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CSL · Industrials · Construction · Market cap $14.53B

1 fund in our archive has pitched Carlisle Companies — most recently Sands Capital Global Growth in June 2025.

Company profile

Carlisle Companies Incorporated operates as a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. It operates through three segments: Carlisle Construction Materials, Carlisle Interconnect Technologies, and Carlisle Fluid Technologies. The Carlisle Construction Materials segment produces building envelopes for commercial, industrial, and residential buildings, including single-ply roofing products, rigid foam insulations, spray polyurethane foam, architectural metal products, heating, ventilation and air conditioning hardware and sealants, waterproofing products, and air and vapor barrier systems. The Carlisle Interconnect Technologies segment produces wires and cables, including optical fiber for the commercial aerospace, military and defense electronics, medical device, industrial, and test and measurement markets. It also offers sensors, connectors, contacts, cable assemblies, complex harnesses, racks, trays, and installation kits, as well as engineering and certification services. The Carlisle Fluid Technologies segment produces engineered liquid products, powder products, sealants and adhesives finishing equipment, and integrated system solutions for spraying, pumping, mixing, metering, and curing of coatings used in the automotive manufacture, general industrial, protective coating, wood, and specialty and automotive refinishing markets. The company sells its products under the Carlisle, Binks, DeVilbiss, Ransburg, BGK, MS Powder, Thermax, Tri-Star, LHi Technology, Providien, SynTec, Weatherbond, Hunter Panels, Resitrix, Hertalan, Insulfoam, and Versico brands. Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.

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Letters

Fund activity · 2 positions

  • HoldsGuinness Sustainable Energy Fund
    July 2026
    Trane Technologies continued to demonstrate strong order intake for its efficient commercial cooling solutions in the US, while Owens Corning rallied sharply after receiving a $10bn takeover offer from fellow portfolio holding Carlisle to create a 'one-stop shop' for commercial and residential roofing and insulation products.
    Read the letterCarlisle Companies
  • HoldsGuinness Sustainable Energy Fund (Guinness Global Investors)
    June 2026
    Our buildings exposure comes via pure-play quality exposure to heating and cooling industries (via commercial HVAC manufacturer Trane Technologies) as well as high-quality roofing manufacturer Carlisle Companies.
    Read the letterCarlisle Companies

Fund coverage · 1 thesis

  • Sands Capital Global Growth
    June 2025

    Carlisle Companies is the largest U.S. manufacturer of commercial roofing materials, benefiting from durable competitive advantages and a non-discretionary market that supports resilient earnings, driven by long-term growth in demand for roof replacement.

    Read the full thesis

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