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Carriage Svcs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

9 owners 2 new 1 exit max 0.0% (Renaissance Technologies LLC)

grid → activity →
owners 9
max % 0.0%
tracked value $77M
qoq N 2 A 4 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 427,900 $20M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 142,618 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 1,022,595 $43M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 91,668 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 37,793 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 25,479 $1M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 11,082 $506 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 9,567 $437 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 6,819 $311 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 40,400 $2M hist

9 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $382.52M $404.2M $417.44M
Gross profit $124.3M $143.39M $146.68M
Gross margin * 32.5% 35.5% 35.1%
Net income $33.41M $32.95M $51.51M
Net margin * 8.7% 8.2% 12.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $41.72M $44.54M $56.08M
Total non-current assets * $1.23B $1.24B $1.29B
Total assets $1.27B $1.28B $1.35B
Total current liabilities $51.07M $58.04M $57.22M
Total non-current liabilities * $1.04B $1.01B $1.03B
Total equity $173.06M $208.55M $254.78M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $75.59M $52M $60.69M
Cash from investing -$57M -$3.64M -$35.17M
Cash from financing -$18.23M -$48.72M -$25M
Net change in cash * $353,000 -$358,000 $523,000

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders