APO — APOLLO GLOBAL MGMT INC

Ownership history in Overbrook Management Corp  ·  4 quarters on record

This page tracks every 13F SEC filing in which Overbrook Management Corp reported a position in APOLLO GLOBAL MGMT INC (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.75% (2025 Q1)
Avg. % of fund
2.29%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 76,763 -10,058 -11.6% 1.84% $10.2M $132.21
2025 Q2 ADDED 86,821 +1,426 +1.7% 2.30% $12.3M $140.23
2025 Q1 ADDED 85,395 +21,281 +33.2% 2.75% $11.7M $134.87
2024 Q4 INITIATED 64,114 — — 2.28% $10.6M $162.21
% of Fund (quarterly)    APO price (monthly, adj. close)

Other funds also holding APO

As of 2025 Q4 — sorted by position size

Curated Wealth Partners LLC 3Y 34.81% MSA Advisors, LLC 31.16% GUARDIAN POINT CAPITAL, LP 3Y 7Y 15.68% Knott David M Jr 3Y 15.08% PB INVESTMENT PARTNERS, L.P. 3Y 15.05% OCO Capital Partners, L.P. 3Y 12.54% NFC Investments, LLC 3Y 7Y 12.02% Heard Capital LLC 3Y 10.28% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 10.25% Newbrook Capital Advisors LP 3Y 7Y 10.08%
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