Position in CG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,892,916
+$2,640,990 QoQ
Shares Held
282,425
+47.7% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#72
of 579 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gator Capital Management, LLC holds $35,619,146 across 7 Asset Management names. CG ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
34,951 | $16,034,120 | |
| 2 | CG |
Carlyle Group Inc.
This page
|
282,425 | $11,892,916 | |
| 3 | GROW |
U S Global Investors Inc
|
1,121,593 | $3,499,370 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
28,921 | $2,431,099 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,253 | $1,406,733 | |
| 6 | GHY |
PGIM Global High Yield Fund, Inc.
|
19,000 | $229,900 | |
| 7 | KIO |
KKR Income Opportunities Fund
|
11,102 | $125,008 |
All Filings in CG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,892,916 | 282,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,251,926 | 191,195 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,702,019 | 164,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,205,365 | 162,765 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,302,899 | 161,535 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,067,464 | 162,135 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,186,196 | 162,135 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,988,638 | 162,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,516,345 | 162,300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,777,678 | 165,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,746,402 | 165,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,993,742 | 165,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,574,476 | 174,475 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,419,193 | 174,475 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,206,334 | 174,475 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||