PCA
CRS icon

Pallas Capital Advisors’s Carpenter Technology CRS Stock Holding History

Pallas Capital 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 		$487K Buy
1,236
+337
+37% +$123K 0.02% 519
2025
Q4 		$283K Buy
899
+45
+5% +$13.5K 0.01% 705
2025
Q3 		$210K Buy
854
+2
+0.2% +$511 0.01% 772
2025
Q2 		$235K Buy
+852
New +$186K 0.01% 721

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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

Pallas Capital Advisors's CRS Position: Q1 2026 in Review

Pallas Capital Advisors increased its Carpenter Technology (CRS) stake by 37% in Q1 2026, buying an estimated $123K and bringing the position to 1,236 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #519.

Pallas Capital Advisors first reported a position in CRS in Q2 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Pallas Capital Advisors held 1,236 shares of Carpenter Technology worth $487K as of Q1 2026.
  • Pallas Capital Advisors bought 337 Carpenter Technology shares in Q1 2026, an estimated $123K.
  • Carpenter Technology made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #519 holding.
  • Pallas Capital Advisors first reported a position in Carpenter Technology in Q2 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.