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Jeff Yass’s Carriage Services CSV Stock Holding History

Jeff Yass’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
2025
Q2 		– Sell
-5,800
Closed -$225K – 12789
2025
Q1 		$225K Buy
+5,800
New +$230K ﹤0.01% 10701
2024
Q4 		– Sell
-9,400
Closed -$309K – 12334
2024
Q3 		$309K Sell
9,400
-22,200
-70% -$686K ﹤0.01% 9540
2024
Q2 		$848K Buy
+31,600
New +$829K ﹤0.01% 6976
2024
Q1 		– Sell
-8,100
Closed -$203K – 12332
2023
Q4 		$203K Sell
8,100
-5,800
-42% -$137K ﹤0.01% 10661
2023
Q3 		$393K Sell
13,900
-87,500
-86% -$2.76M ﹤0.01% 8785
2023
Q2 		$3.29M Buy
101,400
+90,700
+848% +$2.54M ﹤0.01% 4216
2023
Q1 		$327K Sell
10,700
-52,400
-83% -$1.66M ﹤0.01% 9528
2022
Q4 		$1.74M Buy
63,100
+43,000
+214% +$1.17M ﹤0.01% 4980
2022
Q3 		$646K Buy
20,100
+6,100
+44% +$228K ﹤0.01% 7768
2022
Q2 		$555K Buy
+14,000
New +$604K ﹤0.01% 8015
2022
Q1 		– Sell
-28,400
Closed -$1.83M – 13107
2021
Q4 		$1.83M Sell
28,400
-6,300
-18% -$326K ﹤0.01% 5717
2021
Q3 		$1.55M Buy
34,700
+19,700
+131% +$797K ﹤0.01% 6402
2021
Q2 		$555K Buy
+15,000
New +$560K ﹤0.01% 9341
2021
Q1 		– Sell
-37,000
Closed -$1.16M – 12310
2020
Q4 		$1.16M Sell
37,000
-75,400
-67% -$2.05M ﹤0.01% 6370
2020
Q3 		$2.51M Buy
112,400
+100,600
+853% +$2.12M ﹤0.01% 4184
2020
Q2 		$214K Buy
+11,800
New +$199K ﹤0.01% 8915
2018
Q3 		– Sell
-27,700
Closed -$680K – 9336
2018
Q2 		$680K Buy
+27,700
New +$721K ﹤0.01% 6179
2017
Q3 		– Sell
-7,800
Closed -$210K – 8907
2017
Q2 		$210K Buy
+7,800
New +$210K ﹤0.01% 8204
2016
Q4 		– Sell
-23,000
Closed -$544K – 9627
2016
Q3 		$544K Buy
+23,000
New +$546K ﹤0.01% 5913

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Jeff Yass's CSV Position: Q2 2026 in Review

Jeff Yass increased its Carriage Services (CSV) stake by 198% in Q2 2026, buying an estimated $786K and bringing the position to 26,989 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #8116.

Jeff Yass first reported a position in CSV in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.16M in Q3 2023. 157 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Jeff Yass held 26,989 shares of Carriage Services worth $1.03M as of Q2 2026.
  • Jeff Yass bought 17,939 Carriage Services shares in Q2 2026, an estimated $786K.
  • Carriage Services made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8116 holding.
  • Jeff Yass first reported a position in Carriage Services in Q2 2013 and has held it in 33 quarters since.
  • Jeff Yass's Carriage Services position peaked at $3.16M in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.