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Portfolio (Quarterly) Guide ↗

Carnegie Lake Advisors LLC

· CIK 0002043591
13F Portfolio $252M AUM 167 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 19 Added 61 Reduced 9 Exited
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GCV GABELLI CONV & INC SECS FD I Financial Services 19,000.0 $81K 0.03% -500.0 -2.6% $4.28 +8.1%
Page 4 of 4  ·  61 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.4%
Technology 15.9%
Financial Services 13.3%
Industrials 13.2%
Consumer Defensive 8.7%
Communication Services 8.0%
Energy 6.9%
Consumer Cyclical 6.8%
Real Estate 3.7%
Basic Materials 2.4%