Herbst Group, LLC’s Carlyle Group Inc Position
Does Herbst Group, LLC own Carlyle Group Inc (CG)? Not currently — the last reported position was 41.5K shares worth $2M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$2M
Q4 2024
Shares
41.5K
% of Portfolio
+1.31%
Quarters Held
13
position exited
Position History CG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 41.5K | $2M | +1.31% |
| Q3 2024 | 39.5K | $2M | +1.05% |
| Q2 2024 | 33.6K | $1M | +0.82% |
| Q1 2024 | 33.0K | $2M | +0.96% |
| Q4 2023 | 32.9K | $1M | +0.86% |
| Q3 2023 | 32.4K | $977,184 | +0.70% |
| Q2 2023 | 34.3K | $1M | +0.76% |
| Q1 2023 | 34.6K | $1M | +0.76% |
| Q4 2022 | 34.7K | $1M | +0.84% |
| Q3 2022 | 35.0K | $906,000 | +0.74% |
| Q2 2022 | 34.8K | $1M | +0.88% |
| Q1 2022 | 34.2K | $2M | +1.09% |
| Q4 2021 | 30.5K | $2M | +1.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herbst Group, LLC’s full portfolio or all institutional holders of CG.