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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| RCL | ROYAL CARIBBEAN GROUP | Add +3760.5% | 0.21% | 67,173 | $21.33M | $317.53 | $232.10 - $333.39(84%)$282.06 -> $317.53 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| SSD | SIMPSON MFG INC | Add +8.5% | 0.21% | 99,589 | $20.85M | $209.35 | $163.33 - $213.49(92%)$171.05 -> $209.35 |
| 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +10.8% | 0.08% | 17,838 | $8.52M | $477.57 | $326.80 - $479.00(99%)$341.49 -> $477.57 |
| 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 |
| 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 |
| KSPI | KASPI KZ JSC | Add +3.9% | 0.02% | 23,614 | $2.05M | $86.64 | $72.22 - $97.33(57%)$73.43 -> $86.64 |