What smart money is saying about Carpenter Technology Corporation
1 fund in our archive has pitched Carpenter Technology Corporation — most recently Sands Capital Select Growth in December 2025.
Carpenter Technology Corporation engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally. It operates in two segments, Specialty Alloys Operations and Performance Engineered Products. The company offers specialty alloys, including titanium alloys, powder metals, stainless steels, alloy steels, and tool steels, as well as additives, and metal powders and parts. It serves aerospace, defense, medical, transportation, energy, industrial, and consumer markets. The company was founded in 1889 and is headquartered in Philadelphia, Pennsylvania.
Get an email when a fund writes about it
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Carpenter Technology Corporation — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 1 move
- June 2026
“As noted above, Direct AI beneficiaries and a few other stocks in the portfolio rose sharply and in a number of instances prices raced ahead of fundamentals compressing future expected returns. We exited several positions including Credo Technology (CRDO), Semtech (SMTC), Nova Limited (NVMI), Universal Technical Institute (UTI) and Comfort Systems (FIX), entirely, and trimmed others, such as Modine (MOD), Forgent Power Solutions (FPS), Onto Innovation (ONTO), TTM Technologies (TTMI), and Carpenter Technology Corp (CRS).”
116 more words on why — unlock Granahan Investment Management Focused Growth Strategy’s full commentCarpenter Technology Corporation - March 2026
“We trimmed the position on strength. Carpenter Technology Corp. manufactures, fabricates, and distributes specialty metals.”
Carpenter Technology Corporation
Also mentioned · 2
These funds discuss Carpenter Technology Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Carpenter Technology Corp. manufactures, fabricates, and distributes specialty metals.”
Carpenter Technology Corporation - March 2026
“Carpenter Technology Corp. manufactures, fabricates, and distributes specialty metals.”
Carpenter Technology Corporation
Fund coverage · 1 thesis
- Sands Capital Select GrowthDecember 2025
Carpenter Technology Corporation supplies specialty nickel alloys in a high-barrier industry with improving pricing power and persistent supply-demand tightness.
Read the full thesis
Read every full thesis on Carpenter Technology Corporation
Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→