As of November 6, 2026, 7 holders' latest Schedule 13D or 13G filings report owning 5% or more of Carlyle Tactical Private Credit Fund. The largest reported stake is The Northwestern Mutual Life Insurance Company's, at 43%. 15 filings are on record since August 8, 2025 (Schedule 13G, March 25, 2026).
Sell to companies like Carlyle Tactical Private Credit Fund? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: Thrivent Financial For Lutherans · Sole voting: 3,040,000 · Shared voting: 0 · Sole dispositive: 3,040,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-09-11
- · Reporting person: Apollo Management Holdings GP, LLC · Sole voting: 0 · Shared voting: 2,600,000 · Sole dispositive: 0 · Shared dispositive: 2,600,000 · SCHEDULE 13G/A, 2026-08-11
- · Reporting person: Principal Life Insurance Co · Sole voting: 0 · Shared voting: 3,600,000 · Sole dispositive: 0 · Shared dispositive: 3,600,000 · SCHEDULE 13G/A, 2026-08-05
- · Holder: Thrivent Financial For Lutherans · Percent: 7.3% · SCHEDULE 13G/A
- · Holder: Apollo Management Holdings GP, LLC · Percent: 6.8% · SCHEDULE 13G/A
Carlyle Tactical Private Credit Fund has 15 Schedule 13D or 13G filings on record since 2025-08-08. 7 holders' latest filing reports 5% or more of mandatory redeemable preferred shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| The Northwestern Mutual Life Insurance Company | 43% | 1,720,000 | SCHEDULE 13G, 2026-03-25 | 2026-03-11 |
| MetLife Investment Management, LLC | 11.9% | 5,000,000 | SCHEDULE 13G/A, 2026-04-07 | 2026-03-31 |
| Principal Life Insurance Co | 8.2% | 3,600,000 | SCHEDULE 13G/A, 2026-08-05 | 2026-06-30 |
| Thrivent Financial For Lutherans | 7.2% | 3,040,000 | SCHEDULE 13G/A, 2026-09-11 | 2026-09-09 |
| Apollo Management Holdings GP, LLC | 5.9% | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 | 2026-06-30 |
| Sun Life Assurance Co of Canada | 5.2% | 1,560,000 | SCHEDULE 13G, 2025-08-11 | 2025-06-30 |
| Sun Life Assurance Co of Canada | 5.2% | 1,560,000 | SCHEDULE 13G, 2025-08-11 | 2025-06-30 |
Holding shares or following this stake? See who's behind Carlyle Tactical Private Credit Fund and the warning signs.
Free to see. No signup.
Keep reading
More on Carlyle Tactical Private Credit Fund and the records around it.
Companies that share a holder
- PRINCIPAL LIFE INSURANCE CO also filed stake reports on 2 other companies: Ares Dynamic Credit Allocation Fund, Inc. (Oct 2026), CION Ares Diversified Credit Fund (Nov 2025)
- Sun Life Assurance Co of Canada also filed stake reports on 4 other companies: CION Ares Diversified Credit Fund (Nov 2026), Ares Dynamic Credit Allocation Fund, Inc. (Oct 2026), XAI Octagon Floating Rate & Alternative Income Trust (Nov 2025)
- Sun Life Assurance Co of Canada also filed stake reports on 4 other companies: CION Ares Diversified Credit Fund (Nov 2026), Ares Dynamic Credit Allocation Fund, Inc. (Oct 2026), XAI Octagon Floating Rate & Alternative Income Trust (Nov 2025)
Watch Carlyle Tactical Private Credit Fund
Get an email when Carlyle Tactical Private Credit Fund files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Carlyle Tactical Private Credit Fund?
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on Carlyle Tactical Private Credit Fund: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Carlyle Tactical Private Credit Fund covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
15 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Principal Life Insurance Co | 0 | 3,600,000 | 0 | 3,600,000 | SCHEDULE 13G/A, 2026-08-05 |
| Principal Global Investors | 0 | 3,600,000 | 0 | 3,600,000 | SCHEDULE 13G/A, 2026-08-05 |
| Thrivent Financial For Lutherans | 3,040,000 | 0 | 3,040,000 | 0 | SCHEDULE 13G/A, 2026-09-11 |
| Apollo Management Holdings GP, LLC | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Athene Annuity and Life Company | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Insurance Solutions Group, L.P. | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| AISG GP Ltd. | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Life Asset L.P. | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Life Asset GP, LLC | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Capital Management, L.P. | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Capital Management GP, LLC | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
| Apollo Management Holdings, L.P. | 0 | 2,600,000 | 0 | 2,600,000 | SCHEDULE 13G/A, 2026-08-11 |
The latest filing names Carlyle Tactical Private Credit Fund, with its principal executive office as ONE VANDERBILT AVE STE 3400, NEW YORK, NY 10017 (SCHEDULE 13G/A, 2026-09-11).
What the percentages are based on
Information in Row 11 of the respective cover pages of the individual Reporting Persons is incorporated into this Item 4(b) by reference. The Reporting Persons' aggregate percentage of beneficial ownership of the total amount of the MRPS outstanding is based on 44,000,000 shares of MRPS outstanding as of June 23, 2026, as reported in the Issuer's prospectus filed on June 23, 2026.Apollo Management Holdings GP, LLC, SCHEDULE 13G/A, 2026-08-11
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-08 | MetLife Investment Management, LLC | 6.9% | SCHEDULE 13G/A |
| 2025-08-11 | Sun Life Assurance Co of Canada | 5.2% | SCHEDULE 13G |
| 2025-08-11 | Sun Life Assurance Co of Canada | 5.2% | SCHEDULE 13G |
| 2025-08-14 | Apollo Management Holdings GP, LLC | 10% | SCHEDULE 13G/A |
| 2025-11-06 | Principal Life Insurance Co | 6.3% | SCHEDULE 13G/A |
| 2025-11-07 | MetLife Investment Management, LLC | 8.6% | SCHEDULE 13G/A |
| 2025-11-14 | Apollo Management Holdings GP, LLC | 6.8% | SCHEDULE 13G/A |
| 2026-02-13 | Apollo Management Holdings GP, LLC | 6.8% | SCHEDULE 13G/A |
| 2026-03-25 | The Northwestern Mutual Life Insurance Company | 43% | SCHEDULE 13G |
| 2026-04-07 | MetLife Investment Management, LLC | 11.9% | SCHEDULE 13G/A |
| 2026-05-14 | Apollo Management Holdings GP, LLC | 6.8% | SCHEDULE 13G/A |
| 2026-06-24 | Thrivent Financial For Lutherans | 7.3% | SCHEDULE 13G/A |
| 2026-08-05 | Principal Life Insurance Co | 8.2% | SCHEDULE 13G/A |
| 2026-08-11 | Apollo Management Holdings GP, LLC | 5.9% | SCHEDULE 13G/A |
| 2026-09-11 | Thrivent Financial For Lutherans | 7.2% | SCHEDULE 13G/A |
Questions about who owns Carlyle Tactical Private Credit Fund
Who owns Carlyle Tactical Private Credit Fund?
On this page, 7 holders' latest ownership filings report 5% or more of Carlyle Tactical Private Credit Fund: The Northwestern Mutual Life Insurance Company (43%, Schedule 13G, filed 2026-03-25), MetLife Investment Management, LLC (11.9%, Schedule 13G/A, filed 2026-04-07), Principal Life Insurance Co (8.2%, Schedule 13G/A, filed 2026-08-05), Thrivent Financial For Lutherans (7.2%, Schedule 13G/A, filed 2026-09-11) and Apollo Management Holdings GP, LLC (5.9%, Schedule 13G/A, filed 2026-08-11); 2 more are listed above.
Who are the largest shareholders of Carlyle Tactical Private Credit Fund?
By the share each holder's latest filing reports, the largest holders of Carlyle Tactical Private Credit Fund on this page are The Northwestern Mutual Life Insurance Company (43%), MetLife Investment Management, LLC (11.9%) and Principal Life Insurance Co (8.2%).
When did The Northwestern Mutual Life Insurance Company buy into Carlyle Tactical Private Credit Fund?
The filings give report dates, not purchase dates. The earliest filing from The Northwestern Mutual Life Insurance Company on this page is the Schedule 13G, filed 2026-03-25, reporting 43%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 15 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Tools for this story
Each opens in a new tab, filled in for Carlyle Tactical Private Credit Fund. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.