NYSE · Industrials

CARLISLE COS INC CSL

Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).

Specialty Chemicals

Company profile

Business mix

  • It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).
  • The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic polyolefin, polyvinyl chloride membrane, polyiso insulation.
  • Its CWT segment provides waterproofing and moisture protection products; protective roofing underlayment; fully integrated liquid and sheet applied air/vapor barriers; sealants/primers and flashing systems; roof coatings and mastics.
  • The company sells its products under the Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan brands.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.08 FCF 6.62% Buyback 8.39%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 1.2% $306.8M 2026-03-31
First Eagle legacy Jean-Marie Eveillard 0.4% $264.6M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 3 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $262.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +81.7% +787,226 / 963,808
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.1% 13F value change -$24.1M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 20.4% 13F value change +$30.1M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 22.8% 13F value change +$57.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 537,448 Last 3 periods +255,717 (+47.6%) Total shares 793,165 Value $264.6M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 99.2% 13F value change +$120.2M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 13.9% 13F value change +$30.1M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -5.0% 13F value change -$2.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 426,360 Last 3 periods +493,254 (+115.7%) Total shares 919,614 Value $306.8M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$25.6M
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 8.2% 13F value change +$4.8M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -52.9% 13F value change -$17.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 3 periods +38,255 (New) Total shares 38,255 Value $12.6M

Recent mentions

No public mentions.