Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / CRS

Carpenter Technology Corporation (CRS)

Daily ERM3 factor decomposition: how much of CRS's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$448.25
Market cap
$22.3B
23-day vol
32.8%
Sector proxy
XLB
Subsector proxy
XME

Risk DNA

16% of CRS's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 15.7%Sector 0.0%Subsector 0.5%Stock-specific 83.9%
XME subsector peers · average of 120 names

CRS carries 84% stock-specific risk against a peer average of 66% — more of what happens here is specific to this name than is typical for its cohort.

Sector (-0.2%) covaried negatively with CRS over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

Dollars of ETF to short per $1 of CRS held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLB)Subsector (XME)Explained risk
L1$-1.96——15.7%
L2$-1.72$-0.32—15.5%
L3$-1.34$-0.06$-0.3216.0%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding CRS

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Lone Pine Capital4.9%
  • Third Point3.3%

Browse every tracked 13F filer.

Go deeper on CRS

Ask the AI risk analyst for CRS's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about CRSAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / CRS

Carpenter Technology Corporation (CRS)

Daily ERM3 factor decomposition: how much of CRS's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$448.25
Market cap
$22.3B
23-day vol
32.8%
Sector proxy
XLB
Subsector proxy
XME

Risk DNA

16% of CRS's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 15.7%Sector 0.0%Subsector 0.5%Stock-specific 83.9%
XME subsector peers · average of 120 names

CRS carries 84% stock-specific risk against a peer average of 66% — more of what happens here is specific to this name than is typical for its cohort.

Sector (-0.2%) covaried negatively with CRS over this window, offsetting its variance rather than adding to it. Clamped to 0% for the bar and the remaining layers renormalized, so the percentages above sum to 100.

ETF hedge ratios

Dollars of ETF to short per $1 of CRS held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLB)Subsector (XME)Explained risk
L1$-1.96——15.7%
L2$-1.72$-0.32—15.5%
L3$-1.34$-0.06$-0.3216.0%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding CRS

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Lone Pine Capital4.9%
  • Third Point3.3%

Browse every tracked 13F filer.

Go deeper on CRS

Ask the AI risk analyst for CRS's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about CRSAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
Stock Risk Profiles
Infrastructure
  • Access
  • Developer pricing
  • About
  • Support
  • FAQ
  • Privacy
  • Terms
RiskModelsResearch/Workspace/API

© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

Stock Risk Profiles
Infrastructure
  • Access
  • Developer pricing
  • About
  • Support
  • FAQ
  • Privacy
  • Terms
RiskModelsResearch/Workspace/API

© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.