Synergy Investment Management, LLC
Position in CSL — Carlisle Companies Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CSL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,246
+$6,846 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#655
of 791 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $377,674 across 9 Building Products & Equipment names. CSL ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,028 | $148,753 | |
| 2 | TT |
Trane Technologies plc
|
214 | $105,106 | |
| 3 | CSL |
Carlisle Companies Inc
This page
|
235 | $85,246 | |
| 4 | OC |
Owens Corning
|
104 | $16,531 | |
| 5 | JCI |
Johnson Controls International plc
|
75 | $10,958 | |
| 6 | AAON |
Aaon, Inc.
|
62 | $7,865 | |
| 7 | TREX |
Trex Co Inc
|
32 | $1,601 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
18 | $988 |
All Filings in CSL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,246 | 235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $78,400 | 235 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,767 | 14 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,532 | 15 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||