CAT ROCK CAPITAL MANAGEMENT LP ARES — ARES MANAGEMENT CORPORATION

Ownership history in CAT ROCK CAPITAL MANAGEMENT LP  ·  7 quarters on record

AI Ownership Summary

CAT ROCK CAPITAL MANAGEMENT LP reported ARES MANAGEMENT CORPORATION (ARES) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.75% in 2023 Q4. The latest visible filing shows ARES at 2.85% 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 CAT ROCK CAPITAL MANAGEMENT LP's position in ARES MANAGEMENT CORPORATION, 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 2.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.75% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 CAT ROCK CAPITAL MANAGEMENT LP fund profile CAT ROCK CAPITAL MANAGEMENT LP full holdings
How CAT ROCK CAPITAL MANAGEMENT LP 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 123,100 -5,400 -4.2% 2.85% $19.9M 2026-02-14 (Est.) $132.08
2025 Q2 ADDED — — — 128,500 +93,905 +271.4% 2.80% $22.3M 2025-08-14 $185.52
2024 Q4 REDUCED 79.8% -16.5% ✅ 34,595 -136,600 -79.8% 0.80% $6.1M 2025-02-14 $178.74
2024 Q3 REDUCED 34.7% +15.5% ❌ 171,195 -90,805 -34.7% 3.02% $26.7M 2024-11-14 $161.45
2024 Q2 REDUCED 7.1% +17.7% ❌ 262,000 -20,000 -7.1% 3.91% $34.9M 2024-08-14 $136.52
2024 Q1 REDUCED 11.6% +3.1% ❌ 282,000 -37,000 -11.6% 4.29% $37.5M 2024-05-15 $141.21
2023 Q4 INITIATED — — — 319,000 — — 5.75% $37.9M 2024-02-14 $127.97

🏢 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% Portman Square Capital LLP 3Y 1.29% Overbrook Management Corp 3Y 7Y 1.05% Capital Investment Counsel, LLC 0.94% Fjell Capital, LLC 0.79% Nicholas Wealth, LLC. 0.64% JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.5%

FAQ About CAT ROCK CAPITAL MANAGEMENT LP and ARES

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

How long has CAT ROCK CAPITAL MANAGEMENT LP reported owning ARES?

CAT ROCK CAPITAL MANAGEMENT LP reported ARES across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ARES position in CAT ROCK CAPITAL MANAGEMENT LP's portfolio?

The largest reported portfolio weight for ARES was 5.75% in 2023 Q4.

What is the latest reported ARES position on this page?

The most recent filing on this page is 2025 Q4, when CAT ROCK CAPITAL MANAGEMENT LP reported 123,100 shares, equal to 2.85% of portfolio, with an estimated market value of $19.9M.

What does the chart on this ARES ownership page compare?

The chart compares CAT ROCK CAPITAL MANAGEMENT LP'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 CAT ROCK CAPITAL MANAGEMENT LP time their ARES position?

Based on 13F filing dates vs. subsequent ARES price moves, CAT ROCK CAPITAL MANAGEMENT LP correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on ARES relative to SPY over the holding period was -14.2%.

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