Carlyle Group NASDAQ: CG has filed 13-F forms with the SEC as an investor. Carlyle Group is itself a publicly traded company. The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. For more information on Carlyle Group stock, visit the Carlyle Group stock profile here.
Investment Activity
- Carlyle Group has $5.03 billion in total holdings as of September 30, 2022.
- Carlyle Group owns shares of 20 different stocks, but just 1 company or ETF makes up 80% of its holdings.
- Approximately 11.59% of the portfolio was purchased this quarter.
- About 1.16% of the portfolio was sold this quarter.
- This quarter, Carlyle Group has purchased 23 new stocks and bought additional shares in 1 stock.
- Carlyle Group sold shares of 2 stocks and completely divested from 5 stocks this quarter.
Largest Holdings
- StandardAero Inc
- $4,832,128,650
- Pony Ai Inc
- $31,184,300
Largest New Holdings this Quarter
- 34986A104 - Forward Air Corp
- $2,954,835 Holding
Largest Purchases this Quarter
- StandardAero Inc
- 18,321,061 shares (about $579.86M)
- Forward Air Corp
- 107,214 shares (about $2.95M)
Largest Sales this Quarter
- Complete Solaria Inc
- 397,041 shares (about $730.56K)
