Schechter Investment Advisors, LLC AACT — ARES ACQUISITION CORP II SHS CLASS A

Ownership history in Schechter Investment Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Schechter Investment Advisors, LLC reported ARES ACQUISITION CORP II SHS CLASS A (AACT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 3.25% in 2024 Q1. The latest visible filing shows AACT at 2.60% 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 AACT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schechter Investment Advisors, LLC's position in ARES ACQUISITION CORP II SHS CLASS A, 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 Q1

AACT was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2024 Q1

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 Q1

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.

AACT stock page Schechter Investment Advisors, LLC fund profile Schechter Investment Advisors, LLC full holdings
How Schechter Investment Advisors, LLC held AACT — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED — — — 2,832,247 -196,534 -6.5% 2.60% $31.6M 2025-05-15 (Est.) $11.28
2024 Q4 REDUCED — — — 3,028,781 -378,779 -11.1% 2.55% $33.3M 2025-02-06 $11.02
2024 Q3 REDUCED — — — 3,407,560 -254,307 -6.9% 2.72% $36.9M 2024-11-12 $10.87
2024 Q2 REDUCED — — — 3,661,867 -448,476 -10.9% 2.94% $39.1M 2024-08-12 $10.76
2024 Q1 ADDED — — — 4,110,343 +1,137,822 +38.3% 3.25% $43.4M 2024-05-06 $10.62
2023 Q4 ADDED — — — 2,972,521 +1,270,678 +74.7% 2.69% $31.0M 2024-01-17 $10.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AACT

As of 2025 Q2 — sorted by position size

METEORA CAPITAL, LLC 3Y 10.19% Fort Baker Capital Management LP 3Y 7Y 8.84% Decagon Asset Management LLP 6.61% Westchester Capital Management, LLC 3Y 7Y 2.27% BERKLEY W R CORP 3Y 7Y 2.09% First Trust Capital Management L.P. 3Y 7Y 1.99% Logan Stone Capital, LLC 3Y 1.68% Bulldog Investors, LLP 3Y 7Y 1.37% FNY Investment Advisers, LLC 3Y 7Y 0.97% BCK CAPITAL MANAGEMENT LP 3Y 0.91%

FAQ About Schechter Investment Advisors, LLC and AACT

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

How long has Schechter Investment Advisors, LLC reported owning AACT?

Schechter Investment Advisors, LLC reported AACT across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported AACT position in Schechter Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for AACT was 3.25% in 2024 Q1.

What is the latest reported AACT position on this page?

The most recent filing on this page is 2025 Q1, when Schechter Investment Advisors, LLC reported 2,832,247 shares, equal to 2.60% of portfolio, with an estimated market value of $31.6M.

What does the chart on this AACT ownership page compare?

The chart compares Schechter Investment Advisors, LLC's quarterly AACT 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 Schechter Investment Advisors, LLC time their AACT position?

Based on 13F filing dates vs. subsequent AACT price moves, Schechter Investment Advisors, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AACT relative to SPY over the holding period was -9.6%.

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