SEC Form 13F Summary: Carlyle Group Inc.
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Carlyle Group Inc. for the reporting period ending December 31, 2019. The form discloses the company's holdings of equity securities as of the end of the quarter.
Key Financial Metrics and Holdings
The filing details specific equity positions rather than the company's consolidated financial performance (revenue, profit, or cash flow). The total value of the reported holdings is not explicitly summed in the text, but individual positions are listed below:
| Issuer | Class | Shares/Units | Value ($) | Voting Authority |
|---|---|---|---|---|
| Chesapeake Energy Corp | Common | 172,897,387 | 147,744,000 | Sole |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 31,017,142 | 206,884,000 | Sole |
| Liberty Oilfield Svcs Inc | Common Cl A | 34,054,996 | 378,692,000 | Sole |
| Wesco Aircraft Hldgs Inc | Common | 23,096,882 | 254,528,000 | Sole |
| Enviva Partners LP | Common Unit | 12,744,020 | 475,479,000 | Sole |
| Centennial Resource Dev Inc | Cl A | 1,269,582 | 5,865,000 | Sole |
| China Index Hldgs Ltd | Spnsrd Ads A | 2,461,538 | 8,960,000 | Sole |
| Fang Hldgs Ltd | ADR New | 2,461,538 | 7,040,000 | Sole |
| Ring Energy Inc | Common | 2,623,948 | 6,927,000 | Sole |
| Seacor Marine Hldgs Inc | Common | 1,064,976 | 14,686,000 | Sole |
| Sequential Brnds Group Inc | N Com | 6,369,812 | 2,182,000 | Sole |
| Sirius International Insuran | Common | 174,170 | 1,523,000 | Sole |
Note: Values in the table are derived from Column 4 (Value) in the source text, which is reported in thousands.
Material Changes and Guidance
The filing text does not provide comparative data against the prior period, nor does it contain management commentary, guidance, outlook, or risk factors. Form 13F filings are strictly disclosure documents for holdings and do not include operational analysis or forward-looking statements.
Investor Verification Checklist
- Verify the total aggregate value of all holdings reported in this filing to assess portfolio concentration.
- Confirm the voting authority status (Sole, Shared, None) for each position to understand control levels.
- Check subsequent filings (Q1 2020) to determine if these positions were maintained, increased, or liquidated.
- Review the company's 10-K or 10-Q for the same period to obtain actual revenue, profit, and liquidity metrics, as this document does not contain them.