Follow-The-Filings

Security

CRS

Carpenter Technology Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 2 new 2 exits max 5.9% (Dan Loeb - Third Point LLC)

grid → activity →
owners 20
rank #217
master % 0.04%
max % 5.9%
tracked value $3.2B
qoq N 2 A 5 R 11 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dan Loeb - Third Point LLC 2026 Q1 5.9% Reduce +2.47 pp 310,000 $122M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 5.7% Add +2.68 pp 1,817,940 $717M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.16 pp 368,222 $116M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.07 pp 724,420 $285M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce +0.03 pp 250,173 $99M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce 0.00 pp 85,588 $34M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.10 pp 42,457 $17M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.05 pp 91,309 $36M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.02 pp 150,485 $59M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 8,436 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 247,827 $98M hist
Polen Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 12,431 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,505,344 $1.4B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 620,168 $195M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 27,885 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 30,468 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 21,116 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 11,071 $4M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.0% Reduce 0.00 pp 253 $100 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 102 $40 hist
John Armitage - Egerton Capital (UK) LLP exited 2026 Q2 last 2026 Q1 5.8% Exit -5.82 pp 1,330,920 $525M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 78,800 $25M hist

20 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.55B $2.76B $2.88B
Gross profit $337.3M $584.3M $768.6M
Gross margin * 13.2% 21.2% 26.7%
Net income $56.4M $186.5M $376M
Net margin * 2.2% 6.8% 13.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.28B $1.59B $1.76B
Total non-current assets * $1.77B $1.7B $1.72B
Total assets $3.05B $3.29B $3.49B
Total current liabilities $459.4M $466.3M $483.7M
Total non-current liabilities * $1.2B $1.2B $1.12B
Total equity $1.4B $1.63B $1.89B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $14.7M $274.9M $440.4M
Cash from investing -$82.3M -$95.9M -$152.9M
Cash from financing -$40.1M -$23.3M -$167.1M
Net change in cash -$109.7M $154.6M $116.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders