Ownership history in ADVISORY RESEARCH INC Β· 56 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in ARES CAP CORP COM (ARCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ADVISORY RESEARCH INC outperformed the S&P 500 by +11.0% annually on this ARCC position. Timing score: 34% (17/50 decisions correct). Average cost basis: $6.45. Maximum drawdown during holding period: β40.5%.
π₯ Exceptional β beat the S&P 500 by 11.0% per year on this position.
54 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 50 add/trim decisions correct
Best entry: $2.07 (2007 Q4) Β· Worst: $20.44 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
21 adds Β· 31 trims. Bought during 7 of 19 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size