Connor, Clark & Lunn Investment Management (CC&L)’s Carlyle Secured Lending CGBD Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,263	Closed	-$628K	–	1572
2025 Q4	$628K	Sell	50,263 -50,673	-50%	-$631K	﹤0.01%	1254
2025 Q3	$1.26M	Buy	+100,936	New	+$1.39M	﹤0.01%	995
2025 Q2	–	Sell	-20,413	Closed	-$330K	–	1530
2025 Q1	$330K	Sell	20,413 -19,563	-49%	-$345K	﹤0.01%	1236
2024 Q4	$717K	Buy	+39,976	New	+$690K	﹤0.01%	1049
2024 Q3	–	Sell	-12,449	Closed	-$221K	–	1467
2024 Q2	$221K	Buy	12,449 +2,347	+23%	+$40.7K	﹤0.01%	1248
2024 Q1	$164K	Buy	+10,102	New	+$158K	﹤0.01%	1418

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CGBD Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 50,263 shares — an estimated $628K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CGBD in Q1 2024 and held it in 6 quarters. The position peaked at $1.26M in Q3 2025. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 50,263 Carlyle Secured Lending shares in Q1 2026, an estimated $628K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Carlyle Secured Lending in Q1 2024 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Carlyle Secured Lending position peaked at $1.26M in Q3 2025.
154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.