Blue Whale Capital LLP ARES — Ares Management Corp

Ownership history in Blue Whale Capital LLP  ·  6 quarters on record

AI Ownership Summary

Blue Whale Capital LLP reported Ares Management Corp (ARES) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 4.65% in 2025 Q2. The latest visible filing shows ARES at 3.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Whale Capital LLP's position in Ares Management Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ARES was reported at 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARES stock page Blue Whale Capital LLP fund profile Blue Whale Capital LLP full holdings
How Blue Whale Capital LLP held ARES — position size vs. price
% of Fund (quarterly)    ARES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 424,634 +24,622 +6.2% 3.52% $68.6M 2026-02-14 (Est.) $132.08
2025 Q3 REDUCED — — — 400,012 -10,468 -2.6% 3.54% $64.0M 2025-11-13 $145.53
2025 Q2 ADDED — — — 410,480 +183,329 +80.7% 4.65% $71.1M 2025-08-13 $186.00
2025 Q1 REDUCED — — — 227,151 -1,500 -0.7% 2.70% $33.3M 2025-05-14 $170.12
2024 Q4 ADDED — — — 228,651 +85,088 +59.3% 3.01% $40.5M 2025-02-13 $177.02
2024 Q3 INITIATED — — — 143,563 — — 1.74% $22.4M 2024-11-13 $159.95

🏢 Other funds also holding ARES

As of 2026 Q1 — sorted by position size

Curated Wealth Partners LLC 3Y 20.19% Hamlin Capital Management, LLC 3Y 7Y 2.49% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 2.37% Significant Wealth Partners LLC 2.37% Overbrook Management Corp 3Y 7Y 1.05% Capital Investment Counsel, LLC 0.94% Fjell Capital, LLC 0.79% Nicholas Wealth, LLC. 0.64% Granite FO LLC 0.5% STABLEFORD CAPITAL II LLC 3Y 0.49%

FAQ About Blue Whale Capital LLP and ARES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Whale Capital LLP reported owning ARES?

Blue Whale Capital LLP reported ARES across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ARES position in Blue Whale Capital LLP's portfolio?

The largest reported portfolio weight for ARES was 4.65% in 2025 Q2.

What is the latest reported ARES position on this page?

The most recent filing on this page is 2025 Q4, when Blue Whale Capital LLP reported 424,634 shares, equal to 3.52% of portfolio, with an estimated market value of $68.6M.

What does the chart on this ARES ownership page compare?

The chart compares Blue Whale Capital LLP's quarterly ARES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Whale Capital LLP time their ARES position?

Based on 13F filing dates vs. subsequent ARES price moves, Blue Whale Capital LLP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ARES relative to SPY over the holding period was -24.2%.

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