Carter's, Inc.
US ˙ NYSE ˙ US1462291097

SecurityCRI / Carter's, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership16,703 shares
Latest Disclosed Value $ 597,299
Cwm, Llc reports 2.80% increase in ownership of CRI / Carter's, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 16,703 shares of Carter's, Inc. (US:CRI) valued at $597,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 16,248 shares of Carter's, Inc.. The current value of the position is $650,081 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F CARTERS COM 146229109 16,703 455 2.80 597 0.0016
2026-01-26 2025-12-31 13F CARTERS COM 146229109 16,248 -1,469 -8.29 1 0.0014
2025-10-15 2025-09-30 13F CARTERS COM 146229109 17,717 -735 -3.98 0 0.0015
2025-07-25 2025-06-30 13F CARTERS COM 146229109 18,452 8,768 90.54 1 0.0020
2025-05-01 2025-03-31 13F CARTERS COM 146229109 9,684 -10,999 -53.18 0 -100.00 0.0016
2025-02-04 2024-12-31 13F CARTERS COM 146229109 20,683 13,195 176.22 1 0.0047
2024-10-08 2024-09-30 13F CARTERS COM 146229109 7,488 6,893 1,158.49 0 0.0021
2024-07-10 2024-06-30 13F CARTERS COM 146229109 595 483 431.25 0 0.0002
2024-04-05 2024-03-31 13F CARTERS COM 146229109 112 34 43.59 0 0.0000
2024-02-01 2023-12-31 13F CARTERS COM 146229109 78 0 0.00 0 0.0000
2023-10-11 2023-09-30 13F CARTERS COM 146229109 78 0 0.00 0 0.0000
2023-08-03 2023-06-30 13F CARTERS COM 146229109 78 -95 -54.91 0 0.0000
2023-05-01 2023-03-31 13F CARTERS COM 146229109 173 -13 -6.99 0 0.0001
2023-02-01 2022-12-31 13F CARTERS COM 146229109 186 -78 -29.55 0 -100.00 0.0001
2022-10-27 2022-09-30 13F CARTERS COM 146229109 264 81 44.26 17 30.77 0.0001
2022-07-28 2022-06-30 13F CARTERS COM 146229109 183 58 46.40 13 18.18 0.0001
2022-04-21 2022-03-31 13F CARTERS COM 146229109 125 1 0.81 11 -15.38 0.0001
2022-01-31 2021-12-31 13F CARTERS COM 146229109 124 2 1.64 13 0.00 0.0001
2021-09-15 2021-06-30 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2021-07-29 2021-06-30 13F CARTERS COM 146229109 122 0 13 0.0001
2021-09-15 2021-03-31 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2021-04-27 2021-03-31 13F CARTERS COM 146229109 151 29 13 0.0001
2021-09-15 2020-12-31 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2021-01-27 2020-12-31 13F CARTERS COM 146229109 60 -62 6 0.0001
2021-09-15 2020-09-30 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2020-10-19 2020-09-30 13F CARTERS COM 146229109 60 -62 5 0.0001
2021-09-15 2020-06-30 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2021-09-15 2020-03-31 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2020-04-28 2020-03-31 13F CARTERS COM 146229109 194 72 13 0.0002
2021-09-14 2019-12-31 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2020-01-27 2019-12-31 13F CARTERS COM 146229109 194 72 21 0.0003
2021-09-14 2019-09-30 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2019-10-22 2019-09-30 13F CARTERS COM 146229109 405 283 37 0.0005
2021-09-14 2019-06-30 13F/A-1 CARTERS COM 146229109 122 0 0.00 13 0.00 0.0001
2019-07-31 2019-06-30 13F CARTERS COM 146229109 154,728 154,606 15,092 0.2496
2021-09-02 2019-03-31 13F/A-1 CARTERS COM 146229109 122 -41,071 -99.70 13 -99.61 0.0001
2019-04-22 2019-03-31 13F CARTERS COM 146229109 95,657 54,464 9,641 0.1934
2019-01-25 2018-12-31 13F CARTERS COM 146229109 41,193 35,069 572.65 3,362 456.62 0.0840
2018-10-29 2018-09-30 13F CARTERS COM 146229109 6,124 6,040 7,190.48 604 6,611.11 0.0154
2018-07-31 2018-06-30 13F CARTER COM 146229109 84 84 9 0.0003
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.