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CARRIAGE SERVICES INC hedge fund holdings

CSVNYSE
$32.17+0.38 (+1.20%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CSV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-31.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255853$41.8M$25.1M148Aug 14, 2025
Q3 20256648$47.2M$27M162Nov 14, 2025
Q4 20254063$25.4M$36.7M147Feb 14, 2026
Q1 20265347$53M$30.6M159May 15, 2026
Q2 20265746$51M$15.2M146Aug 14, 2026

Quarterly action breakdown

Q2 2026
146 filers
New position
13
$5.34M+139K sh
Increased
44
$45.6M+1.19M sh
Reduced
28
-$11.5M-299K sh
Out / sold
18
-$3.75M-97.7K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.Added 321.27%+$21.2M$27.8M0.02%Aug 14, 2026
Swedbank ABAdded 79.47%+$2.5M$5.66M0.00%Jul 15, 2026
Oak Ridge Investments LLCNew Buy+$1.93M$1.93M0.11%Jul 21, 2026
Deroy & Devereaux Private Investment Counsel IncAdded 37.23%+$1.1M$4.05M0.17%Jul 27, 2026
CenterBook Partners LPNew Buy+$894K$894K0.04%Aug 11, 2026
Punch & Associates Investment Management, Inc.Reduce 5.44%-$550K$9.56M0.47%Aug 14, 2026
VARCOV Co.New Buy+$340K$340K0.13%Aug 14, 2026
Seizert Capital Partners, LLCAdded 8.45%+$280K$3.59M0.15%Aug 5, 2026
WCG Wealth Advisors LLCAdded 51.61%+$253K$742K0.02%Aug 14, 2026
Commonwealth Financial Services, LLCSell 100%-$243K$00.00%Jul 15, 2026
Atria Investments, IncSell 100%-$241K$00.00%Jul 28, 2026
Navellier & Associates IncSell 100%-$223K$00.00%Aug 4, 2026
Empowered Funds, LLCSell 100%-$213K$00.00%Aug 17, 2026
MQS Management LLCNew Buy+$212K$212K0.26%Aug 7, 2026
R Squared LtdReduce 30.19%-$201K$465K0.24%Aug 5, 2026
Linden Thomas Advisory Services, LLCAdded 12.30%+$198K$1.81M0.15%Jul 16, 2026
Campbell & CO Investment Adviser LLCAdded 37.75%+$196K$717K0.04%Aug 3, 2026
EMC Capital ManagementSell 100%-$164K$00.00%Jul 29, 2026
LSV Asset ManagementReduce 0.70%-$146K$20.8M0.04%Aug 6, 2026
De Lisle Partners LLPAdded 1.48%+$134K$9.19M1.00%Aug 12, 2026
First Trust Advisors LPAdded 4.95%+$95.4K$2.02M0.00%Aug 11, 2026
Kennedy Capital Management LLCReduce 1.91%-$83.7K$4.29M0.08%Aug 14, 2026
BayBridge Capital Group, LLCAdded 22.73%+$71.8K$388K0.20%Jul 14, 2026
Quantinno Capital Management LPReduce 10.16%-$67.5K$597K0.00%Aug 13, 2026
Aristeia Capital, L.L.C.Added 24.02%+$65.2K$337K0.00%Aug 14, 2026
Bard Associates IncReduce 1.48%-$55.9K$3.72M0.83%Aug 12, 2026
Parvin Asset Management, LLCReduce 2.79%-$21.1K$735K0.58%Aug 17, 2026
Mendel Money ManagementReduce 1.97%-$20.7K$1.03M0.38%Jul 30, 2026
Values First Advisors, Inc.Reduce 1.85%-$10.2K$542K0.25%Aug 4, 2026
Quarry LPNew Buy+$5.75K$5.75K0.00%Aug 14, 2026
Palouse Capital Management, Inc.Reduce 6.52%-$4.41K$63.2K0.04%Jul 8, 2026
Versant Capital Management, IncReduce 35.11%-$3.53K$6.52K0.00%Jul 2, 2026
Nicholas Company, Inc.Added 0.06%+$2.88K$5.09M0.09%Aug 5, 2026
Zions Bancorporation, National AssociationNew Buy+$1.15K$1.15K0.00%Jul 31, 2026
Harbor Capital Advisors, Inc.Added 4.82%+$322$7K0.00%Aug 7, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$46$00.00%Aug 13, 2026
Keating Financial Advisory Services, Inc.New Buy+$38$380.00%Aug 11, 2026

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