Lodge Hill Capital’s Carlisle Companies CSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$36.4M Sell
2025
Q1
$45.3M Buy
2024
Q4
$42.4M Buy
2023
Q4
Sell
2023
Q3
$18.1M Buy
2023
Q2
$16.6M Sell
2023
Q1
$31M Buy
2022
Q4
$26.4M Buy
2021
Q3
Sell
2021
Q2
$12.8M Sell
2021
Q1
$28.8M Sell
2020
Q4
$27.6M Buy
2020
Q3
$16.9M Sell
2020
Q2
$30M Buy
2020
Q1
$21.1M Sell
2019
Q4
$34.1M Sell
2019
Q3
$40M Buy
2019
Q2
$28.7M Buy