Carlyle-Tactical PRVT CRDT-NTAKNX

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$8.50avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Carlyle-Tactical PRVT CRDT-N (TAKNX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($290K).

Company
Carlyle-Tactical PRVT CRDT-N
CUSIP
143106508
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 516 shares sold, net −516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ethos Financial Group, LLC 0.04% Reduce -1.5% 34,078 $290K

"% of holder's portfolio" is TAKNX's weight in each manager's 13F, not the share of Carlyle-Tactical PRVT CRDT-N the manager owns.