JY
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Jeff Yass’s Carlyle Secured Lending CGBD Stock Holding History

Jeff Yass’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
Q2 		$207K Buy
19,700
+6,500
+49% +$72.4K ﹤0.01% 11868
2026
Q1 		$144K Buy
13,200
+2,300
+21% +$27.2K ﹤0.01% 12051
2025
Q4 		$136K Buy
+10,900
New +$136K ﹤0.01% 11248
2024
Q2 		– Sell
-45,300
Closed -$737K – 12119
2024
Q1 		$737K Buy
45,300
+25,400
+128% +$398K ﹤0.01% 7591
2023
Q4 		$298K Buy
+19,900
New +$289K ﹤0.01% 9861
2023
Q2 		– Sell
-17,800
Closed -$242K – 12152
2023
Q1 		$242K Buy
+17,800
New +$262K ﹤0.01% 10187
2020
Q2 		– Sell
-10,100
Closed -$53K – 10179
2020
Q1 		$53K Sell
10,100
-1,500
-13% -$17.8K ﹤0.01% 9662
2019
Q4 		$155K Sell
11,600
-16,200
-58% -$224K ﹤0.01% 8929
2019
Q3 		$400K Sell
27,800
-7,300
-21% -$107K ﹤0.01% 7748
2019
Q2 		$535K Buy
35,100
+11,000
+46% +$164K ﹤0.01% 7118
2019
Q1 		$349K Buy
+24,100
New +$355K ﹤0.01% 6951
2018
Q4 		– Sell
-34,600
Closed -$578K – 9005
2018
Q3 		$578K Buy
+34,600
New +$597K ﹤0.01% 6256

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Jeff Yass's CGBD Position: Q2 2026 in Review

Jeff Yass sold out of Carlyle Secured Lending (CGBD) in Q2 2026, closing a stake of 23,225 shares — an estimated $259K sold.

Jeff Yass first reported a position in CGBD in Q2 2017 and held it in 21 quarters. The position peaked at $1.8M in Q2 2019. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Jeff Yass reported no remaining Carlyle Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 23,225 Carlyle Secured Lending shares in Q2 2026, an estimated $259K.
  • Jeff Yass first reported a position in Carlyle Secured Lending in Q2 2017 and held it in 21 quarters.
  • Jeff Yass's Carlyle Secured Lending position peaked at $1.8M in Q2 2019.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.