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Sheets Smith Investment Management’s Carpenter Technology CRS Stock Holding History

Sheets Smith Investment Management’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
Q3 		$1.64M Sell
6,664
-3,746
-36% -$958K 1.06% 36
2025
Q2 		$2.88M Sell
10,410
-12
-0.1% -$2.62K 2.53% 4
2025
Q1 		$1.89M Sell
10,422
-25
-0.2% -$4.82K 1.88% 10
2024
Q4 		$1.77M Buy
+10,447
New +$1.79M 1.5% 17

Other funds holding CRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Sheets Smith Investment Management's CRS Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Carpenter Technology (CRS) stake by 36% in Q3 2025, selling an estimated $958K and leaving 6,664 shares worth $1.64M. The position accounts for 1.06% of the portfolio, ranked #36.

Sheets Smith Investment Management first reported a position in CRS in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.88M in Q2 2025. 580 funds tracked by Wall St. Rank hold CRS as of Q3 2025.

  • Sheets Smith Investment Management held 6,664 shares of Carpenter Technology worth $1.64M as of Q3 2025.
  • Sheets Smith Investment Management sold 3,746 Carpenter Technology shares in Q3 2025, an estimated $958K.
  • Carpenter Technology made up 1.06% of Sheets Smith Investment Management's portfolio in Q3 2025, its #36 holding.
  • Sheets Smith Investment Management first reported a position in Carpenter Technology in Q4 2024 and has held it in 4 quarters since.
  • Sheets Smith Investment Management's Carpenter Technology position peaked at $2.88M in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.