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Ground Swell Capital’s Carpenter Technology CRS Stock Holding History

Ground Swell Capital’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
-890
Closed -$219K – 109
2025
Q3 		$219K Buy
+890
New +$228K 0.48% 83
2025
Q1 		– Sell
-1,508
Closed -$256K – 179
2024
Q4 		$256K Buy
+1,508
New +$259K 0.38% 64

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's CRS Position: Q4 2025 in Review

Ground Swell Capital sold out of Carpenter Technology (CRS) in Q4 2025, closing a stake of 890 shares — an estimated $219K sold.

Ground Swell Capital first reported a position in CRS in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 626 funds tracked by Wall St. Rank hold CRS as of Q4 2025.

  • Ground Swell Capital reported no remaining Carpenter Technology position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 890 Carpenter Technology shares in Q4 2025, an estimated $219K.
  • Ground Swell Capital first reported a position in Carpenter Technology in Q4 2024 and held it in 2 quarters.
  • Ground Swell Capital's Carpenter Technology position peaked at $256K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.