Carriage Services Inc (CSV) 13F Positioning & Ownership Changes (Q2 2026)

CSV ranks #3532 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

161 institutions disclose a position in CSV, but none treat it as a major bet — even De Lisle Partners LLP, its most concentrated holder, allocates just 1.0% of its own portfolio to it.

BayBridge Capital Group, LLC has added to its CSV position for two straight quarters, increasing it by $246.6K to reach $595.4K today.

State of Alaska, Department of Revenue has trimmed its CSV position for two straight quarters, cutting it by $13.0K while still holding $25.0K.

CSV is up 0.2% today, and institutions have been net buyers of $50.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CSV posted net income of $44.6M over the trailing twelve months, and currently trades at a P/E of 12.7.

• Profitable — net income of $44.6M over the trailing twelve months
• Revenue grew 2.4% year over year
• Net income declined year over year, from $52.4M to $44.6M
• Generated $60.7M in positive operating cash flow
• Current ratio of 0.98x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.28x equity — a highly leveraged balance sheet worth noting