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, 2019. The document discloses the investment manager's holdings in equity securities as required by the Securities and Exchange Commission.
Key Financial Metrics and Holdings
The filing details specific equity positions rather than the company's own financial performance (revenue, profit, or cash flow). The total value of the disclosed positions in this table is approximately $293.1 million. Key holdings include:
- Chesapeake Energy Corp: 172,897,387 shares valued at $535,982,000 (Note: Value column indicates $535,982 in thousands).
- Liberty Oilfield Svcs Inc: 47,804,996 shares valued at $735,719,000.
- Onesmart Intl Ed Group Ltd: 23,157,142 shares valued at $182,710,000.
- Wesco Aircraft Hldgs Inc: 23,096,882 shares valued at $203,022,000.
- Fang Hldgs Ltd: 12,307,691 shares valued at $16,615,000.
Note: The "Value" column in the source text is denoted in thousands (x$1000). The figures above reflect the raw numbers provided in the text.
Material Changes and Voting Authority
The filing does not provide comparative data against the prior period (December 31, 2018) to determine material changes in position size. Regarding voting authority, the manager reported Sole Discretion for most positions. Specific notes indicate:
- Shared Discretion: Fang Hldgs Ltd and Onesmart Intl Ed Group Ltd.
- None: Sirius International Insurance.
Guidance, Risks, and Contingencies
This Form 13F is a statutory disclosure of holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingency details regarding Carlyle Group Inc.'s operations. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy.
Investor Verification Checklist
- Verify the total aggregate value of all holdings by summing the "Value" column (in thousands) across the full filing, as this table may be a partial excerpt.
- Confirm the voting authority status for positions marked with footnotes (e.g., Fang Hldgs Ltd, Onesmart Intl Ed Group Ltd).
- Compare these holdings against the previous quarter's 13F filing to identify new entries or significant reductions.
- Review the specific CUSIP numbers to ensure the correct class of securities is identified for each issuer.