Ownership history in Avala Global LP Β· 6 quarters on record
This page tracks every 13F SEC filing in which Avala Global LP reported a position in CARPENTER TECHNOLOGY CORP (CRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avala Global LP outperformed the S&P 500 by +37.9% annually on this CRS position. Timing score: 67% (2/3 decisions correct). Average cost basis: $162.39. Maximum drawdown during holding period: β11.1%.
π₯ Exceptional β beat the S&P 500 by 37.9% per year on this position.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $158.67 (2024 Q3) Β· Worst: $168.96 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size