Gotham Asset Management 13F: Adds $13M to CRL Stake

Gotham Asset Management has increased its position in CRL, adding 68,986 shares. This boost represents a 23.8% increase, bringing its total holdings to 358,502 shares. The value of this stake is approximately $67.4 million, according to the latest Form 13F filing with the SEC, reflecting holdings as of the reporting period.

What Changed in Gotham Asset Management's CRL Position

Gotham Asset Management's recent move saw its CRL holdings grow from 289,516 to 358,502 shares, an increase of 68,986 shares or 23.8%. This significant addition indicates a stronger confidence in CRL, with the total value of the holding reaching about $67.4 million.

Other Institutional Activity in CRL

Several other institutional investors have also been active in CRL. BlackRock, Inc. increased its holdings by 104,746 shares, ending with 3,859,100 shares valued at roughly $665.7 million. FMR LLC made a substantial addition of 1,722,334 shares, bringing its total to 3,456,244 shares worth about $596.2 million. Vanguard Capital Management LLC acquired 3,202,204 shares, matching its total holdings, now valued at $552.4 million. Meanwhile, Invesco Ltd. reduced its position by 298,898 shares, leaving it with 2,397,252 shares valued at $413.5 million.

Charles River Laboratories International, Inc. Stock Down 32.4%

Shares of CRL were trading around $188.06. The company has been drawing attention with institutional activity reflecting significant interest. While specific market cap and ratios are unavailable, the stock's trading value and movements indicate active investor engagement.

Insider Buying and Selling at Charles River Laboratories International, Inc.

Recent insider activity at CRL includes several transactions on June 5, 2026. Shannon Parisotto, CEVP of Discovery & Safety Assessment, sold 1,529 shares but also purchased the same amount. James Foster sold 183,361 shares and bought back an equivalent number. Birgit Girshick, the CEO, also mirrored this activity by selling and buying 3,386 shares.

Analysts Set New Price Targets

On May 29, 2026, CLSA upgraded CRL to a 'buy' rating with a price target of $219. Barclays maintained its 'buy' rating with a $220 target on May 8, while Evercore ISI Group also held a 'buy' rating at the same target. Other analysts, including JP Morgan and UBS, have maintained 'hold' ratings with targets of $160 and $175, respectively.

About CRL

CRL, often recognized for its pivotal role in the healthcare and biotech sectors, focuses on providing essential products and services for drug discovery and safety assessment. The company is integral to the development and testing processes that many pharmaceutical companies rely on. With a broad range of services, CRL is a key player in advancing medical research and development.

Bottom Line

The recent 13F filing by Gotham Asset Management highlights a notable increase in their CRL holdings, suggesting continued confidence in the company. While 13F filings are backward-looking and may not reflect current positions, this activity, along with insider transactions and analyst ratings, provides insights into the market's view of CRL. Investors often track such changes to gauge institutional sentiment and potential future movements in the stock.