TOBAM’s Carlisle Companies CSL Stock Holding History

TOBAM’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	–	Sell	-26	Closed	-$8K	–	260
2025 Q4	$8K	Hold	26	–	–	﹤0.01%	254
2025 Q3	$9K	Buy	+26	New	+$9.91K	﹤0.01%	220
2024 Q2	–	Sell	-190	Closed	-$74K	–	339
2024 Q1	$74K	Hold	190	–	–	0.01%	318
2023 Q4	$59K	Buy	+190	New	+$52.3K	0.01%	330
2023 Q2	–	Sell	-320	Closed	-$72K	–	367
2023 Q1	$72K	Sell	320 -130	-29%	-$31.6K	﹤0.01%	322
2022 Q4	$106K	Buy	+450	New	+$116K	0.01%	288
2022 Q1	–	Sell	-192	Closed	-$48K	–	441
2021 Q4	$48K	Hold	192	–	–	﹤0.01%	358
2021 Q3	$38K	Hold	192	–	–	﹤0.01%	397
2021 Q2	$37K	Hold	192	–	–	﹤0.01%	398
2021 Q1	$32K	Hold	192	–	–	﹤0.01%	412
2020 Q4	$30K	Sell	192 -164	-46%	-$23K	﹤0.01%	409
2020 Q3	$44K	Buy	+356	New	+$43.7K	﹤0.01%	309

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TOBAM's CSL Position: Q1 2026 in Review

TOBAM sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 26 shares — an estimated $8K sold.

TOBAM first reported a position in CSL in Q3 2020 and held it in 12 quarters. The position peaked at $106K in Q4 2022. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

TOBAM reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
TOBAM sold 26 Carlisle Companies shares in Q1 2026, an estimated $8K.
TOBAM first reported a position in Carlisle Companies in Q3 2020 and held it in 12 quarters.
TOBAM's Carlisle Companies position peaked at $106K in Q4 2022.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.