CARLYLE GROUP INC (CG) — Hedge Fund Ownership Q4 2025
CG
- CARLYLE GROUP INC (CG) is held by 3 of 82 tracked hedge funds, with Ariel Investments (3%) and Miller Value Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in CG holdings came from Ariel Investments (-7%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to CARLYLE GROUP INC (CG) by -5% vs the prior quarter and -16% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Ariel Investments
|
2.52% | 4.0M | -6.69% | -19.56% | $233.5M | $59.11 | — |
| 2 |
Miller Value Partners Bill Miller
|
0.83% | 40K | — | -42.86% | $2.4M | $59.11 | — |
| 3 |
Markel Group Tom Gayner
|
0.63% | 1.3M | — | — | $78.4M | $59.11 | — |
| 3 | Total | — | 5.3M | -5.05% | -15.70% | $314.3M | — | — |
* 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.