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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 80 of 185 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd3.80%Add +0.8%6,818,350$309.01M$45.32No quote
2FAFFirst American Financial Corp.3.45%Add +1.3%9,964,903$281.01M$28.20No quote
3JLLJones Lang LaSalle Inc.3.19%Add +5.1%2,535,139$259.57M$102.39No quote
4IPGInterpublic Group of Cos., Inc.3.00%Reduce -4.6%13,816,873$244.56MNo quoteNo quote
5JNSJanus Capital Group Inc.2.83%Reduce -4.4%18,599,073$230.07MNo quoteNo quote
6WUWestern Union Co.2.58%Add +15.4%12,169,803$209.93M$17.25No quote
7ISCAInternational Speedway Corp.2.57%Add +4.5%5,900,454$209.17MNo quoteNo quote
8GCIGannett Co., Inc.2.54%Reduce -7.7%6,987,614$206.69MNo quoteNo quote
9IGTInternational Game Technology2.40%Add +39.0%10,752,865$195.27MNo quoteNo quote
10HSPHospira, Inc.2.37%Add +5.3%4,670,630$192.8MNo quoteNo quote
11CYNCity National Corp.2.31%Add +0.8%2,368,412$187.63MNo quoteNo quote
12BRSBristow Group Inc.2.07%Reduce -1.1%2,245,148$168.52MNo quoteNo quote
13KKRKKR & Co. L.P.1.95%Reduce -11.7%6,507,608$158.4M$24.34No quote
14MCFContango Oil & Gas Co.1.76%Add +0.1%3,025,777$143MNo quoteNo quote
15SNASnap-On Inc.1.72%Reduce -0.0%1,280,777$140.27M$109.52No quote
16CRLCharles River Laboratories Intl Inc.1.71%Reduce -4.4%2,629,217$139.45M$53.04No quote
17CBRECBRE Group, Inc.1.71%Add +8.2%5,290,788$139.15M$26.30No quote
18BIOBio-Rad Laboratories, Inc.1.67%Add +0.6%1,102,607$136.29M$123.61No quote
19NWLNewell Rubbermaid Inc.1.51%Add +0.4%3,796,717$123.05M$32.41No quote
20FICOFair Isaac Corp.1.46%Reduce -8.0%1,896,425$119.17M$62.84No quote
21AXEAnixter Intl Inc.1.34%Reduce -0.4%1,214,418$109.1MNo quoteNo quote
22MDPMeredith Corp.1.32%Reduce -6.6%2,075,019$107.49MNo quoteNo quote
23ITWIllinois Tool Works Inc.1.25%Add +1.9%1,209,645$101.71M$84.08No quote
24DNBDun & Bradstreet Corp.1.23%Reduce -14.4%814,359$99.96MNo quoteNo quote
25DVDeVry Education Group Inc.1.22%Reduce -3.7%2,805,102$99.58M$35.50No quote
26STJSt. Jude Medical, Inc.1.22%Add +2.0%1,604,471$99.4MNo quoteNo quote
27RCLRoyal Caribbean Cruises Ltd.1.20%Reduce -2.5%2,062,251$97.79M$47.42No quote
28AFLAFLAC Inc.1.20%Add +2.0%1,459,565$97.5M$66.80No quote
29JWNNordstrom, Inc.1.19%Add +28.0%1,560,819$96.46MNo quoteNo quote
30SSDSimpson Manufacturing Co., Inc.1.18%Add +0.8%2,605,336$95.69M$36.73No quote
31TMOThermo Fisher Scientific Inc.1.16%Add +2.0%846,655$94.28M$111.35No quote
32LFUSLittelfuse, Inc.1.14%Reduce -2.6%1,001,874$93.1M$92.93No quote
33MSGMadison Square Garden Co.1.11%Add +0.2%1,574,142$90.64MNo quoteNo quote
34NTRSNorthern Trust Corp.1.11%Add +2.2%1,463,134$90.55M$61.89No quote
35BRCBrady Corp.1.09%Add +13.2%2,880,191$89.08M$30.93No quote
36BIDSotheby's1.09%Reduce -24.5%1,670,286$88.86MNo quoteNo quote
37ZBHZimmer Holdings, Inc.1.06%Add +2.0%928,760$86.55M$93.19No quote
38SJMJ.M. Smucker Co.1.06%Add +68.7%834,578$86.48M$103.62No quote
39BENFranklin Resources, Inc.1.05%Add +2.0%1,481,360$85.52M$57.73No quote
40MHKMohawk Industries, Inc.1.04%Reduce -0.5%568,152$84.6M$148.90No quote
41CBSCBS Corp.1.03%Add +1.9%1,311,176$83.57MNo quoteNo quote
42IEXIDEX Corp.1.01%Reduce -13.3%1,116,414$82.45M$73.85No quote
43VIABViacom, Inc.0.98%Reduce -11.3%915,332$79.95MNo quoteNo quote
44SLCAU.S. Silica Holdings Inc.0.98%Add +12.3%2,341,378$79.86MNo quoteNo quote
45COHCoach, Inc.0.96%Add +25.3%1,391,461$78.1MNo quoteNo quote
46TWTowers Watson0.92%Reduce -29.6%587,502$74.97M$127.61No quote
47OMCOmnicom Group Inc.0.91%Add +1.8%994,534$73.96M$74.37No quote
48SWKStanley Black & Decker, Inc.0.90%Add +1.4%910,313$73.45M$80.69No quote
49MTSCMTS Systems Corp.0.88%Add +24.1%1,003,574$71.32MNo quoteNo quote
50MINDMitcham Industries, Inc.0.69%Add +9.7%3,155,455$55.88MNo quoteNo quote
51BXBlackstone Group L.P.0.68%Reduce -29.2%1,752,920$55.22M$31.50No quote
52TILEInterface, Inc.0.65%Reduce -33.1%2,408,957$52.9M$21.96No quote
53GHCGraham Holdings Co.0.65%New79,730$52.89M$663.33No quote
54SMASymmetry Medical Inc.0.61%Add +21.0%4,892,085$49.31M$10.08No quote
55TISITeam, Inc.0.56%Reduce -6.7%1,067,518$45.2MNo quoteNo quote
56RSTRosetta Stone Inc.0.52%Add +52.3%3,451,460$42.18MNo quoteNo quote
57BCOBrink's Co.0.47%Add +2.4%1,131,798$38.64M$34.14No quote
58TROWT. Rowe Price Group, Inc.0.46%Add +28.6%446,875$37.44M$83.77No quote
59MSFTMicrosoft Corp.0.44%Add +127.6%946,694$35.42M$37.41No quote
60COWNCowen Group, Inc.0.42%Add +27.1%8,831,685$34.53MNo quoteNo quote
61APOLApollo Education Group, Inc.0.41%Reduce -32.3%1,233,272$33.69MNo quoteNo quote
62EACErickson Air-Crane, Inc.0.41%Add +17.1%1,595,659$33.17MNo quoteNo quote
63JNJJohnson & Johnson0.39%Add +173.7%349,157$31.98M$91.59No quote
64BLTBlount Intl, Inc.0.36%Add +15.9%1,998,286$28.92MNo quoteNo quote
65RTKRentech, Inc.0.35%Add +63.3%16,495,310$28.87MNo quoteNo quote
66POZNPozen Inc.0.35%Reduce -20.0%3,503,586$28.17MNo quoteNo quote
67IMNImation Corp.0.34%Add +29.7%5,868,476$27.46MNo quoteNo quote
68ORBCORBCOMM Inc.0.34%Add +2.9%4,330,796$27.46MNo quoteNo quote
69ZBRAZebra Technologies Corp.0.33%New496,788$26.87M$54.08No quote
70PCOPendrell Corp.0.32%Add +32.7%13,014,370$26.16MNo quoteNo quote
71PCTIPCTEL, Inc.0.31%Add +26.7%2,629,857$25.17MNo quoteNo quote
72LFCRLandec Corp.0.31%Add +110.1%2,057,722$24.94MNo quoteNo quote
73OESXOrion Energy Systems, Inc.0.30%Add +14.0%3,631,431$24.69MNo quoteNo quote
74GILDGilead Sciences, Inc.0.30%Add +396.9%324,302$24.36M$75.10No quote
75AVHIAV Homes, Inc.0.29%Add +31.8%1,295,579$23.54MNo quoteNo quote
76SPARSpartan Motors Inc.0.28%Add +36.7%3,459,149$23.18MNo quoteNo quote
77GSKGlaxoSmithKline PLC ADR0.28%Add +208.9%421,201$22.49M$53.39No quote
78RBCNRubicon Technology, Inc.0.24%Add +376.8%1,942,435$19.33MNo quoteNo quote
79HARHarman Intl Industries Inc.0.24%Add +209.5%235,724$19.29MNo quoteNo quote
80RNWKRealNetworks, Inc.0.23%Add +68.8%2,515,722$18.99MNo quoteNo quote
81PVTBPrivateBancorp, Inc.0.22%Add +0.2%626,593$18.13MNo quoteNo quote
82ARCARC Document Solutions Inc.0.21%Reduce -6.1%2,117,439$17.41MNo quoteNo quote
83GAIAGaiam, Inc.0.21%Add +9.9%2,615,725$17.32MNo quoteNo quote
84BRCMBroadcom Corp.0.21%Add +389.4%563,823$16.72MNo quoteNo quote
85XOXOXO Group Inc.0.20%Reduce -18.7%1,118,845$16.63MNo quoteNo quote
86SIGMSigma Designs, Inc.0.20%Add +77.4%3,489,775$16.47MNo quoteNo quote
87FRMFurmanite Corp.0.19%Reduce -16.3%1,483,470$15.75MNo quoteNo quote
88MKCMcCormick & Co., Inc.0.19%Reduce -0.7%225,725$15.56M$68.92No quote
89PRCPPerceptron, Inc.0.19%Add +67.1%1,114,329$15.46MNo quoteNo quote
90HCCHCC Insurance Holdings, Inc.0.19%Reduce -0.1%329,240$15.19M$46.14No quote
91TIFTiffany & Co.0.18%Add +1.7%161,447$14.98MNo quoteNo quote
92HMNHorace Mann Educators Corp.0.18%Reduce -0.5%464,109$14.64MNo quoteNo quote
93MATWMatthews Intl Corp.0.18%Reduce -0.0%337,619$14.39M$42.61No quote
94DGXQuest Diagnostics Inc.0.18%Add +447.7%268,053$14.35M$53.54No quote
95RDSARoyal Dutch Shell plc ADR0.17%Add +323.4%192,104$13.69MNo quoteNo quote
96EDGWEdgewater Technology Inc.0.16%Add +20.8%1,880,180$13.14MNo quoteNo quote
97CPIXCumberland Pharmaceuticals, Inc.0.16%Add +44.3%2,538,760$12.97MNo quoteNo quote
98TUMITumi Holdings Inc.0.16%Add +329.5%575,168$12.97MNo quoteNo quote
99CVUCPI Aerostructures, Inc.0.16%Add +23.1%860,701$12.95MNo quoteNo quote
100TNAVTelenav Inc.0.15%Add +23.1%1,884,294$12.42MNo quoteNo quote
101ALOTAstro-Med, Inc.0.15%Add +21.3%916,509$12.36MNo quoteNo quote
102BOLTBolt Technology Corp.0.15%Add +21.8%554,021$12.19MNo quoteNo quote
103ACTGAcacia Research Corporation0.15%Add +823.8%825,734$12.01MNo quoteNo quote
104BOBEBob Evans Farms, Inc.0.15%Reduce -0.2%233,523$11.81MNo quoteNo quote
105CHLChina Mobile Ltd. ADR0.14%Add +88.6%225,067$11.77MNo quoteNo quote
106BTNBallantyne Strong, Inc.0.14%Add +1.2%2,406,988$11.14MNo quoteNo quote
107HDNGHardinge Inc.0.13%Add +21.9%746,465$10.8MNo quoteNo quote
108RLHRed Lion Hotels Corp.0.13%Add +51.4%1,784,050$10.79MNo quoteNo quote
109MIDDMiddleby Corp.0.13%Reduce -32.3%43,506$10.43M$239.71No quote
110CRWSCrown Crafts, Inc.0.13%Add +0.6%1,316,308$10.23MNo quoteNo quote
111AETIAmerican Electric Technologies, Inc.0.13%Add +29.0%1,024,133$10.22MNo quoteNo quote
112QUMUQumu Corp.0.12%Add +22.4%793,814$10.16MNo quoteNo quote
113RYAAYRyanair Holdings plc ADR0.12%Add +108.9%215,864$10.13M$46.93No quote
114STLYStanley Furniture Co.0.12%Add +3882.8%2,591,708$9.95MNo quoteNo quote
115LMTLockheed Martin Corp.0.11%Reduce -0.1%62,840$9.34M$148.66No quote
116IBMInternational Business Machines Corp.0.11%Reduce -0.0%49,382$9.26M$187.58No quote
117VTVanguard Total World Stock Index Fund (ETF)0.11%Add +618.0%152,597$9.06M$59.40No quote
118VSRVersar Inc.0.11%Add +21.9%1,811,914$8.75MNo quoteNo quote
119NVDANVIDIA Corp.0.10%Add +415.6%531,007$8.51M$16.02No quote
120NOVNational Oilwell Varco0.10%Reduce -4.0%106,425$8.46M$79.53No quote
121DTVDIRECTV0.10%Add +49.6%121,835$8.41MNo quoteNo quote
122USBU.S. Bancorp0.10%Add +530.0%207,094$8.37M$40.40No quote
123VICLVical Inc.0.10%Add +39.3%7,062,104$8.33MNo quoteNo quote
124PXPraxair, Inc.0.10%Add +397.9%63,701$8.28MNo quoteNo quote
125DVDDover Motorsports, Inc.0.10%Add +28.2%3,286,724$8.25MNo quoteNo quote
126NOKNokia Corp. ADR0.10%Add +427.9%1,001,092$8.12M$8.11No quote
127BIDUBaidu, Inc. ADR0.09%Add +191.6%43,391$7.72M$177.87No quote
128VEAVanguard MSCI EAFE ETF0.09%Add +38.8%183,020$7.63M$41.68No quote
129PMPhilip Morris Intl Inc.0.09%Add +686.6%86,972$7.58M$87.13No quote
130TGTTarget Corp.0.09%Add +14.0%117,110$7.41M$63.27No quote
131CVSCVS Caremark Corp.0.09%Add +76.7%98,420$7.04M$71.57No quote
132XOMExxon Mobil Corp.0.08%Reduce -0.1%67,695$6.85M$101.20No quote
133WMTWal-Mart Stores, Inc.0.08%Add +427.6%84,882$6.68M$78.69No quote
134OPLKOplink Communications, Inc.0.08%New347,597$6.47MNo quoteNo quote
135RKUSRuckus Wireless, Inc.0.08%Add +567.7%440,202$6.25MNo quoteNo quote
136CHKChesapeake Energy Corp.0.07%Add +0.5%216,085$5.87MNo quoteNo quote
137MOSMosaic Co.0.06%Add +99.4%110,025$5.2M$47.27No quote
138JPMJPMorgan Chase & Co.0.06%Add +0.5%85,196$4.98M$58.48No quote
139GSGoldman Sachs Group, Inc.0.06%Reduce -15.6%27,335$4.85M$177.25No quote
140MSMorgan Stanley0.06%Reduce -18.4%153,880$4.83M$31.36No quote
141GPNGlobal Payments Inc.0.06%Add +403.8%71,661$4.66M$64.99No quote
142ORCLOracle Corp.0.06%New120,315$4.6M$38.26No quote
143APAApache Corp.0.05%Add +25.1%50,725$4.36M$85.93No quote
144BAXBaxter Intl Inc.0.05%Add +24.3%61,251$4.26M$69.55No quote
145BKBank of New York Mellon Corp.0.05%Reduce -0.3%113,230$3.96M$34.94No quote
146PNCThe PNC Financial Service Group, Inc.0.04%Add +463.4%46,557$3.61M$77.58No quote
147TIBXTIBCO Software Inc.0.04%Add +245.8%156,741$3.52MNo quoteNo quote
148BRK-BBerkshire Hathaway Inc.0.04%Add +403.1%29,456$3.49M$118.55No quote
149QLGCQLogic Corp.0.04%Add +194.8%293,101$3.47MNo quoteNo quote
150AWREAware, Inc.0.04%New548,584$3.35MNo quoteNo quote
151OXYOccidental Petroleum Corp.0.04%Add +723.0%34,888$3.32M$95.10No quote
152EMCEMC Corp.0.04%Add +730.8%128,836$3.24MNo quoteNo quote
153ALVAutoliv Inc.0.04%Add +365.9%32,932$3.02M$91.80No quote
154MBFIMB Financial, Inc.0.04%Add +103.0%90,950$2.92MNo quoteNo quote
155EBSEmergent Biosolutions Inc.0.03%Add +105.8%122,650$2.82MNo quoteNo quote
156VPLVanguard MSCI Pacific ETF0.03%Add +174.3%45,642$2.8MNo quoteNo quote
157TSRATessera Technologies, Inc.0.03%Add +143.7%110,400$2.18MNo quoteNo quote
158VGKVanguard MSCI Europe ETF0.03%Add +24.9%36,872$2.17M$58.80No quote
159GIFIGulf Island Fabrication, Inc.0.03%Add +121.5%91,900$2.13MNo quoteNo quote
160BTIBritish American Tobacco plc ADR0.03%New19,558$2.1M$107.42No quote
161AZTABrooks Automation, Inc.0.03%Add +153.7%194,800$2.04MNo quoteNo quote
162HSBCHSBC Holdings plc ADR0.02%Add +211.7%36,584$2.02M$55.13No quote
163FORMFormFactor, Inc.0.02%New310,675$1.87M$6.01No quote
164MFLXMulti-Fineline Electronix, Inc.0.02%Add +154.3%128,425$1.78MNo quoteNo quote
165SUPSuperior Industries Intl Inc.0.02%Add +118.8%80,950$1.67MNo quoteNo quote
166VIVTelefonica Brasil SA ADR0.02%Add +511.9%83,438$1.6MNo quoteNo quote
167SLBSchlumberger Ltd.0.02%Add +38.8%15,239$1.37M$90.10No quote
168CSWCCapital Southwest Corp.0.02%New37,775$1.32MNo quoteNo quote
169MODGCallaway Golf Co.0.02%Reduce -87.2%155,700$1.31MNo quoteNo quote
170MRMindray Medical Intl Ltd.0.01%New33,088$1.2MNo quoteNo quote
171ACNAccenture plc0.01%New14,616$1.2M$82.24No quote
172TKCTurkcell Iletisim Hizmetleri AS ADR0.01%Add +427.8%83,735$1.12MNo quoteNo quote
173EXPDExpeditors Intl of Washington0.01%Add +285.0%19,510$863K$44.23No quote
174EWUiShares MSCI United Kingdom Index ETF0.01%New38,582$806KNo quoteNo quote
175TMToyota Motor Corp. ADR0.01%Add +41.7%5,698$695KNo quoteNo quote
176CAJPYCanon Inc. ADR0.01%Add +34.3%15,656$501KNo quoteNo quote
177MTBM&T Bank Corp.0.01%New4,254$495K$116.36No quote
178BTBT Group plc ADR0.01%Add +29.2%7,149$451KNo quoteNo quote
179IWCiShares Russell Microcap Index (ETF)0.00%Add +29.0%4,000$300KNo quoteNo quote
185WPOWashington Post Co.-Sold0$0No quoteNo quote
184WAGWalgreen Co.-Sold0$0No quoteNo quote
183TLABTellabs, Inc.-Sold0$0No quoteNo quote
182CSPICSP Inc.-Sold0$0No quoteNo quote
181CCLCarnival Corp.-Sold0$0No quoteNo quote
180AVGOAvago Technologies Ltd.-Sold0$0No quoteNo quote