SCHEDULE: Morgan Stanley, Atlanta Capital Boost Carlisle Stake

Morgan Stanley and its subsidiary, Atlanta Capital Management, have disclosed increased beneficial ownership in Carlisle Companies Inc., reaching 6.4% and 5.7% respectively.

Summary

• Morgan Stanley and its wholly-owned subsidiary, Atlanta Capital Management Company, LLC, have filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership of Common Stock in Carlisle Companies Inc.
• As of June 30, 2025, Morgan Stanley beneficially owns an aggregate of 2,776,355 shares, representing 6.4% of the class.
• Morgan Stanley holds shared voting power over 2,442,046 shares and shared dispositive power over 2,680,877 shares.
• Atlanta Capital Management Company, LLC beneficially owns an aggregate of 2,454,053 shares, representing 5.7% of the class.
• Atlanta Capital Management Company, LLC holds shared voting power over 2,160,000 shares and shared dispositive power over 2,366,954 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Carlisle Companies Inc.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of beneficial ownership. While not inherently positive or negative, increased institutional ownership can be perceived as a positive signal by the market, hence a slightly positive score.

Positives

• Increased institutional ownership by major financial entities like Morgan Stanley and its subsidiary may signal confidence in Carlisle Companies Inc.'s long-term prospects.

Negatives

• NA

Risks

• NA

Future Outlook

NA

Industry Context

This filing reflects a standard disclosure of significant beneficial ownership by institutional investors, common in the financial industry for transparency and regulatory compliance. It indicates continued or increased interest from major asset managers in Carlisle Companies Inc.

Related Party Transactions

• Atlanta Capital Management Company, LLC, a reporting person, is a wholly-owned subsidiary of Morgan Stanley, the other reporting person. The beneficial ownership reported by Morgan Stanley includes shares held by its subsidiary.

Stakeholder Impact

• Shareholders: Disclosure of significant institutional ownership provides transparency regarding the company's investor base and may influence market perception of the stock.

Key Dates

Keywords

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