Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Carlyle Secured Lending CGBD Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-151,749
Closed -$1.9M – 590
2025
Q3 		$1.9M Buy
+151,749
New +$2.08M 0.01% 680

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Kovitz Investment Group Partners's CGBD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 151,749 shares — an estimated $1.9M sold.

Kovitz Investment Group Partners first reported a position in CGBD in Q3 2025 and held it in 1 quarter. The position peaked at $1.9M in Q3 2025. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 151,749 Carlyle Secured Lending shares in Q4 2025, an estimated $1.9M.
  • Kovitz Investment Group Partners first reported a position in Carlyle Secured Lending in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Carlyle Secured Lending position peaked at $1.9M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.