Vulcan Value Partners reported a 12.50% increase in its stake in ARES MANAGEMENT CORPORATION (ARES), according to a recent SEC filing. The filing, which reflects trades made during the second quarter of 2026, shows the firm's holding grew from 1.69 million to 1.90 million shares. This increased the position's value to $211.78 million and its weight in Vulcan's portfolio to 6.45%.
Investors should note that 13F filings are disclosed with a delay, revealing portfolio changes from the previous quarter. Ares Management, a global alternative investment manager, recently reported strong second-quarter results, including a significant increase in fundraising. Vulcan Value Partners' investment approach focuses on acquiring stakes in what it deems to be undervalued, high-quality businesses with sustainable competitive advantages.