CWM, LLC

Position in SCI — Service Corp International

CIK 1535847 OMAHA, NE

Position in SCI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$24,849,784

+$349,349 QoQ

Shares Held

301,173

-4.2% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Mar 31, 2026

CWM, LLC holds $32,767,687 across 8 Personal Services names. SCI ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International This page	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	622	$28,400
8	TRNR	Interactive Strength, Inc.	15	$20

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,849,784	301,173	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$24,500,435	314,229	-1.5%	Shares	Sole	2026-01-26
2025-09-30	$26,560,578	319,161	+1.2%	Shares	Sole	2025-10-15
2025-06-30	$25,667,862	315,330	+2.8%	Shares	Sole	2025-07-25
2025-03-31	$24,606,643	306,816	-3.1%	Shares	Sole	2025-05-01
2024-12-31	$25,283,224	316,753	-5.0%	Shares	Sole	2025-02-04
2024-09-30	$26,312,815	333,369	-4.5%	Shares	Sole	2024-10-08
2024-06-30	$24,838,169	349,194	-4.6%	Shares	Sole	2024-07-10
2024-03-31	$27,172,659	366,159	-6.6%	Shares	Sole	2024-04-05
2023-12-31	$26,820,626	391,828	-9.3%	Shares	Sole	2024-02-01
2023-09-30	$24,677,908	431,885	-8.7%	Shares	Sole	2023-10-11
2023-06-30	$30,567,992	473,262	-8.7%	Shares	Sole	2023-08-03
2023-03-31	$35,635,261	518,105	-2.7%	Shares	Sole	2023-05-01
2022-12-31	$36,800,732	532,264	+1.1%	Shares	Sole	2023-02-01
2022-09-30	$30,388,735	526,303	+0.8%	Shares	Sole	2022-10-27
2022-06-30	$36,098,196	522,254	+0.6%	Shares	Sole	2022-07-28
2022-03-31	$34,154,063	518,901	-0.7%	Shares	Sole	2022-04-21
2021-12-31	$37,114,707	522,816	-4.4%	Shares	Sole	2022-01-31
2021-06-30	$29,312,497	546,977	0.0%	Shares	Sole	2021-09-15
2021-03-31	$27,923,175	546,977	0.0%	Shares	Sole	2021-09-15
2020-12-31	$26,856,570	546,977	0.0%	Shares	Sole	2021-09-15
2020-09-30	$23,071,489	546,977	0.0%	Shares	Sole	2021-09-15
2020-06-30	$21,271,935	546,977	0.0%	Shares	Sole	2021-09-15
2020-03-31	$21,392,270	546,977	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.