Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Carlisle Companies Inc. (CSL)
← All CSL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,037 <0.01 Reduce 8.08% <0.01 $324.44–432.91 · VW $370.87i $1,680,444 SEC
2025   Q4 5,480 <0.01 Reduce 12.11% <0.01 $293.43–368.95 · VW $334.42i $1,752,833 SEC
2025   Q3 6,235 <0.01 Reduce 6.73% <0.01 $314.95–402.45 · VW $347.48i $2,051,066 SEC
2025   Q2 6,685 <0.01 Reduce 34.58% <0.01 $349.27–435.92 · VW $379.97i $2,496,179 SEC
2025   Q1 10,218 0.01 Reduce 36.43% <0.01 $311.41–385.21 · VW $358.70i $3,479,229 SEC
2024   Q4 16,073 0.01 Reduce 16.21% <0.01 $360.78–472.66 · VW $407.63i $5,928,365 SEC
2024   Q3 19,183 0.01 Reduce 28.55% <0.01 $372.89–481.26 · VW $425.46i $8,627,554 SEC
2024   Q2 26,848 0.02 Reduce 70.13% 0.04 $383.56–443.87 · VW $415.34i $10,879,078 SEC
2024   Q1 89,893 0.06 Reduce 77.18% 0.16 $313.14–415.00 · VW $372.13i $35,224,572 SEC
2023   Q4 394,007 0.21 Reduce 59.40% 0.29 $252.55–322.29 · VW $296.37i $123,099,607 SEC
2023   Q3 970,552 0.49 Reduce 13.11% 0.07 $235.79–289.12 · VW $259.67i $251,625,361 SEC
2023   Q2 1,116,935 0.54 Add 38.58% 0.15 $205.10–282.22 · VW $254.84i $286,527,281 SEC
2023   Q1 805,988 0.35 Add 3.47% 0.01 $203.66–268.05 · VW $229.19i $182,209,707 SEC
2022   Q4 778,948 0.37 Reduce 2.32% 0.01 $222.01–266.40 · VW $246.42i $183,559,096 SEC
2022   Q3 797,447 0.48 Reduce 14.27% 0.06 $222.89–318.71 · VW $260.13i $223,612,000 SEC
2022   Q2 930,208 0.44 Reduce 3.61% 0.01 $229.55–297.34 · VW $274.33i $221,957,000 SEC
2022   Q1 965,083 0.38 Reduce 1.26% <0.01 $214.05–271.49 · VW $248.30i $237,333,000 SEC
2021   Q4 977,365 0.38 Reduce 15.44% 0.06 $211.06–250.23 · VW $228.24i $242,504,000 SEC
2021   Q3 1,155,815 0.37 Reduce 2.14% <0.01 $195.04–232.61 · VW $216.86i $229,764,000 SEC
2021   Q2 1,181,150 0.36 Add 0.56% <0.01 $178.73–203.22 · VW $194.73i $226,048,000 SEC
2021   Q1 1,174,575 0.33 Reduce 0.37% <0.01 $143.88–194.83 · VW $176.79i $193,312,000 SEC
2020   Q4 1,178,942 0.36 Add 0.38% <0.01 $124.82–158.83 · VW $142.86i $184,127,000 SEC
2020   Q3 1,174,511 0.35 Add 14.64% 0.04 $115.54–133.41 · VW $124.27i $143,725,000 SEC
2020   Q2 1,024,561 0.30 Reduce 0.83% <0.01 $97.55–140.56 · VW $119.06i $122,609,000 SEC
2020   Q1 1,033,185 0.36 Reduce 7.61% 0.02 $98.25–169.86 · VW $129.69i $129,437,000 SEC
2019   Q4 1,118,325 0.32 Add 0.25% <0.01 $151.64–164.80 · VW $157.56i $180,990,000 SEC
2019   Q3 1,115,555 0.32 Reduce 6.52% 0.02 $135.55–157.05 · VW $148.29i $162,358,000 SEC
2019   Q2 1,193,309 0.31 Reduce 2.84% <0.01 $128.66–146.16 · VW $139.68i $167,553,000 SEC
2019   Q1 1,228,199 0.28 Reduce 1.27% <0.01 $107.72–141.61 · VW $130.25i $150,602,000 SEC
2018   Q4 1,244,010 0.25 Add 60.34% 0.09 $93.01–109.74 · VW $103.49i $125,048,000 SEC
2018   Q3 775,870 0.15 Add 34.62% 0.04 $92.16–129.47 · VW $106.07i $94,501,000 SEC
2018   Q2 576,350 0.10 Add 72.30% 0.04 $104.49–124.34 · VW $117.22i $62,424,000 SEC
2018   Q1 334,511 0.06 Buy 0.06 $97.03–117.58 · VW $107.45i $34,926,000 SEC
Price snapshot:
Current price$333.20
Avg. buy price$153.10
+/- since buy117.64%
52-week low$291.67
52-week high$430.54