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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 200 rows. Rows without a quote are marked unavailable.

1KMTKennametal Inc.2.88%Reduce -4.6%10,390,755$229.74M$22.11No quote
2FAFFirst American Financial Corp.2.86%Reduce -5.3%5,666,824$227.92M$40.22No quote
3LHLaboratory Corp. of America Holdings2.48%Reduce -4.6%1,514,925$197.35M$130.27No quote
4LAZLazard Ltd2.45%Add +0.9%6,539,522$194.75M$29.78No quote
5IPGInterpublic Group of Cos., Inc.2.29%Reduce -2.5%7,893,877$182.35MNo quoteNo quote
6SJMJ.M. Smucker Co.2.23%Reduce -10.3%1,167,672$177.97M$152.41No quote
7NTRSNorthern Trust Corp.2.11%Reduce -0.3%2,541,852$168.42M$66.26No quote
8AXEAnixter Intl Inc.1.94%Reduce -12.5%2,905,773$154.82MNo quoteNo quote
9BIDUBaidu, Inc. ADR1.92%Add +11.5%928,237$153.3M$165.15No quote
10ZBHZimmer Biomet Holdings, Inc.1.85%Reduce -4.2%1,220,988$146.98M$120.38No quote
11TGNATEGNA, Inc.1.84%Reduce -7.3%6,334,056$146.76MNo quoteNo quote
12JLLJLL1.79%Add +0.8%1,464,933$142.76M$97.45No quote
13BIOBio-Rad Laboratories, Inc.1.76%Reduce -2.4%980,851$140.28M$143.02No quote
14WUWestern Union Co.1.68%Reduce -10.1%6,989,817$134.07M$19.18No quote
15AFLAFLAC Inc.1.66%Reduce -6.4%1,836,789$132.54M$72.16No quote
16KKRKKR & Co. L.P.1.65%Add +3.6%10,667,131$131.63M$12.34No quote
17ISCAInternational Speedway Corp.1.65%Reduce -7.0%3,923,230$131.23MNo quoteNo quote
18MSFTMicrosoft Corp.1.62%Add +1.9%2,523,380$129.12M$51.17No quote
19BRCBrady Corp.1.60%Reduce -12.7%4,180,434$127.75M$30.56No quote
20VIABViacom, Inc.1.59%Add +34.6%3,055,954$126.73MNo quoteNo quote
21MATMattel, Inc.1.58%Reduce -9.2%4,011,191$125.51M$31.29No quote
22CRLCharles River Laboratories Intl, Inc.1.52%Reduce -12.2%1,464,130$120.7M$82.44No quote
23GILDGilead Sciences, Inc.1.51%Add +6.1%1,443,305$120.4M$83.42No quote
24SWKStanley Black & Decker, Inc.1.48%Reduce -8.8%1,056,291$117.48M$111.22No quote
25MDPMeredith Corp.1.45%Reduce -2.3%2,230,110$115.77MNo quoteNo quote
26ZBRAZebra Technologies Corp.1.38%Add +44.5%2,201,394$110.29M$50.10No quote
27BRSBristow Group Inc.1.36%Reduce -3.0%9,512,567$108.54MNo quoteNo quote
28SNASnap-On Inc.1.34%Reduce -0.4%678,453$107.07M$157.82No quote
29SSDSimpson Manufacturing Co., Inc.1.32%Reduce -11.9%2,639,761$105.51M$39.97No quote
30DNBDun & Bradstreet Corp.1.31%Reduce -5.6%857,930$104.53MNo quoteNo quote
31JNSJanus Capital Group Inc.1.31%Reduce -2.4%7,498,973$104.39MNo quoteNo quote
32JNJJohnson & Johnson1.31%Add +0.8%857,563$104.02M$121.30No quote
33OMCOmnicom Group Inc.1.29%Reduce -0.7%1,258,486$102.55M$81.49No quote
34NOKNokia Corp. ADR1.22%Add +47.0%17,011,488$96.8M$5.69No quote
35ITWIllinois Tool Works Inc.1.19%Reduce -0.6%906,206$94.39M$104.16No quote
36MSGNMSG Networks, Inc.1.15%Add +36.4%5,978,906$91.72MNo quoteNo quote
37HARHarman Intl Industries, Inc.1.13%Add +45.3%1,257,068$90.28MNo quoteNo quote
38SLCAU.S. Silica Holdings, Inc.1.12%Reduce -33.3%2,593,654$89.4MNo quoteNo quote
39CBRECBRE Group, Inc.1.09%Add +6.1%3,269,893$86.59M$26.48No quote
40MSGSThe Madison Square Garden Co1.06%Add +4.2%490,416$84.6M$172.51No quote
41TMOThermo Fisher Scientific Inc.1.00%Reduce -0.6%536,549$79.28M$147.76No quote
42LFUSLittelfuse, Inc.0.97%Reduce -10.9%651,033$76.95M$118.19No quote
43STJSt. Jude Medical, Inc.0.94%Reduce -48.1%959,830$74.87MNo quoteNo quote
44MTSCMTS Systems Corp.0.90%Add +1.5%1,627,547$71.35MNo quoteNo quote
45RCLRoyal Caribbean Cruises Ltd.0.88%Add +7.7%1,048,798$70.43M$67.15No quote
46GSKGlaxoSmithKline plc ADR0.87%Add +1.6%1,607,697$69.68M$43.34No quote
47CBSCBS Corp.0.86%Reduce -6.6%1,254,511$68.3MNo quoteNo quote
48VZVerizon Communications Inc.0.82%Reduce -24.1%1,168,913$65.27M$55.84No quote
49BENFranklin Resources, Inc.0.79%Reduce -0.6%1,887,442$62.98M$33.37No quote
50MHKMohawk Industries, Inc.0.76%Reduce -16.5%319,793$60.68M$189.76No quote
51NOVNational Oilwell Varco0.75%Add +0.1%1,776,400$59.78M$33.65No quote
52PGRProgressive Corp.0.74%Add +16.9%1,770,198$59.3M$33.50No quote
53SOSouthern Co.0.69%Reduce -36.6%1,023,977$54.92M$53.63No quote
54TUMITumi Holdings Inc.0.66%Add +1.3%1,971,878$52.73MNo quoteNo quote
55AXPAmerican Express Co.0.63%Add +25.3%820,453$49.85M$60.76No quote
56FICOFair Isaac Corp.0.61%Reduce -5.0%433,087$48.94M$113.01No quote
57MCFContango Oil & Gas Co.0.61%Reduce -15.7%3,966,531$48.55MNo quoteNo quote
58DVDeVry Education Group Inc.0.60%Add +38.6%2,684,472$47.89M$17.84No quote
59JWNNordstrom, Inc.0.59%Add +9.0%1,237,572$47.09MNo quoteNo quote
60TISITeam, Inc.0.59%Reduce -6.2%1,893,696$47.02MNo quoteNo quote
61WTWWillis Towers Watson plc0.55%Add +5.2%349,721$43.47M$124.31No quote
62CHLChina Mobile Ltd. ADR0.54%Add +11.0%741,201$42.92MNo quoteNo quote
63RSTRosetta Stone Inc.0.51%Add +1.4%5,260,321$40.77MNo quoteNo quote
64BWABorgWarner Inc.0.49%Add +1062.1%1,326,716$39.17M$29.52No quote
65DGXQuest Diagnostics Inc.0.46%Reduce -39.2%454,535$37M$81.41No quote
66BXBlackstone Group L.P.0.46%Reduce -0.7%1,482,772$36.39M$24.54No quote
67PMPhilip Morris Intl, Inc.0.45%Add +3.5%348,783$35.48M$101.72No quote
68COWNCowen Group, Inc.0.42%Add +1.4%11,414,740$33.79MNo quoteNo quote
69BIDSotheby's0.42%Reduce -3.3%1,231,663$33.75MNo quoteNo quote
70BCOBrink's Co.0.42%Reduce -13.2%1,181,800$33.67M$28.49No quote
71ORBCORBCOMM, Inc.0.41%Reduce -14.6%3,243,192$32.27MNo quoteNo quote
72TIFTiffany & Co.0.39%Add +41.3%516,976$31.35MNo quoteNo quote
73CLBCore Laboratories N.V.0.39%Reduce -18.2%249,977$30.97M$123.89No quote
74RNWKRealNetworks, Inc.0.37%Add +25.5%6,886,815$29.68MNo quoteNo quote
75TROWT. Rowe Price Group, Inc.0.34%Reduce -0.6%367,885$26.85M$72.97No quote
76CEBZZZZCEB Inc.0.33%Add +53.6%427,804$26.39MNo quoteNo quote
77COLRockwell Collins, Inc.0.33%Add +236.6%304,862$25.96MNo quoteNo quote
78PVTBPrivateBancorp, Inc.0.32%Add +18.9%578,722$25.48MNo quoteNo quote
79BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.30%Add +4.8%165,562$23.97MNo quoteNo quote
80SLBSchlumberger Ltd.0.29%Add +0.6%287,802$22.76M$79.08No quote
81HLIHoulihan Lokey, Inc.0.29%Add +21.2%1,016,245$22.73M$22.37No quote
82XOXOXO Group Inc.0.28%Reduce -7.6%1,292,321$22.53MNo quoteNo quote
83IEXIDEX Corp.0.28%Reduce -20.8%269,174$22.1M$82.10No quote
84CNTYCentury Casinos, Inc.0.28%Add +12.5%3,540,858$22.06MNo quoteNo quote
85BSACBanco Santander-Chile ADR0.28%Add +4.3%1,131,420$21.92MNo quoteNo quote
86EOGEOG Resources Inc.0.27%Add +4.6%253,674$21.16M$83.42No quote
87USBU.S. Bancorp0.25%Add +2.3%499,677$20.15M$40.33No quote
88VEAVanguard MSCI EAFE ETF0.25%Add +10.8%557,757$19.72M$35.36No quote
89TNAVTelenav Inc.0.24%Add +6.7%3,803,353$19.4MNo quoteNo quote
90LFCRLandec Corp.0.21%Reduce -1.9%1,590,824$17.12MNo quoteNo quote
91ANSSAnsys, Inc.0.21%Add +71.5%182,479$16.56MNo quoteNo quote
92ACTGAcacia Research Corp.0.20%Add +1.7%3,648,477$16.05MNo quoteNo quote
93PCOPendrell Corp.0.20%Reduce -0.9%31,788,586$16.04MNo quoteNo quote
94EDGWEdgewater Technology Inc.0.19%Reduce -4.9%1,781,915$15.4MNo quoteNo quote
95PCTIPCTEL, Inc.0.19%Reduce -2.4%3,241,813$15.27MNo quoteNo quote
96MATWMatthews Intl Corp.0.19%Reduce -8.9%272,076$15.14M$55.64No quote
97SPARSpartan Motors Inc.0.18%Reduce -46.3%2,287,584$14.32MNo quoteNo quote
98MNManning & Napier, Inc.0.18%Reduce -9.0%1,497,505$14.23MNo quoteNo quote
99VTVanguard Total World Stock Index Fd (ETF)0.18%Add +240.2%241,772$14.04M$58.07No quote
100ALOTAstroNova, Inc.0.17%Reduce -16.3%882,174$13.43MNo quoteNo quote
101HMNHorace Mann Educators Corp.0.16%Reduce -7.7%388,649$13.13MNo quoteNo quote
102KINKindred Biosciences, Inc.0.16%Add +3.0%3,695,576$13.08MNo quoteNo quote
103SEACSeaChange Intl, Inc.0.16%Reduce -0.8%4,099,664$13.08MNo quoteNo quote
104TILEInterface, Inc.0.16%Reduce -13.2%837,938$12.78M$15.25No quote
105VOOVanguard S&P 500 ETF0.16%Reduce -44.4%65,876$12.66M$192.19No quote
106BTIBritish American Tobacco plc ADR0.16%Add +11.0%96,775$12.53M$129.48No quote
107GHCGraham Holdings Co.0.15%Reduce -0.4%24,274$11.88M$489.54No quote
108GAIAGaia, Inc.0.15%Reduce -1.6%1,523,127$11.79MNo quoteNo quote
109SKULSkullcandy, Inc.0.14%Reduce -14.9%1,863,205$11.44MNo quoteNo quote
110MINDMitcham Industries, Inc.0.14%Add +1.0%3,006,299$11.27MNo quoteNo quote
111IMNImation Corp.0.12%Add +1.8%7,744,809$9.68MNo quoteNo quote
112BTNBallantyne Strong, Inc.0.12%Reduce -4.3%1,796,542$9.4MNo quoteNo quote
113TSTenaris ADR0.12%Add +135.4%317,764$9.16MNo quoteNo quote
114CVUCPI Aerostructures, Inc.0.11%Add +4.4%1,468,866$9.03MNo quoteNo quote
115CPIXCumberland Pharmaceuticals, Inc.0.11%Add +0.8%1,992,613$8.97MNo quoteNo quote
116IBMInternational Business Machines Corp.0.11%-55,310$8.4M$151.78No quote
117ORCLOracle Corp.0.10%-204,295$8.36M$40.93No quote
118LMTLockheed Martin Corp.0.10%Reduce -4.9%33,417$8.29M$248.17No quote
119CSWCCapital Southwest Corp.0.10%Add +143.6%604,281$8.26MNo quoteNo quote
120AZTABrooks Automation, Inc.0.10%Add +5.3%720,600$8.09MNo quoteNo quote
121QLGCQLogic Corp.0.10%Reduce -21.6%545,995$8.05MNo quoteNo quote
122LLLumber Liquidators Holdings, Inc.0.10%Reduce -8.8%517,635$7.98MNo quoteNo quote
123QUMUQumu Corp.0.10%Add +1.7%1,797,020$7.98MNo quoteNo quote
124AXTIAXT Inc.0.10%Reduce -24.7%2,440,564$7.79M$3.19No quote
125PRCPPerceptron, Inc.0.10%Reduce -4.5%1,628,189$7.62MNo quoteNo quote
126COHCoach, Inc.0.09%Add +0.3%184,960$7.54MNo quoteNo quote
127GCIGannett Co. Inc.0.09%Reduce -71.5%540,628$7.47MNo quoteNo quote
128ITUBItau Unibanco Holding SA ADR0.09%Reduce -58.2%720,676$6.8M$9.44No quote
129TINYHarris & Harris Group, Inc.0.08%Add +10.0%4,189,075$6.74MNo quoteNo quote
130OXYOccidental Petroleum Corp.0.08%Add +1.6%87,776$6.63M$75.56No quote
131DVDDover Motorsports, Inc.0.08%Reduce -4.7%2,973,354$6.45MNo quoteNo quote
132MSMorgan Stanley0.08%Add +22.8%245,842$6.39M$25.98No quote
133GOLDBarrick Gold Corp.0.08%Reduce -27.9%298,590$6.38MNo quoteNo quote
134XOMExxon Mobil Corp.0.08%Reduce -1.8%66,717$6.25M$93.74No quote
135RTKHQRentech, Inc.0.08%Reduce -12.6%2,507,794$6.02MNo quoteNo quote
136COSTCostco Wholesale Corp.0.07%Add +156.0%37,970$5.96M$157.04No quote
137OESXOrion Energy Systems, Inc.0.07%Reduce -1.9%5,001,084$5.8MNo quoteNo quote
138RYAAYRyanair Holdings plc ADR0.07%Reduce -19.5%82,728$5.75M$69.54No quote
139MOSMosaic Co.0.07%-212,170$5.56M$26.18No quote
140CRWSCrown Crafts, Inc.0.07%Reduce -16.5%574,455$5.43MNo quoteNo quote
141RELLRichardson Electronics, Ltd.0.07%Reduce -4.2%1,013,990$5.34M$5.27No quote
142PXPraxair, Inc.0.07%Add +1.1%47,283$5.31MNo quoteNo quote
143JPMJPMorgan Chase & Co.0.06%Add +4.6%81,873$5.09M$62.15No quote
144HDNGHardinge Inc.0.06%Reduce -28.1%501,059$5.04MNo quoteNo quote
145GSGoldman Sachs Group, Inc.0.06%-33,810$5.02M$148.57No quote
146SUPSuperior Industries Intl, Inc.0.06%Reduce -35.3%185,600$4.97MNo quoteNo quote
147GIFIGulf Island Fabrication, Inc.0.06%Add +25.8%699,400$4.85MNo quoteNo quote
148EMKREMCORE CORPORATION0.06%New803,580$4.77MNo quoteNo quote
149MKCMcCormick & Co., Inc.0.06%Reduce -10.8%41,395$4.42M$106.68No quote
151BSMXSantander Mexico Financial Group ADR0.06%Reduce -43.6%482,835$4.39MNo quoteNo quote
150BKBank of New York Mellon Corp.0.06%-112,970$4.39M$38.85No quote
152APAApache Corp.0.05%Add +7.5%77,018$4.29M$55.68No quote
153BBBYQBed Bath & Beyond Inc.0.05%-97,240$4.2MNo quoteNo quote
154AETIAmerican Electric Technologies, Inc.0.05%Reduce -4.1%1,528,639$4.05MNo quoteNo quote
155RELYQReal Industry Inc.0.05%Add +46.7%511,799$3.98MNo quoteNo quote
156CRAICRA International, Inc.0.05%Add +2.9%151,500$3.82M$25.22No quote
157MBFIMB Financial, Inc.0.05%Reduce -22.1%100,600$3.65MNo quoteNo quote
158DGIIDigi International Inc.0.03%Add +31.2%259,238$2.78M$10.73No quote
159GLUUGLU MOBILE INC.0.03%New1,237,500$2.72MNo quoteNo quote
160PNCThe PNC Financial Service Group, Inc.0.03%Add +3.0%33,445$2.72M$81.39No quote
161PIRPier 1 Imports, Inc.0.03%-524,005$2.69MNo quoteNo quote
162WMARWest Marine, Inc.0.03%Add +34.5%309,631$2.6MNo quoteNo quote
163RBCNRubicon Technology, Inc.0.03%Reduce -15.1%3,754,180$2.55MNo quoteNo quote
16446434ViShares MSCI United Kingdom Index ETF0.03%Reduce -7.3%159,220$2.45MNo quoteNo quote
165VICLVICAL INC.0.03%Reduce -90.5%528,991$2.4MNo quoteNo quote
166MOVMovado Group Inc.0.03%Add +191.7%109,100$2.37MNo quoteNo quote
167STRTStrattec Security Corp.0.03%Add +90.6%54,397$2.22MNo quoteNo quote
168EMCEMC Corp.0.03%Reduce -63.2%80,919$2.2MNo quoteNo quote
169TMToyota Motor Corp. ADR0.03%Add +618.6%20,941$2.09MNo quoteNo quote
170CFRCullen/Frost Bankers, Inc.0.02%Add +1.9%30,850$1.97M$63.73No quote
171VSRVersar Inc.0.02%Add +1.4%1,793,489$1.94MNo quoteNo quote
172VARVarian Medical Systems Inc.0.02%New23,467$1.93MNo quoteNo quote
173FASTFastenal Co.0.02%Add +3.1%42,869$1.9M$44.39No quote
174ARCBArcBest Corp0.02%Add +3.0%112,900$1.84M$16.25No quote
175HNGRHanger, Inc.0.02%-226,895$1.69MNo quoteNo quote
176GWWW.W. Grainger, Inc.0.02%Add +3.1%7,303$1.66M$227.30No quote
177EWLiShares MSCI Switzerland Capped ETF0.02%Reduce -7.6%52,452$1.56MNo quoteNo quote
178PXDPioneer Natural Resources Co0.02%-10,225$1.55MNo quoteNo quote
179ACWXISHARES MSCI ACWI EX US ETF0.02%New37,170$1.45M$38.96No quote
180UNPUnion Pacific0.02%Add +1.6%14,068$1.23M$87.22No quote
181NVSNovartis AG ADR0.02%Add +11.4%14,818$1.22M$82.53No quote
182ESIOElectro Scientific Industries, Inc.0.01%Reduce -17.3%196,247$1.15MNo quoteNo quote
183ACNAccenture plc0.01%Add +3.3%9,576$1.09M$113.30No quote
184ICEIntercontinentalExchange, Inc.0.01%Add +3.4%4,235$1.08M$255.96No quote
185MRKTMarkit LTD0.01%Reduce -81.1%29,022$946KNo quoteNo quote
186EACErickson Inc.0.01%Reduce -36.3%1,341,795$818KNo quoteNo quote
187DFSDiscover Financial Services0.01%-9,598$514KNo quoteNo quote
188CAJPYCanon Inc. ADR0.01%Reduce -0.7%17,654$505KNo quoteNo quote
189BOKFBOK Financial Corp.0.01%New6,600$414K$62.73No quote
190HSBCHSBC Holdings plc ADR0.01%Reduce -77.8%12,750$399K$31.29No quote
191DEODiageo plc ADR0.00%Add +0.1%2,711$306K$112.87No quote
192IWCiShares Russell Microcap Index (ETF)0.00%New3,313$234KNo quoteNo quote
200VWOVanguard FTSE Emerging Markets ETF-Sold0$0No quoteNo quote
199VIVTelefonica Brasil SA ADR-Sold0$0No quoteNo quote
198RKUSRuckus Wireless, Inc.-Sold0$0No quoteNo quote
197RDSARoyal Dutch Shell plc ADR-Sold0$0No quoteNo quote
196NWLNewell Rubbermaid Inc.-Sold0$0No quoteNo quote
195ELRCElectro Rent Corp.-Sold0$0No quoteNo quote
194CHKChesapeake Energy Corp.-Sold0$0No quoteNo quote
193BTBT Group plc ADR-Sold0$0No quoteNo quote