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Focused investors/Ariel Investments

Ariel Investments

As of Q2 2026, Ariel Investments reported 106 long-equity positions worth $10.03B in aggregate.

Copy-investor backtest

Latest quarter
+14.00%
1-year
+29.09%
3-year
+54.54%
5-year
+45.78%
3-year vs S&P 500
-18.69%
5-year vs S&P 500
-28.31%
5-year top 5
+21.08%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-14 from SEC 13F data.

Live quotes available for 104 of 114 rows. Rows without a quote are marked unavailable.

1MSGEMADISON SQUARE GARDEN ENTMT4.28%Reduce -13.2%5,302,754$428.94M$80.8952w: $35.31 - $82.78; reported $80.89
2OSWONESPAWORLD HOLDINGS LIMITED4.19%Reduce -3.5%14,888,182$420.44M$28.2452w: $19.06 - $29.25; reported $28.24
3CRLCHARLES RIV LABS INTL INC3.41%Add +4.3%1,506,185$341.59M$226.7952w: $144.26 - $228.88; reported $226.79
4AMGAFFILIATED MANAGERS GROUP3.37%Reduce -6.0%999,676$338.29M$338.4052w: $194.76 - $363.89; reported $338.40
5JLLJONES LANG LASALLE INC3.28%Add +3.5%1,060,265$328.63M$309.9552w: $246.08 - $363.06; reported $309.95
6NCLHNORWEGIAN CRUISE LINE HLDGS3.25%Add +5.3%15,430,947$325.75M$21.1152w: $14.53 - $27.18; reported $21.11
7GNRCGENERAC HLDGS INC2.91%Reduce -22.9%997,951$292.21M$292.8152w: $134.80 - $296.44; reported $292.81
8SPHRSPHERE ENTERTAINMENT CO2.87%Reduce -32.4%1,665,326$288.15M$173.0352w: $37.89 - $174.60; reported $173.03
9MIDDMIDDLEBY CORP2.82%Add +4.4%1,644,006$282.79M$172.0152w: $110.82 - $176.44; reported $172.01
10MSGSMADISON SQUARE GRDN SPRT COR2.64%Reduce -8.2%658,551$264.63M$401.8452w: $188.59 - $403.05; reported $401.84
11NVSTENVISTA HOLDINGS CORPORATION2.58%Reduce -9.6%9,818,177$258.71M$26.3552w: $18.77 - $30.42; reported $26.35
12ZBRAZEBRA TECHNOLOGIES CORPORATI2.42%Add +18.7%922,998$242.99M$263.2652w: $199.05 - $352.66; reported $263.26
13LAZLAZARD INC2.41%Reduce -1.2%5,755,404$241.38M$41.9452w: $38.67 - $58.75; reported $41.94
14BIOBIO RAD LABS INC2.39%Add +3.9%816,751$239.81M$293.6152w: $236.73 - $343.12; reported $293.61
15PBHPRESTIGE CONSMR HEALTHCARE I2.29%Add +13.9%4,868,711$230.14M$47.2752w: $42.62 - $81.65; reported $47.27
16BOKFBOK FINL CORP2.25%Reduce -1.4%1,627,416$226.02M$138.8852w: $96.89 - $139.73; reported $138.88
17FAFFIRST AMERN FINL CORP2.21%Reduce -15.9%3,229,706$221.53M$68.5952w: $53.09 - $71.47; reported $68.59
18ATGECOVISTA INC2.20%Reduce -8.3%1,771,844$220.88MNo quoteNo quote
19MATMATTEL INC2.13%Add +13.6%15,415,955$213.97M$13.8852w: $13.54 - $22.48; reported $13.88
20MHKMOHAWK INDS INC2.13%Add +0.7%1,756,773$213.15M$121.3352w: $92.99 - $143.13; reported $121.33
21MANUMANCHESTER UTD PLC NEW2.12%Add +2.3%9,258,276$212.29M$22.9352w: $14.59 - $24.22; reported $22.93
22GNTXGENTEX CORP2.09%Reduce -0.4%8,309,786$209.99M$25.2752w: $20.48 - $29.38; reported $25.27
23SJMSMUCKER J M CO2.02%Reduce -3.3%1,798,871$202.37M$112.5052w: $88.25 - $119.39; reported $112.50
24BYDBOYD GAMING CORP1.92%Reduce -4.0%2,182,342$192.77M$88.3352w: $76.33 - $91.00; reported $88.33
25CGCARLYLE GROUP INC1.91%Add +14.2%4,548,683$191.55M$42.1152w: $39.60 - $69.85; reported $42.11
26REZIRESIDEO TECHNOLOGIES INC1.90%Add +1.0%6,141,052$190.99M$31.1052w: $21.81 - $45.29; reported $31.10
27NTRSNORTHERN TR CORP1.69%Reduce -14.8%972,340$169.03M$173.8452w: $118.99 - $178.70; reported $173.84
28CLBCORE LABORATORIES INC1.64%Add +6.9%14,074,945$163.97M$11.6552w: $9.72 - $20.36; reported $11.65
29HAEHAEMONETICS CORP MASS1.54%New2,060,966$154.57M$75.0052w: $55.75 - $81.99; reported $75.00
30RLIRLI CORP1.48%Add +188.9%2,519,527$148.83M$59.0752w: $47.26 - $72.44; reported $59.07
31MASMASCO CORP1.33%Add +212.4%1,635,096$133.05M$81.3752w: $58.16 - $81.82; reported $81.37
32AXTAAXALTA COATING SYS LTD1.18%Reduce -0.1%3,462,010$118.47M$34.2252w: $24.94 - $35.72; reported $34.22
33ADTADT INC DEL1.16%Reduce -8.3%17,858,375$116.08M$6.5052w: $6.24 - $8.94; reported $6.50
34LHLABCORP HOLDINGS INC0.97%Reduce -1.4%349,112$97.75M$280.0052w: $241.81 - $293.72; reported $280.00
35SMGSCOTTS MIRACLE-GRO CO0.96%Add +46.6%1,410,981$96.1M$68.1152w: $52.00 - $72.35; reported $68.11
36KNKNOWLES CORP0.94%Reduce -40.2%2,284,673$94.77M$41.4852w: $17.34 - $42.93; reported $41.48
37BCOBRINKS CO0.86%Reduce -1.3%911,321$86.11M$94.4952w: $84.99 - $136.37; reported $94.49
38OMCOMNICOM GROUP INC0.85%Add +6.3%1,174,452$85.54M$72.8352w: $66.33 - $87.17; reported $72.83
39XRAYDENTSPLY SIRONA INC0.85%Add +25.7%8,026,107$85.16M$10.6152w: $9.41 - $17.09; reported $10.61
40LINDLINDBLAD EXPEDITIONS HLDGS I0.78%Reduce -19.7%2,762,484$78.01M$28.2452w: $11.37 - $30.00; reported $28.24
41INTCINTEL CORP0.76%Reduce -62.3%548,831$76.63M$139.6352w: $18.97 - $142.34; reported $139.63
42CVSCVS HEALTH CORP0.75%Add +4.0%730,110$75.53M$103.4552w: $58.50 - $106.15; reported $103.45
43LFUSLITTELFUSE INC0.74%Reduce -24.2%163,376$74.39M$455.3352w: $222.62 - $500.57; reported $455.33
44DISDISNEY WALT CO0.61%Reduce -2.9%635,446$61.16M$96.2552w: $92.19 - $124.61; reported $96.25
45FSLRFIRST SOLAR INC0.57%Reduce -10.7%242,450$57.21M$235.9652w: $158.81 - $320.95; reported $235.96
46GCMGGCM GROSVENOR INC0.54%Add +0.4%4,415,839$54.31M$12.3052w: $9.30 - $13.22; reported $12.30
47SLBSLB LIMITED0.54%Reduce -6.0%1,163,320$54.08M$46.4952w: $31.64 - $58.81; reported $46.49
48FDSFACTSET RESH SYS INC0.54%Add +4.0%234,096$53.86M$230.0852w: $185.00 - $453.41; reported $230.08
49KEYSKEYSIGHT TECHNOLOGIES INC0.51%Reduce -28.7%145,711$51.01M$350.0752w: $152.85 - $374.96; reported $350.07
50NVTNVENT ELEC PLC0.51%Reduce -49.9%299,032$50.72M$169.6152w: $68.90 - $184.64; reported $169.61
51PPLPPL CORP0.49%New1,349,987$49.07M$36.3552w: $34.49 - $37.36; reported $36.35
52SCHWSCHWAB CHARLES CORP0.48%Add +30.4%525,299$48.47M$92.2752w: $83.96 - $107.50; reported $92.27
53WEXWEX INC0.47%Reduce -1.9%331,383$46.75M$141.0952w: $125.29 - $186.86; reported $141.09
54CBRECBRE GROUP INC0.46%Add +30.5%343,527$46.27M$134.6952w: $121.71 - $174.27; reported $134.69
55MTBM & T BK CORP0.41%Reduce -1.7%174,574$41.55M$238.0152w: $174.76 - $239.83; reported $238.01
56BMYBRISTOL-MYERS SQUIBB CO0.40%Reduce -3.5%696,430$40.13M$57.6252w: $42.52 - $62.89; reported $57.62
57TAT&T INC0.40%Add +29.2%1,924,404$39.84M$20.7052w: $20.57 - $29.79; reported $20.70
58KKRKKR & CO INC0.39%Reduce -3.5%424,241$38.94M$91.7852w: $82.67 - $153.87; reported $91.78
59AQNALGONQUIN POWER & UTILITIES0.39%Reduce -66.3%6,608,611$38.73M$5.8652w: $5.32 - $7.11; reported $5.86
60DTDYNATRACE INC0.35%New788,488$34.62M$43.9152w: $31.64 - $57.55; reported $43.91
61HPEHEWLETT PACKARD ENTERPRISE C0.34%Reduce -54.7%751,355$33.89M$45.1152w: $19.64 - $64.25; reported $45.11
62HLIHOULIHAN LOKEY INC0.33%New244,520$32.8M$134.1352w: $131.31 - $211.78; reported $134.13
63FITBFIFTH THIRD BANCORP0.31%Reduce -2.3%554,673$31.27M$56.3752w: $40.05 - $56.94; reported $56.37
64KFYKORN FERRY0.30%Reduce -2.9%450,116$29.97M$66.5852w: $58.95 - $78.50; reported $66.58
65FDXFEDEX CORP0.30%Reduce -22.2%1.241:1 split95,476$29.9M$313.1352w: $174.13 - $413.87; reported $313.13
66BACBANK OF AMER CORP0.28%Reduce -3.8%492,572$28.07M$56.9852w: $44.75 - $59.20; reported $56.98
67AFLAFLAC INC0.28%Reduce -1.3%236,216$27.7M$117.2552w: $96.95 - $120.28; reported $117.25
68FIFISERV INC0.27%Add +26.0%545,115$26.74MNo quoteNo quote
69GILDGILEAD SCIENCES INC0.25%Reduce -3.3%195,657$24.72M$126.3452w: $107.75 - $157.29; reported $126.34
70LESLLESLIES INC0.24%Reduce -16.2%2,416,405$24.53M$10.1552w: $0.87 - $13.56; reported $10.15
71COFCAPITAL ONE FINL CORP0.22%New108,339$21.73M$200.6252w: $174.24 - $259.64; reported $200.62
72RCLROYAL CARIBBEAN GROUP0.21%Add +3760.5%67,173$21.33M$317.5352w: $232.10 - $366.50; reported $317.53
73SSDSIMPSON MFG INC0.21%Add +8.5%99,589$20.85M$209.3552w: $154.22 - $213.49; reported $209.35
74CNPCENTERPOINT ENERGY INC0.20%Reduce -3.5%460,132$20.26M$44.0452w: $35.46 - $45.22; reported $44.04
75KMXCARMAX INC0.18%Reduce -38.3%346,538$18.33M$52.8952w: $30.26 - $71.99; reported $52.89
76IWNISHARES TR0.17%Add +17.2%76,697$16.97M$221.2052w: $155.54 - $221.89; reported $221.20
77MTNVAIL RESORTS INC0.15%Reduce -2.8%109,130$14.86M$136.1552w: $118.51 - $172.00; reported $136.15
78PGRPROGRESSIVE CORP0.13%Add +5732.3%58,906$12.87M$218.4552w: $189.20 - $267.00; reported $218.45
79SNASNAP ON INC0.12%Reduce -11.3%28,940$11.65M$402.4052w: $308.52 - $404.45; reported $402.40
80MGPIMGP INGREDIENTS INC NEW0.11%Reduce -2.9%610,729$10.7M$17.5252w: $15.72 - $33.38; reported $17.52
81PHINPHINIA INC0.09%Reduce -14.6%113,193$9.32M$82.3752w: $44.26 - $86.94; reported $82.37
82JNJJOHNSON & JOHNSON0.09%Reduce -12.7%35,393$8.99M$253.9752w: $152.81 - $259.88; reported $253.97
83TSMTAIWAN SEMICONDUCTOR MANUFAC0.08%Add +10.8%17,838$8.52M$477.5752w: $221.18 - $479.00; reported $477.57
84FDXFFEDEX FGHT HLDG CO INC0.07%New47,734$7.21M$151.00No quote
85BBARRICK MNG CORP0.07%Reduce -6.2%194,488$7.14M$36.7352w: $20.52 - $54.69; reported $36.73
86APAAPA CORPORATION0.06%Reduce -16.0%186,521$6.07M$32.5752w: $17.86 - $45.66; reported $32.57
87CVXCHEVRON CORPORATION0.06%Reduce -16.6%34,626$5.74M$165.7652w: $142.51 - $214.71; reported $165.76
88LMTLOCKHEED MARTIN CORP0.06%Reduce -15.8%11,045$5.63M$509.4652w: $410.11 - $692.00; reported $509.46
89VEAVANGUARD TAX-MANAGED FDS0.05%New75,980$5.41M$71.2552w: $55.68 - $73.23; reported $71.25
90VTVANGUARD INTL EQUITY INDEX F0.04%Add +180.4%27,941$4.39M$156.9552w: $127.79 - $159.41; reported $156.95
91AJGGALLAGHER ARTHUR J & CO0.04%Reduce -5.9%18,597$4.27M$229.5752w: $190.75 - $323.25; reported $229.57
92BWABORGWARNER INC0.04%Reduce -15.3%55,049$3.66M$66.4052w: $33.51 - $78.82; reported $66.40
93KBKB FINL GROUP INC0.03%Reduce -46.4%26,798$2.81M$104.9652w: $76.31 - $119.71; reported $104.96
94MOSMOSAIC CO0.03%Reduce -16.7%123,607$2.62M$21.1952w: $19.80 - $38.23; reported $21.19
95KSPIKASPI KZ JSC0.02%Add +3.9%23,614$2.05M$86.6452w: $68.59 - $99.20; reported $86.64
96ORCLORACLE CORP0.02%Reduce -16.1%13,730$2.01M$146.5552w: $134.57 - $345.72; reported $146.55
97XCEMCOLUMBIA ETF TR II0.01%Add +96.9%16,671$881.56K$52.8852w: $33.76 - $55.43; reported $52.88
98VWOVANGUARD INTL EQUITY INDEX F0.01%Reduce -50.3%10,065$600.78K$59.6952w: $49.36 - $61.52; reported $59.69
99HDBHDFC BANK LTD0.00%-14,072$363.48K$25.8352w: $23.08 - $39.80; reported $25.83
100MSIMOTOROLA SOLUTIONS INC0.00%Reduce -0.6%692$287.38K$415.2952w: $359.36 - $492.22; reported $415.29
101KMTKENNAMETAL INC0.00%Reduce -99.1%7,814$273.88K$35.0552w: $17.62 - $43.81; reported $35.05
102ZBHZIMMER BIOMET HOLDINGS INC0.00%Reduce -0.5%2,999$258.18K$86.0952w: $79.12 - $108.29; reported $86.09
103BRCBRADY CORP0.00%Reduce -0.6%2,747$251.54K$91.5752w: $67.76 - $99.29; reported $91.57
104FICOFAIR ISAAC CORP0.00%Reduce -0.5%203$242.54K$1194.7852w: $870.01 - $1998.01; reported $1194.78
105IWDISHARES TR0.00%New895$216.98K$242.4352w: $191.64 - $245.71; reported $242.43
106IWSISHARES TR0.00%-1,145$188.47K$164.6052w: $131.46 - $166.72; reported $164.60
114VXUSVANGUARD STAR FDS-Sold0$0No quoteNo quote
113SWKSTANLEY BLACK & DECKER INC-Sold0$0No quoteNo quote
112PSKYPARAMOUNT SKYDANCE CORP-Sold0$0No quoteNo quote
111TAPMOLSON COORS BEVERAGE CO-Sold0$0No quoteNo quote
110MSFTMICROSOFT CORP-Sold0$0No quoteNo quote
109IFSINTERCORP FINL SVCS INC-Sold0$0No quoteNo quote
108HCKTHACKETT GROUP INC-Sold0$0No quoteNo quote
107BAPCREDICORP LTD-Sold0$0No quoteNo quote