CG — CARLYLE GROUP INC

Ownership history in WINTON GROUP Ltd  ·  3 quarters on record

This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in CARLYLE GROUP INC (CG). 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
0.03% (2021 Q2)
Avg. % of fund
0.02%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,601 +4,282 +99.1% 0.02% $539K $61.88
2021 Q3 REDUCED 4,319 -6,038 -58.3% 0.01% $204K $40.83
2021 Q2 INITIATED 10,357 — — 0.03% $481K $39.93
% of Fund (quarterly)    CG price (monthly, adj. close)

Other funds also holding CG

As of 2025 Q4 — sorted by position size

ALGEBRIS (UK) LTD 3Y 7Y 3.96% SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 3.19% ARIEL INVESTMENTS, LLC 3Y 7Y 2.52% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 2.44% Kerusso Capital Management LLC 2.36% SMH CAPITAL ADVISORS INC 3Y 7Y 2.27% Sargent Investment Group, LLC 3Y 7Y 2.26% Allen Mooney & Barnes Investment Advisors LLC 2.24% Davis Asset Management, L.P. 3Y 2.12% Gator Capital Management, LLC 3Y 7Y 1.97%
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