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
2024 Q4 ADDED 134,479 +484 +0.4% 5.13% $23.8M $169.96
2024 Q3 ADDED 133,995 +39,754 +42.2% 4.79% $20.9M $148.86
2024 Q2 ADDED 94,241 +2,924 +3.2% 3.17% $12.6M $126.50
2024 Q1 REDUCED 91,317 -42,123 -31.6% 3.27% $12.1M $125.34
2023 Q4 ADDED 133,440 +1,335 +1.0% 3.21% $15.9M $111.32
2023 Q3 REDUCED 132,105 -91 -0.1% 3.16% $13.6M $95.64
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% of Fund (quarterly)    ARES price (monthly, adj. close)
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