Balyasny Asset Management
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Balyasny Asset Management’s Carriage Services CSV Stock Holding History

Balyasny Asset Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Buy
+6,819
New +$297K ﹤0.01% 2549
2025
Q4 		– Sell
-11,126
Closed -$496K – 3171
2025
Q3 		$496K Buy
+11,126
New +$503K ﹤0.01% 2400
2025
Q2 		– Sell
-8,186
Closed -$317K – 2912
2025
Q1 		$317K Buy
8,186
+2,425
+42% +$96.3K ﹤0.01% 2435
2024
Q4 		$230K Sell
5,761
-2,314
-29% -$85.4K ﹤0.01% 2486
2024
Q3 		$265K Buy
+8,075
New +$250K ﹤0.01% 2485
2016
Q1 		– Sell
-10,670
Closed -$257K – 1314
2015
Q4 		$257K Sell
10,670
-3,030
-22% -$70.7K ﹤0.01% 1016
2015
Q3 		$296K Sell
13,700
-2,090
-13% -$47.9K ﹤0.01% 919
2015
Q2 		$377K Buy
+15,790
New +$384K ﹤0.01% 915
2013
Q4 		– Sell
-223,758
Closed -$4.34M – 515
2013
Q3 		$4.34M Sell
223,758
-12,795
-5% -$236K 0.06% 369
2013
Q2 		$4.01M Buy
+236,553
New +$4.31M 0.07% 345

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's CSV Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Carriage Services (CSV) in Q1 2026: 6,819 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #2549 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in CSV as recently as Q3 2025.

Balyasny Asset Management first reported a position in CSV in Q2 2013 and has held it in 10 quarters since. The position peaked at $4.34M in Q3 2013. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Balyasny Asset Management held 6,819 shares of Carriage Services worth $311K as of Q1 2026.
  • Carriage Services was a new Balyasny Asset Management position in Q1 2026.
  • Carriage Services made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2549 holding.
  • Balyasny Asset Management first reported a position in Carriage Services in Q2 2013 and has held it in 10 quarters since.
  • Balyasny Asset Management's Carriage Services position peaked at $4.34M in Q3 2013.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.