Coho Partners, Ltd. SCI — SERVICE CORP INTERNATIONAL

Ownership history in Coho Partners, Ltd.  ·  11 quarters on record

AI Ownership Summary

Coho Partners, Ltd. reported SERVICE CORP INTERNATIONAL (SCI) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.66% in 2024 Q4. The latest visible filing shows SCI at 3.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coho Partners, Ltd.'s position in SERVICE CORP INTERNATIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCI was reported at 3.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.66% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCI stock page Coho Partners, Ltd. fund profile Coho Partners, Ltd. full holdings
How Coho Partners, Ltd. held SCI — position size vs. price
% of Fund (quarterly)    SCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 42.8% -5.9% ✅ 338,402 -252,906 -42.8% 3.61% $28.2M 2025-11-14 (Est.) $78.98
2025 Q2 REDUCED 15.2% +2.7% ❌ 591,308 -106,090 -15.2% 3.58% $48.1M 2025-07-29 $75.14
2025 Q1 REDUCED 30.1% +1.9% ❌ 697,398 -300,010 -30.1% 3.38% $55.9M 2025-04-22 $78.16
2024 Q4 REDUCED 15.5% +0.9% ❌ 997,408 -183,146 -15.5% 3.66% $79.6M 2025-01-30 $77.14
2024 Q3 REDUCED 11.4% +1.5% ❌ 1,180,554 -151,822 -11.4% 3.40% $93.2M 2024-10-22 $74.12
2024 Q2 REDUCED 20.9% +11.4% ❌ 1,332,376 -352,735 -20.9% 3.31% $94.8M 2024-07-31 $77.70
2024 Q1 ADDED — — — 1,685,111 +161,570 +10.6% 3.07% $125.1M 2024-05-09 $68.59
2023 Q4 REDUCED 19.8% +7.6% ❌ 1,523,541 -375,624 -19.8% 2.43% $104.3M 2024-01-09 $64.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCI

As of 2026 Q1 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 4.96% Catawba River Capital 3Y 4.48% Longboard Asset Management, LP 3.49% Global Alpha Capital Management Ltd. 3Y 7Y 1.73% Maj Invest Holding A/S 3Y 7Y 1.36% Bell Asset Management Ltd 3Y 7Y 1.23% Nordwand Advisors, LLC 3Y 1.08% 2Xideas AG 3Y 1.03% VAUGHAN DAVID INVESTMENTS LLC/IL 3Y 7Y 0.93% Mitsubishi UFJ Asset Management (UK) Ltd. 3Y 7Y 0.85%

FAQ About Coho Partners, Ltd. and SCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coho Partners, Ltd. reported owning SCI?

Coho Partners, Ltd. reported SCI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SCI position in Coho Partners, Ltd.'s portfolio?

The largest reported portfolio weight for SCI was 3.66% in 2024 Q4.

What is the latest reported SCI position on this page?

The most recent filing on this page is 2025 Q3, when Coho Partners, Ltd. reported 338,402 shares, equal to 3.61% of portfolio, with an estimated market value of $28.2M.

What does the chart on this SCI ownership page compare?

The chart compares Coho Partners, Ltd.'s quarterly SCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coho Partners, Ltd. time their SCI position?

Based on 13F filing dates vs. subsequent SCI price moves, Coho Partners, Ltd. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on SCI relative to SPY over the holding period was -13.2%.

← Back to Coho Partners, Ltd. Holdings