MondegarAI
ARES MANAGEMENT LLC

Q2 2025 · 13F-HR

ARES MANAGEMENT LLCholdings as filed

Filed 2025-08-14 · accession 0001104659-25-078660

$1.96B
Reported value
34
Positions
2025-06-30
Period end
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The Brief · ARES MANAGEMENT LLC · Q2 2025

AI · grounded in 13F

ARES MANAGEMENT LLC established a new position in Savers Value Village Inc SVV valued at $1.2B. The fund also initiated new stakes in Frontier Communications Parent Inc FYBR for $114M and Global Business Travel Group GBTG for $87.5M. Additional new positions include Claritev Corporation CTEV and Clear Channel Outdoor Hldgs CCO.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
80517M109SVVSavers Value Village Inc$1.20B61.3%117,449,188CommonSOLE
35909D109FYBRFrontier Communications Parent Inc$114.0M5.83%3,131,679CommonSOLE
37890B100GBTGGlobal Business Travel Group$87.5M4.47%13,886,023CommonSOLE
62548M209CTEVClaritev Corporation$84.1M4.30%1,863,105CommonSOLE
18453H106CCOClear Channel Outdoor Hldgs$65.3M3.34%55,829,046CommonSOLE
04010L103ARCCAres Capital Corp$40.9M2.09%1,861,913CommonSOLE
38173M102GBDCGolub Capital BDC Inc$37.7M1.93%2,571,210CommonSOLE
69121K104OBDCBlue Owl Capital Corp.$35.7M1.82%2,487,964CommonSOLE
06759L103BBDCBarings BDC Inc$34.7M1.77%3,797,112CommonSOLE
83012A109TSLXSixth Street Specialty Lending Inc$33.4M1.71%1,402,689CommonSOLE
13057Q305CRCCalifornia Resources Corporation$32.4M1.65%708,676CommonSOLE
302635206FSKFS KKR Capital Corp$26.7M1.36%1,285,492CommonSOLE
67401P405OCSLOaktree Specialty Lending Corp$26.6M1.36%1,945,305CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund$25.2M1.29%821,100CommonSOLE
83413U100SLRCSLR Investment Corp$15.2M0.78%944,131CommonSOLE
88023B103TEMTempus AI Inc.$10.4M0.53%164,383CommonSOLE
38147U107GSBDGoldman Sachs BDC Inc$9.0M0.46%798,421CommonSOLE
041242108ARKOARKO Corp$8.9M0.46%2,110,000CommonSOLE
896442308TRINTrinity Cap Inc$7.7M0.39%545,723CommonSOLE
02156K103OPTUAltice USA Inc$7.6M0.39%3,547,478CommonSOLE
68347P103OPALOPAL Fuels Inc$7.4M0.38%3,059,533CommonSOLE
225655109CCAPCrescent Capital BDC Inc$7.3M0.37%516,409CommonSOLE
03761U502MFICMidcap Financial Invstmnt Co$6.9M0.35%545,532CommonSOLE
84863V101FLYYQSpirit Aviation Hldgs Inc$6.9M0.35%1,378,343CommonSOLE
55374X208MSIFMSC Income Fund Inc$6.7M0.34%408,393CommonSOLE
647551100NMFCNew Mtn Fin Corp$6.3M0.32%596,371CommonSOLE
78163D100RWAYRunway Growth Finance Corp$4.7M0.24%435,885CommonSOLE
427096508HTGCHercules Capital Inc$3.7M0.19%201,606CommonSOLE
67090S108NCDLNuveen Churchill Direct Lending$2.0M0.10%125,156CommonSOLE
98873N305YJYunji Inc$1.1M0.06%215,519,700CommonSOLE
05684B107BCSFBain Capital Specialty Finance Inc$1.0M0.05%68,595CommonSOLE
76010Y202RENTRent the Runway, Inc.$865,5470.04%169,383CommonSOLE
041242116ARKO Corp$13,9700.00%1,100,000CommonSOLE
74738J508XHGXchange Tec. Inc$3,6360.00%34,083,266,800CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.