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NASDAQ · Finance

CARLYLE GROUP INC CG

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, recapitalization.

Sources StockAnalysis company profile stockanalysis.com
Investment Managers

Company profile

Business mix

  • 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.
  • The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions.
  • The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure.
  • Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in asset management?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.32 FCF -27.32% Buyback -0.51%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.1% $802.5M 2026-03-31
Alkeon Capital Management 0.5% $287.5M 2026-03-31
Ariel Investments John Rogers 2.2% $192.7M 2026-03-31
Markel Group Tom Gayner 0.5% $64.2M 2026-03-31
Soros Fund Management George Soros 0.1% $11.9M 2026-03-31
Miller Value Partners Bill Miller 0.5% $1.9M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $80.4M Estimated from net added shares
Reduction amount $309.0M Estimated from net reduced shares
Net share change / base shares -14.6% -4,844,100 / 33,130,141
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$11.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +244,985 (New) Total shares 244,985 Value $11.9M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 40,000 Last 1 periods +0 (0.0%) Total shares 40,000 Value $1.9M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.1% 13F value change -$95.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 15,198,269 Last 1 periods +1,385,638 (+9.1%) Total shares 16,583,907 Value $802.5M
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,941,316 Last 1 periods +0 (0.0%) Total shares 5,941,316 Value $287.5M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.8% 13F value change -$40.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 3,950,333 Last 1 periods +31,424 (+0.8%) Total shares 3,981,757 Value $192.7M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,327,000 Last 1 periods +0 (0.0%) Total shares 1,327,000 Value $64.2M
Baron Capital Ron Baron 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -88.8% 13F value change -$66.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 1,492,785 Last 1 periods -1,325,709 (-88.8%) Total shares 167,076 Value $10.5M
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2025-06-30 Filed 2025-08-13
Sold out Shares -100.0% 13F value change -$225.9M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 5,180,438 Last 1 periods -5,180,438 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.