Fund Universe

ARES MANAGEMENT LLC

CIK 0001259313 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.823
AUM ($M)
2,294
Positions
44
Turnover
0.19
Top-10 wt
83%
Herfindahl
0.286
History (qtrs)
6
Excess Return
-37.3%

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Quarter
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Security type

Holdings · 45 positions · portfolio value $2,294M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SVV funds › Savers Value Village Inc HOLD 51.7% -5.9% 1,185.1 117,449,188 +0 5
XE funds › X-Energy Inc NEW 11.1% +11.1% 254.2 13,844,585 +13,844,585 1 -80.5%
CCO funds › Clear Channel Outdoor Holdings, Inc. HOLD 4.3% -2.1% 99.7 41,197,491 +0 5
CTEV funds › Multiplan Corp HOLD 2.8% +0.8% 63.6 1,863,105 +0 5
CUSIP:45826HAD1 funds › Integer Holdings Corp ADD 2.7% -0.8% 61.5 63,830,000 +8,265,000 2
ARXS funds › Arxis Inc NEW 2.5% +2.5% 57.9 1,254,547 +1,254,547 1 +741.8%
KDK funds › Kodiak Robotics Inc NEW 2.3% +2.3% 53.9 10,610,857 +10,610,857 1 -118.8%
ARCC funds › Ares Capital Corp ADD 2.2% -0.9% 51.6 2,783,165 +170,690 5
GBDC funds › Golub Capital BDC Inc ADD 1.9% -0.7% 43.2 3,357,115 +298,759 5
GBTG funds › Global Business Travel Group I TRIM 1.8% -3.3% 40.7 4,338,264 -9,547,759 5
BBDC funds › Barings BDC Inc ADD 1.5% -0.4% 35.5 4,164,327 +534,151 5
OBDC funds › Blue Owl Capital Corp ADD 1.4% -0.7% 31.2 2,872,757 +25,000 5
CUSIP:405024AD2 funds › Haemonetics Corporation NEW 1.4% +1.4% 31.1 30,765,000 +30,765,000 1
GSBD funds › Goldman Sachs BDC Inc ADD 1.3% +0.0% 29.8 3,147,251 +976,078 5
OCSL funds › Oaktree Specialty Lending Corp ADD 1.1% -0.4% 26.3 2,204,305 +105,000 5
TSLX funds › Sixth Street Specialty Lending Inc ADD 1.1% -0.6% 24.1 1,404,779 +50,000 5
BXSL funds › Blackstone Secured Lending Fund ADD 0.9% -0.3% 21.2 895,687 +90,000 5
OTF funds › Blue Owl Technology Finance Corp ADD 0.9% -0.2% 20.4 1,966,345 +620,590 4 -33.5%
ARKO funds › Arko Corp HOLD 0.7% -0.0% 16.9 2,110,000 +0 5
MSIF funds › MSC Income Fund Inc ADD 0.6% -0.0% 14.7 1,267,910 +441,264 5
HTGC funds › Hercules Capital Inc HOLD 0.5% -0.2% 12.2 776,606 +0 5
NCDL funds › Nuveen Churchill Direct Lending Corp ADD 0.5% +0.0% 11.9 958,826 +383,988 5
CCAP funds › Crescent Capital BDC Inc ADD 0.5% +0.1% 11.9 1,088,183 +541,774 5
MSDL funds › Morgan Stanley Direct Lending Fund ADD 0.5% +0.1% 11.7 775,128 +363,128 3 -21.0%
KDKRW funds › Kodiak Robotics Inc NEW 0.5% +0.5% 10.6 14,300,000 +14,300,000 1
TRIN funds › Trinity Capital Inc HOLD 0.4% -0.1% 9.8 545,723 +0 5
TEM funds › Tempus AI, Inc. HOLD 0.4% -0.1% 9.5 164,383 +0 5
RWAY funds › Runway Growth Finance Corp ADD 0.4% -0.2% 8.5 1,517,179 +339,356 5
BCSF funds › Bain Capital Specialty Finance Inc ADD 0.3% +0.2% 7.4 588,471 +493,817 5
OPAL funds › OPAL Fuels Inc HOLD 0.3% -0.2% 6.7 3,059,533 +0 5
FIP funds › FTAI Infrastructure Inc. HOLD 0.2% -0.1% 5.6 1,197,554 +0 3 -12.9%
OPTU funds › Altice USA Inc HOLD 0.2% -0.1% 5.1 3,547,478 +0 5
CGBD funds › Carlyle Secured Lending Inc ADD 0.2% +0.0% 5.0 472,187 +232,187 2 -24.3%
ECC funds › Eagle Point Credit Co Inc ADD 0.2% -0.1% 4.5 1,198,419 +127,271 3 -49.4%
TCPC funds › BlackRock TCP Capital Corp ADD 0.2% +0.0% 3.5 1,054,771 +509,802 2 -42.0%
OXLC funds › Oxford Lane Capital Corp. ADD 0.1% -0.1% 2.4 268,564 +9,872 3 -41.1%
BRCB funds › Black Rock Coffee Bar, Inc. HOLD 0.1% -0.1% 2.1 250,676 +0 4 -97.4%
FSK funds › FS KKR Capital Corp TRIM 0.1% -0.9% 1.8 170,728 -1,346,754 5
YJ funds › Yunji Inc HOLD 0.0% -0.0% 0.8 215,800,000 +0 5 -10.3%
RENT funds › Rent the Runway, Inc. HOLD 0.0% -0.0% 0.5 169,383 +0 5
UNIT funds › Uniti Group Inc HOLD 0.0% -0.0% 0.2 14,518 +0 4 +35.3%
LIDR funds › AEYE INC NEW 0.0% +0.0% 0.0 4,564 +4,564 1 -100.9%
SKIL funds › SkillSoft Corporation NEW 0.0% +0.0% 0.0 865 +865 1 +135.6%
ARDC funds › Ares Dynamic Credit Allocation Fund, Inc. NEW 0.0% +0.0% 0.0 59 +59 1 -19.6%
MFIC funds › MidCap Financial Investment Corp EXIT 0.0% -0.4% 0.0 0 -545,532 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,294 44 0.19 83% 0.286 0.821 in
2026Q1 1,517 37 0.09 86% 0.344 0.905 in
2025Q4 1,750 35 0.09 90% 0.404 0.913 in
2025Q3 2,181 34 0.12 93% 0.517 0.918 in
2025Q2 1,956 34 0.07 89% 0.386 0.939 entered
2025Q1 1,630 33 0.00 86% 0.338 0.000 out
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