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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 90 of 194 rows. Rows without a quote are marked unavailable.

1LAZLazard Ltd3.44%Add +18.4%5,836,442$306.94M$52.59No quote
2KMTKennametal Inc.3.09%Add +56.5%8,193,593$276.04M$33.69No quote
3FAFFirst American Financial Corp.3.08%Reduce -20.7%7,703,312$274.85M$35.68No quote
4BRSBristow Group Inc.2.90%Add +12.5%4,749,344$258.6MNo quoteNo quote
5WUWestern Union Co.2.86%Reduce -12.0%12,264,707$255.23M$20.81No quote
6JLLJLL2.75%Reduce -8.9%1,442,198$245.75M$170.40No quote
7SJMJ.M. Smucker Co.2.48%Add +0.9%1,912,771$221.37M$115.73No quote
8ISCAInternational Speedway Corp.2.47%Add +5.3%6,757,794$220.37MNo quoteNo quote
9IPGInterpublic Group of Cos., Inc.2.32%Reduce -4.1%9,353,307$206.9MNo quoteNo quote
10GCIGannett Co., Inc.2.23%Reduce -9.9%5,364,072$198.9MNo quoteNo quote
11LHLaboratory Corp. of America Holdings1.99%Add +1.3%1,404,802$177.13M$126.09No quote
12AXEAnixter Intl Inc.1.90%Add +85.4%2,231,671$169.9MNo quoteNo quote
13SWKStanley Black & Decker, Inc.1.79%Add +1.7%1,678,617$160.07M$95.36No quote
14BIOBio-Rad Laboratories, Inc.1.73%Add +7.6%1,141,142$154.26M$135.18No quote
15NWLNewell Rubbermaid Inc.1.66%Add +0.7%3,797,991$148.39M$39.07No quote
16CBRECBRE Group, Inc.1.63%Reduce -2.2%3,752,492$145.26M$38.71No quote
17KKRKKR & Co. L.P.1.60%Add +2.1%6,249,442$142.55M$22.81No quote
18CRLCharles River Laboratories Intl, Inc.1.56%Reduce -12.3%1,758,445$139.43M$79.29No quote
19SNASnap-On Inc.1.53%Reduce -2.0%931,098$136.93M$147.06No quote
20JNSJanus Capital Group Inc.1.51%Reduce -17.9%7,858,859$135.09MNo quoteNo quote
21BRCBrady Corp.1.51%Add +6.5%4,751,462$134.42M$28.29No quote
22MSGMadison Square Garden Co.1.48%Reduce -0.0%1,565,043$132.48MNo quoteNo quote
23ZBHZimmer Holdings, Inc.1.40%Add +1.9%1,060,404$124.62M$117.52No quote
24AFLAFLAC Inc.1.39%Add +17.8%1,931,904$123.66M$64.01No quote
25SSDSimpson Manufacturing Co., Inc.1.34%Add +0.8%3,204,540$119.75M$37.37No quote
26MTSCMTS Systems Corp.1.32%Add +7.9%1,561,055$118.09MNo quoteNo quote
27OMCOmnicom Group Inc.1.22%Add +16.0%1,395,069$108.79M$77.98No quote
28MDPMeredith Corp.1.21%Reduce -7.9%1,928,616$107.56MNo quoteNo quote
29NTRSNorthern Trust Corp.1.20%Add +1.9%1,537,461$107.08M$69.65No quote
30CBSCBS Corp.1.19%Add +2.0%1,753,813$106.33MNo quoteNo quote
31DNBDun & Bradstreet Corp.1.19%Reduce -0.6%824,326$105.81MNo quoteNo quote
32BIDSotheby's1.17%Reduce -13.3%2,471,184$104.43MNo quoteNo quote
33BLTBlount Intl, Inc.1.17%Add +174.3%8,077,259$104.04MNo quoteNo quote
34BENFranklin Resources, Inc.1.11%Add +4.7%1,936,408$99.38M$51.32No quote
35MCFContango Oil & Gas Co.1.08%Add +16.6%4,369,547$96.13MNo quoteNo quote
36ITWIllinois Tool Works Inc.1.01%Add +1.7%925,123$89.87M$97.14No quote
37FICOFair Isaac Corp.1.00%Reduce -30.4%1,005,658$89.22M$88.72No quote
38SLCAU.S. Silica Holdings, Inc.0.99%Reduce -12.7%2,489,156$88.64MNo quoteNo quote
39GILDGilead Sciences, Inc.0.98%Add +11.1%891,645$87.5M$98.13No quote
40LFUSLittelfuse, Inc.0.96%Reduce -2.5%861,783$85.65M$99.39No quote
41RCLRoyal Caribbean Cruises Ltd.0.96%Reduce -7.0%1,046,276$85.64M$81.85No quote
42STJSt. Jude Medical, Inc.0.94%Add +5.0%1,280,608$83.75MNo quoteNo quote
43MHKMohawk Industries, Inc.0.93%Reduce -0.1%445,522$82.76M$185.75No quote
44MSFTMicrosoft Corp.0.88%Add +20.8%1,940,065$78.87M$40.65No quote
45TMOThermo Fisher Scientific Inc.0.88%Add +1.0%586,411$78.78M$134.34No quote
46VIABViacom, Inc.0.81%Add +16.5%1,055,827$72.11MNo quoteNo quote
47JWNNordstrom, Inc.0.78%Reduce -22.8%862,328$69.26MNo quoteNo quote
48HARHarman Intl Industries, Inc.0.77%Add +15.5%514,324$68.73MNo quoteNo quote
49NOVNational Oilwell Varco0.74%Add +83.0%1,322,575$66.12M$49.99No quote
50JNJJohnson & Johnson0.74%Add +4.0%657,074$66.1M$100.60No quote
51BIDUBaidu, Inc. ADR0.62%Add +55.7%266,144$55.46M$208.40No quote
52BXBlackstone Group L.P.0.58%Reduce -17.6%1,332,744$51.83M$38.89No quote
53VZVerizon Communications Inc.0.54%Add +185.7%997,040$48.49M$48.63No quote
54GSKGlaxoSmithKline plc ADR0.54%Add +0.0%1,044,933$48.22M$46.15No quote
55TISITeam, Inc.0.50%Add +3.4%1,147,914$44.75MNo quoteNo quote
56COWNCowen Group, Inc.0.48%Reduce -19.8%8,163,670$42.45MNo quoteNo quote
57COHCoach, Inc.0.47%Reduce -30.4%1,013,471$41.99MNo quoteNo quote
58ORBCORBCOMM, Inc.0.46%Add +6.2%6,912,579$41.27MNo quoteNo quote
59DGXQuest Diagnostics Inc.0.44%Add +33.5%515,958$39.65M$76.85No quote
60TROWT. Rowe Price Group, Inc.0.42%Add +1.7%467,598$37.87M$80.98No quote
61PCOPendrell Corp.0.42%Add +27.5%28,749,160$37.37MNo quoteNo quote
62TUMITumi Holdings Inc.0.40%Add +5.2%1,472,900$36.03MNo quoteNo quote
63BCOBrink's Co.0.39%Add +22.3%1,247,233$34.46M$27.63No quote
64NOKNokia Corp. ADR0.37%Add +12.6%4,311,672$32.68M$7.58No quote
65TIFTiffany & Co.0.37%Add +207.8%370,679$32.62MNo quoteNo quote
66TWTowers Watson0.36%Reduce -30.4%245,214$32.41M$132.19No quote
67IEXIDEX Corp.0.36%Reduce -0.5%427,246$32.4M$75.83No quote
68RSTRosetta Stone Inc.0.36%Add +10.5%4,255,507$32.38MNo quoteNo quote
69ZBRAZebra Technologies Corp.0.36%Reduce -0.3%351,865$31.92M$90.71No quote
70PMPhilip Morris Intl, Inc.0.35%Add +99.4%417,871$31.48M$75.33No quote
71BRCMBroadcom Corp.0.34%Add +16.0%693,819$30.04MNo quoteNo quote
72RNWKRealNetworks, Inc.0.34%Add +21.2%4,456,837$30MNo quoteNo quote
73TILEInterface, Inc.0.30%Add +1.9%1,298,389$26.98M$20.78No quote
74GHCGraham Holdings Co.0.30%Reduce -32.6%25,602$26.87M$1049.64No quote
75XOXOXO Group Inc.0.29%Reduce -23.4%1,474,158$26.05MNo quoteNo quote
76IMNImation Corp.0.29%Reduce -3.6%6,461,695$26.04MNo quoteNo quote
77CHLChina Mobile Ltd. ADR0.29%Reduce -0.3%399,397$25.97MNo quoteNo quote
78RTKRentech, Inc.0.29%Add +21.8%22,976,844$25.73MNo quoteNo quote
79LFCRLandec Corp.0.28%Add +0.1%1,782,664$24.87MNo quoteNo quote
80PCTIPCTEL, Inc.0.27%Add +1.0%3,016,347$24.13MNo quoteNo quote
81USBU.S. Bancorp0.26%Add +16.1%522,257$22.81M$43.67No quote
82QLGCQLogic Corp.0.25%Add +7.0%1,515,219$22.33MNo quoteNo quote
83RYAAYRyanair Holdings plc ADR0.25%Reduce -21.3%334,220$22.32M$66.77No quote
84VEAVanguard MSCI EAFE ETF0.25%Reduce -50.0%558,216$22.23M$39.83No quote
85ACTGAcacia Research Corp.0.25%Add +24.0%2,075,577$22.21MNo quoteNo quote
86CLBCore Laboratories N.V.0.24%Add +270.3%207,517$21.68M$104.49No quote
87BSACBanco Santander-Chile ADR0.24%Add +38.5%990,174$21.47MNo quoteNo quote
88RKUSRuckus Wireless, Inc.0.24%Add +42.7%1,659,887$21.36MNo quoteNo quote
89FRMFurmanite Corp.0.24%Add +0.6%2,690,866$21.23MNo quoteNo quote
90SPARSpartan Motors Inc.0.22%Add +7.5%4,000,771$19.4MNo quoteNo quote
91CNTYCentury Casinos, Inc.0.22%Add +16.4%3,530,618$19.24MNo quoteNo quote
92AVHIAV Homes, Inc.0.22%Reduce -3.4%1,203,060$19.2MNo quoteNo quote
93CVUCPI Aerostructures, Inc.0.22%Add +0.1%1,573,457$19.2MNo quoteNo quote
94MNManning & Napier, Inc.0.21%Add +23.0%1,417,545$18.44MNo quoteNo quote
95RDSARoyal Dutch Shell plc ADR0.21%Reduce -8.0%308,625$18.41MNo quoteNo quote
96SOSouthern Co.0.20%Add +103.4%412,585$18.27M$44.28No quote
97RBCNRubicon Technology, Inc.0.20%Add +21.4%4,624,107$18.22MNo quoteNo quote
98PRCPPerceptron, Inc.0.20%Add +0.2%1,323,520$17.88MNo quoteNo quote
99SLBSchlumberger Ltd.0.20%Add +307.5%209,300$17.46M$83.44No quote
100HCCHCC Insurance Holdings, Inc.0.19%Add +1.6%305,996$17.34M$56.67No quote
101PVTBPrivateBancorp, Inc.0.19%Reduce -0.2%491,504$17.29MNo quoteNo quote
102VOOVanguard S&P 500 ETF0.18%Add +54.3%86,804$16.42M$189.20No quote
103ALOTAstro-Med, Inc.0.18%Add +0.1%1,168,773$16.35MNo quoteNo quote
104MATWMatthews Intl Corp.0.18%Reduce -0.7%303,321$15.62M$51.51No quote
105QUMUQumu Corp.0.17%Add +10.4%1,119,073$15MNo quoteNo quote
106HMNHorace Mann Educators Corp.0.16%Reduce -0.7%413,536$14.14MNo quoteNo quote
107OESXOrion Energy Systems, Inc.0.16%Add +13.5%4,446,938$13.96MNo quoteNo quote
108POZNPozen Inc.0.16%Add +12.9%1,793,268$13.84MNo quoteNo quote
109MINDMitcham Industries, Inc.0.15%Add +1.9%3,002,312$13.81MNo quoteNo quote
110WMTWal-Mart Stores, Inc.0.15%Add +17.8%162,937$13.4M$82.25No quote
111LLLumber Liquidators Holdings, Inc.0.14%Add +16.8%417,211$12.84MNo quoteNo quote
112TNAVTelenav Inc.0.14%Reduce -17.9%1,613,984$12.78MNo quoteNo quote
113SIGMSigma Designs, Inc.0.14%Reduce -43.8%1,586,020$12.74MNo quoteNo quote
114CPIXCumberland Pharmaceuticals, Inc.0.14%Reduce -8.5%1,907,242$12.7MNo quoteNo quote
115EDGWEdgewater Technology Inc.0.14%Add +0.2%1,835,950$12.5MNo quoteNo quote
116VWOVanguard FTSE Emerging Markets ETF0.14%Reduce -9.9%297,381$12.15M$40.87No quote
117PNCThe PNC Financial Service Group, Inc.0.12%Add +17.2%117,281$10.94M$93.24No quote
118BRK-BBerkshire Hathaway Inc.0.12%Add +16.1%74,266$10.72M$144.32No quote
119EACErickson Inc.0.12%Add +1.8%2,382,720$10.29MNo quoteNo quote
120SEACSeaChange Intl, Inc.0.11%New1,281,730$10.06MNo quoteNo quote
121CRWSCrown Crafts, Inc.0.11%Add +0.1%1,295,028$10.02MNo quoteNo quote
122ORCLOracle Corp.0.11%-228,510$9.86M$43.15No quote
123MIDDMiddleby Corp.0.11%Reduce -3.3%94,441$9.69M$102.65No quote
124BOBEBob Evans Farms, Inc.0.11%Reduce -0.7%208,996$9.67MNo quoteNo quote
125BTNBallantyne Strong, Inc.0.11%Add +1.2%2,098,507$9.65MNo quoteNo quote
126EMCEMC Corp.0.11%Add +35.8%376,593$9.63MNo quoteNo quote
127LMTLockheed Martin Corp.0.11%-47,310$9.6M$202.96No quote
128STLYStanley Furniture Co.0.10%Add +1.0%2,947,931$9.29MNo quoteNo quote
129IBMInternational Business Machines Corp.0.10%Add +6.7%54,607$8.76M$160.49No quote
130CVSCVS Health Corp.0.10%Reduce -10.2%84,095$8.68M$103.20No quote
131HDNGHardinge Inc.0.10%Add +1.3%740,610$8.59MNo quoteNo quote
132ALTRAltera Corp.0.09%Add +108.0%195,555$8.39MNo quoteNo quote
133DVDDover Motorsports, Inc.0.09%Add +0.1%3,371,895$7.99MNo quoteNo quote
134DVDeVry Education Group Inc.0.09%Reduce -28.3%233,311$7.78M$33.36No quote
135MOSMosaic Co.0.09%Add +3.2%167,895$7.73M$46.06No quote
136JPMJPMorgan Chase & Co.0.08%Add +16.3%123,816$7.5M$60.58No quote
137AXTIAXT Inc.0.08%Add +503.4%2,705,520$7.28M$2.69No quote
138XOMExxon Mobil Corp.0.08%-85,510$7.27M$85.00No quote
139ITUBItau Unibanco Holding SA ADR0.08%Add +68.2%643,453$7.12M$11.06No quote
140ANSSAnsys, Inc.0.08%Add +92.8%77,485$6.83MNo quoteNo quote
141TKCTurkcell Iletisim Hizmetleri AS ADR0.08%Add +105.9%519,609$6.77MNo quoteNo quote
142AETIAmerican Electric Technologies, Inc.0.08%Add +0.0%1,600,724$6.74MNo quoteNo quote
143BBBYQBed Bath & Beyond Inc.0.08%Add +2.0%87,725$6.74MNo quoteNo quote
144PXPraxair, Inc.0.07%Add +17.4%55,080$6.65MNo quoteNo quote
145VICLVical Inc.0.07%Add +7.3%6,958,945$6.58MNo quoteNo quote
146GSGoldman Sachs Group, Inc.0.07%Add +4.0%34,595$6.5M$187.98No quote
147TINYHarris & Harris Group, Inc.0.07%Add +30.3%2,060,419$6.35MNo quoteNo quote
148RLHRed Lion Hotels Corp.0.07%Reduce -41.2%945,336$6.31MNo quoteNo quote
149PIRPier 1 Imports, Inc.0.07%-436,685$6.11MNo quoteNo quote
150BAPCredicorp LTD0.07%New43,318$6.09M$140.63No quote
151MSMorgan Stanley0.06%Add +0.1%159,580$5.7M$35.69No quote
152VTVanguard Total World Stock Index Fd (ETF)0.06%Reduce -43.4%92,101$5.67M$61.60No quote
153CSWCCapital Southwest Corp.0.06%Reduce -13.7%108,752$5.05MNo quoteNo quote
154VSRVersar Inc.0.06%Add +40.2%1,600,168$5.01MNo quoteNo quote
155HNGRHanger, Inc.0.05%Reduce -16.6%211,755$4.81MNo quoteNo quote
156BKBank of New York Mellon Corp.0.05%Add +0.1%116,615$4.69M$40.24No quote
157BTIBritish American Tobacco plc ADR0.05%Add +25.0%43,120$4.48M$103.78No quote
158BAXBaxter Intl Inc.0.05%-62,951$4.31M$68.50No quote
159COLRockwell Collins, Inc.0.05%Add +36.5%42,703$4.12MNo quoteNo quote
160GOLDBarrick Gold Corp.0.04%Add +13.7%366,338$4.02MNo quoteNo quote
161PNRAPanera Bread Co.0.04%Add +126.7%24,749$3.96MNo quoteNo quote
162APAApache Corp.0.04%Add +3.4%64,000$3.86M$60.33No quote
163ACNAccenture plc0.04%Add +16.6%35,637$3.34M$93.69No quote
164MKCMcCormick & Co., Inc.0.04%Reduce -4.0%42,701$3.29M$77.12No quote
165CHKChesapeake Energy Corp.0.04%-220,785$3.13MNo quoteNo quote
166BSMXSantander Mexico Financial Group ADR0.03%Add +19.5%280,566$3.06MNo quoteNo quote
167GAIAGaiam, Inc.0.03%Reduce -51.6%404,425$2.95MNo quoteNo quote
168AZTABrooks Automation, Inc.0.03%Reduce -12.7%243,300$2.83MNo quoteNo quote
169GIFIGulf Island Fabrication, Inc.0.03%Add +2.5%171,300$2.55MNo quoteNo quote
170SUPSuperior Industries Intl, Inc.0.03%Add +2.1%131,075$2.48MNo quoteNo quote
171APOLApollo Education Group, Inc.0.03%-119,875$2.27MNo quoteNo quote
172CMECME Group Inc.0.03%Add +10.3%23,912$2.27M$94.72No quote
173VPLVanguard MSCI Pacific ETF0.02%Add +0.5%35,226$2.16MNo quoteNo quote
174NVDANVIDIA Corp.0.02%Reduce -55.0%98,604$2.06M$20.92No quote
175KINKindred Biosciences, Inc.0.02%Add +111.0%283,600$2.03MNo quoteNo quote
176MBFIMB Financial, Inc.0.02%Add +1.7%54,750$1.71MNo quoteNo quote
177HSBCHSBC Holdings plc ADR0.02%Add +82.7%38,400$1.64M$42.58No quote
178EXPDExpeditors Intl of Washington0.02%Reduce -54.7%33,472$1.61M$48.19No quote
179VGKVanguard MSCI Europe ETF0.02%Reduce -20.0%29,509$1.6M$54.22No quote
180AXPAmerican Express Co.0.02%Add +187.9%20,390$1.59M$78.13No quote
181STTState Street Corp.0.02%Add +10.5%20,409$1.5M$73.55No quote
182MTBM&T Bank Corp.0.02%Add +10.8%10,833$1.38M$127.02No quote
183GWWW.W. Grainger, Inc.0.01%New5,669$1.34M$235.84No quote
184FASTFastenal Co.0.01%New31,792$1.32M$41.43No quote
18546434ViShares MSCI United Kingdom Index ETF0.01%Add +10.5%56,667$1.02MNo quoteNo quote
186COSTCostco Wholesale Corp.0.01%Add +3.3%3,500$530K$151.43No quote
187VIVTelefonica Brasil SA ADR0.00%Reduce -88.3%28,158$431KNo quoteNo quote
194WECWisconsin Energy Corp.-Sold0$0No quoteNo quote
193TGTTarget Corp.-Sold0$0No quoteNo quote
192MFLXMulti-Fineline Electronix, Inc.-Sold0$0No quoteNo quote
191IWNIShares Russell 2000 Value-Sold0$0No quoteNo quote
190IGTInternational Game Technology-Sold0$0No quoteNo quote
189HSPHospira, Inc.-Sold0$0No quoteNo quote
188CYNCity National Corp.-Sold0$0No quoteNo quote