Helikon Investments Ltd’s Carlyle Group Inc Position
Does Helikon Investments Ltd own Carlyle Group Inc (CG)? Not currently — the last reported position was 3.22M shares worth $19M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$19M
Q1 2024
Shares
3.22M
% of Portfolio
+1.64%
Quarters Held
12
position exited
Position History CG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 3.22M | $19M | +1.64% |
| Q4 2023 | 5.67M | $34M | +3.32% |
| Q3 2023 | 8.42M | $41M | +5.04% |
| Q2 2023 | 10.86M | $65M | +7.95% |
| Q1 2023 | 13.45M | $87M | +11.63% |
| Q4 2022 | 16.43M | $85M | +15.99% |
| Q3 2022 | 17.63M | $78M | +22.82% |
| Q2 2022 | 12.95M | $87M | +34.56% |
| Q1 2022 | 13.16M | $130M | +38.93% |
| Q4 2021 | 13.33M | $102M | +32.54% |
| Q3 2021 | 16.18M | $110M | +32.10% |
| Q2 2021 | 12.21M | $93M | +25.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Helikon Investments Ltd’s full portfolio or all institutional holders of CG.