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CLEARLAKE CAPITAL GROUP, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$1.1B
+17.8%
Holdings
6
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FWRD 8.72% 0.00% +8.72% $94M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BLKB 58.15% 66.21% -8.06% $626M
HLLY 0.51% 0.77% -0.26% $6M
BL 30.04% 30.27% -0.23% $323M
GRAB 2.57% 2.73% -0.16% $28M
GRABW 0.02% 0.02% -0.00% $196K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $28M 2.6%
Small Cap 3 $955M 88.7%
Micro Cap 2 $94M 8.7%

Portfolio Analytics

Avg Market Cap
$3.0B
Median Market Cap
$830M
Avg P/E
32.5
Median P/E
37.9
Avg Dividend Yield
—%
Avg Beta
1.10
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BLKB 58.15% 9,751,837 $626M $64.21 $21M
2 BL 30.04% 5,712,300 $323M $56.62 $47M
3 FWRD 8.72% 3,825,000 $94M $24.54 +3,825,000 NEW
4 GRAB 2.57% 5,500,000 $28M $5.03 $3M
5 HLLY 0.51% 2,750,000 $6M $2.00 -$2M
6 GRABW 0.02% 500,000 $196K $0.39 $4K

New Positions

SymbolValue% Port
FWRD $94M 8.72%
View SEC EDGAR Filings for CLEARLAKE CAPITAL GROUP, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms