Carriage Services, Inc.
US ˙ NYSE ˙ US1439051079

SecurityCSV / Carriage Services, Inc.
InstitutionGoldman Sachs Group Inc
Latest Disclosed Ownership79,005 shares
Latest Disclosed Value $ 3,607,368
Goldman Sachs Group Inc reports 50.18% increase in ownership of CSV / Carriage Services, Inc.

On May 15, 2026 - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 79,005 shares of Carriage Services, Inc. (US:CSV) valued at $3,607,368 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 52,607 shares of Carriage Services, Inc.. This represents a change in shares of 50.18% during the quarter. The current value of the position is $2,948,467 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)
2026-05-15 2026-03-31 13F CARRIAGE SVCS CMN 143905107 79,005 26,398 50.18 3,607 62.11 0.0001
2026-02-10 2025-12-31 13F CARRIAGE SVCS CMN 143905107 52,607 -26,427 -33.44 2,225 -36.79 0.0003
2025-11-14 2025-09-30 13F CARRIAGE SVCS CMN 143905107 79,034 28,243 55.61 3,520 51.53 0.0004
2025-08-14 2025-06-30 13F CARRIAGE SVCS CMN 143905107 50,791 8,018 18.75 2,323 40.19 0.0003
2025-06-27 2025-03-31 13F/A-2 CARRIAGE SVCS CMN 143905107 42,773 -9,223 -17.74 1,657 -20.03 0.0003
2025-05-16 2025-03-31 13F/A-1 CARRIAGE SVCS CMN 143905107 42,773 -9,223 1,657 0.0003
2025-05-09 2025-03-31 13F CARRIAGE SVCS CMN 143905107 42,773 -9,223 1,657 0.0000
2025-02-11 2024-12-31 13F CARRIAGE SVCS CMN 143905107 51,996 -2,983 -5.43 2,072 14.86 0.0003
2024-11-14 2024-09-30 13F CARRIAGE SVCS CMN 143905107 54,979 26,777 94.95 1,805 138.62 0.0003
2024-08-13 2024-06-30 13F CARRIAGE SVCS CMN 143905107 28,202 4,935 21.21 757 20.19 0.0001
2024-05-15 2024-03-31 13F CARRIAGE SVCS CMN 143905107 23,267 14,432 163.35 629 185.91 0.0001
2024-05-14 2023-12-31 13F/A-2 CARRIAGE SVCS CMN 143905107 8,835 -11,966 -57.53 221 -62.52 0.0000
2024-03-01 2023-12-31 13F/A-1 CARRIAGE SVCS CMN 143905107 8,835 -11,966 221 0.0000
2024-02-13 2023-12-31 13F CARRIAGE SVCS CMN 143905107 8,835 -11,966 221 0.0000
2024-05-15 2023-09-30 13F/A-1 CARRIAGE SVCS CMN 143905107 20,801 -9,174 -30.61 588 -39.67 0.0001
2023-11-14 2023-09-30 13F CARRIAGE SVCS CMN 143905107 20,801 -9,174 588 0.0001
2024-05-14 2023-06-30 13F/A-1 CARRIAGE SVCS CMN 143905107 29,975 -24,277 -44.75 973 -41.21 0.0002
2023-08-15 2023-06-30 13F CARRIAGE SVCS CMN 143905107 29,975 -24,277 973 0.0002
2024-05-14 2023-03-31 13F/A-1 CARRIAGE SVCS CMN 143905107 54,252 21,689 66.61 1,656 84.71 0.0004
2023-05-11 2023-03-31 13F CARRIAGE SVCS CMN 143905107 54,252 21,689 1,656 0.0004
2024-05-14 2022-12-31 13F/A-1 CARRIAGE SVCS CMN 143905107 32,563 -32,138 -49.67 897 44,700.00 0.0002
2023-02-13 2022-12-31 13F CARRIAGE SVCS CMN 143905107 32,563 -32,138 897 0.0002
2024-05-14 2022-09-30 13F/A-1 CARRIAGE SVCS CMN 143905107 64,701 -12,301 -15.97 2 -33.33 0.0005
2022-11-14 2022-09-30 13F CARRIAGE SVCS CMN 143905107 64,701 -12,301 2,081 0.0005
2024-05-14 2022-06-30 13F/A-2 CARRIAGE SVCS CMN 143905107 77,002 54,644 244.40 3 -99.75 0.0008
2022-08-18 2022-06-30 13F/A-1 CARRIAGE SVCS CMN 143905107 77,002 54,644 3,053 0.0007
2022-08-15 2022-06-30 13F CARRIAGE SVCS CMN 143905107 77,002 54,644 3,053 0.0002
2022-05-16 2022-03-31 13F CARRIAGE SVCS CMN 143905107 22,358 -20,642 -48.00 1,192 -56.97 0.0003
2022-02-17 2021-12-31 13F/A-1 CARRIAGE SVCS CMN 143905107 43,000 -6,845 -13.73 2,770 24.61 0.0006
2022-02-14 2021-12-31 13F CARRIAGE SVCS CMN 143905107 43,000 -6,845 2,770 0.0002
2022-01-20 2021-09-30 13F/A-1 CARRIAGE SVCS CMN 143905107 49,845 28,721 135.96 2,223 184.64 0.0005
2021-11-10 2021-09-30 13F CARRIAGE SVCS CMN 143905107 49,845 28,721 2,223 0.0001
2021-08-13 2021-06-30 13F CARRIAGE SVCS CMN 143905107 21,124 -42,755 -66.93 781 -65.26 0.0002
2021-05-17 2021-03-31 13F CARRIAGE SVCS CMN 143905107 63,879 3,229 5.32 2,248 18.32 0.0006
2021-02-12 2020-12-31 13F CARRIAGE SVCS CMN 143905107 60,650 12,106 24.94 1,900 75.44 0.0005
2020-11-13 2020-09-30 13F CARRIAGE SVCS CMN 143905107 48,544 -16,836 -25.75 1,083 -8.53 0.0003
2020-08-12 2020-06-30 13F CARRIAGE SVCS CMN 143905107 65,380 -107,082 -62.09 1,184 -57.50 0.0004
2020-05-15 2020-03-31 13F CARRIAGE SVCS CMN 143905107 172,462 -62,765 -26.68 2,786 -53.74 0.0010
2020-02-14 2019-12-31 13F CARRIAGE SVCS CMN 143905107 235,227 142,123 152.65 6,022 216.45 0.0015
2019-11-14 2019-09-30 13F CARRIAGE SVCS CMN 143905107 93,104 28,110 43.25 1,903 53.96 0.0005
2019-08-14 2019-06-30 13F CARRIAGE SVCS CMN 143905107 64,994 14,038 27.55 1,236 25.99 0.0004
2019-05-15 2019-03-31 13F CARRIAGE SVCS CMN 143905107 50,956 -13,038 -20.37 981 -1.11 0.0003
2019-02-14 2018-12-31 13F CARRIAGE SVCS CMN 143905107 63,994 -12,065 -15.86 992 -39.48 0.0003
2018-11-14 2018-09-30 13F CARRIAGE SVCS CMN 143905107 76,059 29,917 64.84 1,639 44.66 0.0004
2018-08-14 2018-06-30 13F CARRIAGE SVCS CMN 143905107 46,142 -41,938 -47.61 1,133 -53.49 0.0003
2018-05-15 2018-03-31 13F CARRIAGE SVCS CMN 143905107 88,080 58,678 199.57 2,436 222.22 0.0006
2018-02-14 2017-12-31 13F CARRIAGE SVCS CMN 143905107 29,402 16,389 125.94 756 127.03 0.0002
2017-11-14 2017-09-30 13F CARRIAGE SVCS CMN 143905107 13,013 13,013 333 0.0001
2017-08-14 2017-06-30 13F CARRIAGE SVCS CMN 143905107 0 -8,733 -100.00 0 -100.00
2017-05-18 2017-03-31 13F/A-1 CARRIAGE SVCS CMN 143905107 8,733 -856 -8.93 237 -13.82 0.0001
2017-05-15 2017-03-31 13F CARRIAGE SVCS CMN 143905107 8,733 237
2017-02-14 2016-12-31 13F CARRIAGE SVCS CMN 143905107 9,589 -4,907 -33.85 275 -19.83 0.0001
2016-11-14 2016-09-30 13F CARRIAGE SVCS CMN 143905107 14,496 2,182 17.72 343 17.47 0.0001
2016-08-15 2016-06-30 13F CARRIAGE SVCS CMN 143905107 12,314 12,314 0.00 292 0.0001
2016-05-13 2016-03-31 13F CARRIAGE SVCS CMN 143905107 0 -8,467 -100.00 0 -100.00
2016-02-16 2015-12-31 13F CARRIAGE SVCS CMN 143905107 8,467 -3,497 -29.23 204 -20.93 0.0001
2015-11-13 2015-09-30 13F CARRIAGE SVCS CMN 143905107 11,964 11,964 0.00 258 0.0001
2014-08-14 2014-06-30 13F CARRIAGE SVCS CMN 143905107 0 -18,440 -100.00 0 -100.00
2014-05-15 2014-03-31 13F CARRIAGE SVCS CMN 143905107 18,440 18,440 336 0.0001
2013-06-14 2012-09-30 13F/A-2 CARRIAGE SVCS CMN 143905107 0 -38,571 -100.00 0 -100.00
2013-06-14 2012-06-30 13F/A-2 CARRIAGE SVCS CMN 143905107 38,571 38,571 321 0.0001
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.