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CG

The Carlyle Group Inc. · XNAS

Season
Q2 2026 · as of Jun 30
Holders
5 of 97 filed · prev 6
Median weight
0.43%
Sector
Financials
Type
equity · US

Moves4 this quarter

Streakslongest holders · 26 quarters on record

  1. Markel Tom Gayner, CEO 0.4%26+ quarters
  2. Ariel John Rogers, CIO 1.9%15 quarters
  3. Oakmark Bill Nygren, CIO 1.0%7 quarters
  4. Miller Bill Miller IV, CIO 0.4%7 quarters
  5. Soros Dawn Fitzpatrick, CIO 0.2%2 quarters

The record for CG begins Q1 2020: 26 quarters.

Over time26 quarters, Q1 2020 to Q2 2026

Managers holding5 Q2 2026

Largest weight1.9% Q2 2026

Holders5 of 97 filed · 1 exited

ArielJohn Rogers, CIO1.91%4,548,683$192Madded+14%+0.25 pp15 q
OakmarkBill Nygren, CIO0.99%17,661,625$744Madded+7%+0.08 pp7 q
MarkelTom Gayner, CEO0.43%1,327,000$56Mheld—26+ q
MillerBill Miller IV, CIO0.40%40,000$2Mheld—7 q
SorosDawn Fitzpatrick, CIO0.16%226,767$10Mtrimmed−7%−0.05 pp2 q
BaronRon Baron, CEO———exited−0.02 pp—