CRSCARPENTER TECHNOLOGY CORP

Take Profit / Trim80

Strong Consensus

vs S&P -10.2%

Smart Money Trend

High 86Low 36+14.8 since 22-Q3

View as data table

Quarter	Score
2022-Q3	65.5
2022-Q4	49.2
2023-Q1	49.1
2023-Q2	63.5
2023-Q3	48.5
2023-Q4	36.0
2024-Q1	47.6
2024-Q2	68.0
2024-Q3	55.9
2024-Q4	58.0
2025-Q1	60.9
2025-Q2	79.5
2025-Q3	79.2
2025-Q4	82.1
2026-Q1	86.0
2026-Q2	80.3

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 9:50 PM ET

$392.20+79.9%vs tracked

Investor Action VerdictTake Profit / Trim

Funds reducing exposure or consensus momentum fading

Superinvestor Flow

Heavy Distribution

Why This Verdict

•Consensus score of 80.3/100 (Strong Consensus) held by 2 funds.
•Institutional selling: 2 funds reducing exposure (0 full exits, 2 trims).
•Extended: price has surged +79.9% above funds' basis — elevated risk of buying at local peak.
•Score trend: -5.7 pts vs previous quarter.

Entry Timing & ZoneExtended Risk

Trading +79.9% above funds' purchase price — elevated pullback risk

Current Price:$392.20

Funds' Basis:~$217.98

Target Entry:< $239.78

Aggregate Fund Flow (CRS)

Heavy Distribution(-50 score)

Net: -2 funds

0 Buyers0 Holds2 Sellers

2 active funds

2 of 18 tracked funds hold CRS. Avg conviction: 1.4%. Net trimming. First tracked at $217.98 (current +79.9% vs tracked).

Am I Late?

79.9% abovetheir avg tracked price

Tracked: $217.98Current: $392.20

Per-fund first tracked prices

Third Point$159.58(2024-Q3)

Citadel Advisors$276.38(2025-Q2)

How Convicted?

1.4%avg portfolio allocation

Third Point has 2.8% in this stock

Top 5 (0)Mid (1)Small (1)

Fund breakdown

Third PointCitadel Advisors

Which Way Is the Wind Blowing?

Heavy Distribution(-50 score)

Net: -2 funds

0 Buyers0 Holds2 Sellers

2 active funds

Per-fund actions

Third PointReduce

Citadel AdvisorsReduce

Did It Work?

+93.8%avg return since tracked

Benchmark comparison unavailable

Per-fund returns

Third Point+145.8%(from $159.58)

Citadel Advisors+41.9%(from $276.38)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Third Point	2.8%	$132.6M	$159.58	Reduce
Citadel Advisors	0.0%	$378.7K	$276.38	Reduce