ARES
Ares Management Corp - A
3 super-investors hold ARES worth a combined $412M. The largest position: Vulcan Value Partners at 4.9% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #348 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ARES
Interest in ARES within the cohort is quietly expanding from a low base: Glenn Greenberg initiated a token position in 2026Q1, bringing the owner count back to three after a stretch at one or two holders. The dominant conviction comes from Vulcan Value Partners, whose $185M stake represents 4.9% of their portfolio — the only holder treating it as a meaningful position. Joel Greenblatt holds $227M in notional terms but at just 0.2% of his portfolio, suggesting it functions more as a diversified allocation than a high-conviction bet. No one added or trimmed this quarter. The eight-quarter owner count — bottoming at one before the recent recovery — reflects a cohort that has been largely indifferent to the name.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 28q | $227M | 2,080,407 |
| 2 | Vulcan Value Partners | 4.9% | 15q | $185M | 1,691,176 |
| 3 | Glenn Greenberg | <0.1% | — 1q | $546K | 5,000 |
Owners of ARES also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | NEW | <0.1% | +100% | $546K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 03990B101. Not investment advice.