Carter's, Inc.
MX ˙ BMV ˙ US1462291097
SecurityMX:CRI / Carter's, Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership788,437 shares
Latest Disclosed Value $ 28,195
Lsv Asset Management reports 5.78% decrease in ownership of CRI / Carter's, Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 788,437 shares of Carter's, Inc. (MX:CRI) valued at $28,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 836,837 shares of Carter's, Inc.. This represents a change in shares of -5.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F Carter's COM 146229109 788,437 -48,400 -5.78 28 3.70 0.0608
2026-02-06 2025-12-31 13F Carter's COM 146229109 836,837 -137,028 -14.07 27 0.00 0.0592
2025-11-06 2025-09-30 13F Carter's COM 146229109 973,865 -88,601 -8.34 27 -15.62 0.0607
2025-08-11 2025-06-30 13F Carter's COM 146229109 1,062,466 -58,480 -5.22 32 -28.89 0.0749
2025-05-09 2025-03-31 13F Carter's COM 146229109 1,120,946 -24,691 -2.16 46 -27.42 0.1100
2025-02-13 2024-12-31 13F Carter's COM 146229109 1,145,637 -61,000 -5.06 62 -20.51 0.1433
2024-11-12 2024-09-30 13F Carter's COM 146229109 1,206,637 10,200 0.85 78 5.41 0.1681
2024-08-06 2024-06-30 13F Carter's COM 146229109 1,196,437 -21,048 -1.73 74 -28.16 0.1624
2024-05-06 2024-03-31 13F Carter's COM 146229109 1,217,485 -12,327 -1.00 103 11.96 0.2133
2024-02-06 2023-12-31 13F Carter's COM 146229109 1,229,812 39,976 3.36 92 12.20 0.2010
2023-11-03 2023-09-30 13F Carter's COM 146229109 1,189,836 -7,600 -0.63 82 -4.65 0.1914
2023-08-02 2023-06-30 13F Carter's COM 146229109 1,197,436 -6,152 -0.51 87 0.00 0.1917
2023-05-02 2023-03-31 13F Carter's COM 146229109 1,203,588 -13,830 -1.14 87 -4.44 0.1941
2023-02-08 2022-12-31 13F Carter's COM 146229109 1,217,418 -5,520 -0.45 91 -99.89 0.2003
2022-11-07 2022-09-30 13F/A-1 Carter's COM 146229109 1,222,938 209,604 20.68 80,139 12.21 0.1883
2022-11-04 2022-09-30 13F Carter's COM 146229109 1,013,334 0 71,420 0.1544
2022-08-10 2022-06-30 13F Carter's COM 146229109 1,013,334 317,076 45.54 71,420 11.51 0.1544
2022-05-12 2022-03-31 13F Carter's COM 146229109 696,258 219,859 46.15 64,049 32.82 0.1176
2022-01-28 2021-12-31 13F Carter's COM 146229109 476,399 476,399 48,221 0.0854
2021-11-04 2021-09-30 13F Carter's COM 146229109 0 -40,700 -100.00 0 -100.00
2021-08-04 2021-06-30 13F Carter's COM 146229109 40,700 -800 -1.93 4,199 13.79 0.0071
2021-04-30 2021-03-31 13F Carter's COM 146229109 41,500 -4,600 -9.98 3,690 -14.90 0.0063
2021-02-08 2020-12-31 13F Carter's COM 146229109 46,100 -37,800 -45.05 4,336 -40.31 0.0079
2020-10-23 2020-09-30 13F Carter's COM 146229109 83,900 -361,815 -81.18 7,264 -79.80 0.0149
2020-08-05 2020-06-30 13F Carter's COM 146229109 445,715 346,336 348.50 35,969 450.66 0.0746
2020-05-07 2020-03-31 13F Carter's COM 146229109 99,379 49,779 100.36 6,532 20.45 0.0158
2020-02-10 2019-12-31 13F Carter's COM 146229109 49,600 49,600 5,423 0.0085
2019-05-07 2019-03-31 13F Carter's COM 146229109 0 -20,900 -100.00 0 -100.00
2019-02-05 2018-12-31 13F Carter's COM 146229109 20,900 -59,400 -73.97 1,705 -78.46 0.0030
2018-11-06 2018-09-30 13F Carter's COM 146229109 80,300 -10,422 -11.49 7,917 -19.49 0.0118
2018-08-08 2018-06-30 13F Carter's COM 146229109 90,722 38,522 73.80 9,833 80.95 0.0154
2018-05-04 2018-03-31 13F Carter's COM 146229109 52,200 -83,100 -61.42 5,434 -65.82 0.0086
2018-01-31 2017-12-31 13F Carter's COM 146229109 135,300 7,700 6.03 15,896 26.16 0.0251
2017-11-13 2017-09-30 13F Carter's COM 146229109 127,600 74,957 142.39 12,600 169.12 0.0208
2017-08-09 2017-06-30 13F Carter's COM 146229109 52,643 52,643 4,682 0.0083
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.