SCHEDULE: Carlisle Companies Inc. - Beneficial Ownership Filing

Morgan Stanley and Atlanta Capital Management Company, LLC report beneficial ownership of Carlisle Companies Inc. common stock, with Atlanta Capital Management noting it no longer holds over five percent.

Summary

• This filing is an amendment to a Schedule 13G, indicating changes in beneficial ownership of Carlisle Companies Inc. common stock.
• Morgan Stanley, through its subsidiary Atlanta Capital Management Company, LLC, reported beneficial ownership of 2,083,495 shares, representing 5.1% of the class of securities as of March 31, 2026.
• Atlanta Capital Management Company, LLC reported beneficial ownership of 1,784,879 shares, representing 4.4% of the class of securities.
• Atlanta Capital Management Company, LLC has stated that it has ceased to be the beneficial owner of more than five percent of the class of securities.
• The filing confirms that Atlanta Capital Management Company, LLC is a wholly-owned subsidiary of Morgan Stanley, and the securities reported by Morgan Stanley are owned by Atlanta Capital Management Company, LLC.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting changes in beneficial ownership without providing operational or financial performance data. The reduction in ownership by a significant entity is noted but does not inherently signal positive or negative performance.

Positives

• Atlanta Capital Management Company, LLC has clarified its ownership status, indicating a reduction below the 5% threshold.
• The joint filing agreement ensures transparency and coordinated reporting between Morgan Stanley and its subsidiary.

Negatives

• The filing indicates a reduction in beneficial ownership by Atlanta Capital Management Company, LLC, which could imply a shift in investment strategy or a sale of shares.

Risks

• Potential for further reduction in beneficial ownership by reporting entities.
• Changes in significant beneficial ownership can sometimes precede or coincide with shifts in company strategy or performance.

Future Outlook

No specific future outlook or guidance is provided in this Schedule 13G filing, as it pertains to beneficial ownership reporting.

Management Comments

• Atlanta Capital Management Company, LLC has ceased to be the beneficial owner of more than five percent of the class of securities.
• Morgan Stanley and Atlanta Capital Management Company, LLC agree to file this Schedule 13G jointly.
• The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Atlanta Capital Management Company, LLC, a wholly-owned subsidiary of Morgan Stanley.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard for institutional investors crossing the 5% beneficial ownership threshold. The reduction in ownership by Atlanta Capital Management Company, LLC, while not inherently negative, warrants monitoring for potential shifts in institutional sentiment towards Carlisle Companies Inc.

Related Party Transactions

• The filing explicitly details the relationship between Morgan Stanley and its wholly-owned subsidiary, Atlanta Capital Management Company, LLC, regarding the beneficial ownership of Carlisle Companies Inc. securities.

Stakeholder Impact

• Shareholders: May observe shifts in institutional holdings, potentially influencing market perception and trading activity.
• Investors: Need to stay informed about significant changes in beneficial ownership as an indicator of institutional confidence or strategy shifts.

Next Steps

• Monitor future filings for any further changes in beneficial ownership by Morgan Stanley, Atlanta Capital Management Company, LLC, or other significant institutional investors.
• Observe any subsequent disclosures from Carlisle Companies Inc. that might provide context for the ownership changes.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Morgan Stanley, Atlanta Capital Management Company, Carlisle Companies Inc., SEC Filing, Common Stock, Investment Management