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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.3.28%Reduce -10.1%9,339,969$271.05M$29.02No quote
2LAZLazard Ltd.2.88%Add +0.0%6,541,286$237.84M$36.36No quote
3FAFFirst American Financial Corp.2.62%Reduce -2.8%5,508,306$216.37M$39.28No quote
4LHLaboratory Corp. of America Holdings2.39%Reduce -5.0%1,438,798$197.81M$137.48No quote
5BIDUBaidu, Inc. ADR2.18%Add +6.5%988,668$180.01M$182.07No quote
6IPGInterpublic Group of Cos., Inc.2.08%Reduce -2.8%7,677,162$171.59MNo quoteNo quote
7AXEAnixter Intl Inc.2.06%Reduce -9.0%2,645,472$170.63MNo quoteNo quote
8JLLJLL2.05%Add +1.6%1,488,867$169.42M$113.79No quote
9NTRSNorthern Trust Corp.2.05%Reduce -2.1%2,488,981$169.23M$67.99No quote
10ZBRAZebra Technologies Corp.1.94%Add +4.5%2,301,441$160.2M$69.61No quote
11BIOBio-Rad Laboratories, Inc.1.90%Reduce -2.3%958,046$156.94M$163.81No quote
12KKRKKR & Co. L.P.1.84%Reduce -0.1%10,660,683$152.02M$14.26No quote
13SJMJ.M. Smucker Co.1.79%Reduce -6.7%1,089,815$147.71M$135.54No quote
14BRSBristow Group Inc.1.76%Add +9.3%10,393,910$145.72MNo quoteNo quote
15MSFTMicrosoft Corp.1.75%Reduce -0.3%2,516,316$144.94M$57.60No quote
16TGNATEGNA, Inc.1.64%Reduce -2.1%6,202,888$135.6MNo quoteNo quote
17ZBHZimmer Biomet Holdings, Inc.1.58%Reduce -17.7%1,005,150$130.69M$130.02No quote
18WUWestern Union Co.1.56%Reduce -11.2%6,206,933$129.23M$20.82No quote
19BRCBrady Corp.1.56%Reduce -10.7%3,733,043$129.2M$34.61No quote
20ISCAInternational Speedway Corp.1.55%Reduce -2.1%3,839,731$128.32MNo quoteNo quote
21SWKStanley Black & Decker, Inc.1.50%Reduce -4.5%1,008,738$124.06M$122.98No quote
22VIABViacom, Inc.1.48%Add +5.2%3,215,086$122.5MNo quoteNo quote
23MSGNMSG Networks, Inc.1.48%Add +9.7%6,557,430$122.03MNo quoteNo quote
24GILDGilead Sciences, Inc.1.47%Add +6.2%1,532,528$121.25M$79.12No quote
25NOKNokia Corp. ADR1.46%Add +22.2%20,784,782$120.34M$5.79No quote
26CRLCharles River Laboratories Intl, Inc.1.44%Reduce -2.5%1,426,842$118.91M$83.34No quote
27AFLAFLAC Inc.1.42%Reduce -11.0%1,634,782$117.49M$71.87No quote
28MATMattel, Inc.1.38%Reduce -5.9%3,775,361$114.32M$30.28No quote
29SSDSimpson Manufacturing Co., Inc.1.31%Reduce -6.8%2,460,804$108.15M$43.95No quote
30CBRECBRE Group, Inc.1.30%Add +17.2%3,833,411$107.26M$27.98No quote
31HARHarman Intl Industries, Inc.1.29%Add +0.5%1,263,018$106.66MNo quoteNo quote
32DNBDun & Bradstreet Corp.1.27%Reduce -10.2%770,846$105.31MNo quoteNo quote
33JNSJanus Capital Group Inc.1.25%Reduce -1.5%7,384,638$103.46MNo quoteNo quote
34OMCOmnicom Group Inc.1.24%Reduce -4.0%1,207,774$102.66M$85.00No quote
35JNJJohnson & Johnson1.23%Add +0.1%858,549$101.42M$118.13No quote
36SNASnap-On Inc.1.22%Reduce -2.5%661,531$100.53M$151.96No quote
37ITWIllinois Tool Works Inc.1.16%Reduce -11.6%800,732$95.96M$119.84No quote
38MDPMeredith Corp.1.14%Reduce -18.7%1,813,300$94.27MNo quoteNo quote
39SLCAU.S. Silica Holdings, Inc.1.06%Reduce -27.3%1,886,231$87.82MNo quoteNo quote
40TMOThermo Fisher Scientific Inc.1.01%Reduce -1.9%526,143$83.69M$159.06No quote
41MSGSThe Madison Square Garden Co.0.98%Reduce -2.7%476,978$80.81M$169.41No quote
42RCLRoyal Caribbean Cruises Ltd.0.96%Add +0.7%1,055,980$79.15M$74.95No quote
43MTSCMTS Systems Corp.0.93%Add +3.0%1,675,914$77.14MNo quoteNo quote
44LFUSLittelfuse, Inc.0.93%Reduce -8.8%594,034$76.52M$128.81No quote
45GSKGlaxoSmithKline plc ADR0.84%-1,607,697$69.34M$43.13No quote
46CBSCBS Corp.0.80%Reduce -4.0%1,204,426$65.93MNo quoteNo quote
47BENFranklin Resources, Inc.0.78%Reduce -3.7%1,817,416$64.65M$35.57No quote
48NOVNational Oilwell Varco0.76%Reduce -3.7%1,711,291$62.87M$36.74No quote
49TISITeam, Inc.0.76%Add +1.3%1,917,778$62.73MNo quoteNo quote
50BRK/BBerkshire Hathaway Inc.CUSIP 0846707020.73%Add +151.1%415,662$60.05MNo quoteNo quote
51JWNNordstrom, Inc.0.71%Reduce -8.5%1,131,857$58.72MNo quoteNo quote
52BWABorgWarner Inc.0.71%Add +25.8%1,668,778$58.71M$35.18No quote
53MHKMohawk Industries, Inc.0.67%Reduce -13.8%275,647$55.22M$200.34No quote
54WTWWillis Towers Watson plc0.66%Add +17.3%410,119$54.45M$132.77No quote
55PGRProgressive Corp.0.65%Reduce -3.9%1,701,394$53.59M$31.50No quote
56TIFTiffany & Co.0.62%Add +36.5%705,916$51.27MNo quoteNo quote
57AXPAmerican Express Co.0.62%Reduce -2.8%797,470$51.07M$64.04No quote
58DVDeVry Education Group Inc.0.61%Reduce -18.6%2,184,576$50.38M$23.06No quote
59COLRockwell Collins, Inc.0.61%Add +95.1%594,714$50.16MNo quoteNo quote
60FICOFair Isaac Corp.0.59%Reduce -9.2%393,429$49.02M$124.59No quote
61CHLChina Mobile Ltd. ADR0.57%Add +2.9%762,548$46.91MNo quoteNo quote
62RSTRosetta Stone Inc.0.55%Add +1.7%5,351,617$45.38MNo quoteNo quote
63PMPhilip Morris Intl, Inc.0.53%Add +29.9%453,174$44.06M$97.22No quote
64COWNCowen Group, Inc.0.53%Add +6.2%12,123,459$44.01MNo quoteNo quote
65BCOBrink's Co.0.51%Reduce -4.5%1,128,582$41.85M$37.08No quote
66VZVerizon Communications Inc.0.49%Reduce -33.0%782,809$40.69M$51.98No quote
67MCFContango Oil & Gas Co.0.47%Reduce -3.6%3,824,759$39.09MNo quoteNo quote
68BXBlackstone Group L.P.0.44%Reduce -4.1%1,421,642$36.3M$25.53No quote
69DGXQuest Diagnostics Inc.0.41%Reduce -10.9%404,984$34.27M$84.63No quote
70RNWKRealNetworks, Inc.0.39%Add +4.4%7,187,763$32.06MNo quoteNo quote
71ORBCORBCOMM, Inc.0.37%Reduce -8.6%2,964,735$30.39MNo quoteNo quote
72CLBCore Laboratories N.V.0.36%Add +5.1%262,624$29.5M$112.33No quote
73SOSouthern Co.0.35%Reduce -44.9%564,193$28.94M$51.30No quote
74HLIHoulihan Lokey, Inc.0.32%Add +3.5%1,052,361$26.36M$25.05No quote
75CNTYCentury Casinos, Inc.0.31%Add +5.1%3,721,469$25.72MNo quoteNo quote
76BIDSotheby's0.30%Reduce -46.7%656,940$24.98MNo quoteNo quote
77EOGEOG Resources Inc.0.30%Add +0.5%254,890$24.65M$96.71No quote
78IEXIDEX Corp.0.29%Reduce -5.0%255,668$23.92M$93.57No quote
79CEBZZZZCEB Inc.0.29%Add +1.8%435,367$23.71MNo quoteNo quote
80TROWT. Rowe Price Group, Inc.0.28%Reduce -4.1%352,967$23.47M$66.50No quote
81TNAVTelenav Inc.0.28%Add +6.3%4,041,034$23.16MNo quoteNo quote
82BSACBanco Santander-Chile ADR0.28%Reduce -1.3%1,116,464$23.1MNo quoteNo quote
83PCOPendrell Corp.0.27%Add +4.1%33,096,673$22.68MNo quoteNo quote
84XOXOXO Group Inc.0.27%Reduce -9.3%1,172,273$22.66MNo quoteNo quote
85SLBSchlumberger Ltd.0.27%Add +0.0%287,810$22.63M$78.64No quote
86ACTGAcacia Research Corp.0.27%Reduce -6.6%3,406,693$22.21MNo quoteNo quote
87USBU.S. Bancorp0.26%-499,677$21.43M$42.89No quote
88KINKindred Biosciences, Inc.0.23%Add +3.8%3,835,163$19.14MNo quoteNo quote
89VEAVanguard FTSE Developed ETF0.22%Reduce -13.1%484,548$18.13M$37.41No quote
90PCTIPCTEL, Inc.0.22%Add +4.5%3,386,715$17.92MNo quoteNo quote
91BOKFBOK Financial Corp.0.21%Add +3691.6%250,242$17.26M$68.97No quote
92SPARSpartan Motors Inc.0.21%Reduce -22.0%1,784,414$17.1MNo quoteNo quote
93ANSSAnsys, Inc.0.20%Add +0.0%182,494$16.9MNo quoteNo quote
94MATWMatthews Intl Corp.0.19%Reduce -5.6%256,796$15.6M$60.76No quote
95LFCRLandec Corp.0.19%Reduce -27.0%1,160,586$15.56MNo quoteNo quote
96EDGWEdgewater Technology Inc.0.18%-1,781,915$15.15MNo quoteNo quote
97VTVanguard Total World Stock Index Fd (ETF)0.18%-241,772$14.71M$60.85No quote
98SEACSeaChange Intl, Inc.0.17%Add +18.0%4,839,364$14.47MNo quoteNo quote
99FLRFluor Corp.0.17%New269,566$13.83M$51.32No quote
100HMNHorace Mann Educators Corp.0.16%Reduce -5.9%365,837$13.41MNo quoteNo quote
101TILEInterface, Inc.0.16%Reduce -6.3%785,599$13.11M$16.69No quote
102VOOVanguard S&P 500 ETF0.16%-65,876$13.09M$198.69No quote
103ALOTAstroNova, Inc.0.16%-882,174$13.06MNo quoteNo quote
104BTNBallantyne Strong, Inc.0.16%Add +3.4%1,858,160$13.01MNo quoteNo quote
105CSWCCapital Southwest Corp.0.15%Add +40.2%847,268$12.46MNo quoteNo quote
106GHCGraham Holdings Co.0.14%Reduce -0.0%24,268$11.68M$481.37No quote
107COSTCostco Wholesale Corp.0.14%Add +99.3%75,667$11.54M$152.51No quote
108CVUCPI Aerostructures, Inc.0.14%Add +12.4%1,650,515$11.32MNo quoteNo quote
109PRCPPerceptron, Inc.0.13%Add +1.8%1,656,804$11.13MNo quoteNo quote
110AZTABrooks Automation, Inc.0.13%Add +13.2%816,000$11.11MNo quoteNo quote
111SRESempra Energy0.13%New99,695$10.69MNo quoteNo quote
112AXTIAXT Inc.0.13%Reduce -16.8%2,031,875$10.55M$5.19No quote
113RYAAYRyanair Holdings plc ADR0.13%Add +69.5%140,229$10.52M$75.03No quote
114CPIXCumberland Pharmaceuticals, Inc.0.12%Add +2.9%2,049,760$10.27MNo quoteNo quote
115MNManning & Napier, Inc.0.12%Reduce -6.0%1,407,774$9.98MNo quoteNo quote
116MINDMitcham Industries, Inc.0.12%Reduce -1.0%2,975,304$9.93MNo quoteNo quote
117GAIAGaia, Inc.0.12%Reduce -12.4%1,334,879$9.61MNo quoteNo quote
118LLLumber Liquidators Holdings, Inc.0.12%Reduce -6.2%485,683$9.55MNo quoteNo quote
119PVTBPrivateBancorp, Inc.0.11%Reduce -64.5%205,510$9.44MNo quoteNo quote
120BTIBritish American Tobacco plc ADR0.11%Reduce -25.9%71,669$9.15M$127.66No quote
121IBMInternational Business Machines Corp.0.10%Reduce -4.7%52,688$8.37M$158.84No quote
122ORCLOracle Corp.0.10%-204,295$8.03M$39.28No quote
123MSMorgan Stanley0.10%-245,842$7.88M$32.06No quote
124LMTLockheed Martin Corp.0.10%Reduce -2.0%32,745$7.85M$239.73No quote
125STJSt. Jude Medical, Inc.0.09%Reduce -90.2%94,498$7.54MNo quoteNo quote
126OESXOrion Energy Systems, Inc.0.09%Add +10.3%5,514,400$7.33MNo quoteNo quote
127RTKHQRentech, Inc.0.09%Reduce -0.6%2,491,679$7.28MNo quoteNo quote
128GIFIGulf Island Fabrication, Inc.0.09%Add +12.1%783,900$7.21MNo quoteNo quote
129TSTenaris ADR0.09%Reduce -21.0%251,039$7.13MNo quoteNo quote
130DVDDover Motorsports, Inc.0.08%Reduce -5.7%2,803,243$6.92MNo quoteNo quote
131RELLRichardson Electronics, Ltd.0.08%Reduce -0.0%1,013,663$6.87M$6.78No quote
132COHCoach, Inc.0.08%Add +1.4%187,510$6.86MNo quoteNo quote
133TINYHarris & Harris Group, Inc.0.08%Add +16.6%4,883,158$6.79MNo quoteNo quote
134HDNGHardinge Inc.0.07%Add +9.0%545,977$6.08MNo quoteNo quote
135SUPSuperior Industries Intl, Inc.0.07%Add +12.0%207,900$6.06MNo quoteNo quote
136GCIGannett Co. Inc.0.07%Reduce -5.6%510,371$5.94MNo quoteNo quote
137CRWSCrown Crafts, Inc.0.07%-574,455$5.86MNo quoteNo quote
138XOMExxon Mobil Corp.0.07%-66,717$5.82M$87.28No quote
139EMKREmcore Corporation0.07%Add +22.4%983,234$5.6MNo quoteNo quote
140GOLDBarrick Gold Corp.0.07%Add +4.8%312,916$5.55MNo quoteNo quote
141GSGoldman Sachs Group, Inc.0.07%-33,810$5.45M$161.28No quote
142JPMJPMorgan Chase & Co.0.07%-81,873$5.45M$66.59No quote
143IMNImation Corp.0.06%Add +4.0%8,055,966$5.1MNo quoteNo quote
144GLUUGlu Mobile Inc.0.06%Add +83.4%2,269,400$5.08MNo quoteNo quote
145MOSMosaic Co.0.06%Reduce -3.3%205,197$5.02M$24.46No quote
146APAApache Corp.0.06%-77,018$4.92M$63.87No quote
147CRAICRA International, Inc.0.05%Add +12.6%170,600$4.54M$26.59No quote
148BKBank of New York Mellon Corp.0.05%-112,970$4.51M$39.88No quote
149ITUBItau Unibanco Holding SA ADR0.05%Reduce -43.4%407,765$4.46M$10.94No quote
150OXYOccidental Petroleum Corp.0.05%Reduce -30.4%61,088$4.46M$72.93No quote
151BSMXSantander Mexico Financial Group ADR0.05%Add +3.4%498,991$4.39MNo quoteNo quote
152STRTStrattec Security Corp.0.05%Add +124.6%122,197$4.31MNo quoteNo quote
153ASPNAspen Aerogels Inc.0.05%New721,737$4.3M$5.96No quote
154MBFIMB Financial, Inc.0.05%Add +12.0%112,700$4.29MNo quoteNo quote
155BBBYQBed Bath & Beyond Inc.0.05%-97,240$4.19MNo quoteNo quote
156MKCMcCormick & Co., Inc.0.05%Reduce -1.0%40,978$4.1M$99.93No quote
157QUMUQumu Corp.0.05%Add +0.1%1,799,618$4.09MNo quoteNo quote
158TTGTTechTarget, Inc.0.05%New503,369$4.06MNo quoteNo quote
159DGIIDigi International Inc.0.05%Add +35.3%350,838$4M$11.40No quote
160AETIAmerican Electric Technologies, Inc.0.04%Reduce -1.5%1,506,160$3.62MNo quoteNo quote
161ARCBArcBest Corp.0.04%Add +67.0%188,520$3.59M$19.02No quote
162MOVMovado Group Inc.0.04%Add +51.9%165,700$3.56MNo quoteNo quote
163WMARWest Marine, Inc.0.04%Add +25.6%389,064$3.22MNo quoteNo quote
164ACWXISHARES MSCI ACWI EX US ETF0.04%Add +105.8%76,514$3.17M$41.48No quote
165CMECME Group Inc.0.04%New29,788$3.11M$104.51No quote
166FFFutureFuel Corp.0.04%New274,100$3.09MNo quoteNo quote
167PNCThe PNC Financial Service Group, Inc.0.04%-33,445$3.01M$90.09No quote
168ESIOElectro Scientific Industries, Inc.0.03%Add +159.2%508,747$2.87MNo quoteNo quote
169VSRVersar Inc.0.03%Add +0.2%1,796,673$2.8MNo quoteNo quote
170GRBKGreen Brick Partners Inc.0.03%New306,862$2.54M$8.26No quote
171VARVarian Medical Systems Inc.0.03%Add +6.4%24,968$2.49MNo quoteNo quote
172RBCNRubicon Technology, Inc.0.03%Add +0.2%3,760,729$2.37MNo quoteNo quote
173HNGRHanger, Inc.0.02%-226,895$1.93MNo quoteNo quote
174FASTFastenal Co.0.02%-42,869$1.79M$41.78No quote
175GWWW.W. Grainger, Inc.0.02%-7,303$1.64M$224.84No quote
176VICLVical Inc.0.02%Add +0.2%529,913$1.61MNo quoteNo quote
177EWLiShares MSCI Switzerland Capped ETF0.02%-52,452$1.6MNo quoteNo quote
178UNPUnion Pacific0.02%-14,068$1.37M$97.53No quote
179DFSDiscover Financial Services0.01%Add +118.4%20,963$1.19MNo quoteNo quote
180ACNAccenture plc0.01%-9,576$1.17M$122.18No quote
181NVSNovartis AG ADR0.01%Reduce -6.1%13,914$1.1M$78.99No quote
182TMToyota Motor Corp. ADR0.01%Reduce -72.7%5,726$665KNo quoteNo quote
18346434ViShares MSCI United Kingdom Index ETF0.01%Reduce -79.0%33,502$531KNo quoteNo quote
184CAJPYCanon Inc. ADR0.01%Reduce -0.3%17,606$511KNo quoteNo quote
185NTTYYNippon Telegraph & Telephone ADR0.00%New4,604$211KNo quoteNo quote
200TUMITumi Holdings Inc.-Sold0$0No quoteNo quote
199SKULSkullcandy, Inc.-Sold0$0No quoteNo quote
198RELYQReal Industry Inc.-Sold0$0No quoteNo quote
197QLGCQLogic Corp.-Sold0$0No quoteNo quote
196PXPraxair, Inc.-Sold0$0No quoteNo quote
195PXDPioneer Natural Resources Co-Sold0$0No quoteNo quote
194PIRPier 1 Imports, Inc.-Sold0$0No quoteNo quote
193MRKTMarkit LTD-Sold0$0No quoteNo quote
192IWCiShares Russell Microcap Index (ETF)-Sold0$0No quoteNo quote
191ICEIntercontinentalExchange, Inc.-Sold0$0No quoteNo quote
190HSBCHSBC Holdings plc ADR-Sold0$0No quoteNo quote
189EACErickson Inc.-Sold0$0No quoteNo quote
188EMCEMC Corp.-Sold0$0No quoteNo quote
187DEODiageo plc ADR-Sold0$0No quoteNo quote
186CFRCullen/Frost Bankers, Inc.-Sold0$0No quoteNo quote