Carriage Services (CSV)

• Sector: Consumer Discretionary
• Industry: Personal Services

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

20% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $2.53M

3% more funds holding

Funds holding: 129 [Q1] → 133 (+4) [Q2]

2% less capital invested

Capital invested by funds: $275M [Q1] → $269M (-$5.86M) [Q2]

1.07% less ownership

Funds ownership: 67.22% [Q1] → 66.15% (-1.07%) [Q2]

100% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $40 25% upside
• Avg. target: $40 25% upside
• High target: $40 25% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Roth MKM George Kelly 50% 1-year accuracy 8 / 16 met price target

25% upside $40

Buy Reiterated

2 Aug 2024