SEC Form 13F Summary: The Carlyle Group Inc.
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by The Carlyle Group Inc. for the reporting period ending December 31, 2020. The document discloses the investment manager's holdings in equity securities as of the period end.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. The total value of the reported holdings in this excerpt is approximately $212 million. The largest single position by value is ZoomInfo Technologies Inc. at $93.2 million. All reported positions are classified as "Sole" voting authority with no "Shared" or "None" authority noted for these specific items.
| Issuer | Class | Shares | Value ($) | Voting Authority |
|---|---|---|---|---|
| ZoomInfo Technologies Inc | Com Cl A | 4,495,871 | 93,217,319 | Sole |
| PPD Inc | Com | 1,906,832 | 55,722,733 | Sole |
| Liberty Oilfield Svcs Inc | Com Cl A | 291,825 | 28,304,996 | Sole |
| Life Healthcare Inc | Com | 594,194 | 13,612,681 | Sole |
| Onesmart Intl Ed Group Ltd | Sponsored Ads | 29,868 | 7,860,000 | Sole |
| Vitru Ltd | Com | 92,135 | 6,246,471 | Sole |
| Talos Energy Inc | Com | 40,870 | 4,960,000 | Sole |
| Seacor Marine Hldgs Inc | Com | 3,111 | 1,147,989 | Sole |
| Physicians Rlty Tr | Com | 10,464 | 587,838 | Sole |
| Sirius International Insuran | Com | 2,177 | 174,170 | Sole |
Material Changes and Guidance
The filing text does not provide comparative data for the prior period, nor does it contain management commentary, guidance, outlook, or risk factors. Form 13F filings are statutory disclosures of holdings and do not typically include financial performance metrics such as revenue, profit, cash flow, or debt levels for the reporting company itself.
Investor Verification Checklist
- Verify if this excerpt represents the complete portfolio or a partial list of holdings for The Carlyle Group Inc.
- Confirm the total aggregate value of all holdings reported in the full Form 13F filing, as this excerpt only covers a subset of positions.
- Review the "Other" column in the full filing for any derivative positions or options not detailed in this specific table view.
- Check subsequent filings to determine if these positions were held, increased, or liquidated in the following quarter.