John Rogers's CG Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 3.95 M shares of The Carlyle Group Inc. (CG) worth $233.5 M, representing 2.52% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in CG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 2.41 M shares. Largest reduction occurred in Q1 2024, reducing 1.5 M shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's The Carlyle Group (CG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Carlyle Group (CG) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -283,053 | Reduce 6.69% | 3.95 M | $59.11 |
| Q3 2025 | -472,158 | Reduce 10.03% | 4.23 M | $62.70 |
| Q2 2025 | -133,669 | Reduce 2.76% | 4.71 M | $51.40 |
| Q1 2025 | -71,523 | Reduce 1.46% | 4.84 M | $43.59 |
| Q4 2024 | -177,661 | Reduce 3.49% | 4.91 M | $50.49 |
| Q3 2024 | +150,672 | Add 3.05% | 5.09 M | $43.06 |
| Q2 2024 | +54,805 | Add 1.12% | 4.94 M | $40.15 |
| Q1 2024 | -1.5 M | Reduce 23.55% | 4.88 M | $46.91 |
| Q4 2023 | +22,790 | Add 0.36% | 6.39 M | $40.69 |
| Q3 2023 | +918,114 | Add 16.86% | 6.36 M | $30.16 |
| Q2 2023 | +2.41 M | Add 79.59% | 5.45 M | $31.95 |
| Q1 2023 | +106,228 | Add 3.63% | 3.03 M | $31.06 |
| Q4 2022 | +2.93 M | New Buy | 2.93 M | $29.84 |
John Rogers's The Carlyle Group Investment FAQs
John Rogers first purchased The Carlyle Group Inc. (CG) in Q4 2022, acquiring 2,926,392 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held The Carlyle Group Inc. (CG) for 13 quarters since Q4 2022.
John Rogers's largest addition to The Carlyle Group Inc. (CG) was in Q4 2022, adding 2,926,392 shares worth $87.32 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 3,950,333 shares of The Carlyle Group Inc. (CG), valued at approximately $233.5 M.
As of the Q4 2025 filing, The Carlyle Group Inc. (CG) represents approximately 2.52% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in The Carlyle Group Inc. (CG) was 6,387,318 shares, as reported at the end of Q4 2023.