C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Ares Management LP (ARES)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,691,176 4.89 Reduce 0.33% 0.02 $109.10 $184,507,302 SEC
2025   Q4 1,696,856 5.04 Add 25.67% 1.03 $161.68 $274,344,000 SEC
2025   Q3 1,350,249 3.91 Add 10.60% 0.37 $159.81 $215,784,516 SEC
2025   Q2 1,220,881 3.83 Add 780.73% 3.40 $177.96 $217,265,923 SEC
2025   Q1 138,622 0.38 Reduce 61.40% 0.65 $146.86 $20,358,622 SEC
2024   Q4 359,079 1.06 Reduce 47.38% 0.84 $177.17 $63,617,299 SEC
2024   Q3 682,442 1.78 Reduce 40.33% 0.94 $155.84 $106,351,761 SEC
2024   Q2 1,143,671 2.33 Reduce 15.72% 0.41 $133.46 $152,638,000 SEC
2024   Q1 1,357,069 2.62 Reduce 12.56% 0.34 $132.95 $180,417,000 SEC
2023   Q4 1,551,992 2.70 Reduce 22.71% 0.72 $118.73 $184,273,000 SEC
2023   Q3 2,007,931 3.15 Reduce 20.17% 0.61 $102.85 $206,511,000 SEC
2023   Q2 2,515,225 3.04 Reduce 9.47% 0.28 $96.36 $242,360,000 SEC
2023   Q1 2,778,272 2.93 Add 23.43% 0.56 $83.37 $231,637,000 SEC
2022   Q4 2,250,911 2.07 Reduce 7.40% 0.13 $68.43 $154,039,000 SEC
2022   Q3 2,430,825 1.76 Buy 1.76 $61.95 $150,589,000 SEC