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User

Daniel Loeb

Third Point

Daniel Loeb Carpenter Technology Corp stake

total: 574

Third Point CRS trades

Total transactions:
6
New positions:
1
Added:
2
Reduced:
3
Held since:
2024 Q3
Held for:
7 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Daniel Loeb holds 310,000 Carpenter Technology Corp (CRS) shares with a market value of roughly $122.19M accounting for 5.87% of the overall portfolio. To date, the estimated cost basis is nearly $170.64 for "buy" trades and estimated average "sell" price is $364.93. Third Point first purchased CRS in 2024 Q3, initially acquiring 660,000 shares. Since the initial investment in Carpenter Technology Corp (CRS), Third Point has made 5 more transactions.

How many CRS shares does Daniel Loeb currently hold?

According to 2026 Q1 report, Daniel Loeb holds 310,000 shares of Carpenter Technology Corp (CRS), valued at around $122.19M.

When did Daniel Loeb buy Carpenter Technology Corp (CRS)?

Daniel Loeb first invested in Carpenter Technology Corp (CRS) in 2024 Q3 at the reported quarter-end price of $159.58 per share.

What's the cost basis of Third Point's CRS stake?

The estimated cost basis for Carpenter Technology Corp (CRS) stake is around $170.64 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$170.64
Weighted AVG sell price:
$364.93

Daniel Loeb's historical trades in Carpenter Technology Corp

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
5.87%
310,000
$394.15
$122,186,500
-60.51% (-475,000)
-2.57%
2025 Q4
3.40%
785,000
$314.84
$247,149,400
-7.65% (-65,000)
-0.24%
2025 Q3
2.49%
850,000
$245.54
$208,709,000
+13.33% (+100,000)
+0.29%
2025 Q2
2.72%
750,000
$276.38
$207,285,000
-13.79% (-120,000)
-0.52%
2024 Q4
1.98%
870,000
$169.71
$147,647,700
+31.82% (+210,000)
+0.48%
2024 Q3
1.42%
660,000
$159.58
$105,322,800
new
+1.42%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.