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  The Carlyle Group Inc. (CG)
← All CG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 4.24 $33.02–52.12 · VW $42.90i SEC
2025   Q1 5,180,438 4.24 Reduce 2.87% 0.13 $39.44–57.50 · VW $49.01i $225,906,736 SEC
2024   Q4 5,333,596 4.50 Reduce 21.42% 1.05 $42.41–55.11 · VW $50.64i $269,327,699 SEC
2024   Q3 6,787,368 4.89 Reduce 9.44% 0.43 $36.65–50.92 · VW $43.57i $292,264,057 SEC
2024   Q2 7,495,229 4.59 Reduce 3.82% 0.20 $38.44–48.04 · VW $42.79i $300,767,000 SEC
2024   Q1 7,792,628 5.31 Reduce 7.62% 0.38 $37.62–48.52 · VW $43.49i $365,398,000 SEC
2023   Q4 8,435,231 5.03 Reduce 14.04% 0.63 $27.13–42.49 · VW $33.63i $343,004,000 SEC
2023   Q3 9,813,179 4.51 Reduce 12.70% 0.57 $28.97–36.10 · VW $32.50i $295,932,000 SEC
2023   Q2 11,240,921 4.51 Reduce 2.71% 0.12 $25.20–32.20 · VW $29.29i $359,300,000 SEC
2023   Q1 11,553,844 4.54 Reduce 8.58% 0.43 $28.47–38.32 · VW $33.49i $358,557,000 SEC
2022   Q4 12,637,553 5.07 Reduce 11.22% 0.48 $24.59–32.00 · VW $28.88i $377,194,000 SEC
2022   Q3 14,233,909 4.30 Reduce 3.95% 0.18 $25.79–39.38 · VW $32.86i $367,804,000 SEC
2022   Q2 14,819,027 4.59 Reduce 8.08% 0.39 $30.64–50.09 · VW $37.58i $469,170,000 SEC
2022   Q1 16,121,237 4.84 Reduce 2.94% 0.14 $40.05–56.00 · VW $48.07i $788,489,000 SEC
2021   Q4 16,609,123 4.66 Reduce 3.22% 0.14 $46.30–60.62 · VW $54.72i $911,841,000 SEC
2021   Q3 17,162,398 4.36 Reduce 5.29% 0.24 $43.37–51.55 · VW $48.60i $811,438,000 SEC
2021   Q2 18,120,791 4.57 Reduce 7.86% 0.34 $36.79–47.28 · VW $43.42i $842,254,000 SEC
2021   Q1 19,666,965 4.27 Reduce 22.63% 1.17 $30.41–37.81 · VW $34.74i $722,958,000 SEC
2020   Q4 25,419,289 5.17 Add 3.63% 0.18 $24.21–32.03 · VW $28.17i $799,182,000 SEC
2020   Q3 24,529,738 4.71 Add 0.98% 0.05 $23.48–29.83 · VW $26.77i $605,149,000 SEC
2020   Q2 24,292,103 5.33 Reduce 3.10% 0.17 $18.85–31.86 · VW $26.66i $677,750,000 SEC
2020   Q1 25,068,029 5.62 Buy 5.62 $15.21–34.98 · VW $27.70i $542,723,000 SEC
Price snapshot:
Current price$44.14
52-week low$39.60
52-week high$68.44