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XML Financial, LLC

Position in CRS — Carpenter Technology Corp

CIK 1800465 BETHESDA, MD

Position in CRS

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$3,314,801
+$352,157 QoQ
Shares Held
8,410
-10.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRS Over Time

Shares Held

Position Value (USD)

Derivatives in CRS

reported options exposure · as of Jun 30, 2025
CallValue
$2,487,420
CallShares
9,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

All Filings in CRS

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,314,801 8,410
2025-12-31 $2,962,644 9,410
2025-09-30 $2,310,531 9,410
2025-06-30 $2,487,420 9,000
2025-06-30 $2,642,192 9,560
2025-03-31 $1,732,080 9,560
2025-03-31 $996,490 5,500
2024-12-31 $1,605,456 9,460
2024-09-30 $478,740 3,000
2024-06-30 $657,480 6,000
2024-03-31 $428,520 6,000
2023-12-31 $424,800 6,000