Vault-13

ARES ACQUISITION CORP II KDK

SHS CLASS A · Common Stock · CUSIP G33033104

40 institutional holders
25,799,66125.8m shares reported held*
$262.8mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.19.

Biggest buyers

HighTower Advisors, LLC New +3,885,622+3.9m
Polar Asset Management Partners Inc. New +2,500,000+2.5m
First Trust Capital Management L.P. New +2,223,556+2.2m
Linden Advisors LP New +2,200,000+2.2m
ARISTEIA CAPITAL, L.L.C. New +1,910,342+1.9m
Schechter Investment Advisors, LLC New +1,576,193+1.6m
MARSHALL WACE, LLP New +1,199,998+1.2m
TWO SIGMA INVESTMENTS, LP New +1,125,000+1.1m
Dryden Capital, LLC New +1,020,000+1.0m
GRITSTONE ASSET MANAGEMENT LLC New +995,042+995.0k

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
METEORA CAPITAL, LLC 13G · institution new · filed 2025-08-14 7.8% new 4.8m 2025-08-14
Alyeska Investment Group, L.P. 13G · institution new · filed 2025-08-14 7.7% new 4.8m 2025-08-14
BARCLAYS PLC 13G · institution no change · filed 2025-03-21 7.1% no change 3.5m 2025-03-21
MIZUHO FINANCIAL GROUP INC 13G · institution new · filed 2025-05-13 6.3% new 3.1m 2025-05-13
Westchester Capital Management, LLC 13G · institution -1.7 pts · filed 2025-08-14 6.2% -1.7 pts 3.8m 2025-08-14

Fell to 5% or below in the last year: BERKLEY W R CORP (0.0%, 2026-08-05), Fort Baker Capital Management LP (0.0%, 2025-11-14)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 3,885,6223.9m $39.5m $39.5m 0.08% New
2 Polar Asset Management Partners Inc. 0.50% of their portfolio TORONTO, A6 2,500,0002.5m $25.4m $25.4m 0.50% New
3 First Trust Capital Management L.P. 1.34% of their portfolio CHICAGO, IL 2,223,5562.2m $22.6m $22.6m 1.34% New
4 Linden Advisors LP 0.23% of their portfolio New York, NY 2,200,0002.2m $22.3m $22.3m 0.23% New
5 ARISTEIA CAPITAL, L.L.C. 0.68% of their portfolio GREENWICH, CT 1,910,3421.9m $19.4m $19.4m 0.68% New
6 Schechter Investment Advisors, LLC 1.44% of their portfolio BIRMINGHAM, MI 1,576,1931.6m $16.0m $16.0m 1.44% New
7 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 1,199,9981.2m $12.2m $12.2m 0.03% New
8 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 1,125,0001.1m $11.4m $11.4m 0.03% New
9 Dryden Capital, LLC 14.65% of their portfolio MIAMI, FL 1,020,0001.0m $10.4m $10.4m 14.65% New
10 GRITSTONE ASSET MANAGEMENT LLC 12.39% of their portfolio Bethesda, MD 995,042995.0k $10.1m $10.1m 12.39% New
11 Karpus Management, Inc. 0.26% of their portfolio Pittsford, NY 810,725810.7k $8.2m $8.2m 0.26% New
12 Radcliffe Capital Management, L.P. 0.69% of their portfolio BALA CYNWYD, PA 800,000800.0k $8.1m $8.1m 0.69% New
13 HGC Investment Management Inc. 2.84% of their portfolio TORONTO, A6 775,000775.0k $7.9m $7.9m 2.84% New
14 Hudson Bay Capital Management LP 0.08% of their portfolio STAMFORD, CT 750,000750.0k $7.6m $7.6m 0.08% New
15 MOORE CAPITAL MANAGEMENT, LP 0.12% of their portfolio NEW YORK, NY 500,000500.0k $5.1m $5.1m 0.12% New
16 Wealthspring Capital LLC 6.01% of their portfolio WEST HARRISON, NY 426,400426.4k $4.3m $4.3m 6.01% New
17 Exos TFP Holdings LLC 2.08% of their portfolio NEW YORK, NY 414,560414.6k $4.2m $4.2m 2.08% New
18 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 400,000400.0k $4.1m $4.1m 0.00% New
19 FIR TREE CAPITAL MANAGEMENT LP 0.40% of their portfolio New York, NY 400,000400.0k $4.1m $4.1m 0.40% New
20 Boussard & Gavaudan Investment Management LLP 0.29% of their portfolio London, X0 300,000300.0k $3.1m $3.1m 0.29% New
21 Castle Creek Arbitrage, LLC 0.31% of their portfolio AVON, CO 250,000250.0k $2.5m $2.5m 0.31% New
22 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.05% of their portfolio CHICAGO, IL 247,522247.5k $2.5m $2.5m 0.05% Not comparable
23 Flow State Investments, L.P. 0.86% of their portfolio CHICAGO, IL 199,998200.0k $2.0m $2.0m 0.86% New
24 Quarry LP 1.21% of their portfolio NEW YORK, NY 183,475183.5k $1.9m $1.9m 1.21% New
25 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 170,000170.0k $1.7m $1.7m 0.03% New
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 161,991162.0k $1.6m $1.6m 0.00% New
27 Spartan Fund Management Inc. 0.60% of their portfolio TORONTO, ONTARIO, Z4 161,350161.3k $2.5m $2.5m 0.60% New
28 LEVIN CAPITAL STRATEGIES, L.P. 0.15% of their portfolio NEW YORK, NY 125,000125.0k $1.3m $1.3m 0.15% New
29 DELTEC ASSET MANAGEMENT LLC 0.22% of their portfolio New York, NY 100,000100.0k $1.0m $1.0m 0.22% New
30 TENOR CAPITAL MANAGEMENT Co., L.P. 0.02% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.02% New
31 COWEN AND COMPANY, LLC 0.07% of their portfolio NEW YORK, NY 77,99778.0k $792.1k $792.1k 0.07% New
32 RP Investment Advisors LP 30.42% of their portfolio TORONTO, A6 75,00075.0k $762.0k $762.0k 30.42% New
33 BCK CAPITAL MANAGEMENT LP 0.43% of their portfolio STAMFORD, CT 55,70055.7k $565.6k $565.6k 0.43% New
34 Sculptor Capital LP 0.01% of their portfolio New York, NY 36,05636.1k $366.1k $366.1k 0.01% New
35 CLEAR STREET LLC 0.01% of their portfolio NEW YORK, NY 22,51722.5k $228.7k $228.7k 0.01% New
36 Sage Mountain Advisors LLC 0.03% of their portfolio ATLANTA, GA 21,94021.9k $222.8k $222.8k 0.03% New
37 BERKLEY W R CORP 0.01% of their portfolio Greenwich, CT 19,85019.9k $201.6k $201.6k 0.01% New
38 Virtu Financial LLC 0.01% of their portfolio New York, NY 13,99714.0k $142.0k $142.0k 0.01% New
39 FIRETHORN WEALTH PARTNERS, LLC 0.10% of their portfolio AUGUSTA, GA 13,17013.2k $133.7k $133.7k 0.10% New
40 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New