Gallo Partners’s Carpenter Technology CRS Stock Holding History

Gallo Partners’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,646	Closed	-$2.37M	–	42
2025 Q3	$2.37M	Buy	+9,646	New	+$2.47M	1.77%	28
2025 Q2	–	Sell	-15,030	Closed	-$2.72M	–	54
2025 Q1	$2.72M	Buy	15,030 +3,979	+36%	+$767K	1.81%	24
2024 Q4	$1.88M	Buy	+11,051	New	+$1.9M	1.38%	33

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gallo Partners's CRS Position: Q4 2025 in Review

Gallo Partners sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 9,646 shares — an estimated $2.37M sold.

Gallo Partners first reported a position in CRS in Q4 2024 and held it in 3 quarters. The position peaked at $2.72M in Q1 2025. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

Gallo Partners reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
Gallo Partners sold 9,646 Carpenter Technology shares in Q4 2025, an estimated $2.37M.
Gallo Partners first reported a position in Carpenter Technology in Q4 2024 and held it in 3 quarters.
Gallo Partners's Carpenter Technology position peaked at $2.72M in Q1 2025.
626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Gallo Partners's 13F filing for Q4 2025, filed 17 Feb 2026.