DPCM
AACT.U

Darlington Partners Capital Management’s Ares Acquisition Corp II Units AACT.U Stock Holding History

Darlington Partners Capital Management’s Portfolio AACT.U Stock Details AACT.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500,000
Closed -$16.6M – 15
2024
Q4 		$16.6M Hold
1,500,000
– – 0.62% 14
2024
Q3 		$16.4M Hold
1,500,000
– – 0.66% 13
2024
Q2 		$16.1M Hold
1,500,000
– – 0.79% 11
2024
Q1 		$15.9M Hold
1,500,000
– – 0.91% 12
2023
Q4 		$15.8M Hold
1,500,000
– – 0.91% 14
2023
Q3 		$15.6M Hold
1,500,000
– – 0.96% 12
2023
Q2 		$15.4M Buy
+1,500,000
New +$15.2M 1.05% 11

Other funds holding AACT.U

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Darlington Partners Capital Management's AACT.U Position: Q1 2025 in Review

Darlington Partners Capital Management sold out of Ares Acquisition Corp II Units (AACT.U) in Q1 2025, closing a stake of 1,500,000 shares — an estimated $16.6M sold.

Darlington Partners Capital Management first reported a position in AACT.U in Q2 2023 and held it in 7 quarters. The position peaked at $16.6M in Q4 2024. 4 funds tracked by Wall St. Rank hold AACT.U as of Q1 2025.

  • Darlington Partners Capital Management reported no remaining Ares Acquisition Corp II Units position as of Q1 2025 after selling out during the quarter.
  • Darlington Partners Capital Management sold 1,500,000 Ares Acquisition Corp II Units shares in Q1 2025, an estimated $16.6M.
  • Darlington Partners Capital Management first reported a position in Ares Acquisition Corp II Units in Q2 2023 and held it in 7 quarters.
  • Darlington Partners Capital Management's Ares Acquisition Corp II Units position peaked at $16.6M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Ares Acquisition Corp II Units as of Q1 2025.

Based on Darlington Partners Capital Management's 13F filing for Q1 2025, filed 15 May 2025.