Perritt Capital Management’s Carriage Services CSV Stock Holding History

Perritt Capital 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
2025 Q4	$634K	Buy	14,992 +2,000	+15%	+$86.8K	1.06%	35
2025 Q3	$579K	Buy	12,992 +7,891	+155%	+$357K	0.27%	75
2025 Q2	$233K	Hold	5,101	–	–	0.12%	146
2025 Q1	$198K	Hold	5,101	–	–	0.11%	148
2024 Q4	$203K	Sell	5,101 -1	-0%	-$37	0.11%	158
2024 Q3	$167K	Buy	5,102 +1	+0%	+$31	0.09%	162
2024 Q2	$137K	Buy	5,101 +5,001	+5,001%	+$131K	0.07%	172
2024 Q1	$2.73K	Hold	100	–	–	﹤0.01%	294
2023 Q4	$2.51K	Hold	100	–	–	﹤0.01%	292
2023 Q3	$2.83K	Hold	100	–	–	﹤0.01%	285
2023 Q2	$3.25K	Hold	100	–	–	﹤0.01%	280
2023 Q1	$3.05K	Hold	100	–	–	﹤0.01%	281
2022 Q4	$2.75K	Buy	+100	New	+$2.72K	﹤0.01%	288

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Perritt Capital Management's CSV Position: Q4 2025 in Review

Perritt Capital Management increased its Carriage Services (CSV) stake by 15% in Q4 2025, buying an estimated $86.8K and bringing the position to 14,992 shares worth $634K. The position accounts for 1.06% of the portfolio, ranked #35.

Perritt Capital Management first reported a position in CSV in Q4 2022 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

Perritt Capital Management held 14,992 shares of Carriage Services worth $634K as of Q4 2025.
Perritt Capital Management bought 2,000 Carriage Services shares in Q4 2025, an estimated $86.8K.
Carriage Services made up 1.06% of Perritt Capital Management's portfolio in Q4 2025, its #35 holding.
Perritt Capital Management first reported a position in Carriage Services in Q4 2022 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.