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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 2026-09-12 from SEC 13F data.

Live quotes available for 86 of 186 rows. Rows without a quote are marked unavailable.

1FAFFirst American Financial Corp.3.64%-10,395,183$281.92M$27.12No quote
2BRSBristow Group Inc.3.53%-4,074,155$273.78MNo quoteNo quote
3LAZLazard Ltd3.17%-4,852,010$246M$50.70No quote
4WUWestern Union Co.2.83%-13,649,596$218.94M$16.04No quote
5JLLJLL2.81%-1,726,379$218.11M$126.34No quote
6ISCAInternational Speedway Corp.2.58%-6,318,678$199.92MNo quoteNo quote
7GCIGannett Co., Inc.2.32%-6,068,818$180.06MNo quoteNo quote
8SJMJ.M. Smucker Co.2.32%-1,813,476$179.52M$98.99No quote
9IPGInterpublic Group of Cos., Inc.2.24%-9,461,460$173.33MNo quoteNo quote
10KMTKennametal Inc.2.10%-3,938,655$162.71M$41.31No quote
11CYNCity National Corp.1.96%-2,010,960$152.17MNo quoteNo quote
12JNSJanus Capital Group Inc.1.88%-10,033,781$145.89MNo quoteNo quote
13LHLaboratory Corp. of America Holdings1.82%-1,389,464$141.38M$101.75No quote
14KKRKKR & Co. L.P.1.72%-5,962,320$132.96M$22.30No quote
15SWKStanley Black & Decker, Inc.1.71%-1,488,256$132.14M$88.79No quote
16NWLNewell Rubbermaid Inc.1.68%-3,776,919$129.96M$34.41No quote
17HSPHospira, Inc.1.63%-2,433,369$126.61MNo quoteNo quote
18SNASnap-On Inc.1.61%-1,032,207$124.98M$121.08No quote
19MCFContango Oil & Gas Co.1.61%-3,748,952$124.62MNo quoteNo quote
20MSGMadison Square Garden Co.1.60%-1,869,857$123.64MNo quoteNo quote
21BIOBio-Rad Laboratories, Inc.1.56%-1,067,226$121.02M$113.40No quote
22CRLCharles River Laboratories Intl, Inc.1.54%-1,996,270$119.26M$59.74No quote
23CBRECBRE Group, Inc.1.53%-3,998,936$118.93M$29.74No quote
24ZBHZimmer Holdings, Inc.1.36%-1,047,358$105.31M$100.55No quote
25NTRSNorthern Trust Corp.1.33%-1,513,079$102.94M$68.03No quote
26BENFranklin Resources, Inc.1.31%-1,858,974$101.52M$54.61No quote
27BRCBrady Corp.1.25%-4,328,458$97.13M$22.44No quote
28DNBDun & Bradstreet Corp.1.25%-825,347$96.95MNo quoteNo quote
29FICOFair Isaac Corp.1.24%-1,750,666$96.46M$55.10No quote
30BIDSotheby's1.24%-2,692,275$96.17MNo quoteNo quote
31JWNNordstrom, Inc.1.24%-1,402,566$95.89MNo quoteNo quote
32MTSCMTS Systems Corp.1.21%-1,375,920$93.92MNo quoteNo quote
33RCLRoyal Caribbean Cruises Ltd.1.18%-1,362,411$91.68M$67.29No quote
34MDPMeredith Corp.1.15%-2,085,822$89.27MNo quoteNo quote
35AFLAFLAC Inc.1.13%-1,504,452$87.63M$58.25No quote
36AXEAnixter Intl Inc.1.11%-1,016,171$86.21MNo quoteNo quote
37SSDSimpson Manufacturing Co., Inc.1.10%-2,936,246$85.59M$29.15No quote
38OMCOmnicom Group Inc.1.07%-1,207,047$83.12M$68.86No quote
39ITWIllinois Tool Works Inc.1.00%-917,213$77.43M$84.42No quote
40LFUSLittelfuse, Inc.0.97%-883,775$75.28M$85.18No quote
41STJSt. Jude Medical, Inc.0.95%-1,227,309$73.8MNo quoteNo quote
42CBSCBS Corp.0.91%-1,316,859$70.45MNo quoteNo quote
43GILDGilead Sciences, Inc.0.88%-643,896$68.54M$106.45No quote
44TMOThermo Fisher Scientific Inc.0.85%-540,702$65.8M$121.70No quote
45VIABViacom, Inc.0.81%-813,793$62.61MNo quoteNo quote
46MSFTMicrosoft Corp.0.80%-1,331,896$61.75M$46.36No quote
47MHKMohawk Industries, Inc.0.77%-443,985$59.86M$134.82No quote
48COHCoach, Inc.0.74%-1,615,879$57.54MNo quoteNo quote
49JNJJohnson & Johnson0.74%-536,616$57.2M$106.59No quote
50BXBlackstone Group L.P.0.66%-1,616,687$50.89M$31.48No quote
51GSKGlaxoSmithKline plc ADR0.60%-1,005,634$46.23M$45.97No quote
52SLCAU.S. Silica Holdings, Inc.0.59%-731,698$45.74MNo quoteNo quote
53BLTBlount Intl, Inc.0.58%-2,982,295$45.12MNo quoteNo quote
54TISITeam, Inc.0.56%-1,151,458$43.65MNo quoteNo quote
55COWNCowen Group, Inc.0.52%-10,737,123$40.26MNo quoteNo quote
56IEXIDEX Corp.0.52%-554,301$40.12M$72.37No quote
57ORBCORBCOMM, Inc.0.48%-6,467,823$37.19MNo quoteNo quote
58TROWT. Rowe Price Group, Inc.0.47%-461,698$36.2M$78.40No quote
59GHCGraham Holdings Co.0.46%-51,386$35.95M$699.59No quote
60HARHarman Intl Industries, Inc.0.44%-349,205$34.24MNo quoteNo quote
61MINDMitcham Industries, Inc.0.44%-3,094,212$34.19MNo quoteNo quote
62RSTRosetta Stone Inc.0.42%-4,030,004$32.44MNo quoteNo quote
63TWTowers Watson0.40%-315,059$31.35M$99.50No quote
64EACErickson Inc.0.40%-2,356,919$30.62MNo quoteNo quote
65PCOPendrell Corp.0.36%-20,542,828$27.53MNo quoteNo quote
66RDSARoyal Dutch Shell plc ADR0.35%-351,606$26.77MNo quoteNo quote
67TUMITumi Holdings Inc.0.34%-1,304,866$26.55MNo quoteNo quote
68BCOBrink's Co.0.34%-1,084,110$26.06M$24.04No quote
69ZBRAZebra Technologies Corp.0.32%-352,679$25.03M$70.97No quote
70BIDUBaidu, Inc. ADR0.31%-110,456$24.11M$218.23No quote
71CHLChina Mobile Ltd. ADR0.31%-408,090$23.98MNo quoteNo quote
72RTKRentech, Inc.0.31%-13,857,864$23.7MNo quoteNo quote
73PCTIPCTEL, Inc.0.30%-3,033,786$23.03MNo quoteNo quote
74BYIBally Technologies, Inc.0.30%-283,771$22.9MNo quoteNo quote
75LFCRLandec Corp.0.29%-1,809,556$22.17MNo quoteNo quote
76XOXOXO Group Inc.0.28%-1,955,123$21.92MNo quoteNo quote
77OESXOrion Energy Systems, Inc.0.27%-3,967,589$21.23MNo quoteNo quote
78DGXQuest Diagnostics Inc.0.27%-348,910$21.17M$60.68No quote
79NOKNokia Corp. ADR0.27%-2,476,136$20.95M$8.46No quote
80ACTGAcacia Research Corp.0.26%-1,284,415$19.88MNo quoteNo quote
81TILEInterface, Inc.0.25%-1,222,789$19.74M$16.14No quote
82IMNImation Corp.0.25%-6,456,993$19.05MNo quoteNo quote
83AVHIAV Homes, Inc.0.24%-1,278,515$18.73MNo quoteNo quote
84BRCMBroadcom Corp.0.24%-458,417$18.53MNo quoteNo quote
85RYAAYRyanair Holdings plc ADR0.24%-326,688$18.44M$56.43No quote
86RNWKRealNetworks, Inc.0.24%-2,629,677$18.28MNo quoteNo quote
87OPLKOplink Communications, Inc.0.23%-1,060,103$17.83MNo quoteNo quote
88SPARSpartan Motors Inc.0.23%-3,786,479$17.68MNo quoteNo quote
89FRMFurmanite Corp.0.20%-2,345,437$15.86MNo quoteNo quote
90ALOTAstro-Med, Inc.0.20%-1,163,639$15.35MNo quoteNo quote
91POZNPozen Inc.0.20%-2,071,920$15.21MNo quoteNo quote
92CVUCPI Aerostructures, Inc.0.20%-1,543,268$15.2MNo quoteNo quote
93PVTBPrivateBancorp, Inc.0.19%-489,018$14.63MNo quoteNo quote
94USBU.S. Bancorp0.19%-344,896$14.43M$41.83No quote
95HCCHCC Insurance Holdings, Inc.0.19%-297,459$14.36M$48.29No quote
96RKUSRuckus Wireless, Inc.0.18%-1,071,597$14.32MNo quoteNo quote
97DVDeVry Education Group Inc.0.18%-324,375$13.89M$42.81No quote
98ARCARC Document Solutions, Inc.0.18%-1,677,376$13.59MNo quoteNo quote
99MATWMatthews Intl Corp.0.17%-303,412$13.32M$43.89No quote
100TNAVTelenav Inc.0.17%-1,981,489$13.28MNo quoteNo quote
101CNTYCentury Casinos, Inc.0.17%-2,532,132$12.99MNo quoteNo quote
102PRCPPerceptron, Inc.0.17%-1,324,376$12.97MNo quoteNo quote
103WMTWal-Mart Stores, Inc.0.17%-168,550$12.89M$76.47No quote
104CPIXCumberland Pharmaceuticals, Inc.0.17%-2,607,251$12.88MNo quoteNo quote
105EDGWEdgewater Technology Inc.0.16%-1,837,374$12.62MNo quoteNo quote
106SIGMSigma Designs, Inc.0.16%-2,890,195$12.46MNo quoteNo quote
107HMNHorace Mann Educators Corp.0.15%-418,959$11.95MNo quoteNo quote
108PMPhilip Morris Intl, Inc.0.15%-140,441$11.71M$83.40No quote
109TIFTiffany & Co.0.15%-120,226$11.58MNo quoteNo quote
110AETIAmerican Electric Technologies, Inc.0.15%-1,520,718$11.27MNo quoteNo quote
111VEAVanguard MSCI EAFE ETF0.14%-264,971$10.53M$39.75No quote
112NOVNational Oilwell Varco0.13%-137,143$10.44M$76.10No quote
113QUMUQumu Corp.0.13%-784,046$10.19MNo quoteNo quote
114QLGCQLogic Corp.0.13%-1,095,749$10.04MNo quoteNo quote
115BOBEBob Evans Farms, Inc.0.13%-209,002$9.89MNo quoteNo quote
116LMTLockheed Martin Corp.0.13%-54,060$9.88M$182.78No quote
117IBMInternational Business Machines Corp.0.13%-51,282$9.74M$189.83No quote
118CRWSCrown Crafts, Inc.0.12%-1,298,832$9.68MNo quoteNo quote
119RBCNRubicon Technology, Inc.0.12%-2,206,147$9.38MNo quoteNo quote
120RLHRed Lion Hotels Corp.0.12%-1,637,130$9.32MNo quoteNo quote
121BTNBallantyne Strong, Inc.0.12%-2,088,782$9.3MNo quoteNo quote
122ORCLOracle Corp.0.11%-231,010$8.84M$38.28No quote
123MIDDMiddleby Corp.0.11%-98,825$8.71M$88.13No quote
124STLYStanley Furniture Co.0.11%-2,958,556$8.3MNo quoteNo quote
125VTVanguard Total Wld Stock Index Fd (ETF)0.11%-136,634$8.25M$60.38No quote
126HDNGHardinge Inc.0.10%-742,160$8.12MNo quoteNo quote
127XOMExxon Mobil Corp.0.10%-85,610$8.05M$94.05No quote
128DVDDover Motorsports, Inc.0.10%-3,382,512$7.81MNo quoteNo quote
129CVSCVS Health0.10%-95,275$7.58M$79.59No quote
130MOSMosaic Co.0.09%-163,930$7.28M$44.41No quote
131BRK-BBerkshire Hathaway Inc.0.09%-49,016$6.77M$138.14No quote
132PNCThe PNC Financial Service Group, Inc.0.09%-77,501$6.63M$85.59No quote
133VICLVical Inc.0.09%-5,880,710$6.59MNo quoteNo quote
134GAIAGaiam, Inc.0.08%-880,320$6.46MNo quoteNo quote
135TGTTarget Corp.0.08%-100,650$6.31M$62.68No quote
136EMCEMC Corp.0.08%-214,629$6.28MNo quoteNo quote
137CLBCore Laboratories N.V.0.08%-42,597$6.23M$146.35No quote
138JPMJPMorgan Chase & Co.0.08%-102,296$6.16M$60.24No quote
139VSRVersar Inc.0.08%-1,896,022$6.12MNo quoteNo quote
140GSGoldman Sachs Group, Inc.0.08%-33,275$6.11M$183.56No quote
141APAApache Corp.0.07%-61,900$5.81M$93.88No quote
142BBBYQBed Bath & Beyond Inc.0.07%-86,105$5.67MNo quoteNo quote
143MSMorgan Stanley0.07%-159,580$5.52M$34.57No quote
144CHKChesapeake Energy Corp.0.07%-220,785$5.08MNo quoteNo quote
145SOSouthern Co.0.06%-114,071$4.98M$43.65No quote
146PNRAPanera Bread Co.0.06%-29,884$4.86MNo quoteNo quote
147GOLDBarrick Gold Corp.0.06%-322,268$4.72MNo quoteNo quote
148PXPraxair, Inc.0.06%-36,377$4.69MNo quoteNo quote
149BAXBaxter Intl Inc.0.06%-63,051$4.53M$71.77No quote
150BKBank of New York Mellon Corp.0.06%-116,715$4.52M$38.73No quote
151EXPDExpeditors Intl of Washington0.05%-102,948$4.18M$40.58No quote
152VIVTelefonica Brasil SA ADR0.05%-203,727$4.01MNo quoteNo quote
153PIRPier 1 Imports, Inc.0.05%-318,395$3.79MNo quoteNo quote
154IGTInternational Game Technology0.05%-221,065$3.73MNo quoteNo quote
155VPLVanguard MSCI Pacific ETF0.05%-61,206$3.63MNo quoteNo quote
156GIFIGulf Island Fabrication, Inc.0.05%-203,250$3.5MNo quoteNo quote
157HNGRHanger, Inc.0.04%-161,420$3.31MNo quoteNo quote
158VWOVanguard FTSE Emerging Markets ETF0.04%-77,281$3.22M$41.70No quote
159NVDANVIDIA Corp.0.04%-169,799$3.13M$18.45No quote
160CSWCCapital Southwest Corp.0.04%-85,400$3.06MNo quoteNo quote
161APOLApollo Education Group, Inc.0.04%-119,875$3.02MNo quoteNo quote
162AZTABrooks Automation, Inc.0.04%-271,800$2.86MNo quoteNo quote
163MKCMcCormick & Co., Inc.0.04%-42,561$2.85M$66.89No quote
164TKCTurkcell Iletisim Hizmetleri AS ADR0.04%-215,116$2.83MNo quoteNo quote
165BTIBritish American Tobacco plc ADR0.03%-23,686$2.68M$113.06No quote
166HSBCHSBC Holdings plc ADR0.03%-51,289$2.61M$50.89No quote
167MRMindray Medical Intl Ltd.0.03%-78,349$2.36MNo quoteNo quote
168ANSSAnsys, Inc.0.03%-31,166$2.36MNo quoteNo quote
169BSACBanco Santander-Chile ADR0.03%-95,358$2.11MNo quoteNo quote
170SUPSuperior Industries Intl, Inc.0.03%-118,150$2.07MNo quoteNo quote
171VGKVanguard MSCI Europe ETF0.03%-36,872$2.04M$55.22No quote
172COLRockwell Collins, Inc.0.02%-24,291$1.91MNo quoteNo quote
173WECWisconsin Energy Corp.0.02%-42,646$1.83M$43.01No quote
174TMToyota Motor Corp. ADR0.02%-14,818$1.74MNo quoteNo quote
175MBFIMB Financial, Inc.0.02%-62,850$1.74MNo quoteNo quote
176MFLXMulti-Fineline Electronix, Inc.0.02%-171,225$1.6MNo quoteNo quote
177ALTRAltera Corp.0.02%-42,950$1.54MNo quoteNo quote
178STTState Street Corp.0.01%-14,256$1.05M$73.58No quote
179SLBSchlumberger Ltd.0.01%-9,627$979K$101.69No quote
180BSMXSantander Mexico Financial Group ADR0.01%-72,154$976KNo quoteNo quote
181ACNAccenture plc0.01%-11,731$954K$81.32No quote
182MTBM&T Bank Corp.0.01%-7,537$929K$123.26No quote
183ALVAutoliv Inc.0.01%-8,285$762K$91.97No quote
184COSTCostco Wholesale Corp.0.01%-5,221$654K$125.26No quote
185AXPAmerican Express Co.0.01%-5,492$481K$87.58No quote
186ITUBItau Unibanco Holding SA ADR0.00%-11,094$154K$13.88No quote