Carlyle Group Inc.
Institutional investor · Portfolio as of Q1 2019
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LIBERTY ENERGY INC | 47.8M | $735.7M | 35.4% | $11.90 | +19.66% | 2 qtrssince 2018-Q4 | Decreased 0 |
| 172.9M | $536M | 25.8% | — | — | 1 qtr | New 100 | |
ENVIVA PARTNERS LP | 11.2M | $359.8M | 17.3% | — | — | 2 qtrssince 2018-Q4 | Increased 63 |
WESCO AIRCRAFT HOLDINGS INC | 23.1M | $203M | 9.8% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 |
| 23.2M | $182.7M | 8.8% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 | |
| 12.3M | $16.6M | 0.8% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 | |
SEACOR MARINE HLDGS INC | 1M | $13.3M | 0.6% | $11.81 | +12.70% | 2 qtrssince 2018-Q4 | Unchanged 0 |
| 1.3M | $11.5M | 0.6% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 | |
GOLDEN OCEAN GROUP LTD | 1.9M | $9.3M | 0.4% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
| 6.4M | $8.2M | 0.4% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 | |
Sweetgreen, Inc. | 174,170 | $2.3M | 0.1% | — | — | 2 qtrssince 2018-Q4 | Unchanged 0 |
Carlyle Group Inc. manages $2.1B across 11 positions as of Q1 2019. Top holdings: LBRT (35.4%), CS1 (25.8%), EVA (17.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 1 new position, increased 1, trimmed 2. Top move: CS1 (NEW, conviction 100). Portfolio: $2.1B across 11 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer