Portfolio changes · featured 13Fs

Activity

Moves in ARES across featured managers — New / Exit / Add / Reduce.

5 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

ARES · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
ARES	Add	Estuary Capital Management	+0.56%	+5.7% sh	Q1→Q2
10 Aug 1
ARES	Add	Vulcan Value Partners	+1.56%	+12.5% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home