ARES MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1259313 · latest 13F-HR filed 2026-08-14

ARES MANAGEMENT LLC manages $2.29B in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SVV (51.65%), XE (11.08%), CCO (4.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 1, added to 25, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$2.29B

Long-equity book

Holdings

44

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+8 / −1 / ↑25 / ↓8

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • Savers Value Village Inc$311.2M +35.6%
  • Multiplan Corp$33.1M +108.8%
  • Goldman Sachs BDC Inc$10.6M +54.8%
  • Integer Holdings Corp$8.2M +15.4%
  • Bain Capital Specialty Finance Inc$6.2M +527.7%
Show all 25 →

Top Trims

  • Global Business Travel Group I-$36.7M -47.4%
  • FS KKR Capital Corp-$13.7M -88.4%
  • Black Rock Coffee Bar, Inc.-$1.2M -35.8%
  • OPAL Fuels Inc-$979.0K -12.7%
  • FTAI Infrastructure Inc.-$359.3K -6.1%
Show all 8 →

New Positions

  • X-Energy Inc$254.2M
  • Arxis Inc$57.9M
  • Kodiak Robotics Inc$53.9M
  • Haemonetics Corporation$31.1M
  • Kodiak Robotics Inc$10.6M
Show all 8 →

Exited Positions

  • MidCap Financial Investment Corp$6.1M
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Savers Value Village Inc SVV 80517M109 $1.19B 51.65% 117,449,188 SH
2 X-Energy Inc XE 98386P102 $254.2M 11.08% 13,844,585 SH
3 Clear Channel Outdoor Holdings, Inc. CCO 18453H106 $99.7M 4.35% 41,197,491 SH
4 Multiplan Corp CTEV 62548M209 $63.6M 2.77% 1,863,105 SH
5 Integer Holdings Corp USFD 45826HAD1 $61.5M 2.68% 63,830,000 PRN
6 Arxis Inc ARXS 04339D105 $57.9M 2.52% 1,254,547 SH
7 Kodiak Robotics Inc KDK 500081104 $53.9M 2.35% 10,610,857 SH
8 Ares Capital Corp ARCC 04010L103 $51.6M 2.25% 2,783,165 SH
9 Golub Capital BDC Inc GBDC 38173M102 $43.2M 1.88% 3,357,115 SH
10 Global Business Travel Group I GBTG 37890B100 $40.7M 1.78% 4,338,264 SH
11 Barings BDC Inc BBDC 06759L103 $35.5M 1.55% 4,164,327 SH
12 Blue Owl Capital Corp OBDC 69121K104 $31.2M 1.36% 2,872,757 SH
13 Haemonetics Corporation HAE 405024AD2 $31.1M 1.36% 30,765,000 PRN
14 Goldman Sachs BDC Inc GSBD 38147U107 $29.8M 1.30% 3,147,251 SH
15 Oaktree Specialty Lending Corp OCSL 67401P405 $26.3M 1.15% 2,204,305 SH
16 Sixth Street Specialty Lending Inc TSLX 83012A109 $24.1M 1.05% 1,404,779 SH
17 Blackstone Secured Lending Fund BXSL 09261X102 $21.2M 0.93% 895,687 SH
18 Blue Owl Technology Finance Corp OTF 095924106 $20.4M 0.89% 1,966,345 SH
19 Arko Corp ARKO 041242108 $16.9M 0.74% 2,110,000 SH
20 MSC Income Fund Inc MSIF 55374X208 $14.7M 0.64% 1,267,910 SH
21 Hercules Capital Inc HTGC 427096508 $12.2M 0.53% 776,606 SH
22 Nuveen Churchill Direct Lending Corp NCDL 67090S108 $11.9M 0.52% 958,826 SH
23 Crescent Capital BDC Inc CCAP 225655109 $11.9M 0.52% 1,088,183 SH
24 Morgan Stanley Direct Lending Fund MSDL 61774A103 $11.7M 0.51% 775,128 SH
25 Kodiak Robotics Inc KDKRW 500081112 $10.6M 0.46% 14,300,000 SH
26 Trinity Capital Inc TRIN 896442308 $9.8M 0.43% 545,723 SH
27 Tempus AI, Inc. TEM 88023B103 $9.5M 0.42% 164,383 SH
28 Runway Growth Finance Corp RWAY 78163D100 $8.5M 0.37% 1,517,179 SH
29 Bain Capital Specialty Finance Inc BCSF 05684B107 $7.4M 0.32% 588,471 SH
30 OPAL Fuels Inc OPAL 68347P103 $6.7M 0.29% 3,059,533 SH
31 FTAI Infrastructure Inc. FIP 35953C106 $5.6M 0.24% 1,197,554 SH
32 Altice USA Inc OPTU 02156K103 $5.1M 0.22% 3,547,478 SH
33 Carlyle Secured Lending Inc CGBD 872280102 $5.0M 0.22% 472,187 SH
34 Eagle Point Credit Co Inc ECC 269808101 $4.5M 0.19% 1,198,419 SH
35 BlackRock TCP Capital Corp TCPC 09259E108 $3.5M 0.15% 1,054,771 SH
36 Oxford Lane Capital Corp. OXLC 691543847 $2.4M 0.10% 268,564 SH
37 Black Rock Coffee Bar, Inc. BRCB 092244102 $2.1M 0.09% 250,676 SH
38 FS KKR Capital Corp FSK 302635206 $1.8M 0.08% 170,728 SH
39 Yunji Inc YJ 98873N305 $766.1K 0.03% 215,800,000 SH
40 Rent the Runway, Inc. RENT 76010Y202 $533.6K 0.02% 169,383 SH
41 Uniti Group Inc UNIT 912932100 $166.5K 0.01% 14,518 SH
42 AEYE INC LIDR 008183204 $6.6K 0.00% 4,564 SH
43 SkillSoft Corporation SKIL 83066P309 $4.5K 0.00% 865 SH
44 Ares Dynamic Credit Allocation Fund, Inc. ARDC 04014F102 $745 0.00% 59 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $2.29B 44 0001104659-26-097151
2026-03-31 2026-05-15 $1.52B 37 0001104659-26-062439
2025-12-31 2026-02-13 $1.75B 35 0001104659-26-015209
2025-09-30 2025-11-14 $2.20B 35 0001104659-25-112525
Filer Information
Address
1800 AVENUE OF THE STARS
SUITE 1400
LOS ANGELES, CA 90067
Phone
(310) 201-4100
Filing Manager
ARES MANAGEMENT LLC
LOS ANGELES, CA
Signatory
Richa Gulati
Chief Compliance Officer