Fort Baker Capital Management LP AACT β€” ARES ACQUISITION CORP II

Ownership history in Fort Baker Capital Management LP  Β·  2 quarters on record

AI Ownership Summary

Fort Baker Capital Management LP reported ARES ACQUISITION CORP II (AACT) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 10.97% in 2025 Q1. The latest visible filing shows AACT at 8.84% 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 AACT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fort Baker Capital Management LP's position in ARES ACQUISITION CORP II, 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 Q2

AACT was reported at 8.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.97% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q2

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.

How Fort Baker Capital Management LP held AACT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED β€” β€” β€” 4,537,487 -228,914 -4.8% 8.84% $51.4M 2025-08-14 $11.39
2025 Q1 INITIATED β€” β€” β€” 4,766,401 β€” β€” 10.97% $53.15B 2025-05-15 $11.28

FAQ About Fort Baker Capital Management LP and AACT

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

How long has Fort Baker Capital Management LP reported owning AACT?

Fort Baker Capital Management LP reported AACT across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported AACT position in Fort Baker Capital Management LP's portfolio?

The largest reported portfolio weight for AACT was 10.97% in 2025 Q1.

What is the latest reported AACT position on this page?

The most recent filing on this page is 2025 Q2, when Fort Baker Capital Management LP reported 4,537,487 shares, equal to 8.84% of portfolio, with an estimated market value of $51.4M.

What does the chart on this AACT ownership page compare?

The chart compares Fort Baker Capital Management LP's quarterly AACT 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.

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