Fortress Private Lending Fund has 4 Schedule 13D or 13G filings on record since 2025-08-28. 4 holders' latest filing reports 5% or more of class i shares, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fts Sip Ii L.P. | 25.06% | 8,008,249 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
| Apollo Management Holdings GP, LLC | 23.6% | 600,619 | SCHEDULE 13D, 2025-08-28 | 2025-08-20 |
| Liberty Mutual Holding Company Inc. | 19.7% | 6,006,187 | SCHEDULE 13G, 2025-09-05 | 2025-08-31 |
| The Heising-Simons Foundation | 8.2% | 3,329,277 | SCHEDULE 13G, 2026-04-07 | 2025-09-30 |
Purpose of Transaction (Item 4)
Apollo Management Holdings GP, LLC
All of the securities that are held by AP Fresco and MAPS Equity and that may be deemed to be beneficially owned by the Reporting Persons, as reported herein, were acquired for investment purposes. The Reporting Persons retain the right to change their investment intent, from time to time, to acquire additional ordinary shares or other securities of the Issuer, or to sell or otherwise dispose of all or part of the ordinary shares or other securities of the Issuer, if any, beneficially owned by them, in each case in any manner permitted by law. The Reporting Persons may engage from time to time in ordinary course transactions with financial institutions with respect to the securities described herein. Except as described above, none of the Reporting Persons currently has any other plans or proposals that would be related to or would result in any of the matters described in Items 4(a)-(j) of the Instructions to Schedule 13D. However, as part of the ongoing evaluation of investment and investment alternatives, the Reporting Persons may consider such matters and, subject to applicable law, may formulate a plan with respect to such matters, and, from time to time, may hold discussions with or make formal proposals to management or the Board of Directors of the Issuer or other third parties regarding such matters.Item 4 of the SCHEDULE 13D filed 2025-08-28
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-28 | Apollo Management Holdings GP, LLC | 23.6% | SCHEDULE 13D |
| 2025-09-05 | Liberty Mutual Holding Company Inc. | 19.7% | SCHEDULE 13G |
| 2025-11-14 | Fts Sip Ii L.P. | 25.06% | SCHEDULE 13G |
| 2026-04-07 | The Heising-Simons Foundation | 8.2% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.