CSV — CARRIAGE SVCS INC

Ownership history in HOHIMER WEALTH MANAGEMENT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which HOHIMER WEALTH MANAGEMENT, LLC reported a position in CARRIAGE SVCS INC (CSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,779 +289 +6.4% 0.03% $213K $44.31
2025 Q2 REDUCED 4,490 -1,966 -30.5% 0.04% $205K $45.39
2025 Q1 ADDED 6,456 +255 +4.1% 0.05% $250K $38.35
2024 Q4 INITIATED 6,201 — — 0.05% $247K $39.33
% of Fund (quarterly)    CSV price (monthly, adj. close)

Other funds also holding CSV

As of 2025 Q4 — sorted by position size

Manatuck Hill Partners, LLC 3Y 7Y 2.03% De Lisle Partners LLP 1.29% BARD ASSOCIATES INC 3Y 7Y 1.08% PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 1.06% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.61% Mendel Money Management 3Y 7Y 0.52% JB CAPITAL PARTNERS LP 3Y 0.52% HEARTLAND ADVISORS INC 3Y 7Y 0.47% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.42% Values First Advisors, Inc. 3Y 0.31%
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