Polar Asset Management Partners’s Carriage Services CSV Stock Holding History

Polar Asset Management Partners’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	$11.6M	Buy	+254,268	New	+$11.1M	0.23%	86
2021 Q3	–	Sell	-489,666	Closed	-$18.1M	–	1258
2021 Q2	$18.1M	Buy	489,666 +9,200	+2%	+$343K	0.19%	115
2021 Q1	$16.9M	Buy	480,466 +309,793	+182%	+$10.7M	0.17%	113
2020 Q4	$5.34M	Buy	+170,673	New	+$4.65M	0.06%	269
2020 Q3	–	Sell	-60,000	Closed	-$1.09M	–	614
2020 Q2	$1.09M	Buy	+60,000	New	+$1.01M	0.02%	306
2017 Q3	–	Sell	-110,000	Closed	-$2.97M	–	319
2017 Q2	$2.97M	Hold	110,000	–	–	0.07%	178
2017 Q1	$2.98M	Buy	+110,000	New	+$2.95M	0.08%	173

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polar Asset Management Partners's CSV Position: Q1 2026 in Review

Polar Asset Management Partners opened a new position in Carriage Services (CSV) in Q1 2026: 254,268 shares worth $11.6M. The stake represents 0.23% of the portfolio and ranks #86 among its holdings. This is a return to the name: Polar Asset Management Partners previously reported a position in CSV as recently as Q2 2021.

Polar Asset Management Partners first reported a position in CSV in Q1 2017 and has held it in 7 quarters since. The position peaked at $18.1M in Q2 2021. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

Polar Asset Management Partners held 254,268 shares of Carriage Services worth $11.6M as of Q1 2026.
Carriage Services was a new Polar Asset Management Partners position in Q1 2026.
Carriage Services made up 0.23% of Polar Asset Management Partners's portfolio in Q1 2026, its #86 holding.
Polar Asset Management Partners first reported a position in Carriage Services in Q1 2017 and has held it in 7 quarters since.
Polar Asset Management Partners's Carriage Services position peaked at $18.1M in Q2 2021.
167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

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