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.
| 1 | MSGE | MADISON SQUARE GARDEN ENTMT | 4.28% | Reduce -13.2% | 5,302,754 | $428.94M | $80.89 | |
| 2 | OSW | ONESPAWORLD HOLDINGS LIMITED | 4.19% | Reduce -3.5% | 14,888,182 | $420.44M | $28.24 | |
| 3 | CRL | CHARLES RIV LABS INTL INC | 3.41% | Add +4.3% | 1,506,185 | $341.59M | $226.79 | |
| 4 | AMG | AFFILIATED MANAGERS GROUP | 3.37% | Reduce -6.0% | 999,676 | $338.29M | $338.40 | |
| 5 | JLL | JONES LANG LASALLE INC | 3.28% | Add +3.5% | 1,060,265 | $328.63M | $309.95 | |
| 6 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 3.25% | Add +5.3% | 15,430,947 | $325.75M | $21.11 | |
| 7 | GNRC | GENERAC HLDGS INC | 2.91% | Reduce -22.9% | 997,951 | $292.21M | $292.81 | |
| 8 | SPHR | SPHERE ENTERTAINMENT CO | 2.87% | Reduce -32.4% | 1,665,326 | $288.15M | $173.03 | |
| 9 | MIDD | MIDDLEBY CORP | 2.82% | Add +4.4% | 1,644,006 | $282.79M | $172.01 | |
| 10 | MSGS | MADISON SQUARE GRDN SPRT COR | 2.64% | Reduce -8.2% | 658,551 | $264.63M | $401.84 | |
| 11 | NVST | ENVISTA HOLDINGS CORPORATION | 2.58% | Reduce -9.6% | 9,818,177 | $258.71M | $26.35 | |
| 12 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 2.42% | Add +18.7% | 922,998 | $242.99M | $263.26 | |
| 13 | LAZ | LAZARD INC | 2.41% | Reduce -1.2% | 5,755,404 | $241.38M | $41.94 | |
| 14 | BIO | BIO RAD LABS INC | 2.39% | Add +3.9% | 816,751 | $239.81M | $293.61 | |
| 15 | PBH | PRESTIGE CONSMR HEALTHCARE I | 2.29% | Add +13.9% | 4,868,711 | $230.14M | $47.27 | |
| 16 | BOKF | BOK FINL CORP | 2.25% | Reduce -1.4% | 1,627,416 | $226.02M | $138.88 | |
| 17 | FAF | FIRST AMERN FINL CORP | 2.21% | Reduce -15.9% | 3,229,706 | $221.53M | $68.59 | |
| 18 | ATGE | COVISTA INC | 2.20% | Reduce -8.3% | 1,771,844 | $220.88M | No quote | No quote |
| 19 | MAT | MATTEL INC | 2.13% | Add +13.6% | 15,415,955 | $213.97M | $13.88 | |
| 20 | MHK | MOHAWK INDS INC | 2.13% | Add +0.7% | 1,756,773 | $213.15M | $121.33 | |
| 21 | MANU | MANCHESTER UTD PLC NEW | 2.12% | Add +2.3% | 9,258,276 | $212.29M | $22.93 | |
| 22 | GNTX | GENTEX CORP | 2.09% | Reduce -0.4% | 8,309,786 | $209.99M | $25.27 | |
| 23 | SJM | SMUCKER J M CO | 2.02% | Reduce -3.3% | 1,798,871 | $202.37M | $112.50 | |
| 24 | BYD | BOYD GAMING CORP | 1.92% | Reduce -4.0% | 2,182,342 | $192.77M | $88.33 | |
| 25 | CG | CARLYLE GROUP INC | 1.91% | Add +14.2% | 4,548,683 | $191.55M | $42.11 | |
| 26 | REZI | RESIDEO TECHNOLOGIES INC | 1.90% | Add +1.0% | 6,141,052 | $190.99M | $31.10 | |
| 27 | NTRS | NORTHERN TR CORP | 1.69% | Reduce -14.8% | 972,340 | $169.03M | $173.84 | |
| 28 | CLB | CORE LABORATORIES INC | 1.64% | Add +6.9% | 14,074,945 | $163.97M | $11.65 | |
| 29 | HAE | HAEMONETICS CORP MASS | 1.54% | New | 2,060,966 | $154.57M | $75.00 | |
| 30 | RLI | RLI CORP | 1.48% | Add +188.9% | 2,519,527 | $148.83M | $59.07 | |
| 31 | MAS | MASCO CORP | 1.33% | Add +212.4% | 1,635,096 | $133.05M | $81.37 | |
| 32 | AXTA | AXALTA COATING SYS LTD | 1.18% | Reduce -0.1% | 3,462,010 | $118.47M | $34.22 | |
| 33 | ADT | ADT INC DEL | 1.16% | Reduce -8.3% | 17,858,375 | $116.08M | $6.50 | |
| 34 | LH | LABCORP HOLDINGS INC | 0.97% | Reduce -1.4% | 349,112 | $97.75M | $280.00 | |
| 35 | SMG | SCOTTS MIRACLE-GRO CO | 0.96% | Add +46.6% | 1,410,981 | $96.1M | $68.11 | |
| 36 | KN | KNOWLES CORP | 0.94% | Reduce -40.2% | 2,284,673 | $94.77M | $41.48 | |
| 37 | BCO | BRINKS CO | 0.86% | Reduce -1.3% | 911,321 | $86.11M | $94.49 | |
| 38 | OMC | OMNICOM GROUP INC | 0.85% | Add +6.3% | 1,174,452 | $85.54M | $72.83 | |
| 39 | XRAY | DENTSPLY SIRONA INC | 0.85% | Add +25.7% | 8,026,107 | $85.16M | $10.61 | |
| 40 | LIND | LINDBLAD EXPEDITIONS HLDGS I | 0.78% | Reduce -19.7% | 2,762,484 | $78.01M | $28.24 | |
| 41 | INTC | INTEL CORP | 0.76% | Reduce -62.3% | 548,831 | $76.63M | $139.63 | |
| 42 | CVS | CVS HEALTH CORP | 0.75% | Add +4.0% | 730,110 | $75.53M | $103.45 | |
| 43 | LFUS | LITTELFUSE INC | 0.74% | Reduce -24.2% | 163,376 | $74.39M | $455.33 | |
| 44 | DIS | DISNEY WALT CO | 0.61% | Reduce -2.9% | 635,446 | $61.16M | $96.25 | |
| 45 | FSLR | FIRST SOLAR INC | 0.57% | Reduce -10.7% | 242,450 | $57.21M | $235.96 | |
| 46 | GCMG | GCM GROSVENOR INC | 0.54% | Add +0.4% | 4,415,839 | $54.31M | $12.30 | |
| 47 | SLB | SLB LIMITED | 0.54% | Reduce -6.0% | 1,163,320 | $54.08M | $46.49 | |
| 48 | FDS | FACTSET RESH SYS INC | 0.54% | Add +4.0% | 234,096 | $53.86M | $230.08 | |
| 49 | KEYS | KEYSIGHT TECHNOLOGIES INC | 0.51% | Reduce -28.7% | 145,711 | $51.01M | $350.07 | |
| 50 | NVT | NVENT ELEC PLC | 0.51% | Reduce -49.9% | 299,032 | $50.72M | $169.61 | |
| 51 | PPL | PPL CORP | 0.49% | New | 1,349,987 | $49.07M | $36.35 | |
| 52 | SCHW | SCHWAB CHARLES CORP | 0.48% | Add +30.4% | 525,299 | $48.47M | $92.27 | |
| 53 | WEX | WEX INC | 0.47% | Reduce -1.9% | 331,383 | $46.75M | $141.09 | |
| 54 | CBRE | CBRE GROUP INC | 0.46% | Add +30.5% | 343,527 | $46.27M | $134.69 | |
| 55 | MTB | M & T BK CORP | 0.41% | Reduce -1.7% | 174,574 | $41.55M | $238.01 | |
| 56 | BMY | BRISTOL-MYERS SQUIBB CO | 0.40% | Reduce -3.5% | 696,430 | $40.13M | $57.62 | |
| 57 | T | AT&T INC | 0.40% | Add +29.2% | 1,924,404 | $39.84M | $20.70 | |
| 58 | KKR | KKR & CO INC | 0.39% | Reduce -3.5% | 424,241 | $38.94M | $91.78 | |
| 59 | AQN | ALGONQUIN POWER & UTILITIES | 0.39% | Reduce -66.3% | 6,608,611 | $38.73M | $5.86 | |
| 60 | DT | DYNATRACE INC | 0.35% | New | 788,488 | $34.62M | $43.91 | |
| 61 | HPE | HEWLETT PACKARD ENTERPRISE C | 0.34% | Reduce -54.7% | 751,355 | $33.89M | $45.11 | |
| 62 | HLI | HOULIHAN LOKEY INC | 0.33% | New | 244,520 | $32.8M | $134.13 | |
| 63 | FITB | FIFTH THIRD BANCORP | 0.31% | Reduce -2.3% | 554,673 | $31.27M | $56.37 | |
| 64 | KFY | KORN FERRY | 0.30% | Reduce -2.9% | 450,116 | $29.97M | $66.58 | |
| 65 | FDX | FEDEX CORP | 0.30% | Reduce -22.2%1.241:1 split | 95,476 | $29.9M | $313.13 | |
| 66 | BAC | BANK OF AMER CORP | 0.28% | Reduce -3.8% | 492,572 | $28.07M | $56.98 | |
| 67 | AFL | AFLAC INC | 0.28% | Reduce -1.3% | 236,216 | $27.7M | $117.25 | |
| 68 | FI | FISERV INC | 0.27% | Add +26.0% | 545,115 | $26.74M | No quote | No quote |
| 69 | GILD | GILEAD SCIENCES INC | 0.25% | Reduce -3.3% | 195,657 | $24.72M | $126.34 | |
| 70 | LESL | LESLIES INC | 0.24% | Reduce -16.2% | 2,416,405 | $24.53M | $10.15 | |
| 71 | COF | CAPITAL ONE FINL CORP | 0.22% | New | 108,339 | $21.73M | $200.62 | |
| 72 | RCL | ROYAL CARIBBEAN GROUP | 0.21% | Add +3760.5% | 67,173 | $21.33M | $317.53 | |
| 73 | SSD | SIMPSON MFG INC | 0.21% | Add +8.5% | 99,589 | $20.85M | $209.35 | |
| 74 | CNP | CENTERPOINT ENERGY INC | 0.20% | Reduce -3.5% | 460,132 | $20.26M | $44.04 | |
| 75 | KMX | CARMAX INC | 0.18% | Reduce -38.3% | 346,538 | $18.33M | $52.89 | |
| 76 | IWN | ISHARES TR | 0.17% | Add +17.2% | 76,697 | $16.97M | $221.20 | |
| 77 | MTN | VAIL RESORTS INC | 0.15% | Reduce -2.8% | 109,130 | $14.86M | $136.15 | |
| 78 | PGR | PROGRESSIVE CORP | 0.13% | Add +5732.3% | 58,906 | $12.87M | $218.45 | |
| 79 | SNA | SNAP ON INC | 0.12% | Reduce -11.3% | 28,940 | $11.65M | $402.40 | |
| 80 | MGPI | MGP INGREDIENTS INC NEW | 0.11% | Reduce -2.9% | 610,729 | $10.7M | $17.52 | |
| 81 | PHIN | PHINIA INC | 0.09% | Reduce -14.6% | 113,193 | $9.32M | $82.37 | |
| 82 | JNJ | JOHNSON & JOHNSON | 0.09% | Reduce -12.7% | 35,393 | $8.99M | $253.97 | |
| 83 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.08% | Add +10.8% | 17,838 | $8.52M | $477.57 | |
| 84 | FDXF | FEDEX FGHT HLDG CO INC | 0.07% | New | 47,734 | $7.21M | $151.00 | No quote |
| 85 | B | BARRICK MNG CORP | 0.07% | Reduce -6.2% | 194,488 | $7.14M | $36.73 | |
| 86 | APA | APA CORPORATION | 0.06% | Reduce -16.0% | 186,521 | $6.07M | $32.57 | |
| 87 | CVX | CHEVRON CORPORATION | 0.06% | Reduce -16.6% | 34,626 | $5.74M | $165.76 | |
| 88 | LMT | LOCKHEED MARTIN CORP | 0.06% | Reduce -15.8% | 11,045 | $5.63M | $509.46 | |
| 89 | VEA | VANGUARD TAX-MANAGED FDS | 0.05% | New | 75,980 | $5.41M | $71.25 | |
| 90 | VT | VANGUARD INTL EQUITY INDEX F | 0.04% | Add +180.4% | 27,941 | $4.39M | $156.95 | |
| 91 | AJG | GALLAGHER ARTHUR J & CO | 0.04% | Reduce -5.9% | 18,597 | $4.27M | $229.57 | |
| 92 | BWA | BORGWARNER INC | 0.04% | Reduce -15.3% | 55,049 | $3.66M | $66.40 | |
| 93 | KB | KB FINL GROUP INC | 0.03% | Reduce -46.4% | 26,798 | $2.81M | $104.96 | |
| 94 | MOS | MOSAIC CO | 0.03% | Reduce -16.7% | 123,607 | $2.62M | $21.19 | |
| 95 | KSPI | KASPI KZ JSC | 0.02% | Add +3.9% | 23,614 | $2.05M | $86.64 | |
| 96 | ORCL | ORACLE CORP | 0.02% | Reduce -16.1% | 13,730 | $2.01M | $146.55 | |
| 97 | XCEM | COLUMBIA ETF TR II | 0.01% | Add +96.9% | 16,671 | $881.56K | $52.88 | |
| 98 | VWO | VANGUARD INTL EQUITY INDEX F | 0.01% | Reduce -50.3% | 10,065 | $600.78K | $59.69 | |
| 99 | HDB | HDFC BANK LTD | 0.00% | - | 14,072 | $363.48K | $25.83 | |
| 100 | MSI | MOTOROLA SOLUTIONS INC | 0.00% | Reduce -0.6% | 692 | $287.38K | $415.29 | |
| 101 | KMT | KENNAMETAL INC | 0.00% | Reduce -99.1% | 7,814 | $273.88K | $35.05 | |
| 102 | ZBH | ZIMMER BIOMET HOLDINGS INC | 0.00% | Reduce -0.5% | 2,999 | $258.18K | $86.09 | |
| 103 | BRC | BRADY CORP | 0.00% | Reduce -0.6% | 2,747 | $251.54K | $91.57 | |
| 104 | FICO | FAIR ISAAC CORP | 0.00% | Reduce -0.5% | 203 | $242.54K | $1194.78 | |
| 105 | IWD | ISHARES TR | 0.00% | New | 895 | $216.98K | $242.43 | |
| 106 | IWS | ISHARES TR | 0.00% | - | 1,145 | $188.47K | $164.60 | |
| 114 | VXUS | VANGUARD STAR FDS | - | Sold | 0 | $0 | No quote | No quote |
| 113 | SWK | STANLEY BLACK & DECKER INC | - | Sold | 0 | $0 | No quote | No quote |
| 112 | PSKY | PARAMOUNT SKYDANCE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 111 | TAP | MOLSON COORS BEVERAGE CO | - | Sold | 0 | $0 | No quote | No quote |
| 110 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 109 | IFS | INTERCORP FINL SVCS INC | - | Sold | 0 | $0 | No quote | No quote |
| 108 | HCKT | HACKETT GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 107 | BAP | CREDICORP LTD | - | Sold | 0 | $0 | No quote | No quote |