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Jim Simons's The Carlyle Group Inc. (CG) position

Yes: as of Q1 2026, Jim Simons holds 137K shares of CG worth $6.6M (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$6.6M
Shares held
137K
% of portfolio
0.0%
Est. average buy price (i)
$55.13
Quarter-end price
$48.39

Estimated trade prices

Average price in quarters with purchases
$40.88
Average prices in quarters with sales
  • Q1 2023: $33.37 (191K shares sold)
  • Q4 2022: $28.54 (581K shares sold)
  • Q2 2022: $38.32 (328K shares sold)
  • Q1 2022: $47.86 (150K shares sold)
  • Q2 2021: $42.54 (387K shares sold)

CG price vs Simons's position

1Y 3Y 5Y MAX
Dates
$20$40$60$8020222023202420252026Added 613K shares (484.4%) · Q3 2021. Average closing price $47.95 · Price range $43.71–$51.07613KsharespurchasedAdded 118K shares (15.9%) · Q4 2021. Average closing price $54.46 · Price range $46.55–$60.14118KsharespurchasedSold 150K shares (17.6%) · Q1 2022. Average closing price $47.86 · Price range $40.59–$55.57150KsharessoldSold 328K shares (46.5%) · Q2 2022. Average closing price $38.32 · Price range $31.64–$49.42328KsharessoldAdded 782K shares (206.9%) · Q3 2022. Average closing price $32.93 · Price range $25.84–$38.91782KsharespurchasedSold 581K shares (50.1%) · Q4 2022. Average closing price $28.54 · Price range $25.43–$31.76581KsharessoldSold 191K shares (32.9%) · Q1 2023. Average closing price $33.37 · Price range $29.99–$37.76191KsharessoldNew position of 192K shares · Q3 2023. Average closing price $32.22 · Price range $29.13–$35.71192KsharespurchasedNew position of 137K shares · Q1 2026. Average closing price $55.13 · Price range $45.31–$66.12137Ksharespurchased← Earlier —1 sell
Average closing price · filing quarter
$55.13
Price range · filing quarter
$45.31 – $66.12
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 New +137K +$7.5M – 137K May 14, 2026
Q3 2023 New +192K +$6.2M – 192K Nov 14, 2023
Q1 2023 Reduced −191K −$6.4M −32.9% 389K May 12, 2023
Q4 2022 Reduced −581K −$17M −50.1% 580K Feb 13, 2023
Q3 2022 Added +782K +$26M +206.9% 1.2M Nov 14, 2022
Q2 2022 Reduced −328K −$13M −46.5% 378K Aug 12, 2022
Q1 2022 Reduced −150K −$7.2M −17.6% 706K May 13, 2022
Q4 2021 Added +118K +$6.4M +15.9% 857K Feb 11, 2022
Q3 2021 Added +613K +$29M +484.4% 739K Nov 12, 2021
Q2 2021 Reduced −387K −$16M −75.4% 126K Aug 13, 2021
Q1 2021 First covered – – – 514K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
11 grouped rows from 11 quarters

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Common questions

Does Jim Simons own CG?

Yes. As of Q1 2026, Jim Simons disclosed 137K shares of CG, worth $6.6M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy CG?

Jim Simons held CG since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell CG?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in CG. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of CG does Jim Simons own?

Jim Simons disclosed 137K shares of CG as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for CG?

Jim Simons's estimated average buy price for CG is $55.13, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.