CARLISLE COMPANIES INC
Ticker: CSLMaterialsRubber & PlasticsThe business
Carlisle Companies Incorporated (NYSE: CSL) operates as a leading supplier of innovative building envelope products and solutions for energy-efficient buildings. The company maintains its website at www.carlisle.com and employs approximately 5,900 people across North America and Europe, with 91 principal facilities comprising 6.3 million square feet of owned space and 3.5 million square feet of leased space.
The company operates through two primary reportable segments. Carlisle Construction Materials (CCM) manufactures premium roofing products and related technologies for the commercial construction market, generating approximately 74 percent of consolidated revenues. CCM offers high-performance single-ply roofing solutions including ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO), and polyvinyl chloride (PVC) membranes, along with polyisocyanurate insulation and architectural metal roofing systems. These products are sold under leading brands including Carlisle SynTec, Versico, Weatherbond, Hunter Panels, Resitrix, and Hertalan, primarily through authorized sales representatives and distributors across North America and Europe.
Carlisle Weatherproofing Technologies (CWT) provides high-performance waterproofing and moisture protection products, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and expanded polystyrene insulation products for both commercial and residential applications. CWT generates approximately 26 percent of consolidated revenues and operates manufacturing facilities and distribution locations throughout North America.
The company's strategic vision, termed Vision 2030, emphasizes driving above-market organic revenue growth through innovation, maintaining best-in-class production and service capabilities, implementing the Carlisle Operating System (COS) based on lean enterprise and six sigma principles, building scale through synergistic acquisitions, developing exceptional talent, and maintaining balanced capital deployment including shareholder returns. Carlisle generated total revenues of $5.0 billion in 2025 and maintains a century-long legacy of sustainability practices, including recycling initiatives and commitments to achieving net-zero greenhouse gas emissions by 2050. The company serves diverse customer bases across commercial and residential construction markets, with particular strength in the re-roofing segment, which represents approximately 70 percent of its commercial roofing business.
- Sector
- Materials
- Industry
- Rubber & Plastics
- HQ
- SCOTTSDALE, AZ
- FY end
- 12-31
- CIK
- 790051
- SIC
- 3060
Ownership
Who holds CARLISLE COMPANIES INC — across funds, superinvestors and bonds · N-PORT 2026Q1 · 13F 2026-03-31
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.42% | $450.56M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $432.61M |
| Eaton Vance Atlanta Capital SMID-Cap Fund EAASX · Eaton Vance Growth Trust | 4.20% | $413.29M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.19% | $314.51M |
| Franklin Rising Dividends Fund FRDAX · Franklin Managed Trust | 0.86% | $221.86M |
Superinvestors in CARLISLE COMPANIES INC
Share of each manager's reported 13F portfolio.
Bonds held by funds
Funds report holding 5 issues of CARLISLE COMPANIES INC's debt, $392.23M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.58%, maturing 2027–2040.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| Carlisle Cos Inc | 2.750% | 2030-03-01 | 54 | $147.48M |
| Carlisle Cos Inc | 5.250% | 2035-09-15 | 74 | $73.70M |
| Carlisle Cos Inc | 3.750% | 2027-12-01 | 47 | $72.39M |
| Carlisle Cos Inc | 2.200% | 2032-03-01 | 48 | $61.69M |
| Carlisle Cos Inc | 5.550% | 2040-09-15 | 52 | $36.97M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
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