Carlyle Group Inc.

Carlyle Group sold 26,105,840 shares of MDLN at $41.00 (-17.2% of holdings) for $1.07B on 2026-03-10

Carlyle Group, holding 10% ownership, executed a substantial open-market sale of 26.11M shares (26,105,840 shares) on 2026-03-10 at $41.00 per share, reducing its stake from 151.56M to 125.45M shares. The stock has since declined 9.3% over the prior 30 days and currently trades at $41.07, down 17.8% from its 52-week high, suggesting the timing may have been favorable relative to recent price pressure. Carlyle's cross-ticker track record shows a 47.06% well-timed rate on prior sells with positive 12.1% 30-day average returns, though this same-ticker transaction represents only the second disclosed sale at MDLN following a December 2025 sale that showed strong 30-day performance of 52.1%. The sale occurs against a backdrop of MDLN's solid 11.5% annual revenue growth, yet the large reduction in Carlyle's ownership stake warrants investor attention given the magnitude of shares exited and the insider's historically successful timing patterns.

Carlyle Group (10% owner) sells 19,840,268 shares of SARO for $624.2M; trimmed stake by -19.0% to 84,587,035 shares.

Carlyle Group executed a substantial $624,174,831.28 sale of StandardAero shares on 2026-02-26 at $31.46, reducing its position from 104,427,303 shares to 84,587,035 shares and lowering its ownership stake by 19,840,268 shares. The stock now trades at $30.73, down 7.2% from its 52-week high of $33.12, though up 20.6% over the past 90 days. Carlyle's prior sales at SARO show mixed timing outcomes: of 4 measurable 90-day periods, 2 were followed by price declines (well-timed), while 2 saw subsequent gains; the company's cross-ticker track record shows sells have been well-timed 50% of the time at the 90-day horizon. StandardAero's fundamentals remain solid with $1.5B in quarterly revenue, +15.8% annual revenue growth, and a 22.60 P/E, though this large liquidation by a major owner merits close monitoring for signals about conviction or capital allocation priorities at the institutional level.

Carlyle Group sells 48.25M shares of StandardAero (SARO) at $31.00; reduces stake by 31.6% to 104.43M shares ($1.5B transaction)

Carlyle Group, a 10% owner, executed a $1,495,644,228.00 sale of 48,246,588 shares at $31.00 on 2026-01-29, reducing its StandardAero stake from 152,673,891 shares to 104,427,303 shares—a material -31.6% reduction. The sale occurred near the 52-week high ($33.12), with current price at $30.89, suggesting the transaction timing relative to recent price action. StandardAero's fundamentals show strong growth (revenue $1,497,962,000, annual growth +14.8%, net income $68,120,000), but the elevated P/E of 56.16 and Carlyle's divestiture of one-third of its stake warrant attention to whether this reflects valuation concerns at the large-cap shareholder level. In Carlyle's cross-ticker history, 20 prior sells averaged a 90-day well-timed rate of 52.63%; at StandardAero specifically, 2 of 4 prior sells showed negative 90-day returns (-1.2%, -1.6%), indicating selective successful timing at this ticker.

Carlyle Group (10% owner) sells 19,136,333 MDLN shares at $29.00; stock now trading at $42.18 after recent listing

Carlyle Group sold 19,136,333 shares at $29.00 on 2025-12-18, reducing its stake in Medline Inc. from 163,512,014 to 144,375,681 shares (-11.7%). The transaction value was $554,953,657.00. The sale occurred at a $13.18 discount to the current price of $42.18, just 4 trading days after MDLN's recent IPO listing. This filing contains a derivative-conversion transaction, and the insider's total position extends into derivative securities holdings not yet visible in this database snapshot; the 144.38M shares held post-transaction represents only the converted/exercised equity portion. The significant gap between sale price and current market price, combined with the timing during the immediate post-listing window, warrants investor attention to understand Carlyle's positioning and the trajectory of early-stage trading activity.

Carlyle Group (10% owner) sells 3,671,271 shares of SARO at $27.30 for $100.2M; stock now at $29.64

Carlyle Group sold 3,671,271 shares at $27.30 on 2025-05-29, reducing its SARO holding from 156,345,162 to 152,673,891 shares (-2.3%). The sale occurred below the current price of $29.64 and within the 52-week range of $22.23–$32.97. At SARO specifically, the insider's prior sell on 2024-10-03 yielded a 90-day return of +8.9%, which was not well-timed (stock rose after the sale). The cross-ticker track record shows 20 prior sells with a 50.00% well-timed rate at the 90-day mark, indicating mixed timing ability. The company reported Q revenues of $1,435,588,000 with +14.8% annual growth and a P/E of 141.14, suggesting a premium valuation. The subsequent 6.3% gain in the 30 days following this transaction provides limited predictive evidence so far.

Carlyle Group sold 24,475,138 SARO shares at $27.30 for $668.2M, reducing stake by 13.5% to 156.35M shares.

Carlyle Group, a 10% owner of StandardAero, sold 24,475,138 shares at $27.30 on 2025-05-23 for $668.2M, representing a material 13.5% reduction of its holdings from 180.82M to 156.35M shares. The sale occurred at a price -12.6% from the 52-week high of $32.97, and the stock has since risen 7.6% in 30 days to $28.83 current. Across Carlyle's cross-ticker open-market history, the insider's prior 20 sells posted an average 30-day return of +8.6%, but at this same ticker (SARO), timing outcomes are mixed: a prior sale on 2024-10-03 showed +25.3% 30-day return, while the more recent sale on 2025-03-27 produced -2.5% 30-day performance. StandardAero's fundamentals show a P/E of 137.29 on net income of $62.9M against revenue of $1.4B with 14.8% annual growth, reflecting elevated valuation multiples.

Carlyle Group sells 29,370,166 SARO shares at $27.16 for $797.7M, cutting stake to 180.82M shares (-14.0%)

Carlyle Group, as a 10% owner, executed a substantial $797.7M open-market sale of 29,370,166 shares on 2025-03-27 at $27.16 per share, reducing its holdings by 14.0%. The sale occurred near the upper end of the 52-week range ($23.00–$32.97), with the stock now trading 19.2% below its 52-week high. At the time of the sale, StandardAero was trading at a striking P/E of 133.20 against quarterly revenue of $1.2B, indicating substantial investor optimism for a company growing annual revenue at 14.8% but generating only $16.4M in net income. Carlyle's cross-ticker track record shows a 55.00% well-timed rate on prior sells (stocks subsequently declined), though its single prior sale at SARO in October 2024 resulted in a +8.9% 90-day return, suggesting the stock rose after that trade. The size and timing of this divestiture warrant monitoring against upcoming earnings and competitive developments in the aerospace supply sector.

Carlyle Group (10% owner) sells all 8,260,183 shares of QDEL for $291.7M at $35.31, exiting position entirely

Carlyle Group's complete exit from QuidelOrtho—selling all 8.26M shares (100% of holdings) for $291.7M—represents a full liquidation of a significant 10% stake. This comes as QDEL trades 49.8% below its 52-week high and the company faces fundamental headwinds: negative full-year net income of $-19.9M, declining annual revenue growth of -8.2%, and quarterly net loss of $-19.9M. Carlyle's prior trades at this ticker show 4 of 5 prior sells were well-timed (stock declined after), and the cross-ticker track record reflects 80.00% well-timed rate across 20 prior sells. The combination of complete ownership stake liquidation during a period of valuation pressure and operational losses warrants close investor examination of whether this signals deteriorating confidence in the company's recovery trajectory.

Carlyle Group (10% owner) sold 500,000 shares for $1,079,710.00 over two days at blended average $2.16

Carlyle Group executed 2 separate sales totaling 500,000 shares for $1,079,710.00, reducing its stake from 2,905,461 shares to 2,405,461 shares (-17.2% of prior holdings). The sales occurred on 2024-10-15 and 2024-10-16 at prices ($2.12 and $2.20) below the current market price of $2.37, yet the stock has declined 11.9% over the past 30 days and is down 23.0% from its 52-week high of $3.08. Complete Solaria remains unprofitable with net income of $-15,894,000.00 against quarterly revenue of $4,492,000.00, though the company achieved 31.8% annual revenue growth. This sale by a major shareholder during a period of declining price momentum and persistent unprofitability warrants attention to whether the liquidity event reflects concerns about near-term trajectory.

Carlyle Group sold 1,319,331 shares (28.9% of holdings) at $2.13–$2.14 avg; CSLR deeply unprofitable with $-15.9M net income.

Carlyle Group, a 10% owner, executed 2 separate sales totaling 1,319,331 shares for $2,809,491.90 (blended average $2.13), reducing its holdings from 4,567,697 to 3,248,366 shares. The reduction of 28.9% of pre-transaction holdings represents a material reduction in the major shareholder's stake. Complete Solaria remains deeply unprofitable—the latest quarter shows Revenue $4,492,000.00 with Net income $-15,894,000.00, and the company was unprofitable over its most recent full fiscal year. This large-block sale by a significant investor in an unprofitable operator merits investor attention to understand the rationale and forward-looking financial trajectory.