Current position

Ray Dalio’s Carlisle Cos Inc (CSL) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares283.58KHighest verified quarter-end share count
Quarters reported32Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Carlisle Cos Inc in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 30.11K shares. The latest verified filing showed: Bought 27.3% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 27.3% more+6.45K shares · 30.11K shares reported after the change
Filing context

Quarter-end price $362.75 · Estimated holding basis $390.02

Q1 2026
Sold 16.8% of the position−4.79K shares · 23.66K shares remained
Filing context

Quarter-end price $333.62 · Estimated holding basis $397.46

Q4 2025
Sold 25.6% of the position−9.80K shares · 28.45K shares remained
Filing context

Quarter-end price $319.86 · Estimated holding basis $397.46

Q3 2025
Sold 52.9% of the position−42.95K shares · 38.26K shares remained
Filing context

Quarter-end price $328.96 · Estimated holding basis $397.46

Q2 2025
Bought 8.2% more+6.12K shares · 81.21K shares reported after the change
Filing context

Quarter-end price $373.40 · Estimated holding basis $397.46

Q1 2025
Bought 37.7% more+20.56K shares · 75.08K shares reported after the change
Filing context

Quarter-end price $340.50 · Estimated holding basis $399.42

Portfolio importance

How important is Carlisle Cos Inc in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#321of 997 reported positions
Peak portfolio weight0.2%Q1 2010
Best historical rank#37Q1 2010
At peak importanceQ1 2010
CSL
0.2%
Largest holding
46.2%
Cross-investor discovery

Who else owns Carlisle Cos Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
CSL0.0% of reported portfolio
Explore Carlisle Cos Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$327.922026-09-14

Market context only; not an investor transaction price.

Latest filing quarter-end price$362.75Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$390.02Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.