SCHEDULE: RWWM, Inc. and Affiliates Disclose 11.18% Stake in Carters Inc.
Beneficial Ownership Report
RWWM, Inc., along with its 401(k) Profit Sharing Plan and key individuals Scott P. Roseman and Aaron J. Wagner, have filed an amended Schedule 13G disclosing beneficial ownership of 11.18% of Carters Inc. common stock.
Summary
- RWWM, Inc., an investment adviser, beneficially owns 4,075,791 shares of Carters Inc. common stock, representing 11.18% of the class.
- The RWWM Inc. 401(k) Profit Sharing Plan beneficially owns 8,604 shares, representing 0.02% of the class.
- Scott P. Roseman, Chairman Senior Portfolio Manager, beneficially owns 4,075,791 shares, representing 11.18% of the class.
- Aaron J. Wagner, President and Trustee, beneficially owns 4,075,791 shares, representing 11.18% of the class.
- The shares held by RWWM, Inc. are owned of record by its clients, none of whom are known to hold more than 5% individually.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Carters Inc.
Sentiment
Score: 5
Explanation: This is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or prospects.
Future Outlook
NA
Industry Context
This filing indicates a significant institutional stake in Carters Inc., a major player in children's apparel. Such filings are common for investment advisers managing client assets, providing transparency on large ownership positions within publicly traded companies.
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional ownership stake (11.18%) by RWWM, Inc. and its affiliates provides transparency regarding the company's ownership structure. This can be viewed positively as it indicates institutional confidence, but also means a large block of shares is held by a single entity (or group of related entities/clients).
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event requiring the filing of this statement. |
| 07/03/2025 | Signature date for RWWM, Inc., RWWM Inc. 401(k) Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner. |
Keywords
Carters Inc., RWWM Inc., Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Institutional Ownership, SEC Filing, CAR
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.