Concurrent Investment Advisors, LLC
Position in CRS — Carpenter Technology Corp
CIK 2001015
Tampa, FL
Position in CRS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,080,708
+$10,921,950 QoQ
Shares Held
21,206
+287.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#154
of 873 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $14,810,063 across 4 Metal Fabrication names. CRS ranks #1 (88.3% of the industry book) .
All Filings in CRS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,080,708 | 21,206 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,158,758 | 5,477 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,618,591 | 5,141 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $554,429 | 2,258 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $825,823 | 2,988 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $973,661 | 5,374 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||