SCHEDULE 13G: RWWM Entities Disclose 6.08% Beneficial Stake in Carters Inc.

RWWM, Inc., along with its 401(k) Profit Sharing Plan and key individuals Scott P. Roseman and Aaron J. Wagner, have disclosed a collective beneficial ownership of 6.08% in Carters Inc. common stock.

Summary

• RWWM, Inc., an investment adviser, along with RWWM Inc. 401(k) Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner, collectively reported beneficial ownership of 2,190,482 shares of Carters Inc. common stock.
• This aggregate ownership represents 6.08% of Carters Inc.'s outstanding common stock.
• RWWM, Inc. holds sole dispositive power over 2,190,482 shares.
• Scott P. Roseman and Aaron J. Wagner share dispositive power over 2,190,482 shares.
• The RWWM Inc. 401(k) Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner share voting power over 8,604 shares.
• Aaron J. Wagner also holds sole voting power over 849 shares.
• The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Carters Inc.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative performance indicators or forward-looking statements that would influence sentiment.

Future Outlook

NA

Industry Context

This Schedule 13G filing is a standard regulatory disclosure in the investment industry, indicating that an institutional investor or a group has acquired beneficial ownership exceeding 5% of a public company's outstanding shares. It provides transparency regarding significant ownership stakes, which can be of interest to other investors and market participants.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant ownership stake by an investment adviser and related individuals, which may influence perceptions of institutional interest in Carters Inc.

Key Dates

Keywords

Carters Inc., RWWM Inc., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Equity Stake, Disclosure