Heartland Advisors’s Carlisle Companies CSL Stock Holding History

Heartland Advisors’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 Q1	$5.22M	Buy	15,644 +7,355	+89%	+$2.68M	0.27%	149
2025 Q4	$2.65M	Buy	+8,289	New	+$2.69M	0.14%	186
2019 Q2	–	Sell	-2,147	Closed	-$263K	–	198
2019 Q1	$263K	Buy	+2,147	New	+$248K	0.02%	188
2018 Q4	–	Sell	-1,820	Closed	-$222K	–	195
2018 Q3	$222K	Buy	+1,820	New	+$222K	0.01%	199

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Advisors's CSL Position: Q1 2026 in Review

Heartland Advisors increased its Carlisle Companies (CSL) stake by 89% in Q1 2026, buying an estimated $2.68M and bringing the position to 15,644 shares worth $5.22M. The position accounts for 0.27% of the portfolio, ranked #149.

Heartland Advisors first reported a position in CSL in Q3 2018 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Heartland Advisors held 15,644 shares of Carlisle Companies worth $5.22M as of Q1 2026.
Heartland Advisors bought 7,355 Carlisle Companies shares in Q1 2026, an estimated $2.68M.
Carlisle Companies made up 0.27% of Heartland Advisors's portfolio in Q1 2026, its #149 holding.
Heartland Advisors first reported a position in Carlisle Companies in Q3 2018 and has held it in 4 quarters since.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.