ARES β€” ARES MANAGEMENT CORPORATION

Ownership history in Granite FO LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Granite FO LLC reported a position in ARES MANAGEMENT CORPORATION (ARES). 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.

πŸ” Peak position
0.78% (2024 Q4)
πŸ“Š Avg. % of fund
0.69%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

Granite FO LLC Γ— ARES AI Analytics

πŸ“‰ Granite FO LLC underperformed the S&P 500 by –6.9% annually on this ARES position. Maximum drawdown during holding period: –16.5%.

πŸ“ˆ Position Alpha vs SPY
-6.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.9% ann.
5 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–16.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.66% of portfolio

⚠ 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.

% of Fund (quarterly)    ARES price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 7,705 β€” 0% 0.66% $1.2M $159.46
2025 Q3 UNCHANGED 7,705 β€” 0% 0.67% $1.2M $156.72
2025 Q2 UNCHANGED 7,705 β€” 0% 0.76% $1.3M $168.71
2025 Q1 UNCHANGED 7,705 β€” 0% 0.64% $1.1M $141.85
2024 Q4 UNCHANGED 7,705 β€” 0% 0.78% $1.4M $169.96
2024 Q3 UNCHANGED 7,705 β€” 0% 0.68% $1.2M $148.86
2024 Q2 INITIATED 7,705 β€” β€” 0.66% $1.1M β€”

🏒 Other funds also holding ARES

As of 2025 Q4 β€” sorted by position size

SUMITOMO MITSUI FINANCIAL GROUP, INC. 3Y 7Y 38.24% LRI Investments, LLC 27.81% Curated Wealth Partners LLC 3Y 24.79% GUARDIAN POINT CAPITAL, LP 3Y 7Y 10.0% Northern Right Capital Management, L.P. 3Y 7Y 5.23% Vulcan Value Partners, LLC 3Y 7Y 5.04% Partners Group Holding AG 3Y 7Y 4.77% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 4.7% Overbrook Management Corp 3Y 7Y 4.16% Hamlin Capital Management, LLC 3Y 7Y 3.9%
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