ACL
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Azora Capital LP’s Carlyle Group CG Stock Holding History

Azora Capital LP’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,076,083
Closed -$67.5M – 53
2025
Q3 		$67.5M Buy
1,076,083
+477,031
+80% +$29.8M 3.13% 10
2025
Q2 		$30.8M Buy
+599,052
New +$25.8M 1.39% 27
2025
Q1 		– Sell
-262,789
Closed -$13.3M – 46
2024
Q4 		$13.3M Buy
+262,789
New +$13.3M 0.6% 41

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Azora Capital LP's CG Position: Q4 2025 in Review

Azora Capital LP sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 1,076,083 shares — an estimated $67.5M sold.

Azora Capital LP first reported a position in CG in Q4 2024 and held it in 3 quarters. The position peaked at $67.5M in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Azora Capital LP reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Azora Capital LP sold 1,076,083 Carlyle Group shares in Q4 2025, an estimated $67.5M.
  • Azora Capital LP first reported a position in Carlyle Group in Q4 2024 and held it in 3 quarters.
  • Azora Capital LP's Carlyle Group position peaked at $67.5M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Azora Capital LP's 13F filing for Q4 2025, filed 17 Feb 2026.