Ariel Investments
As of Q1 2026, this manager reported 106 long-equity positions worth $8.93B in aggregate.
As of Q1 2026, Ariel Investments's Ariel Investments held 106 long-equity positions with a reported value of $8.93B.
Get email alerts when Ariel Investments files a new 13F — sign in or create a free account.
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 Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| RLI | RLI CORP | Add +133.7% | 0.56% | 872,033 | $49.74M | $57.04 | $55.80 - $63.74(16%)$62.48 -> $57.04 |
| IWN | ISHARES TR | Add +96.5% | 0.14% | 65,455 | $12.41M | $189.59 | $180.57 - $203.01(40%)$182.87 -> $189.59 |
| FDS | FACTSET RESH SYS INC | Add +79.4% | 0.55% | 225,047 | $48.83M | $216.99 | $185.00 - $300.63(28%)$284.90 -> $216.99 |
| KSPI | KASPI KZ JSC | Add +72.5% | 0.02% | 22,724 | $1.68M | $74.07 | $68.59 - $84.75(34%)$77.54 -> $74.07 |
| KKR | KKR & CO INC | Add +65.9% | 0.45% | 439,405 | $40.64M | $92.50 | $82.67 - $137.28(18%)$128.90 -> $92.50 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Add +63.4% | 1.82% | 777,363 | $162.53M | $209.08 | $199.05 - $303.40(10%)$248.30 -> $209.08 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +58.4% | 0.06% | 16,092 | $5.44M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| FDX | FEDEX CORP | Add +38.5% | 0.39% | 98,918 | $35.23M | $356.18 | $231.87 - $316.57(100%)$236.20 -> $287.01 |
| FI | FISERV INC | Add +34.7% | 0.27% | 432,559 | $24.14M | — | - |
| IFS | INTERCORP FINL SVCS INC | Add +34.0% | 0.03% | 46,465 | $2.33M | $50.20 | $41.51 - $52.58(79%)$42.23 -> $50.20 |
| BAP | CREDICORP LTD | Add +32.2% | 0.03% | 7,585 | $2.57M | $339.18 | $284.76 - $380.20(57%)$286.41 -> $339.18 |
| MAS | MASCO CORP | Add +29.1% | 0.35% | 523,429 | $31.6M | $60.37 | $58.16 - $79.19(11%)$64.47 -> $60.37 |
| AJG | GALLAGHER ARTHUR J & CO | Add +28.7% | 0.05% | 19,764 | $4.28M | $216.58 | $195.00 - $266.87(30%)$256.00 -> $216.58 |
| HPE | HEWLETT PACKARD ENTERPRISE C | Add +25.6% | 0.44% | 1,659,398 | $39.51M | $23.81 | $19.84 - $26.43(60%)$24.17 -> $23.81 |
| CBRE | CBRE GROUP INC | Add +24.7% | 0.40% | 263,149 | $35.65M | $135.46 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| T | AT&T INC | Add +23.8% | 0.48% | 1,489,147 | $43.17M | $28.99 | $22.95 - $29.44(93%)$24.56 -> $28.99 |
| AQN | ALGONQUIN POWER & UTILITIES | Add +23.4% | 1.35% | 19,641,661 | $120.6M | $6.14 | $5.95 - $7.11(16%)$6.12 -> $6.14 |
| XRAY | DENTSPLY SIRONA INC | Add +21.1% | 0.83% | 6,386,815 | $74.09M | $11.60 | $10.86 - $14.76(19%)$11.27 -> $11.60 |
| SCHW | SCHWAB CHARLES CORP | Add +17.7% | 0.42% | 402,927 | $37.87M | $93.98 | $90.51 - $107.50(20%)$101.57 -> $93.98 |
| DIS | DISNEY WALT CO | Add +17.3% | 0.71% | 654,369 | $63.07M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| SJM | SMUCKER J M CO | Add +15.6% | 2.01% | 1,860,459 | $179.42M | $96.44 | $93.86 - $119.39(10%)$96.63 -> $96.44 |
| JLL | JONES LANG LASALLE INC | Add +14.7% | 3.49% | 1,024,277 | $311.71M | $304.32 | $259.83 - $363.06(43%)$335.84 -> $304.32 |
| AFL | AFLAC INC | Add +12.8% | 0.29% | 239,266 | $26.25M | $109.71 | $105.76 - $119.32(29%)$110.24 -> $109.71 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | Add +10.1% | 3.96% | 15,432,414 | $354.17M | $22.95 | $19.06 - $23.56(86%)$20.64 -> $22.95 |
| LAZ | LAZARD INC | Add +10.0% | 2.77% | 5,826,289 | $247.5M | $42.48 | $38.67 - $58.75(19%)$49.74 -> $42.48 |
| MAT | MATTEL INC | Add +8.3% | 2.21% | 13,567,083 | $197.13M | $14.53 | $14.10 - $22.48(5%)$20.04 -> $14.53 |
| FSLR | FIRST SOLAR INC | Add +7.9% | 0.60% | 271,480 | $53.55M | $197.26 | $182.99 - $280.50(15%)$274.34 -> $197.26 |
| HDB | HDFC BANK LTD | Add +7.0% | 0.00% | 14,072 | $350.11K | $24.88 | $23.91 - $36.73(8%)$36.48 -> $24.88 |
| TAP | MOLSON COORS BEVERAGE CO | Add +6.3% | 0.26% | 548,715 | $23.63M | $43.06 | $41.04 - $54.82(15%)$47.40 -> $43.06 |
| GNTX | GENTEX CORP | Add +5.7% | 2.04% | 8,342,402 | $182.28M | $21.85 | $20.48 - $25.14(29%)$23.69 -> $21.85 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | Add +4.2% | 2.84% | 4,274,326 | $253.34M | $59.27 | $58.32 - $71.07(7%)$61.22 -> $59.27 |
| BIO | BIO RAD LABS INC | Add +2.8% | 2.45% | 785,961 | $219.09M | $278.75 | $251.00 - $328.56(36%)$305.27 -> $278.75 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | Add +2.2% | 3.07% | 14,661,579 | $274.17M | $18.70 | $17.56 - $25.13(15%)$22.78 -> $18.70 |
| ATGE | COVISTA INC | Add +1.8% | 2.49% | 1,931,284 | $222.58M | — | - |
| MHK | MOHAWK INDS INC | Add +1.7% | 1.92% | 1,744,678 | $171.78M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| LESL | LESLIES INC | Add +1.6% | 0.04% | 2,882,994 | $3.23M | $1.12 | $0.87 - $1.99(22%)$1.73 -> $1.12 |
| OMC | OMNICOM GROUP INC | Add +1.5% | 0.93% | 1,104,945 | $83.21M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| CRL | CHARLES RIV LABS INTL INC | Add +1.1% | 2.79% | 1,444,183 | $249.12M | $172.50 | $146.33 - $228.88(32%)$202.42 -> $172.50 |
| MIDD | MIDDLEBY CORP | Add +1.0% | 2.34% | 1,574,530 | $208.75M | $132.58 | $126.35 - $169.44(14%)$150.77 -> $132.58 |
| SMG | SCOTTS MIRACLE-GRO CO | New | 0.66% | 962,642 | $58.54M | $60.81 | $57.86 - $72.35(20%)$59.43 -> $60.81 |
| FITB | FIFTH THIRD BANCORP | New | 0.30% | 567,418 | $26.36M | $46.46 | $42.94 - $55.44(28%)$47.71 -> $46.46 |
| VT | VANGUARD INTL EQUITY INDEX F | New | 0.02% | 9,964 | $1.38M | $138.32 | $133.65 - $149.07(30%)$142.10 -> $138.32 |
| VWO | VANGUARD INTL EQUITY INDEX F | New | 0.01% | 20,245 | $1.09M | $54.05 | $52.20 - $59.09(27%)$54.93 -> $54.05 |
| RCL | ROYAL CARIBBEAN GROUP | New | 0.01% | 1,740 | $478.81K | $275.18 | $256.16 - $356.39(19%)$283.26 -> $275.18 |
| VXUS | VANGUARD STAR FDS | New | 0.00% | 4,685 | $361.26K | $77.11 | $74.30 - $84.28(28%)$76.54 -> $77.11 |
| XCEM | COLUMBIA ETF TR II | New | 0.00% | 8,466 | $345.5K | $40.81 | $38.96 - $46.05(26%)$39.24 -> $40.81 |
| IWS | ISHARES TR | New | 0.00% | 1,145 | $166.87K | $145.74 | $140.89 - $154.79(35%)$142.62 -> $145.74 |
| MOS | MOSAIC CO | Add +0.9% | 0.04% | 148,341 | $3.78M | $25.50 | $23.06 - $32.25(27%)$25.02 -> $25.50 |
| CG | CARLYLE GROUP INC | Add +0.8% | 2.16% | 3,981,757 | $192.68M | $48.39 | $44.83 - $67.30(16%)$60.86 -> $48.39 |
| MANU | MANCHESTER UTD PLC NEW | Add +0.8% | 1.70% | 9,050,387 | $152.23M | $16.82 | $15.68 - $18.30(44%)$15.78 -> $16.82 |
| SSD | SIMPSON MFG INC | Add +0.4% | 0.18% | 91,750 | $15.75M | $171.62 | $161.43 - $211.98(20%)$164.72 -> $171.62 |
| WEX | WEX INC | Add +0.3% | 0.58% | 337,724 | $51.69M | $153.04 | $141.84 - $167.61(43%)$148.39 -> $153.04 |
| MTN | VAIL RESORTS INC | Add +0.1% | 0.16% | 112,309 | $14.41M | $128.32 | $123.82 - $147.50(19%)$133.96 -> $128.32 |