Summit Trail Advisors, LLC

Position in CRS — Carpenter Technology Corp

CIK 1698478 NEW YORK, NY

Position in CRS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$834,584

+$483,791 QoQ

Shares Held

1,353

+52.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#493

of 873 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $3,767,484 across 4 Metal Fabrication names. CRS ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATI	Ati Inc	6,003	$1,183,191
2	MLI	Mueller Industries Inc	16,748	$1,029,415
3	CRS	Carpenter Technology Corp This page	1,353	$834,584
4	ESAB	ESAB Corp	7,303	$720,294

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$834,584	1,353	+52.0%	Shares	Sole	2026-08-11
2026-03-31	$350,793	890	+34.8%	Shares	Sole	2026-05-12
2025-12-31	$207,794	660	-62.6%	Shares	Sole	2026-02-17
2025-09-30	$433,623	1,766	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.