LRI Investments, LLC

Position in CRS — Carpenter Technology Corp

CIK 2023325 PALM BEACH GARDENS, FL

Position in CRS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$38,860

-$88,056 QoQ

Shares Held

-80.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#786

of 873 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $69,143 across 6 Metal Fabrication names. CRS ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	63	$38,860
2	CMC	COMMERCIAL METALS Co	178	$11,169
3	ATI	Ati Inc	53	$10,446
4	ESAB	ESAB Corp	65	$6,410
5	MLI	Mueller Industries Inc	70	$2,151
6	WOR	Worthington Enterprises, Inc.	2	$107

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,860	63	-80.4%	Shares	Sole	2026-07-14
2026-03-31	$126,916	322	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.