C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Carlyle Group (CG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 4.24 SEC
2025   Q1 5,180,438 4.24 Reduce 2.87% 0.13 $43.61 $225,906,736 SEC
2024   Q4 5,333,596 4.50 Reduce 21.42% 1.05 $50.50 $269,327,699 SEC
2024   Q3 6,787,368 4.89 Reduce 9.44% 0.43 $43.06 $292,264,057 SEC
2024   Q2 7,495,229 4.59 Reduce 3.82% 0.20 $40.13 $300,767,000 SEC
2024   Q1 7,792,628 5.31 Reduce 7.62% 0.38 $46.89 $365,398,000 SEC
2023   Q4 8,435,231 5.03 Reduce 14.04% 0.63 $40.66 $343,004,000 SEC
2023   Q3 9,813,179 4.51 Reduce 12.70% 0.57 $30.16 $295,932,000 SEC
2023   Q2 11,240,921 4.51 Reduce 2.71% 0.12 $31.96 $359,300,000 SEC
2023   Q1 11,553,844 4.54 Reduce 8.58% 0.43 $31.03 $358,557,000 SEC
2022   Q4 12,637,553 5.07 Reduce 11.22% 0.48 $29.85 $377,194,000 SEC
2022   Q3 14,233,909 4.30 Reduce 3.95% 0.18 $25.84 $367,804,000 SEC
2022   Q2 14,819,027 4.59 Reduce 8.08% 0.39 $31.66 $469,170,000 SEC
2022   Q1 16,121,237 4.84 Reduce 2.94% 0.14 $48.91 $788,489,000 SEC
2021   Q4 16,609,123 4.66 Reduce 3.22% 0.14 $54.90 $911,841,000 SEC
2021   Q3 17,162,398 4.36 Reduce 5.29% 0.24 $47.28 $811,438,000 SEC
2021   Q2 18,120,791 4.57 Reduce 7.86% 0.34 $46.48 $842,254,000 SEC
2021   Q1 19,666,965 4.27 Reduce 22.63% 1.17 $36.76 $722,958,000 SEC
2020   Q4 25,419,289 5.17 Add 3.63% 0.18 $31.44 $799,182,000 SEC
2020   Q3 24,529,738 4.71 Add 0.98% 0.05 $24.67 $605,149,000 SEC
2020   Q2 24,292,103 5.33 Reduce 3.10% 0.17 $27.90 $677,750,000 SEC
2020   Q1 25,068,029 5.62 Buy 5.62 $21.65 $542,723,000 SEC