Carlisle Companies (CSL) Fell Due to Near-Term Challenges
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Running Oak Capital Seth Cogswell | 44,058 | $14,092,398 | -4% | 1.77% |
| 2. | Polaris Capital Management Bernard Horn | 3,512 | $1,123,348 | +1% | 0.09% |
| 3. | Bayforest Capital Theodoros Tsagaris | 1,028 | $328,816 | +76% | 0.25% |
| 4. | Impax Asset Management Ian Simm | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $147.25 | 297 | $43,733.25 | 4,463 | 2019-09-12 | Filing | |
| $147.29 | 400 | $58,916.00 | 4,166 | 2019-09-12 | Filing | |
| $33.38 | 1,000 | $33,380.10 | 3,852 | 2011-08-19 | Filing | |
| $35.19 | 2,000 | $70,380.80 | 2,888 | 2011-08-11 | Filing | |
| $35.33 | 1,000 | $35,334.70 | 2,852 | 2011-08-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $350.53 | 150 | $52,579.50 | 815 | 2025-02-08 | Filing | |
| $349.24 | 1,050 | $366,702.00 | 2,665 | 2025-02-07 | Filing | |
| $443.41 | 275 | $121,937.75 | 2,834 | 2024-11-21 | Filing | |
| $425.56 | 600 | $255,336.00 | 2,834 | 2024-07-29 | Filing | |
| $428.26 | 10 | $4,282.60 | 35,641 | 2024-07-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,158,194 | $1,330,039,933 | 0.02% | |
| 2. | 646,406 | $212,324,979 | 0.34% | |
| 3. | 337,555 | $107,977,443 | 0.1% | |
| 4. | 272,544 | $87,175,759 | 0.12% | |
| 5. | 247,111 | $79,040,925 | 1.77% |