Novare Capital Management
CSL icon

Novare Capital Management’s Carlisle Companies CSL Stock Holding History

Novare 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 		$10.7M Buy
33,296
+768
+2% +$267K 0.75% 44
2026
Q2 		$11.8M Buy
32,528
+1,593
+5% +$558K 0.84% 40
2026
Q1 		$10.3M Buy
30,935
+1,605
+5% +$584K 0.82% 47
2025
Q4 		$9.38M Buy
29,330
+4,040
+16% +$1.31M 0.7% 51
2025
Q3 		$8.32M Buy
+25,290
New +$9.6M 0.63% 57

Other funds holding CSL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Novare Capital Management increased its Carlisle Companies (CSL) stake by 2.4% in Q3 2026, buying an estimated $267K and bringing the position to 33,296 shares worth $10.7M. The position accounts for 0.75% of the portfolio, ranked #44.

Novare Capital Management first reported a position in CSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.8M in Q2 2026. 611 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Novare Capital Management held 33,296 shares of Carlisle Companies worth $10.7M as of Q3 2026.
  • Novare Capital Management bought 768 Carlisle Companies shares in Q3 2026, an estimated $267K.
  • Carlisle Companies made up 0.75% of Novare Capital Management's portfolio in Q3 2026, its #44 holding.
  • Novare Capital Management first reported a position in Carlisle Companies in Q3 2025 and has held it in 5 quarters since.
  • Novare Capital Management's Carlisle Companies position peaked at $11.8M in Q2 2026.
  • 611 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Novare Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.