CARTERS INC has a new Schedule 13G/A showing that ", Inc." and related parties report beneficial ownership of 4,516,323 shares of common stock, representing 12.39% of the company as of 12/31/2025. These securities are held largely for clients of ", Inc." as investment adviser.
The filing breaks out voting and dispositive powers among ", Inc.", its 401(k) Profit Sharing Plan, and individuals Scott P. Roseman and Aaron J. Wagner. The signatories certify the holdings are in the ordinary course of business and not for changing or influencing control of Carters.
Positive
None.
Negative
None.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 3)
CARTERS INC
(Name of Issuer)
Common stock, par value $0.01 per share
(Title of Class of Securities)
146229109
(CUSIP Number)
12/31/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
146229109
1
Names of Reporting Persons
RWWM, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CALIFORNIA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
4,516,323.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,516,323.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
12.39 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP No.
146229109
1
Names of Reporting Persons
RWWM Inc. 401(k) Profit Sharing Plan
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CALIFORNIA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,604.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
8,604.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.02 %
12
Type of Reporting Person (See Instructions)
EP
SCHEDULE 13G
CUSIP No.
146229109
1
Names of Reporting Persons
Scott P. Roseman
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,604.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,516,323.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,516,323.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
12.39 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
CUSIP No.
146229109
1
Names of Reporting Persons
Aaron J. Wagner
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
849.00
6
Shared Voting Power
8,604.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,516,323.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,516,323.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
12.39 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
CARTERS INC
(b)
Address of issuer's principal executive offices:
PHIPPS TOWER, 3438 PEACHTREE ROAD NE SUITE 1800, ATLANTA, GEORGIA
30326
Item 2.
(a)
Name of person filing:
RWWM, Inc.
RWWM Inc. 401(k) Profit Sharing Plan
Scott P. Roseman
Aaron J. Wagner
(b)
Address or principal business office or, if none, residence:
4970 ROCKLIN ROAD, SUITE 200
Rocklin, California
95677
(c)
Citizenship:
RWWM, Inc. - CALIFORNIA
RWWM Inc. 401(k) Profit Sharing Plan - CALIFORNIA
Scott P. Roseman - UNITED STATES
Aaron J. Wagner - UNITED STATES
(d)
Title of class of securities:
Common stock, par value $0.01 per share
(e)
CUSIP No.:
146229109
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
4,516,323
(b)
Percent of class:
12.39 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
RWWM, Inc. - 0
RWWM Inc. 401(k) Profit Sharing Plan - 0
Scott P. Roseman - 0
Aaron J. Wagner - 849
(ii) Shared power to vote or to direct the vote:
RWWM, Inc. - 0
RWWM Inc. 401(k) Profit Sharing Plan - 8,604
Scott P. Roseman - 8,604
Aaron J. Wagner - 8,604
(iii) Sole power to dispose or to direct the disposition of:
RWWM, Inc. - 4,516,323
RWWM Inc. 401(k) Profit Sharing Plan - 0
Scott P. Roseman - 0
Aaron J. Wagner - 0
(iv) Shared power to dispose or to direct the disposition of:
RWWM, Inc. - 0
RWWM Inc. 401(k) Profit Sharing Plan - 0
Scott P. Roseman - 4,516,323
Aaron J. Wagner - 4,516,323
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed by RWWM, Inc., in its capacity as investment adviser, are
owned of record by clients of RWWM, Inc. Those clients have the right to receive, or the power to direct the
receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have
such right or power with respect to more than five percent of this class of securities.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What percentage of CARTERS INC (CRI) shares are reported in this Schedule 13G/A?
The filing reports beneficial ownership of 4,516,323 CARTERS INC common shares, representing 12.39% of the outstanding class. This crosses the 5% threshold that requires institutional investors and certain holders to publicly disclose their positions under Schedule 13D or 13G rules.
Who are the reporting persons in the CARTERS INC (CRI) Schedule 13G/A?
The reporting persons are ", Inc.", ", Inc. 401(k) Profit Sharing Plan", Scott P. Roseman, and Aaron J. Wagner. They provide a shared Rocklin, California business address and detail how voting and dispositive powers over CARTERS INC shares are allocated among these entities and individuals.
How many CARTERS INC (CRI) shares does the investment adviser report owning?
The investment adviser ", Inc." reports beneficial ownership of 4,516,323 CARTERS INC shares with sole dispositive power over that amount and no voting power. The filing explains these securities are owned of record by advisory clients, who retain the economic rights to dividends and sale proceeds.
What role does the 401(k) Profit Sharing Plan play in the CARTERS INC (CRI) position?
The ", Inc. 401(k) Profit Sharing Plan" reports beneficial ownership of 8,604 CARTERS INC shares, equal to 0.02% of the class. It has shared voting power over those shares but no sole voting or dispositive power, reflecting its status as an employee benefit plan holding a small portion of the stake.
How are voting and dispositive powers over CARTERS INC (CRI) shares allocated?
The filing shows ", Inc." with sole dispositive power over 4,516,323 shares and no voting power. The 401(k) plan has shared voting over 8,604 shares. Individuals Scott P. Roseman and Aaron J. Wagner share voting over 8,604 shares and share dispositive power over 4,516,323 shares.
Are the CARTERS INC (CRI) shares held to influence control of the company?
The certifying parties state the CARTERS INC securities were acquired and are held in the ordinary course of business. They further certify the holdings are not for the purpose or effect of changing or influencing control of the issuer or participating in transactions with that objective.