Jim Simons’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.5M | Sell |
427,900
-24,202
| -5% | -$1.05M | 0.03% | 657 |
|
|
2025
Q4 | $19.1M | Sell |
452,102
-31,798
| -7% | -$1.38M | 0.03% | 621 |
|
|
2025
Q3 | $21.6M | Sell |
483,900
-42,800
| -8% | -$1.93M | 0.03% | 689 |
|
|
2025
Q2 | $24.1M | Buy |
526,700
+13,800
| +3% | +$576K | 0.03% | 627 |
|
|
2025
Q1 | $19.9M | Sell |
512,900
-24,900
| -5% | -$988K | 0.03% | 663 |
|
|
2024
Q4 | $21.4M | Sell |
537,800
-20,300
| -4% | -$749K | 0.03% | 643 |
|
|
2024
Q3 | $18.3M | Sell |
558,100
-58,400
| -9% | -$1.8M | 0.03% | 716 |
|
|
2024
Q2 | $16.5M | Buy |
616,500
+46,700
| +8% | +$1.23M | 0.03% | 679 |
|
|
2024
Q1 | $15.4M | Sell |
569,800
-24,300
| -4% | -$608K | 0.02% | 763 |
|
|
2023
Q4 | $14.9M | Sell |
594,100
-47,000
| -7% | -$1.11M | 0.02% | 750 |
|
|
2023
Q3 | $18.1M | Sell |
641,100
-45,000
| -7% | -$1.42M | 0.03% | 615 |
|
|
2023
Q2 | $22.3M | Sell |
686,100
-38,500
| -5% | -$1.08M | 0.03% | 627 |
|
|
2023
Q1 | $22.1M | Sell |
724,600
-15,400
| -2% | -$489K | 0.03% | 663 |
|
|
2022
Q4 | $20.4M | Buy |
740,000
+26,800
| +4% | +$728K | 0.03% | 703 |
|
|
2022
Q3 | $22.9M | Sell |
713,200
-113,700
| -14% | -$4.25M | 0.03% | 608 |
|
|
2022
Q2 | $32.8M | Sell |
826,900
-3,600
| -0.4% | -$155K | 0.04% | 501 |
|
|
2022
Q1 | $44.3M | Sell |
830,500
-50,000
| -6% | -$2.64M | 0.05% | 387 |
|
|
2021
Q4 | $56.7M | Sell |
880,500
-44,500
| -5% | -$2.3M | 0.07% | 303 |
|
|
2021
Q3 | $41.2M | Sell |
925,000
-122,300
| -12% | -$4.95M | 0.05% | 377 |
|
|
2021
Q2 | $38.7M | Buy |
1,047,300
+3,300
| +0.3% | +$123K | 0.05% | 417 |
|
|
2021
Q1 | $36.7M | Sell |
1,044,000
-47,400
| -4% | -$1.64M | 0.05% | 477 |
|
|
2020
Q4 | $34.2M | Sell |
1,091,400
-36,400
| -3% | -$992K | 0.04% | 497 |
|
|
2020
Q3 | $25.2M | Sell |
1,127,800
-153,200
| -12% | -$3.22M | 0.03% | 627 |
|
|
2020
Q2 | $23.2M | Buy |
1,281,000
+63,600
| +5% | +$1.07M | 0.02% | 736 |
|
|
2020
Q1 | $19.7M | Sell |
1,217,400
-65,700
| -5% | -$1.42M | 0.02% | 775 |
|
|
2019
Q4 | $32.8M | Buy |
1,283,100
+25,100
| +2% | +$609K | 0.03% | 730 |
|
|
2019
Q3 | $25.7M | Sell |
1,258,000
-1,600
| -0.1% | -$33.2K | 0.02% | 829 |
|
|
2019
Q2 | $23.9M | Buy |
1,259,600
+28,700
| +2% | +$547K | 0.02% | 864 |
|
|
2019
Q1 | $23.7M | Buy |
1,230,900
+94,500
| +8% | +$1.82M | 0.02% | 887 |
|
|
2018
Q4 | $17.6M | Sell |
1,136,400
-22,600
| -2% | -$396K | 0.02% | 963 |
|
|
2018
Q3 | $25M | Buy |
1,159,000
+8,300
| +0.7% | +$195K | 0.03% | 802 |
|
|
2018
Q2 | $28.3M | Buy |
1,150,700
+134,800
| +13% | +$3.51M | 0.03% | 722 |
|
|
2018
Q1 | $28.1M | Buy |
1,015,900
+36,400
| +4% | +$984K | 0.03% | 743 |
|
|
2017
Q4 | $25.2M | Buy |
979,500
+77,900
| +9% | +$1.99M | 0.03% | 800 |
|
|
2017
Q3 | $23.1M | Buy |
901,600
+24,900
| +3% | +$623K | 0.03% | 804 |
|
|
2017
Q2 | $23.6M | Buy |
876,700
+19,100
| +2% | +$513K | 0.03% | 752 |
|
|
2017
Q1 | $23.3M | Buy |
857,600
+107,487
| +14% | +$2.88M | 0.03% | 712 |
|
|
2016
Q4 | $21.5M | Buy |
750,113
+92,813
| +14% | +$2.41M | 0.03% | 738 |
|
|
2016
Q3 | $15.5M | Sell |
657,300
-65,000
| -9% | -$1.54M | 0.03% | 869 |
|
|
2016
Q2 | $17.1M | Sell |
722,300
-35,440
| -5% | -$815K | 0.03% | 801 |
|
|
2016
Q1 | $16.4M | Buy |
757,740
+65,240
| +9% | +$1.39M | 0.03% | 782 |
|
|
2015
Q4 | $16.7M | Sell |
692,500
-70,000
| -9% | -$1.63M | 0.04% | 657 |
|
|
2015
Q3 | $16.5M | Buy |
762,500
+54,953
| +8% | +$1.26M | 0.04% | 597 |
|
|
2015
Q2 | $16.9M | Buy |
707,547
+18,347
| +3% | +$446K | 0.04% | 639 |
|
|
2015
Q1 | $16.5M | Buy |
689,200
+61,615
| +10% | +$1.4M | 0.04% | 677 |
|
|
2014
Q4 | $13.1M | Sell |
627,585
-79,015
| -11% | -$1.52M | 0.03% | 721 |
|
|
2014
Q3 | $12.2M | Sell |
706,600
-167,600
| -19% | -$2.94M | 0.03% | 652 |
|
|
2014
Q2 | $15M | Sell |
874,200
-219,509
| -20% | -$3.78M | 0.03% | 619 |
|
|
2014
Q1 | $19.9M | Sell |
1,093,709
-3,391
| -0.3% | -$68K | 0.05% | 486 |
|
|
2013
Q4 | $21.4M | Buy |
1,097,100
+105,862
| +11% | +$2.01M | 0.05% | 436 |
|
|
2013
Q3 | $19.2M | Buy |
991,238
+85,938
| +9% | +$1.58M | 0.05% | 494 |
|
|
2013
Q2 | $15.3M | Buy |
+905,300
| New | +$16.5M | 0.04% | 548 |
|
Other funds holding CSV
VCM
VPM
Jim Simons's CSV Position: Q1 2026 in Review
Jim Simons reduced its Carriage Services (CSV) stake by 5.4% in Q1 2026, selling an estimated $1.05M and leaving 427,900 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #657.
Jim Simons first reported a position in CSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.7M in Q4 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.
- Jim Simons held 427,900 shares of Carriage Services worth $19.5M as of Q1 2026.
- Jim Simons sold 24,202 Carriage Services shares in Q1 2026, an estimated $1.05M.
- Carriage Services made up 0.03% of Jim Simons's portfolio in Q1 2026, its #657 holding.
- Jim Simons first reported a position in Carriage Services in Q2 2013 and has held it in 52 quarters since.
- Jim Simons's Carriage Services position peaked at $56.7M in Q4 2021.
- 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.