Carlyle Secured Lending, Inc. - COM (CGBD)

CUSIP: 872280102

Q4 2025 13F Holders as of 31 Dec 2025

Share change
+654,513
Put/Call ratio
4%
SEC-reported price per share
$12.49
Number of holders
150
Value change
+$8,080,287
Number of buys
68
Open additional details 1 more signal available
Number of sells
75

Security key

872280102

Report period

Q4 2025

Institutions

150

Top holders

10

Ownership snapshot

Top reported holders of CGBD - Carlyle Secured Lending, Inc. - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Creative Planning
Disclosed value leader
Creative Planning
Comparable rows
0/15
Latest evidence
30 Sep 2025
13F Highest disclosed value: $57,893,125 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Creative Planning has the largest disclosed position value at $57.89M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Creative Planning's linked filing trail.
Disclosed position value Top 5
Creative Planning $57.89M
MORGAN STANLEY $30.16M
VAN ECK ASSOCIATES CORP $22.87M
CHOREO, LLC $18.82M
RIVERNORTH CAPITAL MANAGEMENT, LLC $15.01M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Creative Planning
13F
Company
13F
class O/S missing
$57,893,125
4,631,450 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
class O/S missing
$30,158,390
2,412,671 shares
30 Sep 2025
VAN ECK ASSOCIATES CORP
13F
Company
13F
class O/S missing
$22,869,000
1,829,519 shares
30 Sep 2025
CHOREO, LLC
13F
Company
13F
class O/S missing
$18,817,337
1,458,708 shares
30 Sep 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$15,014,275
1,201,142 shares
30 Sep 2025
Invesco Ltd.
13F
Company
13F
class O/S missing
$11,265,463
901,237 shares
30 Sep 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
150
Shares
26,295,377
Rows available
150
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
147
Q4 2025 holders
150
Holder diff
3
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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