13F Portfolios

SurgoCap Partners LP: CARPENTER TECHNOLOGY CORP (CRS): Quarterly 13F Position History

As of Q1 2026, SurgoCap Partners LP reported 1,196,901 shares of CARPENTER TECHNOLOGY CORP (CRS), worth $471.8M and representing 15.8% of its 13F equity book. Quarter-over-quarter share count change: + 44,295 (+3.8%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,196,901 +44,295 +3.8% $471.8M 15.8% $394.1
Q4 2025 1,152,606 46,289 -3.9% $362.9M 10.0% $314.8
Q3 2025 1,198,895 +272,896 +29.5% $294.4M 8.4% $245.5
Q2 2025 925,999 686,001 -42.6% $255.9M 9.8% $276.4
Q1 2025 1,612,000 +169,931 +11.8% $292.1M 14.4% $181.2
Q4 2024 1,442,069 +779,357 +117.6% $244.7M 14.2% $169.7
Q3 2024 662,712 $105.8M 5.6% $159.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did SurgoCap Partners LP first disclose a CRS position in 13F-HR filings?

SurgoCap Partners LP first reported CARPENTER TECHNOLOGY CORP (CRS) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.

What was SurgoCap Partners LP's most recent quarter-over-quarter share-count change in CRS?

Between Q4 2025 and Q1 2026, SurgoCap Partners LP added 44,295 shares of CRS (+3.8%), bringing the total reported position to 1,196,901 shares at a market value of $471.8M.

Does the implied price-per-share represent SurgoCap Partners LP's cost basis in CRS?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.