Jackson Creek Investment Advisors’s Carpenter Technology CRS Stock Holding History

Jackson Creek Investment Advisors’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
2026 Q1	$1.76M	Sell	4,455 -140	-3%	-$51K	0.52%	70
2025 Q4	$1.45M	Sell	4,595 -230	-5%	-$69.2K	0.43%	115
2025 Q3	$1.19M	Sell	4,825 -2,062	-30%	-$527K	0.34%	155
2025 Q2	$1.9M	Sell	6,887 -789	-10%	-$172K	0.51%	43
2025 Q1	$1.39M	Sell	7,676 -2,992	-28%	-$577K	0.44%	101
2024 Q4	$1.81M	Sell	10,668 -327	-3%	-$56.1K	0.55%	34
2024 Q3	$1.75M	Buy	+10,995	New	+$1.49M	0.52%	43
2024 Q1	–	Sell	-17,079	Closed	-$1.21M	–	314
2023 Q4	$1.21M	Hold	17,079	–	–	0.46%	35
2023 Q3	$1.15M	Buy	+17,079	New	+$1.04M	0.48%	29

Other funds holding CRS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

LPC

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

Jackson Creek Investment Advisors's CRS Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Carpenter Technology (CRS) stake by 3% in Q1 2026, selling an estimated $51K and leaving 4,455 shares worth $1.76M. The position accounts for 0.52% of the portfolio, ranked #70.

Jackson Creek Investment Advisors first reported a position in CRS in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.9M in Q2 2025. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

Jackson Creek Investment Advisors held 4,455 shares of Carpenter Technology worth $1.76M as of Q1 2026.
Jackson Creek Investment Advisors sold 140 Carpenter Technology shares in Q1 2026, an estimated $51K.
Carpenter Technology made up 0.52% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #70 holding.
Jackson Creek Investment Advisors first reported a position in Carpenter Technology in Q3 2023 and has held it in 9 quarters since.
Jackson Creek Investment Advisors's Carpenter Technology position peaked at $1.9M in Q2 2025.
696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.