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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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| HAE | HAEMONETICS CORP MASS | New | 1.54% | 2,060,966 | $154.57M | $75.00 | $55.75 - $81.99(73%)$56.29 -> $75.00 |
| SPHR | SPHERE ENTERTAINMENT CO | Reduce -32.4% | 2.87% | 1,665,326 | $288.15M | $173.03 | $116.17 - $174.60(97%)$119.81 -> $173.03 |
| INTC | INTEL CORP | Reduce -62.3% | 0.76% | 548,831 | $76.63M | $139.63 | $44.98 - $142.34(97%)$48.03 -> $139.63 |
| PPL | PPL CORP | New | 0.49% | 1,349,987 | $49.07M | $36.35 | $34.49 - $37.36(65%)$34.88 -> $36.35 |
| DT | DYNATRACE INC | New | 0.35% | 788,488 | $34.62M | $43.91 | $31.64 - $45.69(87%)$36.77 -> $43.92 |
| HLI | HOULIHAN LOKEY INC | New | 0.33% | 244,520 | $32.8M | $134.13 | $131.31 - $164.25(9%)$141.03 -> $134.13 |
| COF | CAPITAL ONE FINL CORP | New | 0.22% | 108,339 | $21.73M | $200.62 | $174.24 - $210.84(72%)$184.50 -> $200.60 |
| FDXF | FEDEX FGHT HLDG CO INC | New | 0.07% | 47,734 | $7.21M | $151.00 | - |
| VEA | VANGUARD TAX-MANAGED FDS | New | 0.05% | 75,980 | $5.41M | $71.25 | $63.45 - $73.23(80%)$65.14 -> $71.25 |
| IWD | ISHARES TR | New | 0.00% | 895 | $216.98K | $242.43 | $212.66 - $245.71(90%)$214.94 -> $242.43 |
| BAP | CREDICORP LTD | Sold | — | 0 | $0 | — | - |
| HCKT | HACKETT GROUP INC | Sold | — | 0 | $0 | — | - |
| IFS | INTERCORP FINL SVCS INC | Sold | — | 0 | $0 | — | - |
| MSFT | MICROSOFT CORP | Sold | — | 0 | $0 | — | - |
| TAP | MOLSON COORS BEVERAGE CO | Sold | — | 0 | $0 | — | - |
| PSKY | PARAMOUNT SKYDANCE CORP | Sold | — | 0 | $0 | — | - |
| SWK | STANLEY BLACK & DECKER INC | Sold | — | 0 | $0 | — | - |
| VXUS | VANGUARD STAR FDS | Sold | — | 0 | $0 | — | - |
| RLI | RLI CORP | Add +188.9% | 1.48% | 2,519,527 | $148.83M | $59.07 | $47.26 - $59.77(94%)$56.94 -> $59.07 |
| MAS | MASCO CORP | Add +212.4% | 1.33% | 1,635,096 | $133.05M | $81.37 | $58.41 - $81.82(98%)$60.69 -> $81.37 |
| GNRC | GENERAC HLDGS INC | Reduce -22.9% | 2.91% | 997,951 | $292.21M | $292.81 | $188.10 - $296.44(97%)$199.05 -> $292.81 |
| AQN | ALGONQUIN POWER & UTILITIES | Reduce -66.3% | 0.39% | 6,608,611 | $38.73M | $5.86 | $5.71 - $6.55(18%)$6.23 -> $5.87 |
| MSGE | MADISON SQUARE GARDEN ENTMT | Reduce -13.2% | 4.28% | 5,302,754 | $428.94M | $80.89 | $56.68 - $82.78(93%)$57.89 -> $80.89 |
| KN | KNOWLES CORP | Reduce -40.2% | 0.94% | 2,284,673 | $94.77M | $41.48 | $25.37 - $42.93(92%)$26.22 -> $41.48 |
| NVT | NVENT ELEC PLC | Reduce -49.9% | 0.51% | 299,032 | $50.72M | $169.61 | $115.01 - $184.64(78%)$121.26 -> $169.61 |
| FAF | FIRST AMERN FINL CORP | Reduce -15.9% | 2.21% | 3,229,706 | $221.53M | $68.59 | $57.37 - $71.42(80%)$59.29 -> $68.60 |
| HPE | HEWLETT PACKARD ENTERPRISE C | Reduce -54.7% | 0.34% | 751,355 | $33.89M | $45.11 | $23.54 - $64.25(53%)$23.98 -> $45.10 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Add +18.7% | 2.42% | 922,998 | $242.99M | $263.26 | $199.77 - $263.57(100%)$207.28 -> $263.26 |
| SMG | SCOTTS MIRACLE-GRO CO | Add +46.6% | 0.96% | 1,410,981 | $96.1M | $68.11 | $53.60 - $71.20(82%)$61.01 -> $68.11 |
| KMT | KENNAMETAL INC | Reduce -99.1% | 0.00% | 7,814 | $273.88K | $35.05 | $31.71 - $43.81(28%)$36.51 -> $35.05 |
| NTRS | NORTHERN TR CORP | Reduce -14.8% | 1.69% | 972,340 | $169.03M | $173.84 | $138.27 - $178.70(88%)$141.41 -> $173.84 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | Add +13.9% | 2.29% | 4,868,711 | $230.14M | $47.27 | $42.62 - $60.35(26%)$57.68 -> $47.27 |
| NVST | ENVISTA HOLDINGS CORPORATION | Reduce -9.6% | 2.58% | 9,818,177 | $258.71M | $26.35 | $22.36 - $29.52(56%)$25.90 -> $26.35 |
| MAT | MATTEL INC | Add +13.6% | 2.13% | 15,415,955 | $213.97M | $13.88 | $13.54 - $15.56(17%)$14.56 -> $13.88 |
| CG | CARLYLE GROUP INC | Add +14.2% | 1.91% | 4,548,683 | $191.55M | $42.11 | $39.60 - $53.85(18%)$47.40 -> $42.11 |
| LFUS | LITTELFUSE INC | Reduce -24.2% | 0.74% | 163,376 | $74.39M | $455.33 | $330.47 - $500.57(73%)$345.52 -> $455.33 |
| MSGS | MADISON SQUARE GRDN SPRT COR | Reduce -8.2% | 2.64% | 658,551 | $264.63M | $401.84 | $315.17 - $403.05(99%)$318.68 -> $401.84 |
| AMG | AFFILIATED MANAGERS GROUP | Reduce -6.0% | 3.37% | 999,676 | $338.29M | $338.40 | $254.44 - $363.89(77%)$273.50 -> $338.84 |
| RCL | ROYAL CARIBBEAN GROUP | Add +3760.5% | 0.21% | 67,173 | $21.33M | $317.53 | $232.10 - $333.39(84%)$282.06 -> $317.53 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | Reduce -28.7% | 0.51% | 145,711 | $51.01M | $350.07 | $280.60 - $374.96(74%)$289.84 -> $350.07 |
| ATGE | COVISTA INC | Reduce -8.3% | 2.20% | 1,771,844 | $220.88M | — | - |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | Reduce -19.7% | 0.78% | 2,762,484 | $78.01M | $28.24 | $16.04 - $30.00(87%)$17.70 -> $28.24 |
| XRAY | DENTSPLY SIRONA INC | Add +25.7% | 0.85% | 8,026,107 | $85.16M | $10.61 | $9.41 - $13.01(33%)$11.66 -> $10.61 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | Add +5.3% | 3.25% | 15,430,947 | $325.75M | $21.11 | $14.53 - $22.22(86%)$19.38 -> $21.11 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | Reduce -3.5% | 4.19% | 14,888,182 | $420.44M | $28.24 | $22.82 - $29.25(84%)$23.48 -> $28.24 |
| CRL | CHARLES RIV LABS INTL INC | Add +4.3% | 3.41% | 1,506,185 | $341.59M | $226.79 | $146.20 - $228.09(98%)$174.90 -> $226.75 |
| PGR | PROGRESSIVE CORP | Add +5732.3% | 0.13% | 58,906 | $12.87M | $218.45 | $189.20 - $224.51(83%)$193.36 -> $218.45 |
| MIDD | MIDDLEBY CORP | Add +4.4% | 2.82% | 1,644,006 | $282.79M | $172.01 | $128.48 - $176.44(91%)$132.81 -> $172.01 |
| KMX | CARMAX INC | Reduce -38.3% | 0.18% | 346,538 | $18.33M | $52.89 | $35.17 - $54.50(92%)$40.31 -> $52.89 |
| SCHW | SCHWAB CHARLES CORP | Add +30.4% | 0.48% | 525,299 | $48.47M | $92.27 | $83.96 - $100.76(49%)$92.36 -> $92.27 |
| JLL | JONES LANG LASALLE INC | Add +3.5% | 3.28% | 1,060,265 | $328.63M | $309.95 | $276.03 - $359.28(41%)$305.75 -> $309.95 |
| CBRE | CBRE GROUP INC | Add +30.5% | 0.46% | 343,527 | $46.27M | $134.69 | $121.71 - $157.60(36%)$134.49 -> $134.76 |
| CLB | CORE LABORATORIES INC | Add +6.9% | 1.64% | 14,074,945 | $163.97M | $11.65 | $10.51 - $17.95(15%)$16.11 -> $11.65 |
| ADT | ADT INC DEL | Reduce -8.3% | 1.16% | 17,858,375 | $116.08M | $6.50 | $6.24 - $7.74(17%)$6.55 -> $6.52 |
| BIO | BIO RAD LABS INC | Add +3.9% | 2.39% | 816,751 | $239.81M | $293.61 | $236.73 - $319.86(68%)$278.36 -> $293.59 |
| T | AT&T INC | Add +29.2% | 0.40% | 1,924,404 | $39.84M | $20.70 | $20.57 - $28.97(2%)$28.31 -> $20.70 |
| FDX | FEDEX CORP | Reduce -22.2%1.241:1 split | 0.30% | 95,476 | $29.9M | $313.13 | $284.85 - $413.87(22%)$289.53 -> $313.10 |
| BYD | BOYD GAMING CORP | Reduce -4.0% | 1.92% | 2,182,342 | $192.77M | $88.33 | $77.32 - $91.00(80%)$84.31 -> $88.33 |
| SJM | SMUCKER J M CO | Reduce -3.3% | 2.02% | 1,798,871 | $202.37M | $112.50 | $88.25 - $117.30(83%)$95.49 -> $112.50 |
| FSLR | FIRST SOLAR INC | Reduce -10.7% | 0.57% | 242,450 | $57.21M | $235.96 | $185.13 - $320.95(37%)$199.42 -> $235.96 |
| FI | FISERV INC | Add +26.0% | 0.27% | 545,115 | $26.74M | — | - |
| OMC | OMNICOM GROUP INC | Add +6.3% | 0.85% | 1,174,452 | $85.54M | $72.83 | $69.98 - $80.06(28%)$75.21 -> $72.83 |
| MANU | MANCHESTER UTD PLC NEW | Add +2.3% | 2.12% | 9,258,276 | $212.29M | $22.93 | $16.69 - $24.22(83%)$16.99 -> $22.93 |
| LESL | LESLIES INC | Reduce -16.2% | 0.24% | 2,416,405 | $24.53M | $10.15 | $1.11 - $12.53(79%)$1.35 -> $10.15 |
| SLB | SLB LIMITED | Reduce -6.0% | 0.54% | 1,163,320 | $54.08M | $46.49 | $45.87 - $58.81(5%)$50.03 -> $46.49 |
| BOKF | BOK FINL CORP | Reduce -1.4% | 2.25% | 1,627,416 | $226.02M | $138.88 | $123.24 - $139.73(95%)$128.09 -> $138.88 |
| LAZ | LAZARD INC | Reduce -1.2% | 2.41% | 5,755,404 | $241.38M | $41.94 | $39.05 - $51.31(24%)$41.97 -> $41.94 |
| CVS | CVS HEALTH CORP | Add +4.0% | 0.75% | 730,110 | $75.53M | $103.45 | $71.82 - $106.15(92%)$72.49 -> $103.44 |
| VT | VANGUARD INTL EQUITY INDEX F | Add +180.4% | 0.04% | 27,941 | $4.39M | $156.95 | $136.98 - $159.41(89%)$139.69 -> $156.95 |
| IWN | ISHARES TR | Add +17.2% | 0.17% | 76,697 | $16.97M | $221.20 | $187.72 - $221.89(98%)$190.76 -> $221.20 |
| KB | KB FINL GROUP INC | Reduce -46.4% | 0.03% | 26,798 | $2.81M | $104.96 | $96.30 - $115.85(44%)$100.83 -> $104.96 |
| FDS | FACTSET RESH SYS INC | Add +4.0% | 0.54% | 234,096 | $53.86M | $230.08 | $198.00 - $272.40(43%)$224.86 -> $230.13 |
| REZI | RESIDEO TECHNOLOGIES INC | Add +1.0% | 1.90% | 6,141,052 | $190.99M | $31.10 | $26.72 - $41.76(29%)$34.45 -> $31.10 |
| DIS | DISNEY WALT CO | Reduce -2.9% | 0.61% | 635,446 | $61.16M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |
| SSD | SIMPSON MFG INC | Add +8.5% | 0.21% | 99,589 | $20.85M | $209.35 | $163.33 - $213.49(92%)$171.05 -> $209.35 |
| PHIN | PHINIA INC | Reduce -14.6% | 0.09% | 113,193 | $9.32M | $82.37 | $67.02 - $86.94(77%)$69.62 -> $82.37 |
| SNA | SNAP ON INC | Reduce -11.3% | 0.12% | 28,940 | $11.65M | $402.40 | $355.52 - $404.45(96%)$367.02 -> $402.40 |
| MHK | MOHAWK INDS INC | Add +0.7% | 2.13% | 1,756,773 | $213.15M | $121.33 | $92.99 - $123.02(94%)$99.45 -> $121.33 |
| BMY | BRISTOL-MYERS SQUIBB CO | Reduce -3.5% | 0.40% | 696,430 | $40.13M | $57.62 | $53.74 - $62.23(46%)$61.73 -> $57.60 |
| KKR | KKR & CO INC | Reduce -3.5% | 0.39% | 424,241 | $38.94M | $91.78 | $87.50 - $107.65(21%)$91.36 -> $91.78 |
| LH | LABCORP HOLDINGS INC | Reduce -1.4% | 0.97% | 349,112 | $97.75M | $280.00 | $248.59 - $281.84(94%)$272.74 -> $280.00 |
| JNJ | JOHNSON & JOHNSON | Reduce -12.7% | 0.09% | 35,393 | $8.99M | $253.97 | $220.37 - $259.88(85%)$244.12 -> $253.97 |
| APA | APA CORPORATION | Reduce -16.0% | 0.06% | 186,521 | $6.07M | $32.57 | $32.48 - $44.28(1%)$41.35 -> $32.55 |
| CVX | CHEVRON CORPORATION | Reduce -16.6% | 0.06% | 34,626 | $5.74M | $165.76 | $165.20 - $205.48(1%)$197.41 -> $165.78 |
| BAC | BANK OF AMER CORP | Reduce -3.8% | 0.28% | 492,572 | $28.07M | $56.98 | $48.16 - $59.20(80%)$49.27 -> $56.98 |
| BCO | BRINKS CO | Reduce -1.3% | 0.86% | 911,321 | $86.11M | $94.49 | $91.05 - $116.59(13%)$103.38 -> $94.63 |
| LMT | LOCKHEED MARTIN CORP | Reduce -15.8% | 0.06% | 11,045 | $5.63M | $509.46 | $490.05 - $637.92(13%)$617.64 -> $509.46 |
| WEX | WEX INC | Reduce -1.9% | 0.47% | 331,383 | $46.75M | $141.09 | $125.29 - $186.86(26%)$150.36 -> $141.09 |
| KFY | KORN FERRY | Reduce -2.9% | 0.30% | 450,116 | $29.97M | $66.58 | $60.05 - $74.68(45%)$62.67 -> $66.58 |
| GILD | GILEAD SCIENCES INC | Reduce -3.3% | 0.25% | 195,657 | $24.72M | $126.34 | $121.39 - $142.97(23%)$140.30 -> $126.34 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +10.8% | 0.08% | 17,838 | $8.52M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| GNTX | GENTEX CORP | Reduce -0.4% | 2.09% | 8,309,786 | $209.99M | $25.27 | $21.09 - $26.48(78%)$21.63 -> $25.27 |
| CNP | CENTERPOINT ENERGY INC | Reduce -3.5% | 0.20% | 460,132 | $20.26M | $44.04 | $41.09 - $45.22(72%)$43.25 -> $44.04 |
| MTB | M & T BK CORP | Reduce -1.7% | 0.41% | 174,574 | $41.55M | $238.01 | $202.85 - $239.83(95%)$208.98 -> $238.01 |
| FITB | FIFTH THIRD BANCORP | Reduce -2.3% | 0.31% | 554,673 | $31.27M | $56.37 | $45.66 - $56.94(95%)$46.82 -> $56.36 |
| BWA | BORGWARNER INC | Reduce -15.3% | 0.04% | 55,049 | $3.66M | $66.40 | $51.88 - $78.82(54%)$54.57 -> $66.38 |
| VWO | VANGUARD INTL EQUITY INDEX F | Reduce -50.3% | 0.01% | 10,065 | $600.78K | $59.69 | $53.05 - $61.52(78%)$54.21 -> $59.69 |
| MOS | MOSAIC CO | Reduce -16.7% | 0.03% | 123,607 | $2.62M | $21.19 | $19.80 - $27.15(19%)$26.54 -> $21.19 |
| B | BARRICK MNG CORP | Reduce -6.2% | 0.07% | 194,488 | $7.14M | $36.73 | $35.77 - $47.59(8%)$42.20 -> $36.69 |
| XCEM | COLUMBIA ETF TR II | Add +96.9% | 0.01% | 16,671 | $881.56K | $52.88 | $39.84 - $55.43(84%)$41.19 -> $52.88 |
| MTN | VAIL RESORTS INC | Reduce -2.8% | 0.15% | 109,130 | $14.86M | $136.15 | $118.51 - $146.90(62%)$128.19 -> $136.15 |
| ORCL | ORACLE CORP | Reduce -16.1% | 0.02% | 13,730 | $2.01M | $146.55 | $134.57 - $250.25(10%)$145.23 -> $146.55 |
| AFL | AFLAC INC | Reduce -1.3% | 0.28% | 236,216 | $27.7M | $117.25 | $108.93 - $120.28(73%)$109.64 -> $117.31 |
| MGPI | MGP INGREDIENTS INC NEW | Reduce -2.9% | 0.11% | 610,729 | $10.7M | $17.52 | $15.72 - $20.78(36%)$18.34 -> $17.52 |
| AJG | GALLAGHER ARTHUR J & CO | Reduce -5.9% | 0.04% | 18,597 | $4.27M | $229.57 | $190.75 - $230.58(97%)$216.34 -> $229.68 |
| GCMG | GCM GROSVENOR INC | Add +0.4% | 0.54% | 4,415,839 | $54.31M | $12.30 | $9.42 - $12.53(93%)$9.75 -> $12.30 |
| AXTA | AXALTA COATING SYS LTD | Reduce -0.1% | 1.18% | 3,462,010 | $118.47M | $34.22 | $26.07 - $35.43(87%)$27.66 -> $34.21 |
| KSPI | KASPI KZ JSC | Add +3.9% | 0.02% | 23,614 | $2.05M | $86.64 | $72.22 - $97.33(57%)$73.43 -> $86.64 |
| MSI | MOTOROLA SOLUTIONS INC | Reduce -0.6% | 0.00% | 692 | $287.38K | $415.29 | $381.25 - $450.00(50%)$434.13 -> $415.29 |
| BRC | BRADY CORP | Reduce -0.6% | 0.00% | 2,747 | $251.54K | $91.57 | $70.57 - $91.90(98%)$82.61 -> $91.53 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Reduce -0.5% | 0.00% | 2,999 | $258.18K | $86.09 | $79.12 - $97.81(37%)$91.03 -> $86.09 |
| FICO | FAIR ISAAC CORP | Reduce -0.5% | 0.00% | 203 | $242.54K | $1194.78 | $870.01 - $1323.35(72%)$1061.99 -> $1194.95 |