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SC 13G ·Filed Oct 21, 2026

CSV

CARRIAGE SERVICES INC
NEUTRAL
Impact 4/10
Horizondays Processed5d 13h ago SEC0001682317-26-000011
Passive investor 5%+ stake
Actionable Insight • Neutral

Vineyard Capital Partners, L.L.C. filed a Schedule 13G disclosing a 6.1% passive stake in Carriage Services Inc as of October 19, 2026. Managing member Jeffrey K. Boutwell beneficially owns 6.4% of the company (including personal shares). This is an amendment to a prior 13G filed in February 2026, indicating an increased position.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+1d
CSV ▲ +3.64% at T+1d
NEUTRAL call +3.64% · α vs SPY +4.82% · entry $35.68 → $36.98
Next anchor: T+5d tomorrow
Latest observation: T+2 -3.12% FF3 residual α
Entry = T+0 close
Oct 21, 2026
via day close
T+1d
+3.64%
call +3.64% · α +4.82%
$36.98
settled 5d ago
T+5d
Pending
tomorrow
T+20d
Pending
in 22d
T+60d
Pending
in 3mo

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Executive Summary

Vineyard Capital Partners, L.L.C. filed a Schedule 13G disclosing a 6.1% passive stake in Carriage Services Inc as of October 19, 2026. Managing member Jeffrey K. Boutwell beneficially owns 6.4% of the company (including personal shares). This is an amendment to a prior 13G filed in February 2026, indicating an increased position.

Key Facts

  • Vineyard Capital Partners, L.L.C. beneficially owns 976,000 shares of Carriage Services Inc common stock, representing 6.1% of shares outstanding.
  • Jeffrey K. Boutwell, managing member of Vineyard Capital Partners, beneficially owns an aggregate of 1,010,000 shares (including 6.4% of shares outstanding) including 34,000 personal shares.
  • The filing is filed under Rule 13d-1(c) (passive investor), with certification that shares were not acquired to change or influence control.
  • This is an amendment to a prior Schedule 13G filed on February 12, 2026, showing an increased stake.

Financial Impact

Vineyard Capital Partners holds a 6.1% stake; the filing does not disclose the dollar value of the position.

ownership percentage

Investment Themes

Services

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0001682317-26-000011
Document: 0001682317-26-000011-index.html0001682317-26-000011
Document: 0001682317-26-000011.txt0001682317-26-000011
14 reports for CSV
Performance horizon
80% Hit rate @ T+5 4 of 5 directional calls Went positive at some point 5 of 5 best @ T+20▲ +16.32%May 6, 2026
Filters
Rows
Reports for CSV — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Press Release
NEUTRAL ★ 1/10
$35.41awaiting T+5—$35.11 (−0.85%)
Oct 21, 2026
5d ago
SC 13G
NEUTRAL ★ 4/10
$35.68awaiting T+5—$35.11 (−1.60%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 2/10
$36.20 $35.41▼ −2.18%▼ −1.75%$35.11 (−3.01%)
Oct 5, 2026
21d ago
8-K
NEUTRAL ★ 2/10
$32.89 $34.61▲ +5.23%▲ +5.37%$35.11 (+6.75%)
Sep 30, 2026
26d ago
8-K
BULLISH ★ 6/10
$31.79 $33.73▲ +6.10%▲ +4.80%$35.11 (+10.44%)
Sep 30, 2026
26d ago
Press Release
BULLISH ★ 6/10
$31.79 $33.73▲ +6.10%▲ +4.80%$35.11 (+10.44%)
Jul 22, 2026
13w ago
Press Release
NEUTRAL ★ 1/10
$37.77awaiting T+5—$35.11 (−7.04%)
May 27, 2026
21w ago
Press Release
NEUTRAL ★ 4/10
$42.49 $37.32▼ −12.17%▼ −12.12%$35.11 (−17.37%)
May 6, 2026
24w ago
8-K
BEARISH ★ 6/10
$44.60 $43.11▲ +3.34%▲ +4.85%$35.11 (+21.28%)
May 6, 2026
24w ago
Press Release
MIXED ★ 6/10
$44.60 $43.11▼ −3.34%▼ −4.85%$35.11 (−21.28%)
Showing 10 of 14

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Report published Oct 21, 2026