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Focused investors/Ariel Investments

Ariel Investments

As of Q2 2026, Ariel Investments reported 106 long-equity positions worth $10.03B in aggregate.

Copy-investor backtest

Latest quarter
+14.83%
1-year
+30.15%
3-year
+58.90%
5-year
+48.54%
3-year vs S&P 500
-14.35%
5-year vs S&P 500
-25.56%
5-year top 5
+20.76%

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 2026-09-19 from SEC 13F data.

Live quotes available for 75 of 177 rows. Rows without a quote are marked unavailable.

1IPGInterpublic Group of Cos., Inc.3.62%Reduce -12.6%14,479,119$248.75MNo quoteNo quote
2LAZLazard Ltd3.55%Reduce -1.7%6,762,501$243.59M$36.02No quote
3FAFFirst American Financial Corp.3.49%Add +13.8%9,839,625$239.6M$24.35No quote
4JLLJones Lang LaSalle Inc.3.06%Add +29.4%2,411,588$210.53M$87.30No quote
5GCIGannett Co., Inc.2.95%Reduce -1.6%7,571,040$202.83MNo quoteNo quote
6WUWestern Union Co.2.86%Reduce -1.4%10,544,783$196.77M$18.66No quote
7ISCAInternational Speedway Corp.2.65%Add +5.7%5,644,235$182.03MNo quoteNo quote
8HSPHospira, Inc.2.53%Reduce -7.8%4,436,305$173.99MNo quoteNo quote
9JNSJanus Capital Group Inc.2.41%Add +3.7%19,460,642$165.61MNo quoteNo quote
10BRSBristow Group Inc.2.40%Add +36.2%2,269,335$165.12MNo quoteNo quote
11CYNCity National Corp.2.28%Reduce -1.3%2,350,561$156.69MNo quoteNo quote
12KKRKKR & Co. L.P.2.21%Add +2.9%7,368,225$151.64M$20.58No quote
13IGTInternational Game Technology2.13%Reduce -4.5%7,738,370$146.49MNo quoteNo quote
14BIOBio-Rad Laboratories, Inc.1.88%Add +8.3%1,096,613$128.92M$117.56No quote
15SNASnap-On Inc.1.86%Reduce -2.9%1,280,994$127.46M$99.50No quote
16CRLCharles River Laboratories Intl Inc.1.85%Add +0.6%2,749,905$127.21M$46.26No quote
17FICOFair Isaac Corp.1.66%Add +0.3%2,061,534$113.96M$55.28No quote
18CBRECBRE Group, Inc.1.65%Add +26.9%4,890,268$113.11M$23.13No quote
19MCFContango Oil & Gas Co.1.62%Add +3.1%3,022,068$111.06MNo quoteNo quote
20BIDSotheby's1.58%Reduce -29.3%2,211,204$108.64MNo quoteNo quote
21AXEAnixter Intl Inc.1.56%Reduce -3.5%1,219,611$106.91MNo quoteNo quote
22MDPMeredith Corp.1.54%Reduce -2.0%2,221,601$105.79MNo quoteNo quote
23NWLNewell Rubbermaid Inc.1.51%Reduce -3.0%3,781,078$103.98M$27.50No quote
24DNBDun & Bradstreet Corp.1.44%Reduce -7.0%950,907$98.75MNo quoteNo quote
25MSGMadison Square Garden Co.1.33%Reduce -9.5%1,570,665$91.21MNo quoteNo quote
26ITWIllinois Tool Works Inc.1.32%Add +13.7%1,187,080$90.54M$76.27No quote
27TWTowers Watson1.30%Reduce -13.4%833,939$89.2M$106.96No quote
28DVDeVry Inc.1.30%Reduce -21.7%2,911,676$88.98M$30.56No quote
29AFLAFLAC Inc.1.29%Add +2.1%1,430,215$88.66M$61.99No quote
30VIABViacom, Inc.1.26%Reduce -8.7%1,031,697$86.23MNo quoteNo quote
31STJSt. Jude Medical, Inc.1.23%Reduce -12.4%1,573,176$84.39MNo quoteNo quote
32SSDSimpson Manufacturing Co., Inc.1.23%Add +1.5%2,585,223$84.2M$32.57No quote
33IEXIDEX Corp.1.22%Reduce -1.8%1,287,907$84.04M$65.25No quote
34SWKStanley Black & Decker, Inc.1.18%Add +1.4%897,458$81.28M$90.57No quote
35RCLRoyal Caribbean Cruises Ltd.1.18%Add +16.3%2,115,491$80.98M$38.28No quote
36LFUSLittelfuse, Inc.1.17%Reduce -1.4%1,028,835$80.48M$78.22No quote
37NTRSNorthern Trust Corp.1.13%Reduce -0.9%1,432,264$77.89M$54.38No quote
38BRCBrady Corp.1.13%Add +0.8%2,543,427$77.58M$30.50No quote
39TMOThermo Fisher Scientific Inc.1.11%Reduce -6.2%830,225$76.51M$92.15No quote
40ZBHZimmer Holdings, Inc.1.09%Add +3.4%910,624$74.8M$82.14No quote
41MHKMohawk Industries, Inc.1.08%Reduce -0.9%571,146$74.39M$130.25No quote
42BENFranklin Resources, Inc.1.07%Add +252.8%1,452,595$73.43M$50.55No quote
43TILEInterface, Inc.1.04%Reduce -2.4%3,599,185$71.42M$19.84No quote
44CBSCBS Corp.1.03%Reduce -3.5%1,286,036$70.94MNo quoteNo quote
45JWNNordstrom, Inc.1.00%Add +32.0%1,219,488$68.54MNo quoteNo quote
46WPOWashington Post Co.0.92%Reduce -12.5%103,841$63.48MNo quoteNo quote
47OMCOmnicom Group Inc.0.90%Add +34.6%976,808$61.97M$63.44No quote
48BXBlackstone Group L.P.0.90%Reduce -8.9%2,476,790$61.65M$24.89No quote
49COHCoach, Inc.0.88%Add +19.5%1,110,148$60.54MNo quoteNo quote
50MTSCMTS Systems Corp.0.76%Add +16.9%808,429$52.02MNo quoteNo quote
51SJMJ.M. Smucker Co.0.76%Reduce -15.8%494,663$51.96M$105.04No quote
52SLCAU.S. Silica Holdings Inc.0.76%New2,084,240$51.9MNo quoteNo quote
53TISITeam, Inc.0.66%Add +2.5%1,143,636$45.46MNo quoteNo quote
54MINDMitcham Industries, Inc.0.64%Add +3.1%2,875,262$43.96MNo quoteNo quote
55APOLApollo Group, Inc.0.55%Add +0.8%1,821,287$37.9MNo quoteNo quote
56RSTRosetta Stone Inc.0.54%Add +138.2%2,266,993$36.79MNo quoteNo quote
57SMASymmetry Medical Inc.0.48%Add +0.3%4,041,726$32.98M$8.16No quote
58BCOBrink's Co.0.46%Add +6.5%1,104,796$31.27M$28.30No quote
59CCLCarnival Corp.0.37%Add +2.3%780,997$25.49M$32.64No quote
60POZNPozen Inc.0.37%Add +35.7%4,379,824$25.1MNo quoteNo quote
61TROWT. Rowe Price Group, Inc.0.36%Add +2.1%347,360$24.99M$71.93No quote
62COWNCowen Group, Inc.0.35%Add +20.3%6,947,085$23.9MNo quoteNo quote
63ORBCORBCOMM Inc.0.32%Add +42.1%4,210,583$22.06MNo quoteNo quote
64EACErickson Air-Crane, Inc.0.31%Add +54.4%1,362,914$21.34MNo quoteNo quote
65BLTBlount Intl, Inc.0.30%Add +3.6%1,724,335$20.88MNo quoteNo quote
66RTKRentech, Inc.0.29%Add +37.2%10,103,227$20MNo quoteNo quote
67PCOPendrell Corp.0.28%Add +72.5%9,806,891$19.03MNo quoteNo quote
68IMNImation Corp.0.27%Add +22.4%4,524,321$18.55MNo quoteNo quote
69PCTIPCTEL, Inc.0.27%Reduce -4.6%2,076,297$18.38MNo quoteNo quote
70XOXOXO Group Inc.0.26%Add +2.6%1,376,772$17.79MNo quoteNo quote
71FRMFurmanite Corp.0.26%Add +18.1%1,771,377$17.54MNo quoteNo quote
72AVHIAV Homes, Inc.0.25%Add +45.3%983,209$17.17MNo quoteNo quote
73SPARSpartan Motors Inc.0.22%Add +44.3%2,530,962$15.36MNo quoteNo quote
74MKCMcCormick & Co., Inc.0.21%Reduce -13.2%227,275$14.71M$64.70No quote
75HCCHCC Insurance Holdings, Inc.0.21%Add +2.9%329,514$14.44M$43.82No quote
76MSFTMicrosoft Corp.0.20%Add +51.0%415,887$13.84M$33.28No quote
77MIDDMiddleby Corp.0.20%Reduce -2.3%64,224$13.42M$208.91No quote
78BOBEBob Evans Farms, Inc.0.20%Add +3.4%234,087$13.41MNo quoteNo quote
79PVTBPrivateBancorp, Inc.0.19%Add +3.4%625,353$13.38MNo quoteNo quote
80HMNHorace Mann Educators Corp.0.19%Add +7.5%466,599$13.24MNo quoteNo quote
81MATWMatthews Intl Corp.0.19%Add +3.4%337,683$12.86M$38.08No quote
82RNWKRealNetworks, Inc.0.19%New1,489,906$12.74MNo quoteNo quote
83TIFTiffany & Co.0.18%Reduce -38.1%158,782$12.17MNo quoteNo quote
84OESXOrion Energy Systems, Inc.0.17%Reduce -8.2%3,186,218$11.98MNo quoteNo quote
85LFCRLandec Corp.0.17%Add +63.7%979,575$11.95MNo quoteNo quote
86GAIAGaiam, Inc.0.17%Add +15.7%2,379,427$11.92MNo quoteNo quote
87JNJJohnson & Johnson0.16%Add +33.8%127,576$11.06M$86.69No quote
88SIGMSigma Designs, Inc.0.16%Add +16.1%1,967,145$10.98MNo quoteNo quote
89ARCARC Document Solutions Inc.0.15%Reduce -0.7%2,254,864$10.35MNo quoteNo quote
90BTNBallantyne Strong, Inc.0.15%Add +16.7%2,378,963$10.13MNo quoteNo quote
91HDNGHardinge Inc.0.14%Reduce -7.7%612,265$9.46MNo quoteNo quote
92CRWSCrown Crafts, Inc.0.14%Add +20.1%1,309,133$9.45MNo quoteNo quote
93IBMInternational Business Machines Corp.0.13%Add +51.8%49,402$9.15M$185.17No quote
94TNAVTelenav Inc.0.13%Add +158.8%1,531,334$8.94MNo quoteNo quote
95NOVNational Oilwell Varco0.13%-110,915$8.66M$78.11No quote
96MODGCallaway Golf Co.0.13%Add +19.7%1,213,905$8.64MNo quoteNo quote
97ALOTAstro-Med, Inc.0.12%Add +13.0%755,379$8.28MNo quoteNo quote
98BOLTBolt Technology Corp.0.12%Add +20.3%454,866$8.21MNo quoteNo quote
99EDGWEdgewater Technology Inc.0.12%Add +22.0%1,556,169$8.2MNo quoteNo quote
100CVUCPI Aerostructures, Inc.0.12%Add +269.3%699,026$8.1MNo quoteNo quote
101QUMUQumu Corp.0.12%New648,736$8.05MNo quoteNo quote
102LMTLockheed Martin Corp.0.12%-62,870$8.02M$127.55No quote
103CPIXCumberland Pharmaceuticals, Inc.0.12%Add +23.4%1,758,955$7.97MNo quoteNo quote
104PRCPPerceptron, Inc.0.10%Reduce -13.3%666,741$7.12MNo quoteNo quote
105GSKGlaxoSmithKline PLC ADR0.10%Add +246.3%136,344$6.84M$50.17No quote
106CHLChina Mobile Ltd. ADR0.10%Add +251.1%119,333$6.73MNo quoteNo quote
107TGTTarget Corp.0.10%-102,735$6.57M$63.98No quote
108VICLVical Inc.0.09%Reduce -1.3%5,069,238$6.34MNo quoteNo quote
109RLHRed Lion Hotels Corp.0.09%Add +32.6%1,178,415$6.21MNo quoteNo quote
110DVDDover Motorsports, Inc.0.09%Add +46.0%2,563,641$6.15MNo quoteNo quote
111VSRVersar Inc.0.09%Add +17.2%1,486,850$6.14MNo quoteNo quote
112XOMExxon Mobil Corp.0.08%-67,730$5.83M$86.03No quote
113WAGWalgreen Co.0.08%Reduce -36.4%104,630$5.63MNo quoteNo quote
114AETIAmerican Electric Technologies, Inc.0.08%Add +17.0%793,732$5.63MNo quoteNo quote
115CHKChesapeake Energy Corp.0.08%Add +0.3%215,080$5.57MNo quoteNo quote
116VEAVanguard MSCI EAFE ETF0.08%Add +85.3%131,829$5.22M$39.58No quote
117RYAAYRyanair Holdings plc ADR0.07%Add +76.9%103,320$5.14M$49.74No quote
118GSGoldman Sachs Group, Inc.0.07%-32,395$5.13M$158.20No quote
119MSMorgan Stanley0.07%Reduce -12.9%188,575$5.08M$26.95No quote
120HARHarman Intl Industries Inc.0.07%Add +222.8%76,160$5.04MNo quoteNo quote
121RBCNRubicon Technology, Inc.0.07%Reduce -71.3%407,436$4.93MNo quoteNo quote
122DTVDIRECTV0.07%Add +88.1%81,420$4.87MNo quoteNo quote
123JPMJPMorgan Chase & Co.0.06%Add +0.6%84,736$4.38M$51.69No quote
124GILDGilead Sciences, Inc.0.06%Add +441.4%65,265$4.1M$62.87No quote
125APAApache Corp.0.05%New40,560$3.45M$85.13No quote
126BKBank of New York Mellon Corp.0.05%Add +0.3%113,525$3.43M$30.19No quote
127BAXBaxter Intl Inc.0.05%-49,271$3.24M$65.70No quote
128CVSCVS Caremark Corp.0.05%New55,685$3.16M$56.75No quote
129DGXQuest Diagnostics Inc.0.04%Add +557.3%48,939$3.02M$61.79No quote
130BRCMBroadcom Corp.0.04%New115,203$3MNo quoteNo quote
131RDSARoyal Dutch Shell plc ADR0.04%Add +1170.0%45,376$2.98MNo quoteNo quote
132TUMITumi Holdings Inc.0.04%New133,915$2.7MNo quoteNo quote
133MOSMosaic Co.0.03%New55,190$2.37M$43.02No quote
134BIDUBaidu, Inc. ADR0.03%Add +30.1%14,879$2.31M$155.19No quote
135ACTGAcacia Research Corporation0.03%Add +536.0%89,386$2.06MNo quoteNo quote
136VGKVanguard MSCI Europe ETF0.02%-29,509$1.61M$54.49No quote
137NVDANVIDIA Corp.0.02%Add +475.6%102,980$1.6M$15.56No quote
138PXPraxair, Inc.0.02%New12,793$1.54MNo quoteNo quote
139MBFIMB Financial, Inc.0.02%Add +79.2%44,800$1.26MNo quoteNo quote
140NOKNokia Corp. ADR0.02%Add +92.4%189,624$1.23M$6.51No quote
141USBU.S. Bancorp0.02%New32,872$1.2M$36.57No quote
142WMTWal-Mart Stores, Inc.0.02%New16,088$1.19M$73.97No quote
143VTVanguard Total World Stock Index Fund (ETF)0.02%New21,253$1.18M$55.57No quote
144TIBXTIBCO Software Inc.0.02%Add +60.5%45,325$1.16MNo quoteNo quote
145EBSEmergent Biosolutions Inc.0.02%Add +116.7%59,600$1.14MNo quoteNo quote
146RKUSRuckus Wireless, Inc.0.02%New65,925$1.11MNo quoteNo quote
147QLGCQLogic Corp.0.02%Add +255.9%99,428$1.09MNo quoteNo quote
148GIFIGulf Island Fabrication, Inc.0.01%Add +92.1%41,500$1.02MNo quoteNo quote
149VPLVanguard MSCI Pacific ETF0.01%Add +345.4%16,640$1.01MNo quoteNo quote
150SLBSchlumberger Ltd.0.01%Add +62.9%10,981$970K$88.33No quote
151CSPICSP Inc.0.01%Reduce -62.9%137,030$969KNo quoteNo quote
152PMPhilip Morris Intl Inc.0.01%New11,057$957K$86.55No quote
153TSRATessera Technologies, Inc.0.01%Add +253.9%45,300$876KNo quoteNo quote
154MFLXMulti-Fineline Electronix, Inc.0.01%Add +127.5%50,500$819KNo quoteNo quote
155GPNGlobal Payments Inc.0.01%New14,223$727K$51.11No quote
156AZTABrooks Automation, Inc.0.01%New76,800$715KNo quoteNo quote
157BRK-BBerkshire Hathaway Inc.0.01%New5,855$665K$113.58No quote
158SUPSuperior Industries Intl Inc.0.01%New37,000$660KNo quoteNo quote
159TLABTellabs, Inc.0.01%Add +122.0%289,318$657KNo quoteNo quote
160HSBCHSBC Holdings plc ADR0.01%New11,736$637K$54.28No quote
161ALVAutoliv Inc.0.01%New7,068$618K$87.44No quote
162PNCThe PNC Financial Service Group, Inc.0.01%New8,264$599K$72.48No quote
163TMToyota Motor Corp. ADR0.01%Add +65.5%4,021$515KNo quoteNo quote
164OXYOccidental Petroleum Corp.0.01%New4,239$397K$93.65No quote
165EMCEMC Corp.0.01%New15,507$396KNo quoteNo quote
166CAJPYCanon Inc. ADR0.01%New11,654$373KNo quoteNo quote
168VIVTelefonica Brasil SA ADR0.00%New13,636$306KNo quoteNo quote
167BTBT Group plc ADR0.00%New5,532$306KNo quoteNo quote
169STLYStanley Furniture Co.0.00%New65,073$241KNo quoteNo quote
170TKCTurkcell Iletisim Hizmetleri AS ADR0.00%Reduce -33.0%15,866$234KNo quoteNo quote
171AVGOAvago Technologies Ltd.0.00%Reduce -22.1%5,346$230K$43.02No quote
172EXPDExpeditors Intl of Washington0.00%New5,068$223K$44.00No quote
173IWCiShares Russell Microcap Index (ETF)0.00%New3,100$212KNo quoteNo quote
177LEDRMarket Leader, Inc.-Sold0$0No quoteNo quote
176MKLMarkel Corp.-Sold0$0No quoteNo quote
175JAKKJAKKS Pacific, Inc.-Sold0$0No quoteNo quote
174GNTXGentex Corp.-Sold0$0No quoteNo quote