SEC Filing Summary: Carlyle Group Inc. (Form 13F)
Business Context and Reporting Period
This filing is a Form 13F Information Table submitted by Carlyle Group Inc. for the reporting period ending September 30, 2020. The document discloses the investment manager's holdings in equity securities as of the end of the quarter. It does not contain financial performance data for Carlyle Group Inc. itself.
Key Financial Metrics
The filing text does not provide revenue, profit, cash flow, margins, debt, or liquidity metrics for Carlyle Group Inc. Instead, it lists the value of specific equity positions held by the manager. The total value of the disclosed positions in this excerpt is approximately $226.9 million.
| Issuer | Shares Held | Value ($) | Voting Authority |
|---|---|---|---|
| ZoomInfo Technologies Inc | 4,261,432 | 99,126,117 | Sole |
| PPD Inc | 2,061,184 | 55,722,733 | Sole |
| Liberty Oilfield Svcs Inc | 272,099 | 34,054,996 | Sole |
| Life Healthcare Inc | 584,576 | 20,612,681 | Sole |
| Onesmart Intl Ed Group Ltd | 35,291 | 7,860,000 | Sole |
| Vitru Ltd | 81,079 | 6,246,471 | Sole |
| Talos Energy Inc | 31,992 | 4,960,000 | Sole |
| Ring Energy Inc | 1,784 | 2,623,948 | Sole |
| Seacor Marine Hldgs Inc | 2,330 | 1,147,989 | Sole |
| Physicians Rlty Tr | 10,528 | 587,838 | Sole |
| Sirius International Insuran | 2,013 | 174,170 | Sole |
Material Changes and Guidance
The filing text does not provide comparative data versus the prior period, management commentary, guidance, outlook, or risk factors. Form 13F filings are static snapshots of holdings and do not include narrative analysis or forward-looking statements.
Investor Verification Checklist
- Portfolio Concentration: Verify if the disclosed positions represent the full portfolio or a partial list, as Form 13F filings may be split across multiple tables.
- Valuation Timing: Confirm that the values reflect market prices as of September 30, 2020, and not subsequent trading activity.
- Voting Rights: Note that all listed positions in this excerpt are held with "Sole" voting discretion, indicating direct control over voting decisions for these specific securities.
- Company Performance: Consult Carlyle Group Inc.'s Form 10-Q or 10-K for actual financial performance metrics (revenue, profit, debt) as this document only lists external equity holdings.