CGCARLYLE GROUP INC

Accumulate74

Notable Interest

Smart Money Trend

High 86Low 35+8.5 since 22-Q3

View as data table

Quarter	Score
2022-Q3	65.6
2022-Q4	49.9
2023-Q3	50.1
2023-Q4	36.7
2024-Q1	34.7
2024-Q2	57.5
2024-Q3	57.4
2024-Q4	85.9
2025-Q1	76.0
2025-Q2	76.2
2025-Q3	75.0
2025-Q4	74.9
2026-Q1	59.2
2026-Q2	74.1

Aging — next filings due soon — Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 124d old • 16/17 funds filed • latest filing Sep 2 • prices as of 9:50 PM ET

$39.3215.1% belowvs tracked

Investor Action VerdictAccumulate

Solid consensus with smart money net adding at reasonable prices

Superinvestor Flow

Heavy Accumulation

Why This Verdict

•Consensus score of 74.1/100 (Notable Interest) held by 2 funds.
•Unanimous buying: 1 fund accumulating (1 new, 0 adds) with 0 selling.
•Favorable valuation: trading 15.1% below funds' estimated cost basis (discount entry).
•Score trend: +14.9 pts vs previous quarter.

Entry Timing & ZoneDiscount Entry

Trading 15.1% below funds' estimated purchase price

Current Price:$39.32

Funds' Basis:~$46.30

Aggregate Fund Flow (CG)

Heavy Accumulation(+50 score)

Net: +1 funds

1 Buyers(1 new)1 Holds0 Sellers

2 active funds

2 of 18 tracked funds hold CG. Avg conviction: 0.2%. Net adding. First tracked at $46.30 (current -15.1% vs tracked).

Am I Late?

15.1% belowtheir avg tracked price

Tracked: $46.30Current: $39.32

Per-fund first tracked prices

Miller Value Partners$50.49(2024-Q4)

Citadel Advisors$42.11(2026-Q2)

How Convicted?

0.2%avg portfolio allocation

Miller Value Partners has 0.4% in this stock

Top 5 (0)Mid (0)Small (2)

Fund breakdown

Miller Value PartnersCitadel Advisors

Which Way Is the Wind Blowing?

Heavy Accumulation(+50 score)

Net: +1 funds

1 Buyers(1 new)1 Holds0 Sellers

2 active funds

Per-fund actions

Miller Value PartnersHold

Citadel AdvisorsNew Buy

Did It Work?

-14.4%avg return since tracked

S&P 500: -2.9%Alpha: -11.5%

Per-fund returns

Miller Value Partners-22.1%(from $50.49)

Citadel Advisors-6.6%(from $42.11)

About this data

Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.

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Fund Holders (2 funds)

Fund	% of Portfolio	Value	First Tracked Price	Action
Miller Value Partners	0.4%	$1.7M	$50.49	Hold
Citadel Advisors	0.0%	$35.2M	$42.11	New Buy