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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 80 of 165 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp.3.61%Add +2.5%2,852,714$326.27M$114.37No quote
2BIDUBaidu, Inc. ADR3.25%Add +8.3%1,282,642$293.32M$228.68No quote
3KMTKennametal, Inc.2.65%Add +0.7%5,499,868$239.57M$43.56No quote
4FAFFirst American Financial Corp.2.54%Reduce -1.6%4,446,929$229.42M$51.59No quote
5LAZLazard Ltd.2.42%Add +2.4%4,539,483$218.49M$48.13No quote
6MSGNMSG Networks, Inc.2.28%Reduce -12.4%7,986,279$206.05MNo quoteNo quote
7PMPhilip Morris Intl, Inc.2.15%Add +8.6%2,375,940$193.73M$81.54No quote
8KEYSKeysight Technologies, Inc.2.07%Reduce -27.2%2,818,898$186.84M$66.28No quote
9GILDGilead Sciences, Inc.2.06%Add +3.2%2,404,049$185.62M$77.21No quote
10ZBRAZebra Technologies Corp.2.03%Reduce -2.3%1,038,737$183.68M$176.83No quote
11SJMJ.M. Smucker Co.2.00%Reduce -0.3%1,762,452$180.85M$102.61No quote
12NTRSNorthern Trust Corp.1.98%Reduce -3.4%1,749,189$178.65M$102.13No quote
13MATMattel, Inc.1.98%Add +1.6%11,360,760$178.36M$15.70No quote
14LHLaboratory Corp. of America Holdings1.95%Reduce -10.7%1,012,147$175.79M$173.68No quote
15SNASnap-On, Inc.1.87%Reduce -1.1%919,680$168.85M$183.60No quote
16IPGInterpublic Group of Cos., Inc.1.87%Reduce -4.3%7,377,194$168.72MNo quoteNo quote
17CRLCharles River Laboratories Intl, Inc.1.87%Reduce -4.8%1,253,966$168.71M$134.54No quote
18KKRKKR & Co. Inc.1.78%New5,899,119$160.87M$27.27No quote
19SLCAU.S. Silica Holdings, Inc.1.76%Add +45.4%8,432,203$158.78MNo quoteNo quote
20NLSNNielsen Holdings plc1.67%Add +11.2%5,440,749$150.49MNo quoteNo quote
21JNJJohnson & Johnson1.57%Add +2.3%1,024,773$141.59M$138.17No quote
22VIABViacom, Inc.1.53%Add +15.4%4,079,675$137.73MNo quoteNo quote
23NOKNokia Corp. ADR1.49%Reduce -0.5%24,133,162$134.66M$5.58No quote
24SSDSimpson Manufacturing Co., Inc.1.42%Reduce -2.7%1,774,558$128.58M$72.46No quote
25BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.33%Add +1.5%560,217$119.95MNo quoteNo quote
26ZBHZimmer Biomet Holdings, Inc.1.32%Reduce -4.1%904,186$118.87M$131.47No quote
27TGNATEGNA, Inc.1.31%Add +0.0%9,886,434$118.24MNo quoteNo quote
28SRCLStericycle Inc.1.24%Add +120.1%1,914,750$112.36MNo quoteNo quote
29SLBSchlumberger Ltd.1.17%Add +46.5%1,731,746$105.5M$60.92No quote
30AFLAFLAC, Inc.1.15%Reduce -1.6%2,203,665$103.73M$47.07No quote
31JLLJLL1.14%Reduce -1.9%715,900$103.32M$144.32No quote
32BRSBristow Group, Inc.1.10%Reduce -14.2%8,186,048$99.3MNo quoteNo quote
33SWKStanley Black & Decker, Inc.1.07%Add +9.9%657,626$96.3M$146.44No quote
34MTSCMTS Systems Corp.1.06%Add +0.3%1,746,141$95.6MNo quoteNo quote
35RCLRoyal Caribbean Cruises Ltd.1.00%-694,050$90.19M$129.94No quote
36MSGSThe Madison Square Garden Co.0.96%Reduce -26.0%275,259$86.8M$315.32No quote
37OAKOaktree Capital Group LLC0.95%Add +22.5%2,079,001$86.07MNo quoteNo quote
38CBRECBRE Group, Inc.0.92%Reduce -0.0%1,889,877$83.34M$44.10No quote
39WUWestern Union Co.0.87%Add +0.1%4,112,165$78.38M$19.06No quote
40BRCBrady Corp.0.87%Reduce -4.0%1,791,085$78.36M$43.75No quote
41AXEAnixter Intl, Inc.0.86%Reduce -12.9%1,105,270$77.7MNo quoteNo quote
42TMOThermo Fisher Scientific, Inc.0.85%Reduce -5.7%315,897$77.1M$244.08No quote
43OMCOmnicom Group, Inc.0.84%Add +10.2%1,118,798$76.1M$68.02No quote
44BIOBio-Rad Laboratories, Inc.0.81%Add +0.3%232,661$72.82M$312.99No quote
45BWABorgWarner, Inc.0.80%Reduce -0.0%1,696,170$72.56M$42.78No quote
46VZVerizon Communications Inc.0.80%Add +5.6%1,354,173$72.3M$53.39No quote
47MDPMeredith Corp.0.79%Add +9.5%1,403,625$71.66MNo quoteNo quote
48CBSCBS Corp.0.79%Add +8.3%1,241,544$71.33MNo quoteNo quote
49GSKGlaxoSmithKline plc ADR0.76%-1,705,128$68.5M$40.17No quote
50ISCAInternational Speedway Corp.0.73%Reduce -15.0%1,513,750$66.3MNo quoteNo quote
51PGRProgressive Corp.0.72%Reduce -0.4%916,909$65.14M$71.04No quote
52AXPAmerican Express Co.0.71%Reduce -31.3%605,168$64.44M$106.49No quote
53JHGJanus Henderson Group plc0.71%Add +0.2%2,371,639$63.94M$26.96No quote
54PXDPioneer Natural Resources Co0.70%Add +1.9%362,754$63.19MNo quoteNo quote
55FLRFluor Corp.0.70%Add +2.6%1,083,011$62.92M$58.10No quote
56HLIHoulihan Lokey, Inc.0.69%Reduce -6.6%1,388,621$62.39M$44.93No quote
57ITWIllinois Tool Works, Inc.0.66%Reduce -0.3%425,214$60.01M$141.12No quote
58CLBCore Laboratories N.V.0.64%Add +1.9%500,360$57.96M$115.83No quote
59ATGEAdtalem Global Education, Inc.0.63%Reduce -29.3%1,185,289$57.13MNo quoteNo quote
60EOGEOG Resources Inc.0.61%Add +1.8%434,418$55.42M$127.57No quote
61BOKFBOK Financial Corp.0.60%Add +8.8%555,898$54.08M$97.28No quote
62CHLChina Mobile Ltd. ADR0.60%Add +0.0%1,100,340$53.84MNo quoteNo quote
63WTWWillis Towers Watson plc0.59%Reduce -5.0%380,844$53.68M$140.94No quote
64JWNNordstrom, Inc.0.56%Reduce -16.7%850,962$50.9MNo quoteNo quote
65CAHCardinal Health, Inc.0.55%Reduce -0.3%927,657$50.09M$54.00No quote
66NOVNational Oilwell Varco0.52%Reduce -22.9%1,088,679$46.9M$43.08No quote
67LFUSLittelfuse, Inc.0.51%Add +5.1%234,146$46.34M$197.89No quote
68FICOFair Isaac Corp.0.50%Reduce -13.6%198,475$45.36M$228.55No quote
69MHKMohawk Industries, Inc.0.47%Add +11.7%243,219$42.65M$175.35No quote
70BXBlackstone Group L.P.0.45%Add +15.3%1,055,375$40.19M$38.08No quote
71SOSouthern Co.0.43%Add +1.7%885,251$38.6M$43.60No quote
72VEAVanguard FTSE Developed ETF0.42%Reduce -14.8%882,433$38.18M$43.27No quote
73TISITeam, Inc.0.41%Reduce -23.6%1,664,477$37.45MNo quoteNo quote
74MEIMethode Electronics Inc.0.41%Add +15.7%1,012,375$36.65MNo quoteNo quote
75AMGAffiliated Managers Group, Inc.0.41%New267,897$36.63M$136.72No quote
76DOXAmdocs Ltd.0.37%Add +562.1%501,877$33.11M$65.98No quote
77COSTCostco Wholesale Corp.0.36%Reduce -40.0%138,012$32.42M$234.88No quote
78KINKindred Biosciences, Inc.0.34%Reduce -1.9%2,176,012$30.36MNo quoteNo quote
79COWNCowen Inc.0.33%Reduce -14.1%1,843,566$30.05MNo quoteNo quote
80TSTenaris ADR0.33%Add +1.2%889,534$29.82MNo quoteNo quote
81CNTYCentury Casinos, Inc.0.32%Add +8.2%3,904,555$29.13MNo quoteNo quote
82BSACBanco Santander-Chile ADR0.32%Add +4.0%897,525$28.7MNo quoteNo quote
83DGXQuest Diagnostics Inc.0.31%Add +6.8%260,261$28.09M$107.91No quote
84BCOBrink's Co.0.31%Add +26.9%401,432$28M$69.75No quote
85DNBDun & Bradstreet Corp.0.30%Reduce -74.7%190,431$27.14MNo quoteNo quote
86TILEInterface, Inc.0.29%Add +13.6%1,121,525$26.19M$23.35No quote
87OXYOccidental Petroleum Corp.0.25%Add +3.0%278,664$22.9M$82.17No quote
88ICEIntercontinentalExchange, Inc.0.25%Add +3.0%299,763$22.45M$74.89No quote
89GRBKGreen Brick Partners Inc.0.24%Add +23.2%2,117,354$21.39M$10.10No quote
90RNWKRealNetworks, Inc.0.23%Add +3.5%7,204,679$21.18MNo quoteNo quote
91USBU.S. Bancorp0.23%Add +3.0%393,774$20.8M$52.81No quote
92ORBCORBCOMM, Inc.0.23%Reduce -22.1%1,870,680$20.32MNo quoteNo quote
93TNAVTelenav Inc.0.22%Add +0.3%3,852,180$19.45MNo quoteNo quote
94CSWCCapital Southwest Corp.0.21%Reduce -1.7%1,021,415$19.39MNo quoteNo quote
95SFESafeguard Scientifics Inc.0.19%Add +19.0%1,874,240$17.52MNo quoteNo quote
96AFHAtlas Financial Holdings, Inc.0.19%Add +6.5%1,734,710$17.43MNo quoteNo quote
97RSTRosetta Stone Inc.0.19%Reduce -34.0%854,882$17MNo quoteNo quote
98STRTStrattec Security Corp.0.16%Add +7.1%398,196$14.2MNo quoteNo quote
99EDGWEdgewater Technology Inc.0.16%Add +1.2%2,822,590$14.17MNo quoteNo quote
100BTNBallantyne Strong, Inc.0.15%Add +2.6%3,381,466$13.53MNo quoteNo quote
101GSITGSI Technology Inc.0.14%Add +7.4%1,828,255$12.62MNo quoteNo quote
102QCOMQUALCOMM Inc.0.14%New174,200$12.55M$72.03No quote
103MINDMitcham Industries, Inc.0.14%Add +0.7%2,973,954$12.34MNo quoteNo quote
104TRCTejon Ranch Co.0.14%Add +6.3%567,727$12.33MNo quoteNo quote
105EMKREmcore Corporation0.13%Add +5.3%2,412,864$11.46MNo quoteNo quote
106BSMXBanco Santander Mexico SA ADR0.13%Add +2.7%1,460,990$11.34MNo quoteNo quote
107ALOTAstroNova, Inc.0.12%Reduce -3.5%519,221$11.22MNo quoteNo quote
108HMNHorace Mann Educators Corp.0.12%Add +0.4%248,883$11.18MNo quoteNo quote
109LAKELakeland Industries, Inc.0.12%Add +75.5%833,499$11.09MNo quoteNo quote
110ACWXISHARES MSCI ACWI EX US ETF0.12%-231,557$11.04M$47.69No quote
111ORCLOracle Corp.0.12%Reduce -0.0%211,438$10.9M$51.56No quote
112BIDSotheby's0.12%Reduce -40.2%218,279$10.74MNo quoteNo quote
113PCTIPCTEL, Inc.0.12%Reduce -1.8%2,279,817$10.6MNo quoteNo quote
114TURN180 Degree Capital Corp0.12%Reduce -2.9%4,794,034$10.41MNo quoteNo quote
115LMTLockheed Martin Corp.0.11%-28,769$9.95M$345.96No quote
116HNGRHanger, Inc.0.11%Reduce -9.3%476,407$9.92MNo quoteNo quote
117TPRTapestry, Inc.0.11%Add +3.0%196,192$9.86M$50.27No quote
118MOSMosaic Co.0.10%Reduce -0.0%282,355$9.17M$32.48No quote
119PRCPPerceptron, Inc.0.10%Add +10.7%914,619$8.92MNo quoteNo quote
120FNFabrinet0.09%Reduce -0.1%181,933$8.42M$46.26No quote
121ASPNAspen Aerogels Inc.0.09%Add +10.9%1,838,989$8.4M$4.57No quote
122ACTGAcacia Research Corp.0.09%-2,514,436$8.05MNo quoteNo quote
123MATWMatthews Intl Corp.0.09%Add +0.5%155,458$7.8M$50.15No quote
124XOMExxon Mobil Corp.0.09%Reduce -0.0%90,267$7.68M$85.03No quote
125CPIXCumberland Pharmaceuticals, Inc.0.08%Reduce -1.1%1,290,317$7.37MNo quoteNo quote
126FLFoot Locker, Inc.0.08%Add +3.0%141,905$7.23MNo quoteNo quote
127CARSCars.com Inc.0.08%Add +0.5%253,959$7.01MNo quoteNo quote
128CVUCPI Aerostructures, Inc.0.08%Add +5.6%819,857$6.85MNo quoteNo quote
129APAApache Corp.0.07%Reduce -0.0%136,456$6.51M$47.67No quote
130SYNCSynacor, Inc.0.07%Add +0.9%4,010,712$6.42MNo quoteNo quote
131NVSNovartis AG ADR0.07%Add +2.0%70,379$6.06M$86.16No quote
132SEACSeaChange Intl, Inc.0.07%Reduce -1.7%3,359,775$6.01MNo quoteNo quote
133GIFIGulf Island Fabrication, Inc.0.07%Add +4.0%598,585$5.96MNo quoteNo quote
134EXPDExpeditors Intl of Washington0.06%Add +1.5%75,708$5.57M$73.53No quote
135BKBank of New York Mellon Corp.0.06%Reduce -0.1%103,076$5.26M$50.99No quote
136GSGoldman Sachs Group, Inc.0.06%Add +3.0%23,343$5.23M$224.22No quote
137AYIAcuity Brands0.06%Add +2.0%31,678$4.98M$157.21No quote
138OESXOrion Energy Systems, Inc.0.05%Reduce -1.2%4,648,359$4.46MNo quoteNo quote
139MOVMovado Group Inc.0.04%-88,200$3.7MNo quoteNo quote
140GOLDBarrick Gold Corp.0.04%Reduce -52.1%330,572$3.66MNo quoteNo quote
141PPandora Media, Inc.0.04%Reduce -46.8%341,880$3.25MNo quoteNo quote
142JCAPJernigan Capital, Inc.0.03%New160,406$3.09MNo quoteNo quote
143RUBIRubicon Project Inc.0.02%-620,120$2.23MNo quoteNo quote
144ACIAAcacia Communications, Inc.0.02%New50,764$2.1MNo quoteNo quote
145RBCNRubicon Technology, Inc.0.02%Add +4.5%224,775$2.02MNo quoteNo quote
146DFSDiscover Financial Services0.02%Reduce -88.1%22,994$1.76MNo quoteNo quote
147SRESempra Energy0.02%Reduce -93.8%13,429$1.53MNo quoteNo quote
148CRWSCrown Crafts, Inc.0.02%Add +58.5%249,879$1.42MNo quoteNo quote
149AUTOAutoWeb Inc.0.02%Reduce -7.7%480,662$1.42MNo quoteNo quote
150DRADDigirad Corp.0.02%Add +13.9%940,343$1.41MNo quoteNo quote
151AXTIAXT Inc.0.01%Reduce -41.6%165,743$1.19M$7.15No quote
152PCYOPure Cycle Corp.0.01%Add +161.7%90,075$1.04MNo quoteNo quote
153AETIAmerican Electric Technologies, Inc.0.01%-685,288$483KNo quoteNo quote
154GLAEGlassBridge Enterprises Inc.0.01%Reduce -0.4%816,748$466KNo quoteNo quote
165VTVanguard Total World Stock Index Fd (ETF)-Sold0$0No quoteNo quote
164TSCOTractor Supply-Sold0$0No quoteNo quote
163SPARSpartan Motors Inc.-Sold0$0No quoteNo quote
162SNYSanofi-Aventis-Sold0$0No quoteNo quote
161DCMNTT Docomo Inc. ADR-Sold0$0No quoteNo quote
160MBFIMB Financial, Inc.-Sold0$0No quoteNo quote
159MNManning & Napier, Inc.-Sold0$0No quoteNo quote
158LFCRLandec Corp.-Sold0$0No quoteNo quote
157KKRKKR & Co. L.P.-Sold0$0No quoteNo quote
156GLUUGlu Mobile Inc.-Sold0$0No quoteNo quote
155DVDDover Motorsports, Inc.-Sold0$0No quoteNo quote