LCM
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Legato Capital Management’s Carlyle Group CG Stock Holding History

Legato Capital Management’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
2026
Q1 		$404K Sell
8,340
-5,539
-40% -$305K 0.04% 575
2025
Q4 		$820K Buy
+13,879
New +$789K 0.07% 409

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VPM
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VCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Legato Capital Management's CG Position: Q1 2026 in Review

Legato Capital Management reduced its Carlyle Group (CG) stake by 40% in Q1 2026, selling an estimated $305K and leaving 8,340 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #575.

Legato Capital Management first reported a position in CG in Q4 2025 and has held it in 2 quarters since. The position peaked at $820K in Q4 2025. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Legato Capital Management held 8,340 shares of Carlyle Group worth $404K as of Q1 2026.
  • Legato Capital Management sold 5,539 Carlyle Group shares in Q1 2026, an estimated $305K.
  • Carlyle Group made up 0.04% of Legato Capital Management's portfolio in Q1 2026, its #575 holding.
  • Legato Capital Management first reported a position in Carlyle Group in Q4 2025 and has held it in 2 quarters since.
  • Legato Capital Management's Carlyle Group position peaked at $820K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.