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Rivernorth Capital Management’s Carlyle Secured Lending CGBD Stock Holding History

Rivernorth Capital Management’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 		$13.9M Sell
1,272,507
-628,221
-33% -$7.42M 0.7% 31
2025
Q4 		$23.7M Buy
1,900,728
+699,586
+58% +$8.71M 1.12% 19
2025
Q3 		$15M Buy
1,201,142
+844,129
+236% +$11.6M 0.86% 30
2025
Q2 		$4.88M Buy
+357,013
New +$5.08M 0.27% 107
2017
Q4 		– Sell
-75,196
Closed -$1.41M – 172
2017
Q3 		$1.41M Sell
75,196
-239,947
-76% -$4.42M 0.12% 100
2017
Q2 		$5.68M Buy
+315,143
New +$5.76M 0.43% 67

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rivernorth Capital Management's CGBD Position: Q1 2026 in Review

Rivernorth Capital Management reduced its Carlyle Secured Lending (CGBD) stake by 33% in Q1 2026, selling an estimated $7.42M and leaving 1,272,507 shares worth $13.9M. The position accounts for 0.7% of the portfolio, ranked #31.

Rivernorth Capital Management first reported a position in CGBD in Q2 2017 and has held it in 6 quarters since. The position peaked at $23.7M in Q4 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Rivernorth Capital Management held 1,272,507 shares of Carlyle Secured Lending worth $13.9M as of Q1 2026.
  • Rivernorth Capital Management sold 628,221 Carlyle Secured Lending shares in Q1 2026, an estimated $7.42M.
  • Carlyle Secured Lending made up 0.7% of Rivernorth Capital Management's portfolio in Q1 2026, its #31 holding.
  • Rivernorth Capital Management first reported a position in Carlyle Secured Lending in Q2 2017 and has held it in 6 quarters since.
  • Rivernorth Capital Management's Carlyle Secured Lending position peaked at $23.7M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Rivernorth Capital Management's 13F filing for Q1 2026, filed 15 May 2026.