Ken Fisher's CGBD Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 22,931 shares of Carlyle Secured Lending, Inc. (CGBD) worth $250,865, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ken Fisher has maintained this position in CGBD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 470 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Carlyle Secured Lending (CGBD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carlyle Secured Lending (CGBD) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +470 | Add 2.09% | 22,931 | $10.94 |
| Q2 2025 | +199 | Add 0.89% | 22,461 | $13.68 |
| Q1 2025 | +1 | Add 0.00% | 22,262 | $16.18 |
| Q3 2024 | +22,261 | New Buy | 22,261 | $16.97 |
Ken Fisher's Carlyle Secured Lending Investment FAQs
Ken Fisher first purchased Carlyle Secured Lending, Inc. (CGBD) in Q3 2024, acquiring 22,261 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Carlyle Secured Lending, Inc. (CGBD) for 7 quarters since Q3 2024.
Ken Fisher's largest addition to Carlyle Secured Lending, Inc. (CGBD) was in Q3 2024, adding 22,261 shares worth $377,769.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 22,931 shares of Carlyle Secured Lending, Inc. (CGBD), valued at approximately $250,865.
As of the Q1 2026 filing, Carlyle Secured Lending, Inc. (CGBD) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Carlyle Secured Lending, Inc. (CGBD) was 22,931 shares, as reported at the end of Q1 2026.