Position in CSV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,400
+$3,443 QoQ
Shares Held
622
+5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1.1254019292604502.ToString("F0")%
Shared 0.ToString("F0")%
None 98.87459807073955.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $32,767,810 across 8 Personal Services names. CSV ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
301,173 | $24,849,784 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
60,501 | $4,968,947 | |
| 3 | HRB |
H&R Block Inc
|
39,610 | $1,257,221 | |
| 4 | ROL |
Rollins Inc
|
22,675 | $1,211,071 | |
| 5 | FTDR |
Frontdoor, Inc.
|
6,814 | $360,188 | |
| 6 | MED |
Medifast Inc
|
9,034 | $92,056 | |
| 7 | CSV |
Carriage Services Inc
This page
|
622 | $28,400 | |
| 8 | TRNR |
Interactive Strength, Inc.
|
15 | $143 |
All Filings in CSV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,400 | 622 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,957 | 590 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $25,744 | 578 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $39,610 | 866 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $33,828 | 873 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $33,872 | 850 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,922 | 485 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,166 | 267 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,462 | 202 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,052 | 202 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $40,708 | 1,441 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $46,789 | 1,441 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $43,979 | 1,441 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $43,540 | 1,581 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,608 | 50 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,982 | 50 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,719 | 51 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,286 | 51 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||