Carlyle Group (CG)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 196 |
| % of all portfolios: | 0.064% |
| Hold Price * : | $59.11 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q4 2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Add 39.07% | 4,270,119 | 0.32 | |
| ≡ | Ariel Investments | Reduce 6.69% | 283,053 | 0.18 | |
| Q3 2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Reduce 3.43% | 387,834 | 0.04 | |
| ≡ | Ariel Investments | Reduce 10.03% | 472,158 | 0.32 | |
| ≡ | Bill Miller - Miller Value Partners | Reduce 42.86% | 30,000 | 0.69 | |
| Q2 2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Add 28.78% | 2,528,941 | 0.21 | |
| ≡ | Ariel Investments | Reduce 2.76% | 133,669 | 0.08 | |
| ≡ | Vulcan Value Partners | Sell 100.00% | 5,180,438 | 4.24 | |
| Q1 2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Add 175.74% | 5,600,300 | 0.41 | |
| ≡ | Ariel Investments | Reduce 1.46% | 71,523 | 0.04 | |
| ≡ | Vulcan Value Partners | Reduce 2.87% | 153,158 | 0.13 | |
| Q4 2024 | |||||
| ≡ | Bill Miller - Miller Value Partners | Buy | 70,000 | 1.51 | |
| ≡ | Bill Nygren - Oakmark Funds | Buy | 3,186,743 | 0.27 | |
| ≡ | Ariel Investments | Reduce 3.49% | 177,661 | 0.10 | |
| ≡ | Vulcan Value Partners | Reduce 21.42% | 1,453,772 | 1.23 | |
| Q3 2024 | |||||
| ≡ | Ariel Investments | Add 3.05% | 150,672 | 0.07 | |
| ≡ | Vulcan Value Partners | Reduce 9.44% | 707,861 | 0.51 | |
| Q2 2024 | |||||
| ≡ | Ariel Investments | Add 1.12% | 54,805 | 0.02 | |
| ≡ | Vulcan Value Partners | Reduce 3.82% | 297,399 | 0.18 | |
| Q4 2022 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 1.53% | 20,000 | 0.01 | |
| Q3 2022 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 5.66% | 70,000 | 0.03 | |
| Q2 2022 | |||||
| ≡ | Bill Miller - Miller Value Partners | Sell 100.00% | 88,000 | 0.16 | |
| Q4 2021 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.16% | 2,000 | 0.00 | |
| ≡ | Bill Miller - Miller Value Partners | Reduce 16.19% | 17,000 | 0.03 | |
| Q3 2021 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.90% | 11,000 | 0.01 | |
| Q2 2021 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.16% | 2,000 | 0.00 | |
| ≡ | Bill Miller - Miller Value Partners | Reduce 22.37% | 30,260 | 0.04 | |
| Q1 2021 | |||||
| ≡ | Bill Miller - Miller Value Partners | Reduce 29.07% | 55,440 | 0.06 | |
| Q4 2020 | |||||
| ≡ | Bill Miller - Miller Value Partners | Reduce 1.19% | 2,300 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Bill Miller - Miller Value Partners | Reduce 12.27% | 27,000 | 0.03 | |
| Q2 2020 | |||||
| ≡ | Bill Miller - Miller Value Partners | Reduce 42.84% | 164,900 | 0.20 | |
| Q1 2020 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 0.99% | 12,000 | 0.00 | |
| ≡ | Bill Miller - Miller Value Partners | Reduce 33.40% | 193,000 | 0.27 | |
| Q4 2019 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 2.80% | 33,000 | 0.01 | |
| ≡ | Bill Miller - Miller Value Partners | Reduce 1.01% | 5,900 | 0.01 | |
| Q2 2019 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 2.88% | 33,000 | 0.01 | |
| Q1 2019 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 4.67% | 51,000 | 0.02 | |
| Q4 2018 | |||||
| ≡ | Bill Miller - Miller Value Partners | Add 47.13% | 187,000 | 0.13 | |
| ≡ | Thomas Gayner - Markel Group | Add 0.28% | 3,000 | 0.00 | |
| Q3 2018 | |||||
| ≡ | Bill Miller - Miller Value Partners | Add 11.46% | 40,800 | 0.03 | |
| ≡ | Thomas Gayner - Markel Group | Add 4.06% | 42,500 | 0.02 | |
| Q2 2018 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 8.89% | 85,500 | 0.03 | |
| ≡ | Bill Miller - Miller Value Partners | Add 6.27% | 21,000 | 0.02 | |
| Q1 2018 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 20.70% | 165,000 | 0.07 | |
| Q3 2017 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 15.17% | 105,000 | 0.05 | |
| Q2 2017 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 31.31% | 165,000 | 0.07 | |
| Q1 2017 | |||||
| ≡ | Bill Miller - Miller Value Partners | Add 67.50% | 135,000 | 0.11 | |
| ≡ | Thomas Gayner - Markel Group | Add 10.48% | 50,000 | 0.02 | |
| Q4 2016 | |||||
| ≡ | Bill Miller - Miller Value Partners | Add 132.56% | 114,000 | 0.09 | |
| ≡ | Thomas Gayner - Markel Group | Add 5.30% | 24,000 | 0.01 | |
| Q3 2016 | |||||
| ≡ | Bill Miller - Miller Value Partners | Add 22.86% | 16,000 | 0.01 | |
| ≡ | Thomas Gayner - Markel Group | Add 10.22% | 42,000 | 0.02 | |
| Q2 2016 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 3.01% | 12,000 | 0.01 | |
| Q3 2015 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 6.40% | 24,000 | 0.01 | |
| Q2 2015 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 6.84% | 24,000 | 0.02 | |
| Q1 2015 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 9.01% | 29,000 | 0.02 | |
| Q4 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 11.03% | 32,000 | 0.02 | |
| Q3 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 12.84% | 33,000 | 0.03 | |
| Q2 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 15.25% | 34,000 | 0.03 | |
| Q1 2014 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 13.78% | 27,000 | 0.03 | |
| Q4 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 45.19% | 61,000 | 0.07 | |
| Q3 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Add 575.00% | 115,000 | 0.10 | |
| Q2 2013 | |||||
| ≡ | Thomas Gayner - Markel Group | Buy | 20,000 | 0.02 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.