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Waverly Advisors, LLC

Position in CRS — Carpenter Technology Corp

CIK 1568787 BIRMINGHAM, AL

Position in CRS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,534,697
+$1,029,003 QoQ
Shares Held
2,488
+93.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#398
of 873 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRS Over Time

Shares Held

Position Value (USD)

Position in Metal Fabrication

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $11,158,107 across 3 Metal Fabrication names. CRS ranks #2 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CRS
Carpenter Technology Corp
This page
2,488 $1,534,697

All Filings in CRS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,534,697 2,488
2026-03-31 $505,694 1,283