LongCSLAug 2026
Carlisle Companies
The fund owns Carlisle Companies as a high-quality building-products exposure within its energy-efficiency theme. The managers expect higher power costs and stronger efficiency…
CSL
Which hedge funds are long CSL?
2 published ideas on Carlisle Companies across 2 funds — 2 long and 0 short.
Carlisle Companies hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Carlisle Companies: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCSLJun 2026
CSL Limited
The fund initiated a small position in CSL while the company is undergoing a broad operational and leadership reset. PM Capital believes growth plans and the cost base need to be…