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Carlyle Group shares owned by LMM

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

Historical chart of LMM investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by LMM

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 40k 62.70
2025-06-30 $3.6M 70k 51.40
2025-03-31 $3.1M 70k 43.59
2024-12-31 $3.5M 70k 50.49
2022-03-31 $4.3M 88k 48.91
2021-12-31 $4.8M 88k 54.90
2021-09-30 $5.0M 105k 47.28
2021-06-30 $4.9M 105k 46.48
2021-03-31 $5.0M 135k 36.76
2020-12-31 $6.0M 191k 31.44
2020-09-30 $4.8M 193k 24.67
2020-06-30 $6.1M 220k 27.90
2020-03-31 $8.3M 385k 21.65