Position in CSV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,931,607
New position
Shares Held
50,381
first reported quarter
Ownership
0.317%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#45
of 157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 90%
Shared 0%
None 10%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026OAK RIDGE INVESTMENTS LLC holds $2,193,191 across 2 Personal Services names. CSV ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
This page
|
50,381 | $1,931,607 | |
| 2 | ROL |
Rollins Inc
|
6,267 | $261,584 |
All Filings in CSV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,931,607 | 50,381 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||