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, 2022. The document discloses the investment manager's holdings in equity securities as of the quarter-end date.
Key Financial Metrics and Holdings
The filing details specific equity positions held by the manager. The total value of the disclosed positions in this table is approximately $335 million. The table lists the following holdings:
| Issuer | Class | Shares | Value ($) | Voting Authority |
|---|---|---|---|---|
| Ortho Clinical Diagnostics H | Ord Shs | 2,203,858 | 118,106,000 | Sole |
| Atotech Ltd | Com | 2,059,813 | 93,841,130 | Sole |
| Atotech Ltd | Com | 1,313,303 | 59,831,573 | Sole |
| ZoomInfo Technologies Inc | Com Cl A | 2,523,742 | 42,245,437 | Sole |
| Life Healthcare Inc | Com | 150,829 | 13,612,681 | Sole |
| Vitru Ltd | Com | 98,694 | 6,246,471 | Sole |
| Seacor Marine Hldgs Inc | Com | 9,264 | 1,147,989 | Sole |
| SiriusPoint Ltd | Com | 968 | 129,408 | Sole |
Note: The filing text does not provide aggregate revenue, profit, cash flow, margins, debt, or liquidity metrics for Carlyle Group Inc. itself, as Form 13F is a disclosure of holdings, not a financial performance report.
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. It strictly lists the securities held at the end of the reporting period.
Investor Verification Checklist
- Verify the total aggregate value of all holdings reported in the full Form 13F, as this text snippet may represent only a portion of the total portfolio.
- Confirm the voting authority status (Sole, Shared, or None) for each position to understand the level of control exerted by the manager.
- Check subsequent filings to determine if these positions were maintained, increased, or liquidated in the following quarter.
- Review the specific CUSIP numbers to ensure the correct class of securities is identified, particularly for issuers with multiple share classes.