CARLYLE GROUP INC (CG) — Hedge Fund Ownership Q1 2026
CG
- CARLYLE GROUP INC (CG) is held by 3 of 84 tracked hedge funds, with Ariel Investments (2%) and Markel Group (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in CG holdings came from Ariel Investments (+1%), highlighting conviction.
- Overall, hedge funds increased exposure to CARLYLE GROUP INC (CG) by +1% vs the prior quarter and -14% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Ariel Investments
|
2.16% | 4.0M | +0.80% | -17.72% | $192.7M | $48.39 | — |
| 2 |
Markel Group Tom Gayner
|
0.54% | 1.3M | — | — | $64.2M | $48.39 | — |
| 3 |
Miller Value Partners Bill Miller
|
0.51% | 40K | — | -42.86% | $1.9M | $48.39 | — |
| 3 | Total | — | 5.3M | +0.59% | -14.23% | $258.8M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.