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Fortress Investment Group LLC

CIK:0001380393
Asset Manager
$49B AUM
59 holdings
New York, NY, United States
Founded:1998
1,297 employees
Latest filing:Jun 30, 2025

Fortress Investment Group LLC is a leading, highly diversified global investment manager headquartered in New York, NY, USA. Founded in 1998, the firm manages $49.0 billion in assets under management as of March 31, 2024, serving more than 2,000 institutional clients and private investors worldwide. Fortress employs approximately 1,297 staff members and offers expertise across credit, real estate, private equity, and permanent capital investment strategies. The firm is known for its sophisticated, global investment capabilities and focus on delivering strong risk-adjusted returns over the long term.

Investment Strategy

Fortress Investment Group operates a range of credit, real estate, private equity, and permanent capital investment strategies for institutional and private clients. The firm's investment approach emphasizes rigorous risk management, fundamental analysis, and opportunistic investing, seeking strong risk-adjusted returns over the long term. Fortress invests globally across sectors and asset classes, leveraging deep expertise in complex transactions, distressed assets, and structured finance. The firm also manages permanent capital vehicles and is active in alternative investments, offering bespoke solutions tailored to clients' objectives.

Top Buys
N
NFENEW FORTRESS ENERGY INC
+$44.4M
N
NNNEXTNAV INC
+$43.0M
A
AJGGALLAGHER ARTHUR J & CO
+$32.0M
B
BROBROWN & BROWN INC
+$26.6M
S
SITMSITIME CORP
+$22.2M
Top Sells
T
TLNTALEN ENERGY CORP
-$77.5M
B
BALYBALLYS CORPORATION
-$13.1M
S
SCHWSCHWAB CHARLES CORP
-$7.1M
N
NXTNEXTRACKER INC
-$3.8M
F
FGF&G ANNUITIES & LIFE INC
-$3.2M

Top Holdings

N
NNNEXTNAV INC
+30.5%$215.5M
I
IBITISHARES BITCOIN TRUST ETF
+11.5%$81.1M
N
NFENEW FORTRESS ENERGY INC
+6.3%$44.5M
A
AJGGALLAGHER ARTHUR J & CO
+4.5%$32.0M
B
BROBROWN & BROWN INC
+3.8%$26.6M

Equity Positions (55)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NN
NEXTNAV INC30.51%$215.5M14,178,054$8.76$15.20+$43.0M
I
IBIT
ISHARES BITCOIN TRUST ETF11.48%$81.1M1,325,000$39.75$61.21+$19.1M
N
NFE
NEW FORTRESS ENERGY INC6.30%$44.5M13,399,317$12.96$3.32+$44.4M
A
AJG
GALLAGHER ARTHUR J & CO4.53%$32.0M100,000$320.12$320.12+$32.0M
B
BRO
BROWN & BROWN INC3.77%$26.6M240,000$110.87$110.87+$26.6M

Industry Allocation

SEARCH, DETECTION, NAVIGATION, GUIDANCE, AERONAUTICAL SYS
+30.5%
COMMODITY CONTRACTS BROKERS & DEALERS
+11.5%
INSURANCE AGENTS, BROKERS & SERVICE
+8.3%
SERVICES-PREPACKAGED SOFTWARE
+7.2%
NATURAL GAS DISTRIBUTION
+6.7%