LC
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Lalia Capital’s Carlyle Secured Lending CGBD Stock Holding History

Lalia Capital’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 		$9.76M Buy
+927,333
New +$10.3M 4.75% 12

Other funds holding CGBD

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HIMS
Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

Lalia Capital's CGBD Position: Q2 2026 in Review

Lalia Capital opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 927,333 shares worth $9.76M. The stake represents 4.75% of the portfolio and ranks #12 among its holdings.

75 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Lalia Capital held 927,333 shares of Carlyle Secured Lending worth $9.76M as of Q2 2026.
  • Carlyle Secured Lending was a new Lalia Capital position in Q2 2026.
  • Carlyle Secured Lending made up 4.75% of Lalia Capital's portfolio in Q2 2026, its #12 holding.
  • 75 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Lalia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.