What smart money is saying about Carlyle Group Inc.
CG
No fund has written a full thesis on Carlyle Group Inc. in our archive, but 2 fund letters report a position in it — most recently Gator Financial Partners Financials Sector Hedge Funds in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Carlyle Group Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- 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.”
Read the letterCarlyle Group Inc. - TrimmedBA Beutel Goodman U.S. Value FundMarch 2026
“We also trimmed our positions in Kimberly-Clark, Applied Materials, Omnicom, Merck, Ameriprise Financial, Gen Digital, American Express, Carlyle Group, Chubb.”
Read the letterCarlyle Group Inc.
Also mentioned · 1
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%).”
Read the letterCarlyle Group Inc.
Read the letters behind these Carlyle Group Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger