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Carlyle Group shares owned by JRM Investment Counsel

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by JRM Investment Counsel from 13F filings

Historical chart of JRM Investment Counsel investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by JRM Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by JRM Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 54k 62.70

More positions owned by JRM Investment Counsel

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Enterprise Products Partners (EPD)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Carlyle Group (CG)
Wells Fargo Perp Pfd Cnv A (WFC.PL)
Apple (AAPL)

View all positions for JRM Investment Counsel

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Morgan Stanley
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
UBS Group
Legal & General Group

View all funds holding Carlyle Group