CSV — CARRIAGE SVCS INC

Ownership history in Values First Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. 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
0.56% (2021 Q4)
Avg. % of fund
0.36%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,258 -2,961 -17.2% 0.31% $603K $42.19
2025 Q3 REDUCED 17,219 -287 -1.6% 0.41% $767K $44.31
2025 Q2 ADDED 17,506 +81 +0.5% 0.44% $801K $45.39
2025 Q1 REDUCED 17,425 -73 -0.4% 0.39% $675K $38.35
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% RBF Capital, LLC 3Y 7Y 0.27%
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