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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 85 of 161 rows. Rows without a quote are marked unavailable.

1MSFTMicrosoft Corp.3.86%Reduce -4.3%2,729,418$277.23M$101.57No quote
2BIDUBaidu, Inc. ADR3.10%Add +9.3%1,402,302$222.41M$158.60No quote
3PMPhilip Morris Intl, Inc.2.99%Add +35.1%3,209,444$214.26M$66.76No quote
4FAFFirst American Financial Corp.2.75%Reduce -0.6%4,421,642$197.38M$44.64No quote
5KMTKennametal, Inc.2.53%Reduce -0.9%5,451,895$181.44M$33.28No quote
6LAZLazard Ltd.2.48%Add +6.1%4,816,609$177.78M$36.91No quote
7MSGNMSG Networks, Inc.2.30%Reduce -12.3%7,002,559$164.98MNo quoteNo quote
8GILDGilead Sciences, Inc.2.10%-2,404,049$150.37M$62.55No quote
9SJMJ.M. Smucker Co.2.07%Reduce -9.9%1,588,636$148.52M$93.49No quote
10NTRSNorthern Trust Corp.2.03%Reduce -0.4%1,742,486$145.65M$83.59No quote
11KEYSKeysight Technologies, Inc.1.99%Reduce -18.6%2,294,993$142.47M$62.08No quote
12ZBRAZebra Technologies Corp.1.87%Reduce -18.7%844,246$134.43M$159.23No quote
13IPGInterpublic Group of Cos., Inc.1.85%Reduce -12.8%6,431,772$132.69MNo quoteNo quote
14SNASnap-on, Inc.1.77%Reduce -5.0%873,989$126.98M$145.29No quote
15NLSNNielsen Holdings plc1.72%Reduce -2.6%5,298,985$123.63MNo quoteNo quote
16MATMattel, Inc.1.71%Add +8.2%12,296,345$122.84M$9.99No quote
17NOKNokia Corp. ADR1.71%Reduce -12.7%21,063,714$122.59M$5.82No quote
18LHLaboratory Corp. of America Holdings1.70%Reduce -4.7%964,759$121.91M$126.36No quote
19JNJJohnson & Johnson1.64%Reduce -11.3%909,332$117.35M$129.05No quote
20BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.59%Reduce -0.3%558,458$114.03MNo quoteNo quote
21SRCLStericycle Inc.1.58%Add +61.2%3,086,531$113.25MNo quoteNo quote
22CRLCharles River Laboratories Intl, Inc.1.56%Reduce -21.2%988,171$111.84M$113.18No quote
23KKRKKR & Co Inc.1.55%Reduce -4.2%5,649,833$110.91M$19.63No quote
24SLCAU.S. Silica Holdings, Inc.1.42%Add +18.5%9,989,309$101.69MNo quoteNo quote
25SSDSimpson Manufacturing Co., Inc.1.38%Add +3.3%1,833,666$99.26M$54.13No quote
26VIABViacom, Inc.1.32%Reduce -9.3%3,698,840$95.06MNo quoteNo quote
27JLLJLL1.30%Add +3.1%738,277$93.47M$126.60No quote
28SWKStanley Black & Decker, Inc.1.21%Add +10.4%726,117$86.95M$119.74No quote
29TGNATEGNA, Inc.1.18%Reduce -21.0%7,809,567$84.89MNo quoteNo quote
30ZBHZimmer Biomet Holdings, Inc.1.16%Reduce -11.4%801,150$83.1M$103.72No quote
31VZVerizon Communications Inc.1.15%Add +8.0%1,462,772$82.24M$56.22No quote
32OAKOaktree Capital Group LLC1.12%Reduce -2.8%2,019,992$80.3MNo quoteNo quote
33LFUSLittelfuse, Inc.1.06%Add +89.9%444,719$76.26M$171.48No quote
34MDPMeredith Corp.1.05%Add +3.1%1,447,068$75.16MNo quoteNo quote
35CBRECBRE Group, Inc.1.04%Reduce -1.4%1,862,505$74.58M$40.04No quote
36AFLAflac, Inc.1.03%Reduce -26.1%1,628,456$74.19M$45.56No quote
37MTSCMTS Systems Corp.0.97%Reduce -0.4%1,738,655$69.77MNo quoteNo quote
38OMCOmnicom Group, Inc.0.95%Reduce -17.1%927,708$67.95M$73.24No quote
39SLBSchlumberger Ltd.0.94%Add +8.3%1,874,765$67.64M$36.08No quote
40MSGSThe Madison Square Garden Co.0.92%Reduce -10.2%247,192$66.17M$267.70No quote
41BOKFBOK Financial Corp.0.91%Add +60.2%890,787$65.32M$73.33No quote
42RCLRoyal Caribbean Cruises Ltd.0.90%Reduce -4.4%663,755$64.91M$97.79No quote
43GSKGlaxoSmithKline plc ADR0.88%Reduce -2.6%1,660,683$63.46M$38.21No quote
44BRCBrady Corp.0.86%Reduce -20.4%1,426,083$61.98M$43.46No quote
45MHKMohawk Industries, Inc.0.84%Add +113.1%518,358$60.63M$116.96No quote
46BWABorgWarner, Inc.0.84%Add +2.3%1,734,929$60.27M$34.74No quote
47VEAVanguard FTSE Developed ETF0.76%Add +67.1%1,474,330$54.7M$37.10No quote
48PXDPioneer Natural Resources Co0.75%Add +13.1%410,436$53.98MNo quoteNo quote
49CHLChina Mobile Ltd. ADR0.75%Add +1.9%1,121,098$53.81MNo quoteNo quote
50HLIHoulihan Lokey, Inc.0.75%Add +4.7%1,453,401$53.49M$36.80No quote
51BIOBio-Rad Laboratories, Inc.0.73%Reduce -3.6%224,338$52.1M$232.22No quote
52PGRProgressive Corp.0.71%Reduce -8.0%843,883$50.91M$60.33No quote
53JHGJanus Henderson Group plc0.68%Reduce -0.4%2,362,025$48.94M$20.72No quote
54CBSCBS Corp.0.68%Reduce -10.1%1,116,177$48.8MNo quoteNo quote
55EOGEOG Resources Inc.0.67%Add +27.4%553,319$48.26M$87.21No quote
56ITWIllinois Tool Works, Inc.0.64%Reduce -14.4%363,761$46.09M$126.69No quote
57ATGEAdtalem Global Education, Inc.0.63%Reduce -19.6%952,488$45.07MNo quoteNo quote
58SOSouthern Co.0.61%Add +13.2%1,002,214$44.02M$43.92No quote
59WTWWillis Towers Watson plc0.60%Reduce -25.1%285,167$43.31M$151.86No quote
60AXEAnixter Intl, Inc.0.59%Reduce -29.1%784,241$42.59MNo quoteNo quote
61TMOThermo Fisher Scientific, Inc.0.57%Reduce -41.9%183,495$41.06M$223.79No quote
62DOXAmdocs Ltd.0.56%Add +36.3%683,994$40.07M$58.58No quote
63FLRFluor Corp.0.56%Add +14.4%1,239,161$39.9M$32.20No quote
64AMGAffiliated Managers Group, Inc.0.55%Add +50.4%403,025$39.27M$97.44No quote
65WUWestern Union Co.0.54%Reduce -45.0%2,260,753$38.57M$17.06No quote
66CAHCardinal Health, Inc.0.53%Reduce -7.8%855,750$38.17M$44.60No quote
67KNKnowles Corporation0.48%New2,612,178$34.77M$13.31No quote
68BCOBrink's Co.0.47%Add +31.1%526,424$34.03M$64.65No quote
69MASMasco Corporation0.44%New1,075,521$31.45M$29.24No quote
70FICOFair Isaac Corp.0.44%Reduce -15.5%167,786$31.38M$187.00No quote
71DGXQuest Diagnostics Inc.0.41%Add +36.0%354,042$29.48M$83.27No quote
72COSTCostco Wholesale Corp.0.39%Reduce -0.3%137,560$28.02M$203.71No quote
73CLBCore Laboratories N.V.0.38%Reduce -9.0%455,273$27.16M$59.66No quote
74BXBlackstone Group L.P.0.38%Reduce -14.2%905,951$27.01M$29.81No quote
75CNTYCentury Casinos, Inc.0.36%Reduce -11.2%3,466,105$25.62MNo quoteNo quote
76MEIMethode Electronics Inc.0.33%Add +0.6%1,018,250$23.72MNo quoteNo quote
77OXYOccidental Petroleum Corp.0.33%Add +37.4%382,817$23.5M$61.38No quote
78BSACBanco Santander-Chile ADR0.32%Reduce -14.8%764,754$22.87MNo quoteNo quote
79JWNNordstrom, Inc.0.32%Reduce -42.7%487,581$22.73MNo quoteNo quote
80NOVNational Oilwell Varco0.31%Reduce -19.5%875,953$22.51M$25.70No quote
81KINKindred Biosciences, Inc.0.30%Reduce -8.2%1,996,806$21.87MNo quoteNo quote
82TISITeam, Inc.0.30%Reduce -11.4%1,475,060$21.61MNo quoteNo quote
83TSTenaris ADR0.29%Add +11.3%989,815$21.1MNo quoteNo quote
84DNBDun & Bradstreet Corp.0.28%Reduce -25.9%141,155$20.15MNo quoteNo quote
85COWNCowen Inc.0.28%Reduce -19.8%1,479,113$19.73MNo quoteNo quote
86TIFTiffany & Co.0.27%New242,838$19.55MNo quoteNo quote
87BRSBristow Group, Inc.0.25%Reduce -8.6%7,485,152$18.19MNo quoteNo quote
88TAPMolson Coors Brewing Co.0.25%New323,289$18.16M$56.16No quote
89USBU.S. Bancorp0.25%Reduce -0.3%392,485$17.94M$45.70No quote
90CSWCCapital Southwest Corp.0.24%Reduce -13.7%881,804$16.95MNo quoteNo quote
91RNWKRealNetworks, Inc.0.23%Reduce -2.2%7,046,784$16.28MNo quoteNo quote
92TILEInterface, Inc.0.22%Add +0.4%1,125,872$16.04M$14.25No quote
93ORBCORBCOMM, Inc.0.22%Add +0.8%1,886,023$15.58MNo quoteNo quote
94GRBKGreen Brick Partners Inc.0.21%Add +0.5%2,127,785$15.41M$7.24No quote
95SFESafeguard Scientifics Inc.0.21%Reduce -5.8%1,766,424$15.23MNo quoteNo quote
96ISCAInternational Speedway Corp.0.20%Reduce -78.0%332,377$14.58MNo quoteNo quote
97TNAVTelenav Inc.0.20%Reduce -9.3%3,492,237$14.18MNo quoteNo quote
98AFHAtlas Financial Holdings, Inc.0.20%Add +0.1%1,737,158$14.05MNo quoteNo quote
99RSTRosetta Stone Inc.0.17%Reduce -12.6%746,852$12.25MNo quoteNo quote
100STRTStrattec Security Corp.0.16%Add +0.8%401,200$11.56MNo quoteNo quote
101BSMXBanco Santander Mexico SA ADR0.14%Add +15.6%1,688,493$10.4MNo quoteNo quote
102ACWXISHARES MSCI ACWI EX US ETF0.14%Add +5.8%244,922$10.28M$41.96No quote
103ICEIntercontinentalExchange, Inc.0.14%Reduce -54.5%136,231$10.26M$75.33No quote
104QCOMQUALCOMM Inc.0.14%-174,200$9.91M$56.91No quote
105FNFabrinet0.13%Add +3.0%187,392$9.62M$51.31No quote
106MATWMatthews Intl Corp.0.13%Add +49.8%232,942$9.46M$40.62No quote
107TRCTejon Ranch Co.0.13%Reduce -0.7%564,031$9.35MNo quoteNo quote
108HMNHorace Mann Educators Corp.0.13%Reduce -0.1%248,707$9.31MNo quoteNo quote
109ORCLOracle Corp.0.13%Reduce -3.1%204,861$9.25M$45.15No quote
110LAKELakeland Industries, Inc.0.13%Add +6.3%885,653$9.25MNo quoteNo quote
111HNGRHanger, Inc.0.13%Reduce -0.6%473,411$8.97MNo quoteNo quote
112AXPAmerican Express Co.0.12%Reduce -85.1%90,029$8.58M$95.32No quote
113MOSMosaic Co.0.12%Add +3.2%291,371$8.51M$29.21No quote
114ALYAAlithya Group Inc.0.12%New3,580,299$8.41MNo quoteNo quote
115GSITGSI Technology Inc.0.12%Reduce -10.6%1,634,696$8.4MNo quoteNo quote
116ALOTAstroNova, Inc.0.11%Reduce -17.2%429,959$8.06MNo quoteNo quote
117PRCPPerceptron, Inc.0.11%Add +3.2%944,282$7.7MNo quoteNo quote
118TURN180 Degree Capital Corp.0.11%Reduce -9.0%4,363,922$7.64MNo quoteNo quote
119MINDMitcham Industries, Inc.0.11%Reduce -0.4%2,961,299$7.58MNo quoteNo quote
120ACTGAcacia Research Corp.0.10%-2,514,436$7.49MNo quoteNo quote
121LMTLockheed Martin Corp.0.10%Reduce -3.5%27,751$7.27M$261.83No quote
122PCTIPCTEL, Inc.0.10%Reduce -25.9%1,689,638$7.25MNo quoteNo quote
123CPIXCumberland Pharmaceuticals, Inc.0.10%Reduce -8.6%1,179,803$7.11MNo quoteNo quote
124EMKREMCORE Corporation0.10%Reduce -30.7%1,672,557$7.03MNo quoteNo quote
125BIDSotheby's0.10%Reduce -19.0%176,718$7.02MNo quoteNo quote
126TPRTapestry, Inc.0.09%Reduce -0.2%195,767$6.61M$33.75No quote
127GSGoldman Sachs Group, Inc.0.08%Add +47.4%34,407$5.75M$167.06No quote
128XOMExxon Mobil Corp.0.08%Reduce -9.5%81,696$5.57M$68.19No quote
129CVUCPI Aerostructures, Inc.0.07%Reduce -3.8%788,877$5.03MNo quoteNo quote
130SYNCSynacor, Inc.0.07%Reduce -17.4%3,310,993$4.9MNo quoteNo quote
131BKBank of New York Mellon Corp.0.07%Reduce -2.4%100,651$4.74M$47.07No quote
132FLFoot Locker, Inc.0.06%Reduce -39.0%86,525$4.6MNo quoteNo quote
133BTNBallantyne Strong, Inc.0.06%Add +6.0%3,582,538$4.12MNo quoteNo quote
134JCAPJernigan Capital, Inc.0.06%Add +27.7%204,826$4.06MNo quoteNo quote
135ASPNAspen Aerogels Inc.0.05%Reduce -0.7%1,826,280$3.89M$2.13No quote
136MOVMovado Group Inc.0.05%Add +30.8%115,400$3.65MNo quoteNo quote
137AYIAcuity Brands0.05%-31,678$3.64M$114.94No quote
138APAApache Corp.0.05%Reduce -2.4%133,255$3.5M$26.25No quote
139GIFIGulf Island Fabrication, Inc.0.04%Reduce -28.3%429,467$3.1MNo quoteNo quote
140SEACSeaChange Intl, Inc.0.04%Reduce -29.5%2,367,553$2.98MNo quoteNo quote
141NVSNovartis AG ADR0.03%Reduce -60.8%27,623$2.37M$85.80No quote
142IWNiShares Russell 2000V ETF0.03%New18,873$2.03M$107.56No quote
143OESXOrion Energy Systems, Inc.0.03%Reduce -23.6%3,553,817$2.03MNo quoteNo quote
144ACIAAcacia Communications, Inc.0.03%-50,764$1.93MNo quoteNo quote
145EXPDExpeditors Intl of Washington0.02%Reduce -71.4%21,663$1.48M$68.09No quote
146SRESempra Energy0.02%Reduce -4.0%12,886$1.39MNo quoteNo quote
147IWSiShares Russell MidcapV ETF0.02%New17,986$1.37M$76.34No quote
148DFSDiscover Financial Services0.02%Reduce -3.6%22,168$1.31MNo quoteNo quote
149RBCNRubicon Technology, Inc.0.02%Reduce -35.6%144,635$1.14MNo quoteNo quote
150RUBIThe Rubicon Project, Inc.0.01%Reduce -68.5%195,499$729KNo quoteNo quote
151PCYOPure Cycle Corp.0.01%Reduce -20.1%71,996$715KNo quoteNo quote
152CRWSCrown Crafts, Inc.0.01%Reduce -68.4%78,850$426KNo quoteNo quote
153AXTIAXT Inc.0.01%Reduce -42.8%94,896$413K$4.35No quote
154DRADDigirad Corp.0.00%Reduce -50.4%466,119$266KNo quoteNo quote
155AUTOAutoWeb Inc.0.00%Reduce -85.5%69,469$212KNo quoteNo quote
156AETIAmerican Electric Technologies, Inc.0.00%Reduce -73.9%178,664$155KNo quoteNo quote
157GLAEGlassBridge Enterprises Inc.0.00%Reduce -21.8%639,070$95KNo quoteNo quote
161PPandora Media, Inc.-Sold0$0No quoteNo quote
160EDGWEdgewater Technology Inc.-Sold0$0No quoteNo quote
159CARSCars.com Inc.-Sold0$0No quoteNo quote
158GOLDBarrick Gold Corp.-Sold0$0No quoteNo quote