From Yahoo Finance: 2025-04-23 07:39:00

Madison Investments released its “Madison Mid Cap Fund” first-quarter 2025 investor letter, showing a 4.15% decrease for the fund compared to the Russell Midcap Index’s 3.40% decrease. Check out the fund’s top five holdings to see its best picks for 2025.

In its Q1 2025 investor letter, Madison Mid Cap Fund highlighted Carlisle Companies Incorporated (NYSE: CSL), a company that manufactures building envelope products. The stock’s one-month return was 2.54%, with shares losing 5.25% over the last 52 weeks, closing at $355.60 per share on April 22, 2025.

Madison Mid Cap Fund added to its holdings in Carlisle Companies Incorporated (NYSE: CSL) during the quarter, citing concerns over real estate demand and interest rates. The fund sees value in the stock’s long-term outlook for demand and earnings.

Although Carlisle Companies Incorporated (NYSE: CSL) isn’t among the 30 most popular stocks among hedge funds, 42 hedge fund portfolios held it at the end of Q4 2024. The company reported $1.1 billion in consolidated revenue in Q4 2024, with potential as an investment but AI stocks viewed as having greater promise for higher returns.

Read more: Does Carlisle Companies Incorporated (CSL) Have a Compelling Valuation?