Bill Miller - Miller Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Carlyle Group (CG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 40,000 0.51 $48.39 $1,935,600 SEC
2025   Q4 40,000 0.83 $59.11 $2,364,400 SEC
2025   Q3 40,000 0.92 Reduce 42.86% 0.66 $62.70 $2,508,000 SEC
2025   Q2 70,000 1.53 $51.40 $3,598,000 SEC
2025   Q1 70,000 1.39 $43.59 $3,051,300 SEC
2024   Q4 70,000 1.51 Buy 1.51 $50.49 $3,534,300 SEC
2022   Q2 0 0.00 Sell 100.00% 0.14 SEC
2022   Q1 88,000 0.14 $48.91 $4,304,000 SEC
2021   Q4 88,000 0.13 Reduce 16.19% 0.02 $54.90 $4,831,000 SEC
2021   Q3 105,000 0.11 $47.28 $4,964,000 SEC
2021   Q2 105,000 0.12 Reduce 22.37% 0.03 $46.48 $4,880,000 SEC
2021   Q1 135,260 0.13 Reduce 29.07% 0.05 $36.76 $4,972,000 SEC
2020   Q4 190,700 0.18 Reduce 1.19% <0.01 $31.44 $5,996,000 SEC
2020   Q3 193,000 0.17 Reduce 12.27% 0.03 $24.67 $4,761,000 SEC
2020   Q2 220,000 0.27 Reduce 42.84% 0.23 $27.90 $6,138,000 SEC
2020   Q1 384,900 0.54 Buy 0.54 $21.65 $8,333,000 SEC