Waycross Partners’s Carlisle Companies CSL Stock Holding History

Waycross Partners’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	$18.8M	Buy	56,206 +1,741	+3%	+$634K	1.79%	24
2025 Q4	$17.4M	Buy	54,465 +14,228	+35%	+$4.61M	1.43%	26
2025 Q3	$13.2M	Buy	+40,237	New	+$15.3M	1.14%	29
2023 Q4	–	Sell	-4,500	Closed	-$1.17M	–	87
2023 Q3	$1.17M	Hold	4,500	–	–	0.26%	50
2023 Q2	$1.15M	Sell	4,500 -6,000	-57%	-$1.33M	0.25%	52
2023 Q1	$2.37M	Buy	+10,500	New	+$2.55M	0.69%	38

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

Waycross Partners's CSL Position: Q1 2026 in Review

Waycross Partners increased its Carlisle Companies (CSL) stake by 3.2% in Q1 2026, buying an estimated $634K and bringing the position to 56,206 shares worth $18.8M. The position accounts for 1.79% of the portfolio, ranked #24.

Waycross Partners first reported a position in CSL in Q1 2023 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Waycross Partners held 56,206 shares of Carlisle Companies worth $18.8M as of Q1 2026.
Waycross Partners bought 1,741 Carlisle Companies shares in Q1 2026, an estimated $634K.
Carlisle Companies made up 1.79% of Waycross Partners's portfolio in Q1 2026, its #24 holding.
Waycross Partners first reported a position in Carlisle Companies in Q1 2023 and has held it in 6 quarters since.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.