CRS
Carpenter Technology
4 of the 83 super-investors we track hold CRS, worth a combined $731M per their latest 13F filings. The largest position: Stephen Mandel at 3.6% of their portfolio. This quarter the cohort logged 0 buys and 3 sells on the name. Conviction score: 18 of 100 (how strongly the cohort backs it) — ranked #691 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own CRS
CRS is held by 4 super-investors in our cohort, with a combined position value of $731M. The highest-conviction owner is Stephen Mandel at 3.6% of their portfolio. Cohort ownership has shrunk from 5 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 2 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 3.6% | 3q | $594M | 962,839 |
| 2 | Daniel Loeb | 2.9% | 8q | $133M | 215,000 |
| 3 | Polen Capital Management | <0.1% | 5q | $4M | 6,756 |
| 4 | Joel Greenblatt | 0.0% | 36q | $379K | 614 |
Owners of CRS also hold
Congress is trading CRS
Congress tracker →- Markwayne Mullinbought$15,001 - $50,000 · 2026-02-04
- Markwayne Mullinbought$15,001 - $50,000 · 2026-01-05
- Markwayne Mullinbought$15,001 - $50,000 · 2026-01-05
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | TRIM | 2.9% | -31% | $133M | Aug 14, 2026 |
| Stephen Mandel | TRIM | 3.6% | -47% | $594M | Aug 14, 2026 |
| John Armitage | EXIT | 5.8% | -100% | $0 | Jul 21, 2026 |
Long US equity 13F-HR filings only. CUSIP 144285103. Not investment advice.