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 March 31, 2026. The document discloses the investment manager's holdings in equity securities as of the quarter end. It is a regulatory disclosure of portfolio composition and does not contain financial performance metrics for Carlyle Group Inc. itself.
Key Financial Metrics
The filing text does not provide revenue, profit, cash flow, margins, debt, or liquidity figures for Carlyle Group Inc. Form 13F filings are limited to reporting the value and quantity of specific equity holdings. The table lists the following aggregate data for disclosed positions:
- Top Holding by Value: Medline Inc. (Cl A) with a reported value of approximately $8.33 billion (187,083,713 shares).
- Second Largest Holding: Standardaero Inc. with a reported value of approximately $2.18 billion (84,587,035 shares).
- Third Largest Holding: Phathom Pharmaceuticals Inc. with a reported value of approximately $38.85 million (3,496,808 shares).
- Total Disclosed Positions: 20 distinct equity securities are listed in this excerpt.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2025). Consequently, material changes in holdings, buy/sell activity, or portfolio shifts cannot be determined from this document alone.
Guidance, Outlook, and Risks
The filing text does not provide management commentary, forward-looking guidance, risk factors, or contingencies. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the accuracy of the reported share counts and values for the top holdings (Medline Inc., Standardaero Inc.) against independent market data for March 31, 2026.
- Confirm the voting authority classifications (Sole, Shared, None) for each position to understand the level of control Carlyle Group exercises.
- Review the full Form 13F filing to ensure no additional pages of holdings were omitted from this text excerpt.
- Check for any subsequent filings (e.g., 13F-HR amendments) that may have corrected the reported values.