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Clearlake Capital Group, L.P.
José E. Feliciano · Private Equity · Buyout
Founded in 2006, Clearlake Capital Group is an international private investment firm headquartered in Santa Monica. It manages integrated business platforms spanning private equity, credit, and related strategies. The firm primarily targets sectors such as technology, industrials, and consumer products, employing a hands-on operational improvement approach known as O.P.S. to support management teams and drive value. With over $90 billion in assets under management, Clearlake focuses on complex situations and companies in transition across the capital structure.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -31.0% |
| YTD return | -31.9% |
| Sharpe ratio | -3.55 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://clearlake.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BLKB | Blackbaud Inc | 51.5% | -28.1% |
| BL | Blackline Inc | 33.4% | -37.5% |
| FWRD | Forward Air Corporation | 11.2% | -28.7% |
| GRAB | Grab Holdings Ltd | 2.3% | -40.5% |
| HLLY | Holley Inc | 1.6% | -2.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | BLKB | 0.0% → 56.7% |
| Oct 1, 2025 | BUY | BL | 0.0% → 30.0% |
| Oct 1, 2025 | BUY | FWRD | 0.0% → 9.4% |
| Oct 1, 2025 | BUY | GRAB | 0.0% → 2.7% |
| Oct 1, 2025 | BUY | HLLY | 0.0% → 1.1% |
Investment Style Analysis
Clearlake Capital Group, L.P. is widely recognized for employing a Buyout strategy. As of Aug 20, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Integrated Freight & Logistics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Clearlake Capital Group, L.P. made a significant move by increasing exposure to BLKB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Clearlake Capital Group utilizes its proprietary O.P.S.® framework—Operations, People, and Strategy—to implement value-enhancing strategies in its portfolio companies. The firm’s all-weather investment approach allows it to remain flexible throughout different economic and credit cycles, shifting between buyouts and distressed securities. By providing patient, long-term capital and deep sector expertise in technology, industrials, and consumer markets, Clearlake aims to create value in market dislocations and support businesses undergoing transitions or reorganizations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Clearlake Capital Group, L.P..
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Frequently asked questions
How is the simulated portfolio for Clearlake Capital Group, L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Clearlake Capital Group, L.P.'s largest holding?
As of the latest filing, Clearlake Capital Group, L.P.'s top position is Blackbaud Inc (BLKB), representing 51.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Clearlake Capital Group, L.P.'s historical performance and risk profile?
Our simulation indicates a total return of -31.0%. Notably, the portfolio maintains a Sharpe Ratio of -3.55, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Clearlake Capital Group, L.P. primarily invest in?
Clearlake Capital Group, L.P. has a strong preference for the Software - Application sector, which makes up 87.2% of their disclosed assets. The portfolio also has exposure to Integrated Freight & Logistics, indicating a specific thematic focus.
Is Clearlake Capital Group, L.P.'s portfolio concentrated or diversified?
Clearlake Capital Group, L.P. runs a highly concentrated portfolio with 5 disclosed positions. The top 3 holdings alone account for 96.1% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Clearlake Capital Group, L.P. performed in 2026?
Our AI-simulated model portfolio for Clearlake Capital Group, L.P. tracks a Year-to-Date (YTD) return of -31.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does José E. Feliciano manage Clearlake Capital Group, L.P. directly?
Yes, José E. Feliciano serves as the key portfolio manager for Clearlake Capital Group, L.P., overseeing the investment strategy and final capital allocation decisions.