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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
+14.00%
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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 93 of 212 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd3.03%Add +17.0%6,481,882$251.5M$38.80No quote
2KMTKennametal Inc.2.95%Add +2.7%10,890,898$244.94M$22.49No quote
3FAFFirst American Financial Corp.2.75%Reduce -2.6%5,981,316$227.95M$38.11No quote
4LHLaboratory Corp. of America Holdings2.24%Reduce -5.3%1,587,342$185.93M$117.13No quote
5IPGInterpublic Group of Cos., Inc.2.24%Reduce -12.6%8,093,242$185.74MNo quoteNo quote
6BRSBristow Group Inc.2.23%Add +24.0%9,801,510$185.45MNo quoteNo quote
7AXEAnixter Intl Inc.2.08%Add +2.9%3,319,760$172.99MNo quoteNo quote
8JLLJLL2.05%Add +28.1%1,453,543$170.53M$117.32No quote
9SJMJ.M. Smucker Co.2.04%Reduce -26.6%1,301,810$169.03M$129.84No quote
10NTRSNorthern Trust Corp.2.00%Add +59.1%2,549,540$166.15M$65.17No quote
11TGNATEGNA, Inc.1.93%Add +2.4%6,834,875$160.35MNo quoteNo quote
12BIDUBaidu, Inc. ADR1.91%Add +3.1%832,263$158.86M$190.88No quote
13ISCAInternational Speedway Corp.1.88%Reduce -20.6%4,218,675$155.71MNo quoteNo quote
14KKRKKR & Co. L.P.1.82%Add +24.6%10,299,277$151.3M$14.69No quote
15WUWestern Union Co.1.81%Reduce -14.1%7,770,991$149.9M$19.29No quote
16MATMattel, Inc.1.79%Reduce -24.6%4,419,470$148.58M$33.62No quote
17BIOBio-Rad Laboratories, Inc.1.65%Reduce -0.1%1,004,492$137.33M$136.72No quote
18MSFTMicrosoft Corp.1.65%Add +0.0%2,475,772$136.74M$55.23No quote
19ZBHZimmer Biomet Holdings, Inc.1.64%Reduce -4.5%1,274,825$135.94M$106.63No quote
20BRCBrady Corp.1.55%Reduce -3.4%4,786,292$128.46M$26.84No quote
21CRLCharles River Laboratories Intl, Inc.1.52%Reduce -4.4%1,666,955$126.59M$75.94No quote
22GILDGilead Sciences, Inc.1.51%Add +3.6%1,360,492$124.98M$91.86No quote
23AFLAFLAC Inc.1.49%Reduce -7.0%1,962,516$123.91M$63.14No quote
24SWKStanley Black & Decker, Inc.1.47%Reduce -14.0%1,157,803$121.81M$105.21No quote
25SSDSimpson Manufacturing Co., Inc.1.38%Reduce -0.6%2,996,560$114.38M$38.17No quote
26JNSJanus Capital Group Inc.1.35%Reduce -0.5%7,679,837$112.36MNo quoteNo quote
27MDPMeredith Corp.1.31%Add +4.7%2,282,721$108.43MNo quoteNo quote
28SNASnap-On Inc.1.29%Reduce -13.9%680,878$106.89M$156.99No quote
29OMCOmnicom Group Inc.1.27%Reduce -12.8%1,266,812$105.44M$83.23No quote
30ZBRAZebra Technologies Corp.1.27%Add +56.3%1,523,125$105.1M$69.00No quote
31STJSt. Jude Medical, Inc.1.23%Add +38.8%1,850,653$101.79MNo quoteNo quote
32MTSCMTS Systems Corp.1.18%Add +1.8%1,603,170$97.55MNo quoteNo quote
33VIABViacom, Inc.1.13%Add +16.0%2,269,757$93.7MNo quoteNo quote
34DNBDun & Bradstreet Corp.1.13%Add +2.6%908,819$93.68MNo quoteNo quote
35ITWIllinois Tool Works Inc.1.13%Reduce -5.2%912,051$93.43M$102.44No quote
36JNJJohnson & Johnson1.11%Add +2.3%850,915$92.07M$108.20No quote
37LFUSLittelfuse, Inc.1.08%Reduce -11.9%730,656$89.95M$123.11No quote
38CBRECBRE Group, Inc.1.07%Add +7.9%3,082,940$88.85M$28.82No quote
39SLCAU.S. Silica Holdings, Inc.1.06%Reduce -4.3%3,885,700$88.28MNo quoteNo quote
40SOSouthern Co.1.01%Reduce -3.0%1,615,455$83.57M$51.73No quote
41VZVerizon Communications Inc.1.00%Reduce -0.3%1,539,628$83.26M$54.08No quote
42RCLRoyal Caribbean Cruises Ltd.0.96%Add +21.7%973,732$79.99M$82.15No quote
43MSGSThe Madison Square Garden Co0.94%Reduce -18.1%470,792$78.32M$166.36No quote
44HARHarman Intl Industries, Inc.0.93%Add +19.1%864,923$77.01MNo quoteNo quote
45TMOThermo Fisher Scientific Inc.0.92%Reduce -11.6%540,015$76.46M$141.59No quote
46MSGNMSG Networks, Inc.0.91%Add +30.7%4,384,697$75.81MNo quoteNo quote
47BENFranklin Resources, Inc.0.89%Reduce -6.3%1,899,260$74.17M$39.05No quote
48CBSCBS Corp.0.89%Reduce -28.2%1,343,110$73.99MNo quoteNo quote
49MHKMohawk Industries, Inc.0.88%Add +2.9%383,089$73.13M$190.90No quote
50NOKNokia Corp. ADR0.82%Add +44.8%11,576,295$68.42M$5.91No quote
51JWNNordstrom, Inc.0.78%Reduce -5.2%1,135,525$64.96MNo quoteNo quote
52GSKGlaxoSmithKline plc ADR0.77%Add +7.2%1,582,913$64.19M$40.55No quote
53TISITeam, Inc.0.74%Add +71.3%2,019,715$61.36MNo quoteNo quote
54MCFContango Oil & Gas Co.0.67%Reduce -0.8%4,704,579$55.47MNo quoteNo quote
55NOVNational Oilwell Varco0.66%Add +5.8%1,773,823$55.17M$31.10No quote
56DGXQuest Diagnostics Inc.0.64%Add +7.8%747,094$53.38M$71.45No quote
57PGRProgressive Corp.0.64%Add +7.7%1,514,200$53.21M$35.14No quote
58TUMITumi Holdings Inc.0.63%Reduce -2.2%1,947,559$52.23MNo quoteNo quote
59FICOFair Isaac Corp.0.58%Add +1.6%455,978$48.38M$106.09No quote
60BCOBrink's Co.0.55%Add +4.0%1,361,787$45.74M$33.59No quote
61COWNCowen Group, Inc.0.52%Add +53.0%11,259,648$42.9MNo quoteNo quote
62BXBlackstone Group L.P.0.50%Add +29.1%1,493,482$41.89M$28.05No quote
63AXPAmerican Express Co.0.48%Add +253.2%654,897$40.21M$61.40No quote
64WTWWillis Towers Watson plc0.47%New332,326$39.43M$118.66No quote
65ORBCORBCOMM, Inc.0.46%Reduce -21.5%3,795,332$38.45MNo quoteNo quote
66CHLChina Mobile Ltd. ADR0.45%Add +19.6%667,928$37.04MNo quoteNo quote
67RSTRosetta Stone Inc.0.42%Add +25.4%5,186,557$34.8MNo quoteNo quote
68CLBCore Laboratories N.V.0.41%Add +8.3%305,469$34.34M$112.41No quote
69BIDSotheby's0.41%Add +2.7%1,273,794$34.05MNo quoteNo quote
70DVDeVry Education Group Inc.0.40%Add +753.8%1,936,609$33.45M$17.27No quote
71PMPhilip Morris Intl, Inc.0.40%Reduce -58.6%336,836$33.05M$98.11No quote
72GCIGannett Co. Inc.0.35%Add +2.0%1,894,953$28.69MNo quoteNo quote
73IEXIDEX Corp.0.34%Add +3.9%339,812$28.16M$82.88No quote
74TROWT. Rowe Price Group, Inc.0.33%Reduce -36.0%370,236$27.2M$73.46No quote
75TIFTiffany & Co.0.32%Reduce -6.0%365,756$26.84MNo quoteNo quote
76SEACSeaChange Intl, Inc.0.27%Add +49.6%4,130,749$22.8MNo quoteNo quote
77XOXOXO Group Inc.0.27%Add +20.1%1,398,700$22.45MNo quoteNo quote
78BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.27%Add +13.4%158,036$22.42MNo quoteNo quote
79VOOVanguard S&P 500 ETF0.27%Reduce -28.3%118,393$22.32M$188.56No quote
80RNWKRealNetworks, Inc.0.27%Add +2.3%5,488,792$22.28MNo quoteNo quote
81RKUSRuckus Wireless, Inc.0.26%Add +2.2%2,232,313$21.9MNo quoteNo quote
82SLBSchlumberger Ltd.0.25%Add +3.0%286,231$21.11M$73.75No quote
83TNAVTelenav Inc.0.25%Add +80.3%3,563,384$21.02MNo quoteNo quote
84BSACBanco Santander-Chile ADR0.25%Add +0.1%1,084,367$20.98MNo quoteNo quote
85HLIHoulihan Lokey, Inc.0.25%New838,646$20.88M$24.90No quote
86USBU.S. Bancorp0.24%Reduce -33.5%488,313$19.82M$40.59No quote
87CNTYCentury Casinos, Inc.0.23%Reduce -5.1%3,146,607$19.38MNo quoteNo quote
88PVTBPrivateBancorp, Inc.0.23%Add +0.3%486,924$18.8MNo quoteNo quote
89VEAVanguard MSCI EAFE ETF0.22%Reduce -16.6%503,286$18.06M$35.88No quote
90CEBZZZZCEB Inc.0.22%New278,455$18.02MNo quoteNo quote
91TILEInterface, Inc.0.22%Add +0.0%965,737$17.91M$18.54No quote
92EOGEOG Resources Inc.0.21%Add +475.7%242,535$17.6M$72.58No quote
93LFCRLandec Corp.0.21%Add +23.2%1,621,534$17.03MNo quoteNo quote
94PCOPendrell Corp.0.20%Add +26.1%32,089,441$17.01MNo quoteNo quote
95SPARSpartan Motors Inc.0.20%Add +14.3%4,257,619$16.82MNo quoteNo quote
96PCTIPCTEL, Inc.0.19%Add +13.9%3,321,537$15.88MNo quoteNo quote
97MATWMatthews Intl Corp.0.19%Reduce -0.5%298,641$15.37M$51.47No quote
98ITUBItau Unibanco Holding SA ADR0.18%Add +0.1%1,723,894$14.81M$8.59No quote
99ALOTAstro-Med, Inc.0.18%Reduce -0.6%1,053,845$14.61MNo quoteNo quote
100EDGWEdgewater Technology Inc.0.18%Add +2.6%1,874,415$14.6MNo quoteNo quote
101NWLNewell Rubbermaid Inc.0.16%Reduce -76.8%307,974$13.64M$44.29No quote
102ACTGAcacia Research Corp.0.16%Add +0.1%3,588,961$13.6MNo quoteNo quote
103HMNHorace Mann Educators Corp.0.16%Add +3.0%421,029$13.34MNo quoteNo quote
104MNManning & Napier, Inc.0.16%Add +1.8%1,645,425$13.28MNo quoteNo quote
105KINKindred Biosciences, Inc.0.15%Add +43.6%3,587,561$12.38MNo quoteNo quote
106IMNImation Corp.0.14%Add +5.2%7,605,195$11.79MNo quoteNo quote
107ELRCElectro Rent Corp.0.14%Add +37.1%1,263,662$11.7MNo quoteNo quote
108GHCGraham Holdings Co.0.14%Add +2.6%24,365$11.7M$479.99No quote
109CVUCPI Aerostructures, Inc.0.12%Reduce -0.4%1,407,215$10.32MNo quoteNo quote
110BTIBritish American Tobacco plc ADR0.12%Add +27.8%87,182$10.19M$116.90No quote
111GAIAGaiam, Inc.0.12%Add +319.0%1,547,702$9.91MNo quoteNo quote
112ANSSAnsys, Inc.0.11%Add +2.5%106,385$9.52MNo quoteNo quote
113QLGCQLogic Corp.0.11%Reduce -43.3%696,731$9.36MNo quoteNo quote
114MINDMitcham Industries, Inc.0.11%Add +3.0%2,975,414$9.11MNo quoteNo quote
115CPIXCumberland Pharmaceuticals, Inc.0.11%Add +39.5%1,976,671$8.88MNo quoteNo quote
116RYAAYRyanair Holdings plc ADR0.11%Reduce -6.0%102,759$8.82M$85.82No quote
117HDNGHardinge Inc.0.10%Reduce -0.1%696,450$8.69MNo quoteNo quote
118BTNBallantyne Strong, Inc.0.10%Reduce -0.3%1,877,691$8.62MNo quoteNo quote
119IBMInternational Business Machines Corp.0.10%Add +2.6%55,310$8.38M$151.46No quote
120ORCLOracle Corp.0.10%Reduce -6.0%204,295$8.36M$40.91No quote
121COLRockwell Collins, Inc.0.10%Add +4.1%90,574$8.35MNo quoteNo quote
122PRCPPerceptron, Inc.0.10%Add +5.8%1,704,661$8.27MNo quoteNo quote
123QUMUQumu Corp.0.10%Reduce -0.7%1,766,397$8.14MNo quoteNo quote
124AXTIAXT Inc.0.10%Reduce -6.5%3,242,688$8.01M$2.47No quote
125SKULSkullcandy, Inc.0.09%Add +761.6%2,189,248$7.79MNo quoteNo quote
126LMTLockheed Martin Corp.0.09%Reduce -11.9%35,127$7.78M$221.51No quote
127BSMXSantander Mexico Financial Group ADR0.09%Add +2.7%856,151$7.73MNo quoteNo quote
128LLLumber Liquidators Holdings, Inc.0.09%Add +2.1%567,910$7.45MNo quoteNo quote
129COHCoach, Inc.0.09%Reduce -84.0%184,340$7.39MNo quoteNo quote
130AZTABrooks Automation, Inc.0.09%Add +158.4%684,100$7.12MNo quoteNo quote
131OESXOrion Energy Systems, Inc.0.09%Add +18.5%5,098,041$7.09MNo quoteNo quote
132DVDDover Motorsports, Inc.0.09%Reduce -0.6%3,118,467$7.08MNo quoteNo quote
133RTKHQRentech, Inc.0.08%Reduce -13.3%2,869,390$6.37MNo quoteNo quote
134CRWSCrown Crafts, Inc.0.08%Reduce -6.0%687,643$6.36MNo quoteNo quote
135SUPSuperior Industries Intl, Inc.0.08%Add +121.8%286,800$6.33MNo quoteNo quote
136TINYHarris & Harris Group, Inc.0.08%Add +8.6%3,808,864$6.29MNo quoteNo quote
137OXYOccidental Petroleum Corp.0.07%Add +1.8%86,372$5.91M$68.42No quote
138EMCEMC Corp.0.07%Add +3.1%220,089$5.87MNo quoteNo quote
139MOSMosaic Co.0.07%Add +5.5%212,170$5.73M$27.00No quote
140XOMExxon Mobil Corp.0.07%Reduce -15.8%67,925$5.68M$83.59No quote
141GOLDBarrick Gold Corp.0.07%Reduce -7.8%414,143$5.62MNo quoteNo quote
142RELLRichardson Electronics, Ltd.0.07%Reduce -1.3%1,058,515$5.46M$5.16No quote
143MRKTMarkit Ltd0.07%Reduce -32.1%153,479$5.43MNo quoteNo quote
144PXPraxair, Inc.0.06%Reduce -37.9%46,744$5.35MNo quoteNo quote
145GSGoldman Sachs Group, Inc.0.06%Add +4.0%33,810$5.31M$156.97No quote
146MSMorgan Stanley0.06%Add +27.1%200,125$5.01M$25.01No quote
147BBBYQBed Bath & Beyond Inc.0.06%Add +4.5%97,240$4.83MNo quoteNo quote
148JPMJPMorgan Chase & Co.0.06%Reduce -40.6%78,251$4.63M$59.22No quote
149MKCMcCormick & Co., Inc.0.06%Add +12.8%46,426$4.62M$99.47No quote
150BWABorgWarner Inc0.05%New114,165$4.38M$38.40No quote
151GIFIGulf Island Fabrication, Inc.0.05%Add +140.7%556,000$4.37MNo quoteNo quote
152VSRVersar Inc.0.05%Add +7.5%1,769,054$4.28MNo quoteNo quote
153MBFIMB Financial, Inc.0.05%Add +350.2%129,200$4.19MNo quoteNo quote
154BKBank of New York Mellon Corp.0.05%Add +5.3%112,970$4.16M$36.83No quote
155VTVanguard Total World Stock Index Fd (ETF)0.05%Add +7.0%71,060$4.1M$57.68No quote
156PIRPier 1 Imports, Inc.0.04%Add +30.3%524,005$3.67MNo quoteNo quote
157APAApache Corp.0.04%Add +7.0%71,670$3.5M$48.81No quote
158EACErickson Inc.0.04%Reduce -3.1%2,107,221$3.48MNo quoteNo quote
159CSWCCapital Southwest Corp.0.04%Add +178.8%248,100$3.44MNo quoteNo quote
160TSTenaris ADR0.04%New134,980$3.34MNo quoteNo quote
161RBCNRubicon Technology, Inc.0.04%Reduce -7.3%4,420,918$3.23MNo quoteNo quote
162RELYQReal Industry Inc.0.04%New348,916$3.04MNo quoteNo quote
163CRAICRA International, Inc.0.03%New147,300$2.89M$19.64No quote
164AETIAmerican Electric Technologies, Inc.0.03%Reduce -0.3%1,594,073$2.89MNo quoteNo quote
165PNCThe PNC Financial Service Group, Inc.0.03%Add +2.3%32,462$2.75M$84.56No quote
16646434ViShares MSCI United Kingdom Index ETF0.03%-171,715$2.69MNo quoteNo quote
167ARCBArcBest Corp0.03%New109,600$2.37M$21.59No quote
168COSTCostco Wholesale Corp.0.03%Add +5.5%14,834$2.34M$157.61No quote
169VICLVical Inc.0.03%Reduce -20.3%5,537,755$2.17MNo quoteNo quote
170WMARWest Marine, Inc.0.03%New230,231$2.09MNo quoteNo quote
171RDSARoyal Dutch Shell plc ADR0.02%Reduce -74.9%42,739$2.07MNo quoteNo quote
172FASTFastenal Co.0.02%Add +10.4%41,594$2.04M$49.00No quote
173DGIIDigi International Inc.0.02%New197,600$1.86M$9.43No quote
174HSBCHSBC Holdings plc ADR0.02%Add +0.6%57,512$1.79M$31.12No quote
175ESIOElectro Scientific Industries, Inc.0.02%Reduce -8.4%237,328$1.7MNo quoteNo quote
176EWLiShares MSCI Switzerland Capped ETF0.02%-56,789$1.69MNo quoteNo quote
177CFRCullen/Frost Bankers, Inc.0.02%Add +82.4%30,279$1.67M$55.12No quote
178GWWW.W. Grainger, Inc.0.02%Add +10.5%7,081$1.65M$233.44No quote
179STRTStrattec Security Corp.0.02%New28,545$1.64MNo quoteNo quote
180HNGRHanger, Inc.0.02%Reduce -5.3%226,895$1.48MNo quoteNo quote
181PXDPioneer Natural Resources Co0.02%New10,225$1.44MNo quoteNo quote
182VWOVanguard FTSE Emerging Markets ETF0.01%Reduce -1.7%33,916$1.17M$34.59No quote
183UNPUnion Pacific0.01%New13,844$1.1M$79.53No quote
184ACNAccenture plc0.01%Reduce -69.6%9,268$1.07M$115.45No quote
185MOVMovado Group Inc.0.01%New37,400$1.03MNo quoteNo quote
187NVSNovartis AG ADR0.01%Add +18.0%13,296$963K$72.43No quote
186ICEIntercontinentalExchange, Inc.0.01%New4,097$963K$235.05No quote
188CHKChesapeake Energy Corp.0.01%Reduce -39.5%137,360$566KNo quoteNo quote
189CAJPYCanon Inc. ADR0.01%Add +2.9%17,784$530KNo quoteNo quote
190DFSDiscover Financial Services0.01%Add +8.2%9,598$489KNo quoteNo quote
191VIVTelefonica Brasil SA ADR0.00%-28,101$351KNo quoteNo quote
192TMToyota Motor Corp. ADR0.00%-2,914$310KNo quoteNo quote
193DEODiageo plc ADR0.00%New2,707$292K$107.87No quote
194BTBT Group plc ADR0.00%-6,308$202KNo quoteNo quote
212WECWisconsin Energy Corp.-Sold0$0No quoteNo quote
211WMTWal-Mart Stores, Inc.-Sold0$0No quoteNo quote
210TKCTurkcell Iletisim Hizmetleri AS ADR-Sold0$0No quoteNo quote
209TWTowers Watson-Sold0$0No quoteNo quote
208STLYStanley Furniture Co.-Sold0$0No quoteNo quote
207MEGZZZZMedia General Inc.-Sold0$0No quoteNo quote
206LFLeapfrog Enterprises, Inc.-Sold0$0No quoteNo quote
205IWSIShares Russell Midcap Value-Sold0$0No quoteNo quote
204IWCiShares Russell Microcap Index (ETF)-Sold0$0No quoteNo quote
203IWNIShares Russell 2000 Value-Sold0$0No quoteNo quote
202FRMFurmanite Corp.-Sold0$0No quoteNo quote
201CSWICSW Industrials, Inc.-Sold0$0No quoteNo quote
200BAPCredicorp Ltd.-Sold0$0No quoteNo quote
199CMECME Group Inc.-Sold0$0No quoteNo quote
198BWENBroadwind Energy, Inc.-Sold0$0No quoteNo quote
197BLTBlount Intl, Inc.-Sold0$0No quoteNo quote
196BAXBaxter International Inc.-Sold0$0No quoteNo quote
195APOLApollo Education Group, Inc.-Sold0$0No quoteNo quote