Bill Miller's CG Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 40,000 shares of The Carlyle Group Inc. (CG) worth $2.51 M, representing 0.92% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Bill Miller has maintained a strategic position in CG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 70,000 shares. Largest reduction occurred in Q2 2020, reducing 164,900 shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's The Carlyle Group (CG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Carlyle Group (CG) Trades by Bill Miller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +384,900 | New Buy | 384,900 | $21.65 |
| Q2 2020 | -164,900 | Reduce 42.84% | 220,000 | $27.90 |
| Q3 2020 | -27,000 | Reduce 12.27% | 193,000 | $24.67 |
| Q4 2020 | -2,300 | Reduce 1.19% | 190,700 | $31.44 |
| Q1 2021 | -55,440 | Reduce 29.07% | 135,260 | $36.76 |
| Q2 2021 | -30,260 | Reduce 22.37% | 105,000 | $46.48 |
| Q4 2021 | -17,000 | Reduce 16.19% | 88,000 | $54.90 |
| Q2 2022 | -88,000 | Sold Out | 0 | $0.00 |
| Q4 2024 | +70,000 | New Buy | 70,000 | $50.49 |
| Q3 2025 | -30,000 | Reduce 42.86% | 40,000 | $62.70 |
Bill Miller's The Carlyle Group Investment FAQs
Bill Miller first purchased The Carlyle Group Inc. (CG) in Q1 2020, acquiring 384,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller has held The Carlyle Group Inc. (CG) for 14 quarters since Q1 2020.
Bill Miller's largest addition to The Carlyle Group Inc. (CG) was in Q1 2020, adding 384,900 shares worth $8.33 M.
According to the latest 13F filing for Q3 2025, Bill Miller's firm, Miller Value Partners, LLC, owns 40,000 shares of The Carlyle Group Inc. (CG), valued at approximately $2.51 M.
As of the Q3 2025 filing, The Carlyle Group Inc. (CG) represents approximately 0.92% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings.
Bill Miller's peak holding in The Carlyle Group Inc. (CG) was 384,900 shares, as reported at the end of Q1 2020.