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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 | — | - |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| KMX | CARMAX INC | Reduce -38.3% | 0.18% | 346,538 | $18.33M | $52.89 | $35.17 - $54.50(92%)$40.31 -> $52.89 |
| 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 |
| 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 |
| 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 |
| 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 |
| DIS | DISNEY WALT CO | Reduce -2.9% | 0.61% | 635,446 | $61.16M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |