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Focused investors/Ariel Investments

Ariel Investments

As of Q1 2026, Ariel Investments reported 106 long-equity positions worth $8.93B in aggregate.

Copy-investor backtest

Latest quarter
-2.22%
1-year
+25.91%
3-year
+51.35%
3-year top 5
+49.74%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-05-26 from SEC 13F data.

Live quotes available for 98 of 119 rows. Rows without a quote are marked unavailable.

1JLLJONES LANG LASALLE INC3.22%Reduce -11.9%1,168,681$315.32M$269.8152w: $119.46 - $273.82; reported $269.81
2LAZLAZARD INC3.16%Add +1.8%6,150,868$309.88M$50.3852w: $25.82 - $51.46; reported $50.38
3GNRCGENERAC HLDGS INC2.93%Reduce -6.4%1,804,549$286.71M$158.8852w: $79.86 - $169.57; reported $158.88
4MSGEMADISON SQUARE GARDEN ENTMT2.88%Add +1.4%6,639,886$282.39M$42.5352w: $27.55 - $42.99; reported $42.53
5MATMATTEL INC2.88%Reduce -0.1%14,808,162$282.1M$19.0552w: $15.87 - $21.99; reported $19.05
6MHKMOHAWK INDS INC2.80%Reduce -6.2%1,704,501$273.88M$160.6852w: $76.02 - $164.06; reported $160.68
7AMGAFFILIATED MANAGERS GROUP IN2.64%Add +0.7%1,452,161$258.19M$177.8052w: $120.22 - $189.81; reported $177.80
8FAFFIRST AMERN FINL CORP2.45%Add +0.7%3,633,378$239.84M$66.0152w: $49.55 - $67.88; reported $66.01
9SPHRSPHERE ENTERTAINMENT CO2.41%Reduce -3.4%5,350,142$236.37M$44.1852w: $27.02 - $51.83; reported $44.18
10CHKPCHECK POINT SOFTWARE TECH LT2.36%Reduce -10.2%1,199,701$231.31M$192.8152w: $126.57 - $196.56; reported $192.81
11NTRSNORTHERN TR CORP2.32%Reduce -4.4%2,527,467$227.55M$90.0352w: $62.44 - $92.82; reported $90.03
12NVSTENVISTA HOLDINGS CORPORATION2.29%Add +15.1%11,359,999$224.47M$19.7652w: $15.14 - $27.86; reported $19.76
13CGCARLYLE GROUP INC2.24%Add +3.0%5,088,397$219.11M$43.0652w: $27.13 - $50.92; reported $43.06
14KMTKENNAMETAL INC2.20%Reduce -4.0%8,313,682$215.57M$25.9352w: $22.08 - $27.04; reported $25.93
15ADTADT INC DEL2.15%Reduce -4.1%29,116,248$210.51M$7.2352w: $5.53 - $7.92; reported $7.23
16BYDBOYD GAMING CORP2.10%Add +5.1%3,185,137$205.92M$64.6552w: $49.34 - $68.46; reported $64.65
17PBHPRESTIGE CONSMR HEALTHCARE I2.05%Reduce -1.9%2,782,840$200.64M$72.1052w: $56.34 - $75.80; reported $72.10
18SJMSMUCKER J M CO2.02%Add +20.4%1,631,285$197.55M$121.1052w: $105.69 - $134.62; reported $121.10
19BOKFBOK FINL CORP1.99%Reduce -2.9%1,859,790$194.57M$104.6252w: $62.42 - $108.01; reported $104.62
20MSGSMADISON SQUARE GRDN SPRT COR1.95%Reduce -5.4%918,054$191.19M$208.2652w: $164.79 - $213.26; reported $208.26
21GNTXGENTEX CORP1.95%Add +5.2%6,422,736$190.69M$29.6952w: $27.86 - $37.58; reported $29.69
22REZIRESIDEO TECHNOLOGIES INC1.92%Reduce -2.6%9,341,132$188.13M$20.1452w: $14.20 - $23.43; reported $20.14
23CLBCORE LABORATORIES INC1.90%Reduce -2.4%10,045,256$186.14M$18.5352w: $13.82 - $25.13; reported $18.53
24RCLROYAL CARIBBEAN GROUP1.89%Reduce -12.0%1,041,839$184.78M$177.3652w: $78.35 - $184.41; reported $177.36
25IPGINTERPUBLIC GROUP COS INC1.84%Reduce -0.1%5,704,553$180.44MNo quoteNo quote
26CRLCHARLES RIV LABS INTL INC1.81%Reduce -0.9%897,687$176.82M$196.9752w: $161.65 - $275.00; reported $196.97
27ATGEADTALEM GLOBAL ED INC1.74%Reduce -23.4%2,252,359$170.01MNo quoteNo quote
28AXTAAXALTA COATING SYS LTD1.60%Reduce -1.6%4,334,088$156.85M$36.1952w: $25.03 - $37.78; reported $36.19
29MIDDMIDDLEBY CORP1.60%Add +120.8%1,126,148$156.68M$139.1352w: $109.59 - $161.01; reported $139.13
30OSWONESPAWORLD HOLDINGS LIMITED1.60%Reduce -3.5%9,466,369$156.29M$16.5152w: $9.82 - $17.30; reported $16.51
31PARAPARAMOUNT GLOBAL1.54%Add +1.1%14,203,368$150.84MNo quoteNo quote
32LESLLESLIES INC1.50%Add +27.2%46,552,521$147.11M$3.1652w: $48.40 - $164.20; reported $3.16
33MANUMANCHESTER UTD PLC NEW1.37%Add +3.7%8,304,525$134.37M$16.1852w: $13.50 - $22.00; reported $16.18
34BCOBRINKS CO1.35%Reduce -10.2%1,141,209$131.97M$115.6452w: $64.15 - $115.91; reported $115.64
35BIOBIO RAD LABS INC1.29%Add +263.5%378,695$126.7M$334.5852w: $261.59 - $366.30; reported $334.58
36ZBRAZEBRA TECHNOLOGIES CORPORATI1.12%Reduce -10.4%295,961$109.6M$370.3252w: $194.59 - $375.88; reported $370.32
37NCLHNORWEGIAN CRUISE LINE HLDG L1.11%Reduce -6.4%5,319,408$109.1M$20.5152w: $12.71 - $21.73; reported $20.51
38MSFTMICROSOFT CORP0.96%Reduce -17.9%217,988$93.8M$430.3052w: $311.21 - $468.35; reported $430.30
39LHLABCORP HOLDINGS INC0.94%Reduce -7.6%410,720$91.79M$223.4852w: $191.97 - $238.47; reported $223.48
40MASMASCO CORP0.88%Reduce -5.6%1,031,723$86.6M$83.9452w: $47.66 - $84.37; reported $83.94
41LFUSLITTELFUSE INC0.86%Reduce -3.5%317,271$84.16M$265.2552w: $212.80 - $275.58; reported $265.25
42KNKNOWLES CORP0.85%Reduce -9.0%4,633,707$83.55M$18.0352w: $12.78 - $19.73; reported $18.03
43JHGJANUS HENDERSON GROUP PLC0.85%Reduce -3.3%2,183,054$83.11M$38.0752w: $22.18 - $39.11; reported $38.07
44GSGOLDMAN SACHS GROUP INC0.77%Reduce -16.1%152,491$75.5M$495.1152w: $289.36 - $517.26; reported $495.11
45LINDLINDBLAD EXPEDITIONS HLDGS I0.76%Reduce -6.0%8,053,790$74.5M$9.2552w: $5.47 - $11.53; reported $9.25
46APTVAPTIV PLC0.71%Reduce -8.9%959,944$69.13M$72.0152w: $63.62 - $99.31; reported $72.01
47NVTNVENT ELECTRIC PLC0.67%Reduce -5.4%938,936$65.97M$70.2652w: $45.60 - $86.57; reported $70.26
48VZVERIZON COMMUNICATIONS INC0.65%Reduce -18.3%1,408,480$63.25M$44.9152w: $30.14 - $45.36; reported $44.91
49SWKSTANLEY BLACK & DECKER INC0.59%Reduce -3.7%527,143$58.05M$110.1352w: $76.26 - $110.88; reported $110.13
50BAPCREDICORP LTD0.56%Reduce -25.5%305,124$55.22M$180.9752w: $116.42 - $186.36; reported $180.97
51KMXCARMAX INC0.56%Reduce -0.0%709,722$54.92M$77.3852w: $59.66 - $88.22; reported $77.38
52CBRECBRE GROUP INC0.53%Reduce -14.3%415,508$51.72M$124.4852w: $64.63 - $124.84; reported $124.48
53GCMGGCM GROSVENOR INC0.52%Reduce -0.1%4,540,686$51.4M$11.3252w: $7.52 - $11.60; reported $11.32
54NTAPNETAPP INC0.51%Reduce -15.2%407,907$50.38M$123.5152w: $70.82 - $135.01; reported $123.51
55ALLALLSTATE CORP0.50%Add +8.6%260,665$49.44M$189.6552w: $109.01 - $193.97; reported $189.65
56KEYSKEYSIGHT TECHNOLOGIES INC0.48%Reduce -0.0%297,922$47.35M$158.9352w: $118.57 - $162.51; reported $158.93
57COFCAPITAL ONE FINL CORP0.48%Reduce -28.2%313,102$46.88M$149.7352w: $88.23 - $154.18; reported $149.73
58KFYKORN FERRY0.47%Reduce -16.6%617,727$46.48M$75.2452w: $44.45 - $76.63; reported $75.24
59DNBDUN & BRADSTREET HLDGS INC0.46%Reduce -5.9%3,946,422$45.42MNo quoteNo quote
60SCHWSCHWAB CHARLES CORP0.44%Add +14.7%669,991$43.42M$64.8152w: $48.66 - $79.49; reported $64.81
61MTNVAIL RESORTS INC0.43%Reduce -1.1%244,318$42.58M$174.2952w: $165.14 - $236.92; reported $174.29
62MGPIMGP INGREDIENTS INC NEW0.43%Reduce -1.2%509,442$42.41M$83.2552w: $68.86 - $105.71; reported $83.25
63AFLAFLAC INC0.41%Reduce -30.1%361,402$40.4M$111.8052w: $74.89 - $112.10; reported $111.80
64DVADAVITA INC0.41%Reduce -31.9%244,828$40.13M$163.9352w: $71.51 - $166.04; reported $163.93
65BIDUBAIDU INC0.40%Reduce -65.7%375,111$39.5M$105.2952w: $79.68 - $135.85; reported $105.29
66NOVNOV INC0.40%Add +15.9%2,454,416$39.2M$15.9752w: $15.47 - $21.53; reported $15.97
67CVSCVS HEALTH CORP0.40%Reduce -7.8%616,807$38.78M$62.8852w: $52.77 - $83.25; reported $62.88
68BWABORGWARNER INC0.39%Add +14.9%1,064,195$38.62M$36.2952w: $29.51 - $40.76; reported $36.29
69KKRKKR & CO INC0.37%Reduce -13.6%277,788$36.27M$130.5852w: $53.72 - $134.85; reported $130.58
70ZBHZIMMER BIOMET HOLDINGS INC0.33%Reduce -0.1%297,254$32.09M$107.9552w: $102.00 - $133.90; reported $107.95
71WALWESTERN ALLIANCE BANCORP0.32%New363,305$31.42M$86.4952w: $38.81 - $88.92; reported $86.49
72WEXWEX INC0.32%New149,440$31.34M$209.7352w: $161.95 - $244.04; reported $209.73
73TAPMOLSON COORS BEVERAGE CO0.31%Add +13.6%526,727$30.3M$57.5252w: $49.19 - $69.18; reported $57.52
74DHID R HORTON INC0.27%Reduce -15.1%140,628$26.83M$190.7752w: $100.08 - $199.85; reported $190.77
75CNHICNH INDL N V0.27%Reduce -19.9%2,350,751$26.09MNo quoteNo quote
76TSMTAIWAN SEMICONDUCTOR MFG LTD0.25%Reduce -6.0%141,832$24.63M$173.6752w: $84.95 - $193.47; reported $173.67
77LENLENNAR CORP0.25%Reduce -17.8%129,056$24.2M$187.4852w: $99.61 - $187.61; reported $187.48
78INTCINTEL CORP0.25%Reduce -16.4%1,028,810$24.14M$23.4652w: $18.51 - $51.28; reported $23.46
79PMPHILIP MORRIS INTL INC0.22%Reduce -43.7%179,593$21.8M$121.4052w: $87.23 - $128.22; reported $121.40
80SSDSIMPSON MFG INC0.22%Reduce -29.9%110,291$21.1M$191.2752w: $123.93 - $218.38; reported $191.27
81TDCTERADATA CORP DEL0.20%Reduce -18.2%661,535$20.07MNo quoteNo quote
82GILDGILEAD SCIENCES INC0.20%Reduce -35.7%237,048$19.87M$83.8452w: $62.07 - $87.87; reported $83.84
83KBKB FINL GROUP INC0.19%Reduce -0.5%300,466$18.55M$61.7552w: $36.57 - $67.40; reported $61.75
84CMACOMERICA INC0.19%New304,481$18.24MNo quoteNo quote
85BMYBRISTOL-MYERS SQUIBB CO0.18%Reduce -44.7%342,514$17.72M$51.7452w: $39.35 - $58.06; reported $51.74
86JDJD.COM INC0.18%New441,693$17.67M$40.0052w: $20.82 - $42.68; reported $40.00
87HCKTHACKETT GROUP INC0.17%Reduce -6.1%620,088$16.29M$26.2752w: $20.23 - $27.68; reported $26.27
88SNASNAP ON INC0.12%Add +1.0%41,393$11.99M$289.7152w: $249.84 - $298.49; reported $289.71
89ORCLORACLE CORP0.10%Reduce -8.6%55,244$9.41M$170.4052w: $99.26 - $173.99; reported $170.40
90WBAWALGREENS BOOTS ALLIANCE INC0.08%Reduce -56.7%882,701$7.91MNo quoteNo quote
91LMTLOCKHEED MARTIN CORP0.08%Reduce -1.9%12,941$7.56M$584.5652w: $393.77 - $584.95; reported $584.56
92BACBANK AMERICA CORP0.07%Reduce -1.4%169,359$6.72M$39.6852w: $24.96 - $44.44; reported $39.68
93PHINPHINIA INC0.07%Reduce -1.1%142,897$6.58M$46.0352w: $23.46 - $52.20; reported $46.03
94APAAPA CORPORATION0.06%Add +14.7%240,632$5.89M$24.4652w: $22.72 - $43.58; reported $24.46
95CVXCHEVRON CORP NEW0.06%Add +19.1%38,827$5.72M$147.2752w: $135.37 - $170.17; reported $147.27
96GOLDBARRICK GOLD CORP0.05%-252,257$5.02MNo quoteNo quote
97JNJJOHNSON & JOHNSON0.04%Add +6.4%25,070$4.06M$162.0652w: $143.13 - $168.85; reported $162.06
98MOSMOSAIC CO NEW0.04%Add +6.3%141,040$3.78M$26.7852w: $24.12 - $38.30; reported $26.78
99IWNISHARES TR0.03%Add +142.5%15,273$2.55M$166.8252w: $124.97 - $174.83; reported $166.82
100ZIMVZIMVIE INC0.01%Reduce -24.0%61,127$970.09KNo quoteNo quote
101FIFISERV INC0.01%Reduce -2.2%4,541$815.79KNo quoteNo quote
102FICOFAIR ISAAC CORP0.01%Reduce -24.0%257$499.49K$1943.5252w: $811.99 - $1962.83; reported $1943.52
103VIVTELEFONICA BRASIL SA0.00%Reduce -85.1%46,515$477.71KNo quoteNo quote
104MTBM & T BK CORP0.00%Reduce -22.1%2,068$368.35K$178.1252w: $108.53 - $180.64; reported $178.12
105MSIMOTOROLA SOLUTIONS INC0.00%Reduce -19.3%753$338.57K$449.6352w: $269.65 - $452.00; reported $449.63
106STSENSATA TECHNOLOGIES HLDG PL0.00%Reduce -2.2%8,133$291.65K$35.8652w: $30.56 - $43.14; reported $35.86
107BRCBRADY CORP0.00%Reduce -98.7%3,620$277.4K$76.6352w: $51.35 - $76.97; reported $76.63
108KSPIKASPI KZ JSC0.00%-2,210$234.24K$105.9952w: $85.02 - $143.72; reported $105.99
109PGRPROGRESSIVE CORP0.00%Reduce -16.9%869$220.52K$253.7652w: $137.59 - $260.46; reported $253.76
110REYNREYNOLDS CONSUMER PRODS INC0.00%Reduce -2.2%7,020$218.32K$31.1052w: $24.80 - $32.65; reported $31.10
119WUWestern Union Co/The-Sold0$0No quoteNo quote
118VTVanguard Total World Stock ETF-Sold0$0No quoteNo quote
117VXUSVanguard Total International Stock ETF-Sold0$0No quoteNo quote
116VEAVanguard FTSE Developed Markets ETF-Sold0$0No quoteNo quote
115USBUS Bancorp-Sold0$0No quoteNo quote
114TFCTruist Financial Corp-Sold0$0No quoteNo quote
113SRCLStericycle Inc-Sold0$0No quoteNo quote
112PDCOPatterson Cos Inc-Sold0$0No quoteNo quote
111EVREvercore Inc-Sold0$0No quoteNo quote