SEC 13F Intelligence

Lri Investments, LLC / ARES

Lri Investments, LLC’s Ares Management Corporation Position

Does Lri Investments, LLC own Ares Management Corporation (ARES)? Yes — 2.34M shares worth $227M (+20.12% of its 13F portfolio) as of Q1 2026, down from 2.39M shares the prior filed quarter.

Position Value
$227M
Q1 2026
Shares
2.34M
% of Portfolio
+20.12%
Quarters Held
8
currently held

Position History ARES

Reported value by quarter
Q2 ’24: $376MQ2 ’24Q3 ’24: $439MQ3 ’24Q4 ’24: $460MQ4 ’24Q1 ’25: $349MQ1 ’25Q2 ’25: $407MQ2 ’25Q3 ’25: $372MQ3 ’25Q4 ’25: $344MQ4 ’25Q1 ’26: $227MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.34M$227M+20.12%
Q4 20252.39M$344M+27.81%
Q3 20252.59M$372M+30.43%
Q2 20252.35M$407M+34.54%
Q1 20252.38M$349M+33.74%
Q4 20242.60M$460M+44.32%
Q3 20242.60M$439M+42.62%
Q2 20242.82M$376M+42.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lri Investments, LLC’s full portfolio or all institutional holders of ARES.