Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Carlyle Group Inc. | 1,534,007 | reported | 28 May 2026 | tx 6+171,511−51,988 |
| Carlyle Secured Lending, Inc. | 128,044 | reported | 27 Mar 2025 | tx 8+124,325 |
| Carlyle Credit Solutions, Inc. | 35,383 | reported | 06 Jan 2023 | tx 7+28,025 |
| Carlyle Secured Lending III | 0 | reported | 27 Mar 2025 | tx 12+24,491.85−24,491.12 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | GRANT_AWARD | Carlyle Group Inc. | 7,634 | 0.00 USD | |
| 20 Feb 2026 | GRANT_AWARD | Carlyle Group Inc. | 6,424 | 0.00 USD | |
| 06 Feb 2026 | TAX_WITHHOLDING | Carlyle Group Inc. | 46,176 | 55.41 USD | |
| 01 Feb 2026 | GRANT_AWARD | Carlyle Group Inc. | 144,488 | 0.00 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | Carlyle Group Inc. | 5,812 | 58.78 USD | |
| 01 Feb 2026 | GRANT_AWARD | Carlyle Group Inc. | 12,965 | 0.00 USD | |
| 27 Mar 2025 | OTHER | Carlyle Secured Lending III | 24,491.12 | — | |
| 27 Mar 2025 | OTHER | Carlyle Secured Lending, Inc. | 29,724 | — | |
| 07 Jan 2025 | PURCHASE | Carlyle Secured Lending III | 3,628.45 | 20.67 USD | |
| 22 Nov 2024 | PURCHASE | Carlyle Secured Lending, Inc. | 3,801 | 16.79 USD | |
| 12 Nov 2024 | PURCHASE | Carlyle Secured Lending, Inc. | 35,000 | 16.64 USD | |
| 11 Nov 2024 | PURCHASE | Carlyle Secured Lending, Inc. | 30,000 | 16.50 USD | |
| 02 Oct 2024 | PURCHASE | Carlyle Secured Lending III | 1,774.73 | 21.13 USD | |
| 29 Aug 2024 | PURCHASE | Carlyle Secured Lending, Inc. | 3,800 | 16.83 USD | |
| 28 Aug 2024 | PURCHASE | Carlyle Secured Lending, Inc. | 1,000 | 16.74 USD | |
| 27 Jun 2024 | PURCHASE | Carlyle Secured Lending III | 1,178.13 | 21.22 USD | |
| 27 Mar 2024 | PURCHASE | Carlyle Secured Lending III | 1,770.54 | 21.18 USD | |
| 13 Dec 2023 | PURCHASE | Carlyle Secured Lending III | 2,395 | 20.88 USD | |
| 15 Sept 2023 | PURCHASE | Carlyle Secured Lending III | 1,203 | 20.79 USD | |
| 17 Mar 2023 | PURCHASE | Carlyle Secured Lending III | 1,253 | 19.95 USD | |
| 06 Jan 2023 | PURCHASE | Carlyle Credit Solutions, Inc. | 25,523 | 19.59 USD | |
| 14 Dec 2022 | PURCHASE | Carlyle Secured Lending III | 4,406 | 19.86 USD | |
| 16 Sept 2022 | PURCHASE | Carlyle Secured Lending III | 629 | 19.86 USD | |
| 17 Jun 2022 | PURCHASE | Carlyle Credit Solutions, Inc. | 527 | 20.01 USD | |
| 17 Jun 2022 | PURCHASE | Carlyle Secured Lending III | 3,754 | 19.98 USD |