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Portfolio (Quarterly) Guide ↗

ARES MANAGEMENT LLC

· CIK 0001259313
13F Portfolio $1.8B AUM 35 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 9 Added 4 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FIP FTAI Infrastructure Inc. Industrials 1,197,554.0 $5.5M 0.32% NEW $4.61 -2.0%
2 OXLC Oxford Lane Capital Corp. Financial Services 247,500.0 $3.6M 0.21% NEW $14.64 -34.1%
3 ECC Eagle Point Credit Co Inc Financial Services 311,659.0 $1.8M 0.10% NEW $5.76 -29.9%
4 MSDL Morgan Stanley Direct Lending Fund Financial Services 100,000.0 $1.6M 0.09% NEW $16.48 -7.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 66.7%
Financial Services 14.5%
Technology 6.4%
Communication Services 5.8%
Healthcare 5.4%
Utilities 0.4%
Consumer Defensive 0.3%
Industrials 0.3%
Real Estate 0.0%