BX — BLACKSTONE GROUP L P COM UNIT LTD

Ownership history in CACTI ASSET MANAGEMENT LLC  ·  61 quarters on record

AI Ownership Summary

CACTI ASSET MANAGEMENT LLC reported BLACKSTONE GROUP L P COM UNIT LTD (BX) in 61 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.63% in 2024 Q3. The latest visible filing shows BX at 6.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CACTI ASSET MANAGEMENT LLC's position in BLACKSTONE GROUP L P COM UNIT LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BX was reported at 6.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.63% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BX stock page CACTI ASSET MANAGEMENT LLC fund profile CACTI ASSET MANAGEMENT LLC full holdings
How CACTI ASSET MANAGEMENT LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 641,513 -4,840 -0.7% 6.01% $99.5M 2026-02-14 (Est.) $129.86
2025 Q3 REDUCED 646,353 -81,318 -11.2% 7.46% $113.3M 2025-10-01 $164.71
2025 Q2 REDUCED 727,671 -1,152 -0.2% 7.82% $110.0M 2025-07-01 $148.78
2025 Q1 REDUCED 728,823 -2,991 -0.4% 7.79% $100.7M 2025-04-01 $138.10
2024 Q4 REDUCED 731,814 -89,250 -10.9% 9.45% $125.9M 2025-01-02 $166.61
2024 Q3 REDUCED 821,064 -73,810 -8.2% 9.63% $129.4M 2024-10-02 $145.20
2024 Q2 ADDED 894,874 +75,370 +9.2% 8.76% $111.1M 2024-07-01 $115.93
2024 Q1 UNCHANGED 819,504 — 0% 8.55% $107.3M 2024-04-01 $123.44
2023 Q4 REDUCED 819,504 -50,500 -5.8% 9.19% $108.7M 2024-01-02 $119.93
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BX

As of 2026 Q1 — sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.83% Carolina Wealth Advisors, LLC 3Y 0.62% STABLEFORD CAPITAL II LLC 3Y 0.54% Hilltop National Bank 0.54% Investment Partners Asset Management, Inc. 0.53% WASHINGTON TRUST Co 3Y 7Y 0.46% Byrne Asset Management LLC 3Y 0.45% Adelphi Trust Co 0.45% First County Bank /CT/ 0.35% Coastline Trust Co 3Y 7Y 0.27%

FAQ About CACTI ASSET MANAGEMENT LLC and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CACTI ASSET MANAGEMENT LLC reported owning BX?

CACTI ASSET MANAGEMENT LLC reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BX position in CACTI ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BX was 9.63% in 2024 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when CACTI ASSET MANAGEMENT LLC reported 641,513 shares, equal to 6.01% of portfolio, with an estimated market value of $99.5M.

What does the chart on this BX ownership page compare?

The chart compares CACTI ASSET MANAGEMENT LLC's quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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