MALTESE CAPITAL MANAGEMENT LLC ARES — ARES MANAGEMENT CORPORATION

Ownership history in MALTESE CAPITAL MANAGEMENT LLC  ·  25 quarters on record

AI Ownership Summary

MALTESE CAPITAL MANAGEMENT LLC reported ARES MANAGEMENT CORPORATION (ARES) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.85% in 2025 Q2. The latest visible filing shows ARES at 0.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MALTESE CAPITAL MANAGEMENT LLC'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 Q3

ARES was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% 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
2023 Q4 to 2025 Q3

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 MALTESE CAPITAL MANAGEMENT LLC fund profile MALTESE CAPITAL MANAGEMENT LLC full holdings
How MALTESE CAPITAL MANAGEMENT LLC 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 Q3 REDUCED 71.4% +6.4% ❌ 10,000 -25,000 -71.4% 0.24% $1.6M 2025-11-14 $143.50
2025 Q2 ADDED — — — 35,000 +2,000 +6.1% 0.85% $6.1M 2025-08-14 $185.52
2025 Q1 ADDED — — — 33,000 +5,600 +20.4% 0.79% $4.8M 2025-05-15 $163.23
2024 Q4 REDUCED 5.5% -16.5% ✅ 27,400 -1,600 -5.5% 0.74% $4.9M 2025-02-14 $178.74
2024 Q3 ADDED — — — 29,000 +12,900 +80.1% 0.69% $4.5M 2024-11-14 $161.45
2024 Q1 ADDED — — — 16,100 +11,100 +222.0% 0.41% $2.1M 2024-05-15 $141.21
2023 Q4 REDUCED 87.0% +12.1% ❌ 5,000 -33,500 -87.0% 0.17% $595K 2024-02-14 $127.97
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 MALTESE CAPITAL MANAGEMENT LLC and ARES

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

How long has MALTESE CAPITAL MANAGEMENT LLC reported owning ARES?

MALTESE CAPITAL MANAGEMENT LLC reported ARES across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ARES position in MALTESE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ARES was 0.85% in 2025 Q2.

What is the latest reported ARES position on this page?

The most recent filing on this page is 2025 Q3, when MALTESE CAPITAL MANAGEMENT LLC reported 10,000 shares, equal to 0.24% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ARES ownership page compare?

The chart compares MALTESE CAPITAL MANAGEMENT LLC'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 MALTESE CAPITAL MANAGEMENT LLC time their ARES position?

Based on 13F filing dates vs. subsequent ARES price moves, MALTESE CAPITAL MANAGEMENT LLC correctly timed 16 out of 24 reported position changes (67%). The annualised alpha on ARES relative to SPY over the holding period was +24.4%.

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