ARES — ARES MANAGEMENT CORPORATION

Ownership history in Overbrook Management Corp  ·  11 quarters on record

This page tracks every 13F SEC filing in which Overbrook Management Corp 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
5.13% (2024 Q4)
Avg. % of fund
3.79%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 148,979 +40,417 +37.2% 4.16% $24.1M $159.46
2025 Q3 REDUCED 108,562 -18,711 -14.7% 3.12% $17.4M $156.72
2025 Q2 REDUCED 127,273 -5,708 -4.3% 4.11% $22.0M $168.71
2025 Q1 REDUCED 132,981 -1,498 -1.1% 4.58% $19.5M $141.85
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ARES price (monthly, adj. close)

Other funds also holding ARES

As of 2025 Q4 — 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% Hamlin Capital Management, LLC 3Y 7Y 3.9% Blue Whale Capital LLP 3Y 3.52%
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