UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in CSV — Carriage Services Inc

CIK 861177 NEW YORK, NY

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Position in CSV

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$40,957

+$31,778 QoQ

Shares Held

897

+313.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 99.44258639910814.ToString("F0")% Shared 0.ToString("F0")% None 0.5574136008918618.ToString("F0")%

Common Shares in CSV Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $190,278,686 across 7 Personal Services names. CSV ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	1,993,701	$106,483,564
2	SCI	Service Corp International	559,856	$46,193,714
3	BFAM	Bright Horizons Family Solutions Inc.	177,921	$14,612,648
4	HRB	H&R Block Inc	392,279	$12,450,930
5	FTDR	Frontdoor, Inc.	198,463	$10,490,749
6	CSV	Carriage Services Inc This page	897	$40,957
7	MED	Medifast Inc	601	$6,124

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,957	897	+313.4%	Shares	Defined	2026-05-13
2025-12-31	$9,179	217	-96.9%	Shares	Defined	2026-02-13
2025-06-30	$321,689	7,033	-36.0%	Shares	Defined	2025-08-14
2024-03-31	$297,303	10,995	+35.0%	Shares	Defined	2024-05-15
2023-12-31	$203,755	8,147	-47.4%	Shares	Defined	2024-02-14
2023-09-30	$437,167	15,475	-17.3%	Shares	Defined	2023-11-13
2023-06-30	$607,934	18,723	0.0%	Shares	Defined	2023-08-11
2023-03-31	$571,424	18,723	-27.6%	Shares	Defined	2023-05-15
2022-12-31	$711,714	25,843	0.0%	Shares	Defined	2023-02-14
2022-09-30	$831,108	25,843	0.0%	Shares	Defined	2022-11-14
2022-06-30	$1,024,673	25,843	+8.1%	Shares	Defined	2022-08-12
2022-03-31	$1,275,384	23,915	+1.4%	Shares	Defined	2022-05-16
2021-12-31	$1,520,396	23,594	+6.0%	Shares	Defined	2022-02-14
2021-09-30	$992,615	22,261	+26.6%	Shares	Defined	2021-11-15
2021-06-30	$650,226	17,588	+65.5%	Shares	Defined	2021-08-16
2021-03-31	$373,964	10,627	0.0%	Shares	Defined	2021-05-14
2020-12-31	$332,837	10,627	0.0%	Shares	Defined	2021-03-01
2020-09-30	$237,088	10,627	+1.7%	Shares	Defined	2020-11-13
2020-06-30	$189,299	10,447	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.