FWRD — Forward Air Corp

Ownership history in Carlyle Group Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Carlyle Group Inc. reported a position in Forward Air Corp (FWRD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2024 Q3)
Avg. % of fund
0.13%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 107,214 — 0% 0.02% $3.1M $25.00
2025 Q3 UNCHANGED 107,214 — 0% 0.07% $3.1M $25.64
2025 Q2 UNCHANGED 107,214 — 0% 0.06% $3.0M $24.54
2025 Q1 UNCHANGED 107,214 — 0% 0.07% $2.7M $20.09
2024 Q4 UNCHANGED 107,214 — 0% 0.10% $4.1M $32.25
2024 Q3 INITIATED 107,214 — — 0.43% $4.1M $35.40
% of Fund (quarterly)    FWRD price (monthly, adj. close)

Other funds also holding FWRD

As of 2025 Q4 — sorted by position size

LITTLEJOHN & CO LLC 3Y 31.6% CLEARLAKE CAPITAL GROUP, L.P. 3Y 8.95% AlpInvest Partners B.V. 3Y 7Y 4.65% Mill Road Capital Management LLC 3Y 7Y 2.49% Melqart Asset Management (UK) Ltd 3Y 7Y 2.09% Irenic Capital Management LP 3Y 2.07% PSquared Asset Management AG 3Y 7Y 2.05% Rangeley Capital, LLC 1.58% Paralel Advisors LLC 3Y 0.95% Diametric Capital, LP 3Y 7Y 0.79%
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