PRIVATE MANAGEMENT GROUP INC

Position in CG — Carlyle Group Inc.

CIK 1142031 IRVINE, CA

Position in CG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$40,205,238

+$6,747,183 QoQ

Shares Held

954,767

+38.1% QoQ

Ownership

0.268%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#38

of 579 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

PRIVATE MANAGEMENT GROUP INC holds $383,227,411 across 17 Asset Management names. CG ranks #7 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	327,584	$55,558,246
2	GSBD	Goldman Sachs BDC, Inc.	5,178,638	$49,093,488
3	PSEC	Prospect Capital Corp	20,534,804	$47,435,397
4	OCSL	Oaktree Specialty Lending Corp	3,869,484	$46,201,638
5	OBDC	Blue Owl Capital Corp	4,056,747	$44,096,839
6	BBDC	Barings BDC, Inc.	4,779,724	$40,723,248
7	CG	Carlyle Group Inc. This page	954,767	$40,205,238
8	BN	BROOKFIELD Corp /ON/	738,478	$31,451,778

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,205,238	954,767	+38.1%	Shares	Sole	2026-07-31
2026-03-31	$33,458,055	691,425	+4.1%	Shares	Sole	2026-05-08
2025-12-31	$39,245,552	663,941	-0.7%	Shares	Sole	2026-02-12
2025-09-30	$41,935,515	668,828	-28.9%	Shares	Sole	2025-11-13
2025-06-30	$48,360,718	940,870	+6.6%	Shares	Sole	2025-08-12
2025-03-31	$38,466,387	882,459	+26.4%	Shares	Sole	2025-05-07
2024-12-31	$35,239,495	697,950	-0.9%	Shares	Sole	2025-01-27
2024-09-30	$30,320,699	704,150	+16.8%	Shares	Sole	2024-10-29
2024-06-30	$24,205,712	602,882	-0.6%	Shares	Sole	2024-08-06
2024-03-31	$28,458,232	606,656	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$25,423,356	624,806	-11.9%	Shares	Sole	2024-02-02
2023-09-30	$21,400,299	709,559	+26.6%	Shares	Sole	2023-10-30
2023-06-30	$17,913,118	560,661	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.