What smart money is saying about Carlyle Group Inc.
No fund has written a full thesis on Carlyle Group Inc. in our archive, but 4 fund letters report a position in it — most recently Gator Financial Partners Financials Sector Hedge Funds in June 2026.
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Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Carlyle Group Inc., with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 3 | 0 | 2 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- HoldsGator Financial Partners Financials Sector Hedge FundsJune 2026
“The largest detractors were long positions in Fiserv and Carlyle and short positions in TD Bank, Citigroup, and KeyCorp.”
Carlyle Group Inc. - March 2026
“We also trimmed our positions in Kimberly-Clark, Applied Materials, Omnicom, Merck, Ameriprise Financial, Gen Digital, American Express, Carlyle Group, Chubb.”
Carlyle Group Inc. - ExitedEast 72 Dynasty TrustMarch 2026
“Consequently, in February, Carlyle Group, Vivendi, Nelnet, Tetragon Financial, Douglas Group and First Pacific were amongst stocks divested.”
Carlyle Group Inc. - March 2026
“By comparison, alternative asset manager Carlyle Group (CG) traded lower during the quarter as investors weighed ongoing volatility across equity and credit markets against an otherwise constructive long-term outlook.”
Carlyle Group Inc.
Also mentioned · 4
These funds discuss Carlyle Group Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Money Managers FundJuly 2026
“Two of the weaker alternatives managers in the portfolio were Blackstone (-22%) and Carlyle Group (-28%).”
Carlyle Group Inc. - MentionedNexPoint Merger Arbitrage FundJune 2026
“Europe and the United Kingdom: European and UK merger enforcement remained active during the quarter, with regulators generally permitting transactions to proceed where targeted remedies or credible economic evidence addressed identified concerns. In Europe, the European Commission continued to favor structural remedies over outright prohibition. It conditionally approved Holcim’s €1.85 billion acquisition of Xella after Holcim agreed to divest a Romanian autoclaved-aerated-concrete facility, and it cleared Carlyle’s acquisition of BASF Coatings subject to the divestiture of Nouryon’s global polysulfides business—addressing concerns that the combined entity could restrict competitors’ access to a key input used in aerospace sealants.”
Carlyle Group Inc. - MentionedNAVF Nippon Active Value Fund plcJune 2026
“In March this year another of our portfolio holdings, Hogy Medical was delisted, in a takeover bid led by Carlyle. We retain an investment in the delisted entity, which is our third such position.”
Carlyle Group Inc. - March 2026
“According to Jeff Currie, Chief Strategy Officer of Energy Pathways at The Carlyle Group, perhaps the real crisis is developing far from the Strait of Hormuz as markets realize that “oil is the rare earth of the macro system.””
Carlyle Group Inc.
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