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ARES MANAGEMENT LLC

Q3 2025 · Filed 2025-11-14
Market Value
$2.2B
+11.7%
Holdings
34
+2
New Purchases
3
Added To
1
Closed
3
Reduced
5
Top 10 Concentration
94.2%
Turnover
17.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SVV 72.27% 62.16% +10.11% $1.6B
GBTG 5.21% 4.54% +0.67% $112M
OTF 0.35% 0.00% +0.35% $7M
BRCB 0.28% 0.00% +0.28% $6M
CTEV 4.59% 4.36% +0.23% $99M
TEM 0.62% 0.54% +0.07% $13M
ATUS 0.40% 0.39% +0.00% $9M
UNIT 0.00% 0.00% +0.00% $29K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FYBR 0.00% 5.91% -5.91% $0
CRC 0.00% 1.68% -1.68% $0
SLRC 0.10% 0.79% -0.69% $2M
FSK 0.89% 1.38% -0.50% $19M
OBDC 1.48% 1.85% -0.38% $32M
CCO 3.02% 3.39% -0.37% $65M
FLYY 0.00% 0.36% -0.36% $0
GBDC 1.63% 1.95% -0.32% $35M
BXSL 0.99% 1.31% -0.32% $21M
BBDC 1.54% 1.80% -0.26% $33M
TSLX 1.48% 1.73% -0.25% $32M
ARCC 1.95% 2.12% -0.17% $42M
MSIF 0.25% 0.35% -0.10% $5M
GSBD 0.38% 0.47% -0.09% $8M
OPAL 0.31% 0.38% -0.07% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $42M 1.9%
Mid Cap 11 $244M 11.3%
Small Cap 16 $1.8B 85.9%
Micro Cap 6 $17M 0.8%

Portfolio Analytics

Avg Market Cap
$2.5B
Median Market Cap
$945M
Avg P/E
26.9
Median P/E
12.3
Avg Dividend Yield
0.08%
Avg Beta
0.84
# Stocks
34
# ETFs / Funds
0

Top Holdings (34 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SVV 72.27% 117,449,188 $1.6B $13.25 $358M
2 GBTG 5.21% 13,886,023 $112M $8.08 $25M
3 CTEV 4.59% 1,863,105 $99M $53.08 $15M
4 CCO 3.02% 41,197,491 $65M $1.58 -$228K -14,631,555 -26.2%
5 ARCC 1.95% 2,054,376 $42M $20.41 $1M +192,463 +10.3%
6 GBDC 1.63% 2,571,210 $35M $13.69 -$2M
7 BBDC 1.54% 3,797,112 $33M $8.76 -$1M
8 TSLX 1.48% 1,394,779 $32M $22.86 -$2M -7,910 -0.6%
9 OBDC 1.48% 2,487,964 $32M $12.77 -$4M
10 BXSL 0.99% 821,100 $21M $26.07 -$4M
11 FSK 0.89% 1,280,482 $19M $14.93 -$8M -5,010 -0.4%
12 TEM 0.62% 164,383 $13M $80.71 $3M
13 ARKO 0.45% 2,110,000 $10M $4.57 $717K
14 ATUS 0.40% 3,547,478 $9M $2.41 $958K
15 TRIN 0.39% 545,723 $8M $15.48 $769K
16 GSBD 0.38% 798,421 $8M $10.17 -$862K
17 OTF 0.35% 539,064 $7M $13.82 +539,064 NEW
18 CCAP 0.34% 516,409 $7M $14.26 $83K
19 OPAL 0.31% 3,059,533 $7M $2.20 -$673K
20 AINV 0.30% 545,532 $7M $11.99 -$344K
21 BRCB 0.28% 250,676 $6M $23.86 +250,676 NEW
22 NMFC 0.27% 596,371 $6M $9.64 -$543K
23 MSIF 0.25% 408,393 $5M $13.13 -$1M
24 RWAY 0.21% 435,885 $4M $10.16 -$248K
25 HTGC 0.18% 201,606 $4M $18.91 $127K
26 SLRC 0.10% 138,502 $2M $15.29 -$13M -805,629 -85.3%
27 NCDL 0.08% 125,156 $2M $13.80 -$299K
28 BCSF 0.05% 68,595 $977K $14.25 -$54K
29 UNIT —% 14,518 $29K $1.97 +14,518 NEW
30 ARKOW —% 1,100,000 $10K $0.01 -$4K
31 XHG —% 419,729 $217 -$3K -34,082,847,071 -100.0%
32 CRC —% -$32M -708,676 -100.0% SOLD
33 FYBR —% -$114M -3,131,679 -100.0% SOLD
34 FLYY —% -$7M -1,378,343 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $22M Put Value

Top Puts

SymbolSharesValueStatus
XHB 200,000 $22M NEW

New Positions

SymbolValue% Port
OTF $7M 0.35%
BRCB $6M 0.28%
UNIT $29K —%

Sold Out Positions

SymbolValue% Port
CRC —%
FYBR —%
FLYY —%
View SEC EDGAR Filings for ARES MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms