CSL
Carlisle Cos Inc
5 super-investors hold CSL worth a combined $348M. The largest position: AKO Capital at 1.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 30 — ranked #393 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own CSL
Interest in CSL within this cohort is thin but edging upward, with five holders carrying a combined $348M — though the bulk of that sits with First Eagle Investment Management at $265M, held at a relatively low 0.3% portfolio weight. The notable move this quarter is AKO Capital initiating a new position worth $67M, representing their highest conviction in the group at 1.3% of their portfolio. Beyond these two, Joel Greenblatt, Bill Nygren, and First Pacific Advisors hold negligible stakes. The cohort owner count had fallen to zero for several consecutive quarters before ticking back to one last quarter and now to five, suggesting nascent rather than established interest — driven primarily by AKO Capital's initiation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.3% | 5q | $265M | 793,165 |
| 2 | AKO Capital | 1.3% | — 1q | $67M | 201,377 |
| 3 | Joel Greenblatt | <0.1% | 39q | $14M | 40,486 |
| 4 | Bill Nygren | <0.1% | 33q | $2M | 5,037 |
| 5 | First Pacific Advisors | <0.1% | — 1q | $878K | 2,632 |
Owners of CSL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | NEW | 1.3% | +100% | $67M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 142339100. Not investment advice.