New Positions
1 managers initiated
Top five by reported value
Apollo Global Management Inc NEW YORK STOCK EXCHANGE, INC.:APOS
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new1 added2 reduced0 exited
Total Institutional Holders
4
as of 2025-12-31
Top Holder
Sterling Capital Management LLC
$6.6M
Largest QoQ Increase
Sterling Capital Management LLC
+248,800 sh
Largest QoQ Decrease
THOMPSON INVESTMENT MANAGEMENT, INC.
0 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 248,800 | +248,800 | $6.6M | +$6.6M | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SHIKIAR ASSET MANAGEMENT INC | 70,500 | +1,400 | $1.9K | +$44 | 2.0% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CCM INVESTMENT ADVISERS LLC | 8,000 | 0 | $210.7K | +$800 | 0.0% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,000 | 0 | $79.0K | +$300 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Sterling Capital Management LLC | 248,800 | $6.6M | +248,800 | — |
| CCM INVESTMENT ADVISERS LLC | 8,000 | $210.7K | 0 | 0.0% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,000 | $79.0K | 0 | 0.0% |
| SHIKIAR ASSET MANAGEMENT INC | 70,500 | $1.9K | +1,400 | 2.0% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for APOS against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.