Carlyle Group Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ENVIVA PARTNERS LP | 12.7M | $475.5M | 31.5% | — | — | 5 qtrssince 2018-Q4 | Increased 72 |
LIBERTY ENERGY INC | 34.1M | $378.7M | 25.1% | $11.90 | -12.02% | 5 qtrssince 2018-Q4 | Decreased 0 |
WESCO AIRCRAFT HOLDINGS INC | 23.1M | $254.5M | 16.9% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 |
| 31M | $206.9M | 13.7% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 | |
| 172.9M | $147.7M | 9.8% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 | |
SEACOR MARINE HLDGS INC | 1.1M | $14.7M | 1.0% | $12.00 | +14.58% | 5 qtrssince 2018-Q4 | Unchanged 0 |
CHINA INDEX HLDGS LTD | 2.5M | $9M | 0.6% | — | — | 3 qtrssince 2019-Q2 | Unchanged 0 |
| 2.5M | $7M | 0.5% | — | — | — | New 48 | |
RING ENERGY INC | 2.6M | $6.9M | 0.5% | $1.66 | +52.41% | 2 qtrssince 2019-Q3 | Unchanged 0 |
| 1.3M | $5.9M | 0.4% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 | |
| 6.4M | $2.2M | 0.1% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 | |
Sweetgreen, Inc. | 174,170 | $1.5M | 0.1% | — | — | 5 qtrssince 2018-Q4 | Unchanged 0 |
Carlyle Group Inc. manages $1.5B across 12 positions as of Q4 2019. Top holdings: EVA (31.5%), LBRT (25.1%), WAIR (16.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1.5/5.0.
Added 1 new position, exited 1, increased 1, trimmed 1. Top move: EVA (INCREASED, conviction 72). Portfolio: $1.5B across 12 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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