $2.13M as of Q3 2026.
  • Cox Capital Management sold 25 Carlisle Companies shares in Q3 2026, an estimated $8.69K.
  • Carlisle Companies made up 1.19% of Cox Capital Management's portfolio in Q3 2026, its #28 holding.
  • Cox Capital Management first reported a position in Carlisle Companies in Q1 2026 and has held it in 3 quarters since.
  • Cox Capital Management's Carlisle Companies position peaked at $2.41M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Cox Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.