NICOLA WEALTH MANAGEMENT LTD.

Position in CRI — Carters Inc

CIK 1734493 VANCOUVER, A1

Position in CRI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,807,676

+$761,940 QoQ

Shares Held

141,100

0.0% QoQ

Ownership

0.384%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#42

of 285 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

NICOLA WEALTH MANAGEMENT LTD. holds $9,898,176 across 2 Apparel Retail names. CRI ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRI	Carters Inc This page	141,100	$5,807,676
2	TJX	Tjx Companies Inc /De/	27,000	$4,090,500

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,807,676	141,100	0.0%	Shares	Sole	2026-08-06
2026-03-31	$5,045,736	141,100	-21.2%	Shares	Sole	2026-05-07
2025-12-31	$5,808,213	179,100	0.0%	Shares	Sole	2026-02-09
2025-09-30	$5,054,202	179,100	+151.9%	Shares	Sole	2025-10-31
2025-06-30	$2,142,243	71,100	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,907,990	71,100	0.0%	Shares	Sole	2025-06-06
2024-12-31	$3,852,909	71,100	0.0%	Shares	Sole	2025-02-06
2024-09-30	$4,620,078	71,100	+91.6%	Shares	Sole	2024-11-06
2024-06-30	$2,299,087	37,100	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,141,628	37,100	0.0%	Shares	Sole	2024-05-10
2023-12-31	$2,778,419	37,100	+94.2%	Shares	Sole	2024-02-08
2023-09-30	$1,320,765	19,100	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,386,660	19,100	0.0%	Shares	Sole	2023-08-10
2023-03-31	$1,373,672	19,100	0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,425,051	19,100	+45.8%	Shares	Sole	2023-02-09
2022-09-30	$858,443	13,100	+156.9%	Shares	Sole	2022-11-14
2022-06-30	$359,448	5,100	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.