Carters Inc (CRI)

CONSUMER DISCRETIONARY: APPAREL & LUXURY GOODS
SIC: APPAREL & OTHER FINISHD PRODS OF FABRICS & SIMILAR MATL

PHIPPS TOWER ATLANTA, GA 30326

Carter’s, Inc. is the largest branded marketer in North America of apparel exclusively for babies and young children. The Company owns the Carter’s and OshKosh B’gosh brands, two of the most recognized brands in the marketplace. These brands are sold in leading department stores, national chains, and specialty retailers domestically and internationally. They are also sold through approximately 1,100 Company-operated stores in the United States, Canada, and Mexico and online at www.carters.com, www.oshkosh.com, www.cartersoshkosh.ca, and www.carters.com.mx. The Company’s Child of Mine brand is available at Walmart, its Just One You brand is available at Target, and its Simple Joys brand is available on Amazon. The Company also owns Skip Hop, a global lifestyle brand for families with young children. Carter’s is headquartered in Atlanta, Georgia.

Data as of 2021-06-19 11:14:54 -0400
Market Cap4.51 Billion Shares Outstanding43.957 Million Avg 30-day Volume545.308 Thousand
P/E Ratio16.53762 Dividend Yield0.39 EPS6.28
Price/Sales1.43 Debt to Equity3.22 EBITDA490.589 Million
Price to Book Value4.38 Forward PE16.19 Enterprise Value4.446 Billion
Total Cash1.054 Billion Current Debt656.859 Million Gross Profit1.463 Billion
BETA0.8184 52-week High/Low116.48 / 75.72 Next Earnings Date2021-07-22 Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from CRI instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 4 -25.0% 1 (0.06%) 2 (0.12%) -50.0%
Funds Holding: 295 300 -1.67% 87 (5.11%) 79 (4.59%) 10.13%
13F shares: 45.659 Million 45.594 Million 0.14% 17.213 Million 17.416 Million -1.17%
% Ownership 39.0724 39.9004 -2.08%
New Positions: 48 50 -4.0% 22 20 10.0%
Increased Positions 98 101 -2.97% 29 23 26.09%
Closed Positions 50 28 78.57% 14 15 -6.67%
Reduced Positions 110 109 0.92% 31 32 -3.13%
Total Calls 115.002 Thousand 72.071 Thousand 59.57% 80 Thousand 50.3 Thousand 59.05%
Total Puts 131.769 Thousand 81.948 Thousand 60.8% 97 Thousand 22.1 Thousand 338.91%
PUT/CALL Ratio 1.15 1.14 0.88% 1.21 0.44 175.0%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding CRI (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding CRI BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

10.1 Thousand total shares from 3 transactions

Exercise Derivative Conversion (M)

9 Thousand total shares from 3 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

ROBINSON ANTONIO SVP, CSR

  • Officer
9,352 2021-05-21 6

PULVER DAVID

  • Director
78,579 2021-05-20 2

EAGLE JEVIN

  • Director
11,359 2021-05-20 1

MONTGORIS WILLIAM J

  • Director
36,550 2021-05-20 1

CLEVERLY A BRUCE

  • Director
11,148 2021-05-20 1

BUONFANTINO GIUSEPPINA

  • Director
10,334 2021-05-20 1

HIPP MARK

  • Director
7,731 2021-05-20 1

PRICE GRETCHEN W

  • Director
6,413 2021-05-20 1

BORENSTEIN HALI

  • Director
5,637 2021-05-20 1

DUGGAN SCOTT F. SVP, GEN COUNSEL & SECY

9,671 2021-05-15 4

PIVAR BEN SVP, CIO

8,477 2021-05-06 6

WILSON JILL SVP HR AND TALENT DEVELOPMENT

17,462 2021-05-04 6

CASEY MICHAEL DENNIS CHAIRMAN AND CEO

456,173 2021-02-26 8

LYNCH BRIAN PRESIDENT, CARTER'S, INC.

81,010 2021-02-26 4

WESTENBERGER RICHARD F. EVP AND CFO

79,814 2021-02-26 4

D'EMILIO JULIE EVP, SALES

30,037 2021-02-26 5

SMITH PETER ROYER EVP SUPPLY CHAIN

27,642 2021-02-26 4

MOORE PATRICK Q EVP, NORTH AMERICA RETAIL

32,289 2021-02-26 6

KRUGMAN KENDRA EVP, MERCHANDISING AND DESIGN

30,739 2021-02-26 6

JENKINS JEFF EVP GLOBAL MARKETING

19,697 2021-02-26 4

WHIDDON THOMAS E DIRECTOR

34,565 2020-12-14 1

BRINKLEY AMY WOODS DIRECTOR

16,822 2020-05-14 0

NOLL RICHARD A

4,881 2020-05-14 0

FOGLESONG GREG EVP NORTH AMERICAN RETAIL

31,114 2019-11-20 0

CORNING KEVIN DOYLE EVP, INTERNATIONAL

27,817 2018-06-01 0

CASTAGNA VANESSA J DIRECTOR

23,691 2018-05-17 0

WU MICHAEL C. SVP,GENERAL COUNSEL & SECY

11,278 2018-02-27 0

FULTON PAUL DIRECTOR

63,356 2017-12-30 0

WILLIAMS JEFFREY B. SENIOR VP RETAIL

  • Officer
30,839 2016-03-01 0

WELCH JOHN R

  • Director
No longer subject to file 2015-05-07 0

EVANS LISA EVP AND BRAND LEADER

  • Officer
No longer subject to file 2014-07-28 0

RORK CHRISTOPHER EVP OF SUPPLY CHAIN

  • Officer
38,722 2014-05-12 0

FITZGERALD LISA EVP BRAND LEADER

  • Officer
49,899 2013-08-12 0

PETTY JAMES C

  • FORMER PRESIDENT RETAIL STORES
No longer subject to file 2013-03-15 0

GIBBONS BRENDAN M. SVP GENERAL COUNSEL & SECRETAR

  • Officer
28,786 2013-03-12 0

BERKSHIRE PARTNERS LLC

SEVENTH BERKSHIRE ASSOCIATES LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII-A L.P.

STOCKBRIDGE ASSOCIATES LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE FUND M, L.P.

STOCKBRIDGE ABSOLUTE RETURN FUND, L.P.

STOCKBRIDGE MASTER FUND (OS), L.P.

BERKSHIRE FUND VII L.P.

  • 10% Owner
No longer subject to file 2012-09-28 0

BERKSHIRE PARTNERS LLC

SEVENTH BERKSHIRE ASSOCIATES LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII L.P.

BERKSHIRE FUND VII-A L.P.

BERKSHIRE INVESTORS IV LLC

STOCKBRIDGE ASSOCIATES LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE FUND M, L.P.

STOCKBRIDGE MASTER FUND (OS), L.P.

  • 10% Owner
9,320,094 2011-10-20 0

WHETZEL CHARLES E JR

  • FMR EVP-CHIEF SUPPLY CHAI
No longer subject to file 2011-08-29 0

BERKSHIRE PARTNERS LLC

SEVENTH BERKSHIRE ASSOCIATES LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII L.P.

BERKSHIRE FUND VII-A L.P.

BERKSHIRE INVESTORS IV LLC

BERKSHIRE INVESTORS III LLC

STOCKBRIDGE ASSOCIATES LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE FUND M, L.P.

  • 10% Owner
8,883,961 2011-08-08 0

STOCKBRIDGE MASTER FUND (OS), L.P.

  • 10% Owner
30 2011-06-06 0

BERKSHIRE PARTNERS LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII L P

BERKSHIRE FUND VII-A L P

BERKSHIRE INVESTORS IV LLC

BERKSHIRE INVESTORS III LLC

STOCKBRIDGE ASSOCIATES LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE ABSOLUTE RETURN FUND, L.P.

STOCKBRIDGE FUND M, L.P.

  • 10% Owner
7,338,982 2011-02-01 0

STOCKBRIDGE FUND M, L.P.

  • 10% Owner
100 2010-11-30 0

BERKSHIRE PARTNERS LLC

SEVENTH BERKSHIRE ASSOCIATES LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII L P

BERKSHIRE FUND VII-A L P

BERKSHIRE INVESTORS IV LLC

BERKSHIRE INVESTORS III LLC

STOCKBRIDGE ASSOCIATES LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE ABSOLUTE RETURN FUND, L.P.

  • 10% Owner
6,644,762 2010-11-08 0

BERKSHIRE PARTNERS LLC

SEVENTH BERKSHIRE ASSOCIATES LLC

STOCKBRIDGE PARTNERS LLC

BERKSHIRE FUND VII L P

BERKSHIRE FUND VII-A L P

BERKSHIRE INVESTORS IV LLC

BERKSHIRE INVESTORS III LLC

STOCKBRIDGE FUND, L.P.

STOCKBRIDGE ABSOLUTE RETURN FUND, L.P.

  • 10% Owner
5,747,680 2010-11-04 0

BLOOM BRADLEY M

  • Director
172,686 2009-05-14 0

BROWN DAVID ALAN EXECUTIVE VICE PRESIDENT

  • Officer
383,379 2009-05-14 0

PACIFICO JOSEPH PRESIDENT

  • Officer
276,088 2009-01-03 0

NORTH ANDREW B. INTERM CHIEF FINANCIAL OFFICER

  • Officer
7,510 2008-08-01 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

ROBINSON ANTONIO - Officer SVP, CSR

2021-05-21 16:18:09 -0400 2021-05-21 S 692 $101.65 d 9,352 direct -1.1549 1.8817 2.7877 4 -1.1549 2

EAGLE JEVIN - Director

2021-05-21 16:20:38 -0400 2021-05-20 A 1,532 a 11,359 direct -1.1549 1.8817 2.7877 4 -1.1549 2

HIPP MARK - Director

2021-05-21 16:21:35 -0400 2021-05-20 A 1,532 a 7,731 direct -1.1549 1.8817 2.7877 4 -1.1549 2

CLEVERLY A BRUCE - Director

2021-05-21 16:18:35 -0400 2021-05-20 A 1,532 a 11,148 direct -1.1549 1.8817 2.7877 4 -1.1549 2

MONTGORIS WILLIAM J - Director

2021-05-21 16:21:06 -0400 2021-05-20 A 1,532 a 36,550 direct -1.1549 1.8817 2.7877 4 -1.1549 2

PULVER DAVID - Director

2021-05-21 16:22:08 -0400 2021-05-20 A 1,532 a 30,497 direct -1.1549 1.8817 2.7877 4 -1.1549 2

BUONFANTINO GIUSEPPINA - Director

2021-05-21 16:19:07 -0400 2021-05-20 A 1,532 a 10,334 direct -1.1549 1.8817 2.7877 4 -1.1549 2

BORENSTEIN HALI - Director

2021-05-21 16:19:39 -0400 2021-05-20 A 1,532 a 5,637 direct -1.1549 1.8817 2.7877 4 -1.1549 2

PRICE GRETCHEN W - Director

2021-05-21 16:20:05 -0400 2021-05-20 A 1,532 a 6,413 direct -1.1549 1.8817 2.7877 4 -1.1549 2

ROBINSON ANTONIO SVP, CSR

2021-05-17 16:14:44 -0400 2021-05-15 F 102 $103.45 d 10,044 direct -2.9178 -2.4659 0.0 1 -2.9178 2

DUGGAN SCOTT F. SVP, GEN COUNSEL & SECY

2021-05-17 16:13:40 -0400 2021-05-15 F 345 $103.45 d 9,671 direct -2.9178 -2.4659 0.0 1 -2.9178 2

PIVAR BEN SVP, CIO

2021-05-10 08:11:39 -0400 2021-05-06 M 1,551 $83.84 a 10,496 direct -2.1006 -0.3254 0.0 1 -5.7367 3

PIVAR BEN SVP, CIO

2021-05-10 08:11:39 -0400 2021-05-06 M 1,551 d 0 direct

PIVAR BEN SVP, CIO

2021-05-10 08:11:39 -0400 2021-05-06 S 2,019 $109.10 d 8,477 direct -2.1006 -0.3254 0.0 1 -5.7367 3

WILSON JILL SVP HR AND TALENT DEVELOPMENT

2021-05-05 16:17:36 -0400 2021-05-04 M 4,000 $42.61 a 21,462 direct 1.638 -6.3539 -5.2176 1.638 2 -8.7558 5

WILSON JILL SVP HR AND TALENT DEVELOPMENT

2021-05-05 16:17:36 -0400 2021-05-04 S 7,400 $110.32 d 17,462 direct 1.638 -6.3539 -5.2176 1.638 2 -8.7558 5

WILSON JILL SVP HR AND TALENT DEVELOPMENT

2021-05-05 16:17:36 -0400 2021-05-04 M 3,400 d 0 direct

WILSON JILL SVP HR AND TALENT DEVELOPMENT

2021-05-05 16:17:36 -0400 2021-05-04 M 3,400 $59.27 a 24,862 direct 1.638 -6.3539 -5.2176 1.638 2 -8.7558 5

WILSON JILL SVP HR AND TALENT DEVELOPMENT

2021-05-05 16:17:36 -0400 2021-05-04 M 4,000 d 0 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
CARTER'S INC CRI 2021-06-18 22:15:03 UTC -0.17 0.25 2200000
CARTER'S INC CRI 2021-06-18 21:45:03 UTC -0.17 0.25 2200000
CARTER'S INC CRI 2021-06-18 21:15:03 UTC -0.17 0.25 2200000
CARTER'S INC CRI 2021-06-18 20:45:03 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 20:15:04 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 19:45:03 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 19:15:03 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 18:45:03 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 18:15:02 UTC -0.1742 0.2542 2200000
CARTER'S INC CRI 2021-06-18 17:45:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 17:15:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 16:45:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 16:15:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 15:45:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 15:15:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 14:45:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 14:15:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 13:45:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 13:15:03 UTC -0.21 0.25 2200000
CARTER'S INC CRI 2021-06-18 12:45:03 UTC -0.21 0.25 2200000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Momentum Fund CRI -248.0 shares, $-23329.36 2020-12-31 N-PORT
AQR Funds- AQR Large Cap Relaxed Constraint Equity Fund CRI -91.0 shares, $-8300.11 2019-09-30 N-PORT
Alger Funds II- Alger Dynamic Opportunities Fund CRI -5233.0 shares, $-460713.32 2021-01-31 N-PORT
SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND CRI -994.0 shares, $-82969.18 2021-02-28 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund CRI -5800.0 shares, $-515794.0 2021-03-31 N-PORT
AdvisorShares Trust- AdvisorShares Ranger Equity Bear ETF CRI -15000.0 shares, $-1333950.0 2021-03-31 N-PORT
Advanced Series Trust- AST Academic Strategies Asset Allocation Portfolio CRI -1400.0 shares, $-124502.0 2021-03-31 N-PORT
SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund CRI -1251.0 shares, $-111251.43 2021-03-31 N-PORT

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