Silvercrest Asset Management Group 13F: Cuts CSL Stake by $2.7M

Silvercrest Trims Carlisle Stake

Silvercrest Asset Management Group pared back its exposure to Carlisle Companies NYSE: CSL, according to a Form 13F filing with the SEC covering the period ending May 15, 2026. The institutional investor cut its holdings by 2.6%, which translated to a reduction of 7,320 shares during the window. Even with the cut, the firm retained a sizable stake in the building products maker. At the close of the filing period, Silvercrest owned 270,168 shares of the company. That remaining block carried a reported value of $98,003,442.

Carlisle Stock Valuation and Price Action

Shares of Carlisle Companies traded around $362.75 on Saturday. The equity changes hands at an 18.0 price-to-earnings ratio, while carrying a forward price-to-earnings multiple of 13.2 based on upcoming profit estimates. Investors tracking historical bands note the stock moves inside a 52-week trading range that stretches from a low of $293.43 up to a high of $432.91. The moving averages rest at $350.67 for the 50-day line and $352.22 for the 200-day trend indicator.

Recent Analyst Rating Updates

Wall Street firms have regularly updated their views on the industrial manufacturer. On July 7, 2026, Truist Securities maintained a hold rating on the stock with a $340.00 price target. A few weeks later on July 20, 2026, Baird kept an outperform rating with a $405.00 price target, adjusting down from its earlier target of $425.00. DA Davidson initiated coverage on August 25, 2026, with a neutral rating and a $410.00 price target. Most recently, on October 13, 2026, Baird maintained an outperform rating while shifting its target to $402.00 from $412.00. Overall, the stock holds a consensus buy recommendation backed by eight analyst opinions.

Inside Carlisle Companies

Carlisle Companies operates as a manufacturer and supplier of building envelope products and solutions, serving commercial and residential markets in North America and internationally. Its operations are divided into two main divisions focused on construction materials and weatherproofing technologies, providing single-ply roofing, insulation, and waterproofing solutions. Founded in 1917 and headquartered in Scottsdale, Arizona, the company plays a major role in commercial construction supply chains.

What to Watch at Carlisle Companies Incorporated

Market participants tracking Silvercrest Asset Management will need to look toward subsequent quarterly filings to see whether the firm continues trimming its industrials exposure or holds steady. The company's next financial results are scheduled for release on October 28, 2026. Because 13F filings are backward-looking documents that reflect holdings as of a past date, they may not represent the investor's current position today.