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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 Ltd3.54%Reduce -4.2%5,590,257$314.4M$56.24No quote
2FAFFirst American Financial Corp.3.22%Reduce -0.2%7,685,327$285.97M$37.21No quote
3KMTKennametal Inc.3.15%Add +0.2%8,211,313$280.17M$34.12No quote
4BRSBristow Group Inc.3.00%Add +5.4%5,005,864$266.81MNo quoteNo quote
5JLLJLL2.66%Reduce -4.3%1,379,480$235.89M$171.00No quote
6ISCAInternational Speedway Corp.2.38%Reduce -14.6%5,771,207$211.63MNo quoteNo quote
7WUWestern Union Co.2.36%Reduce -15.9%10,319,401$209.79M$20.33No quote
8SJMJ.M. Smucker Co.2.31%Reduce -1.1%1,891,086$205.01M$108.41No quote
9IPGInterpublic Group of Cos., Inc.2.14%Add +5.5%9,870,622$190.21MNo quoteNo quote
10AXEAnixter Intl Inc.2.07%Add +26.7%2,828,305$184.26MNo quoteNo quote
11LHLaboratory Corp. of America Holdings2.05%Add +6.9%1,501,141$181.97M$121.22No quote
12BIOBio-Rad Laboratories, Inc.1.90%Reduce -1.6%1,122,983$169.13M$150.61No quote
13SWKStanley Black & Decker, Inc.1.81%Reduce -8.8%1,530,862$161.11M$105.24No quote
14TGNATEGNA Inc.1.77%New4,890,196$156.83MNo quoteNo quote
15KKRKKR & Co. L.P.1.76%Add +9.6%6,848,462$156.49M$22.85No quote
16NWLNewell Rubbermaid Inc.1.68%Reduce -4.2%3,637,891$149.55M$41.11No quote
17SNASnap-On Inc.1.61%Reduce -3.4%899,207$143.2M$159.25No quote
18CBRECBRE Group, Inc.1.49%Reduce -4.4%3,588,010$132.76M$37.00No quote
19JNSJanus Capital Group Inc.1.49%Reduce -1.4%7,751,454$132.71MNo quoteNo quote
20AFLAFLAC Inc.1.47%Add +8.5%2,095,259$130.33M$62.20No quote
21GILDGilead Sciences, Inc.1.46%Add +24.1%1,106,494$129.55M$117.08No quote
22MSGMadison Square Garden Co.1.45%Reduce -1.5%1,541,073$128.66MNo quoteNo quote
23BRCBrady Corp.1.38%Add +4.1%4,945,092$122.34M$24.74No quote
24ZBHZimmer Biomet Holdings Inc.1.35%Add +3.4%1,096,889$119.81M$109.23No quote
25CRLCharles River Laboratories Intl, Inc.1.33%Reduce -4.5%1,679,650$118.15M$70.34No quote
26NTRSNorthern Trust Corp.1.32%Reduce -0.2%1,533,994$117.29M$76.46No quote
27MTSCMTS Systems Corp.1.21%Add +0.2%1,564,300$107.86MNo quoteNo quote
28MDPMeredith Corp.1.21%Add +7.2%2,066,476$107.77MNo quoteNo quote
29SSDSimpson Manufacturing Co., Inc.1.20%Reduce -1.9%3,143,670$106.89M$34.00No quote
30BLTBlount Intl, Inc.1.15%Add +16.2%9,389,314$102.53MNo quoteNo quote
31MSFTMicrosoft Corp.1.15%Add +19.0%2,309,359$101.96M$44.15No quote
32BIDSotheby's1.14%Reduce -9.4%2,238,789$101.28MNo quoteNo quote
33DNBDun & Bradstreet Corp.1.11%Reduce -1.6%810,801$98.92MNo quoteNo quote
34OMCOmnicom Group Inc.1.09%Reduce -0.2%1,392,488$96.76M$69.49No quote
35BENFranklin Resources, Inc.1.07%Reduce -0.2%1,933,094$94.78M$49.03No quote
36STJSt. Jude Medical, Inc.1.05%Reduce -0.2%1,277,638$93.36MNo quoteNo quote
37CBSCBS Corp.0.96%Reduce -12.6%1,533,268$85.1MNo quoteNo quote
38BIDUBaidu, Inc. ADR0.96%Add +60.4%426,991$85.01M$199.08No quote
39ITWIllinois Tool Works Inc.0.95%Reduce -0.2%922,973$84.72M$91.79No quote
40MHKMohawk Industries, Inc.0.94%Reduce -2.3%435,092$83.06M$190.90No quote
41MATMattel, Inc.0.92%New3,185,615$81.84M$25.69No quote
42RCLRoyal Caribbean Cruises Ltd.0.91%Reduce -1.8%1,027,081$80.82M$78.69No quote
43LFUSLittelfuse, Inc.0.89%Reduce -3.3%833,128$79.06M$94.89No quote
44NOVNational Oilwell Varco0.88%Add +21.7%1,609,630$77.71M$48.28No quote
45JNJJohnson & Johnson0.86%Add +19.0%782,026$76.22M$97.46No quote
46TMOThermo Fisher Scientific Inc.0.86%Reduce -0.2%585,261$75.94M$129.76No quote
47SLCAU.S. Silica Holdings, Inc.0.85%Add +3.8%2,584,126$75.87MNo quoteNo quote
48VIABViacom, Inc.0.84%Add +9.2%1,152,947$74.53MNo quoteNo quote
49HARHarman Intl Industries, Inc.0.82%Add +19.6%614,962$73.14MNo quoteNo quote
50JWNNordstrom, Inc.0.68%Reduce -5.7%813,638$60.62MNo quoteNo quote
51VZVerizon Communications Inc.0.67%Add +28.9%1,285,164$59.9M$46.61No quote
52SOSouthern Co.0.64%Add +229.4%1,358,978$56.94M$41.90No quote
53MCFContango Oil & Gas Co.0.62%Add +3.1%4,506,195$55.29MNo quoteNo quote
54FICOFair Isaac Corp.0.62%Reduce -40.0%603,693$54.8M$90.78No quote
55GSKGlaxoSmithKline plc ADR0.57%Add +16.2%1,214,427$50.58M$41.65No quote
56TISITeam, Inc.0.51%Reduce -1.1%1,135,129$45.69MNo quoteNo quote
57BXBlackstone Group L.P.0.51%Reduce -17.3%1,102,169$45.05M$40.87No quote
58NOKNokia Corp. ADR0.51%Add +52.0%6,551,680$44.88M$6.85No quote
59COWNCowen Group, Inc.0.47%Reduce -19.3%6,585,680$42.15MNo quoteNo quote
60DGXQuest Diagnostics Inc.0.47%Add +12.5%580,555$42.1M$72.52No quote
61PCOPendrell Corp.0.46%Add +3.6%29,781,994$40.8MNo quoteNo quote
62PMPhilip Morris Intl, Inc.0.46%Add +20.7%504,478$40.44M$80.17No quote
63ORBCORBCOMM, Inc.0.45%Reduce -15.2%5,860,038$39.56MNo quoteNo quote
64ZBRAZebra Technologies Corp.0.43%Reduce -1.5%346,470$38.48M$111.05No quote
65BCOBrink's Co.0.43%Add +4.7%1,306,388$38.45M$29.43No quote
66COHCoach, Inc.0.41%Add +4.0%1,054,493$36.5MNo quoteNo quote
67TUMITumi Holdings Inc.0.41%Add +20.5%1,775,381$36.43MNo quoteNo quote
68TROWT. Rowe Price Group, Inc.0.41%Reduce -0.3%466,168$36.24M$77.73No quote
69TIFTiffany & Co.0.38%Reduce -0.1%370,204$33.99MNo quoteNo quote
70RSTRosetta Stone Inc.0.38%Reduce -0.9%4,218,914$33.67MNo quoteNo quote
71IEXIDEX Corp.0.37%Reduce -2.6%416,281$32.71M$78.58No quote
72TILEInterface, Inc.0.35%Reduce -3.2%1,256,294$31.47M$25.05No quote
73TWTowers Watson0.35%Reduce -0.3%244,601$30.77M$125.80No quote
74RNWKRealNetworks, Inc.0.33%Add +20.6%5,374,217$29.08MNo quoteNo quote
75CHLChina Mobile Ltd. ADR0.32%Add +12.7%449,969$28.84MNo quoteNo quote
76USBU.S. Bancorp0.31%Add +20.8%630,815$27.38M$43.40No quote
77CLBCore Laboratories N.V.0.30%Add +14.3%237,089$27.04M$114.04No quote
78GCIGannett Co Inc.0.29%New1,860,084$26.02MNo quoteNo quote
79GHCGraham Holdings Co.0.29%Reduce -6.9%23,825$25.61M$1075.05No quote
80RTKRentech, Inc.0.29%Add +3.0%23,675,039$25.33MNo quoteNo quote
81ACTGAcacia Research Corp.0.27%Add +32.9%2,758,869$24.2MNo quoteNo quote
82IMNImation Corp.0.26%Reduce -11.9%5,691,505$23.11MNo quoteNo quote
83XOXOXO Group Inc.0.26%Reduce -4.2%1,412,030$23.09MNo quoteNo quote
84QLGCQLogic Corp.0.25%Add +5.0%1,590,991$22.58MNo quoteNo quote
85CNTYCentury Casinos, Inc.0.25%Reduce -1.6%3,472,857$21.88MNo quoteNo quote
86FRMFurmanite Corp.0.24%Reduce -0.8%2,669,666$21.68MNo quoteNo quote
87PCTIPCTEL, Inc.0.24%Reduce -0.6%2,998,052$21.53MNo quoteNo quote
88BSACBanco Santander-Chile ADR0.24%Add +7.1%1,060,098$21.47MNo quoteNo quote
89VOOVanguard S&P 500 ETF0.24%Add +28.0%111,118$20.98M$188.84No quote
90LFCRLandec Corp.0.23%Reduce -19.1%1,441,871$20.81MNo quoteNo quote
91RKUSRuckus Wireless, Inc.0.23%Add +19.8%1,988,916$20.57MNo quoteNo quote
92SLBSchlumberger Ltd.0.23%Add +11.7%233,812$20.15M$86.19No quote
93VEAVanguard MSCI EAFE ETF0.22%Reduce -10.2%501,215$19.87M$39.65No quote
94PVTBPrivateBancorp, Inc.0.22%Reduce -1.6%483,439$19.25MNo quoteNo quote
95SPARSpartan Motors Inc.0.20%Reduce -0.7%3,973,486$18.2MNo quoteNo quote
96SEACSeaChange Intl, Inc.0.20%Add +93.2%2,476,622$17.36MNo quoteNo quote
97RYAAYRyanair Holdings plc ADR0.19%Reduce -28.6%238,711$17.03M$71.35No quote
98ALOTAstro-Med, Inc.0.19%Reduce -0.9%1,158,146$16.57MNo quoteNo quote
99MNManning & Napier, Inc.0.18%Add +15.1%1,631,890$16.27MNo quoteNo quote
100MATWMatthews Intl Corp.0.18%Reduce -1.6%298,351$15.85M$53.14No quote
101CVUCPI Aerostructures, Inc.0.18%Reduce -0.8%1,560,357$15.62MNo quoteNo quote
102HMNHorace Mann Educators Corp.0.17%Reduce -1.6%406,796$14.8MNo quoteNo quote
103PRCPPerceptron, Inc.0.16%Add +3.7%1,372,183$14.49MNo quoteNo quote
104QUMUQumu Corp.0.16%Add +55.2%1,736,777$14.31MNo quoteNo quote
105WMTWal-Mart Stores, Inc.0.16%Add +23.0%200,401$14.21M$70.93No quote
106AVHIAV Homes, Inc.0.16%Reduce -19.4%969,424$13.93MNo quoteNo quote
107EDGWEdgewater Technology Inc.0.15%Reduce -1.0%1,817,750$13.27MNo quoteNo quote
108HCCHCC Insurance Holdings, Inc.0.15%Reduce -44.2%170,831$13.13M$76.84No quote
109TNAVTelenav Inc.0.15%Reduce -0.5%1,605,784$12.93MNo quoteNo quote
110MINDMitcham Industries, Inc.0.14%Reduce -1.0%2,972,972$12.46MNo quoteNo quote
111ITUBItau Unibanco Holding SA ADR0.14%Add +75.4%1,128,391$12.36M$10.95No quote
112BRK-BBerkshire Hathaway Inc.0.14%Add +20.7%89,665$12.2M$136.11No quote
113RBCNRubicon Technology, Inc.0.14%Add +7.7%4,979,260$12.1MNo quoteNo quote
114EMCEMC Corp.0.13%Add +18.1%444,797$11.74MNo quoteNo quote
115LLLumber Liquidators Holdings, Inc.0.13%Add +34.6%561,676$11.63MNo quoteNo quote
116OESXOrion Energy Systems, Inc.0.13%Reduce -0.5%4,425,918$11.11MNo quoteNo quote
117CPIXCumberland Pharmaceuticals, Inc.0.12%Reduce -21.1%1,505,086$10.76MNo quoteNo quote
118BOBEBob Evans Farms, Inc.0.12%Reduce -1.6%205,686$10.5MNo quoteNo quote
119RDSARoyal Dutch Shell plc ADR0.12%Reduce -40.4%184,065$10.49MNo quoteNo quote
120MIDDMiddleby Corp.0.12%Reduce -2.8%91,762$10.3M$112.23No quote
121CRWSCrown Crafts, Inc.0.12%Reduce -1.0%1,282,582$10.26MNo quoteNo quote
122EACErickson Inc.0.12%Reduce -0.8%2,364,020$10.26MNo quoteNo quote
123BTNBallantyne Strong, Inc.0.11%Reduce -1.0%2,078,007$9.75MNo quoteNo quote
124PNCThe PNC Financial Service Group, Inc.0.11%Reduce -15.8%98,768$9.45M$95.65No quote
125ORCLOracle Corp.0.10%Reduce -1.6%224,910$9.06M$40.30No quote
126IBMInternational Business Machines Corp.0.10%Add +0.4%54,822$8.92M$162.65No quote
127CVSCVS Health Corp.0.10%Reduce -1.4%82,895$8.69M$104.88No quote
128STLYStanley Furniture Co.0.10%Reduce -0.8%2,922,931$8.68MNo quoteNo quote
129LMTLockheed Martin Corp.0.10%Reduce -1.5%46,610$8.67M$185.90No quote
130JPMJPMorgan Chase & Co.0.10%Add +2.7%127,199$8.62M$67.76No quote
131ANSSAnsys, Inc.0.09%Add +17.0%90,624$8.27MNo quoteNo quote
132KINKindred Biosciences, Inc.0.09%Add +327.5%1,212,359$8.27MNo quoteNo quote
133AETIAmerican Electric Technologies, Inc.0.09%Reduce -0.8%1,588,524$8.1MNo quoteNo quote
134PXPraxair, Inc.0.09%Add +20.8%66,557$7.96MNo quoteNo quote
135MOSMosaic Co.0.09%Reduce -2.1%164,395$7.7M$46.85No quote
136DVDDover Motorsports, Inc.0.08%Reduce -0.9%3,340,495$7.38MNo quoteNo quote
137AXTIAXT Inc.0.08%Add +7.4%2,905,071$7.32M$2.52No quote
138TINYHarris & Harris Group, Inc.0.08%Add +28.5%2,647,584$7.28MNo quoteNo quote
139HDNGHardinge Inc.0.08%Reduce -0.9%734,010$7.23MNo quoteNo quote
140BSMXSantander Mexico Financial Group ADR0.08%Add +177.1%777,573$7.12MNo quoteNo quote
141GSGoldman Sachs Group, Inc.0.08%Reduce -1.7%33,995$7.1M$208.80No quote
142XOMExxon Mobil Corp.0.08%Reduce -1.8%84,010$6.99M$83.20No quote
143DVDeVry Education Group Inc.0.08%Reduce -1.7%229,321$6.88M$29.98No quote
144BBBYQBed Bath & Beyond Inc.0.08%Add +12.1%98,330$6.78MNo quoteNo quote
145TKCTurkcell Iletisim Hizmetleri AS ADR0.08%Add +12.8%586,032$6.73MNo quoteNo quote
146VSRVersar Inc.0.08%Add +6.2%1,699,894$6.7MNo quoteNo quote
147BAPCredicorp ltd.0.07%Add +10.5%47,881$6.65M$138.93No quote
148MSMorgan Stanley0.07%Reduce -2.0%156,380$6.07M$38.79No quote
149PIRPier 1 Imports, Inc.0.06%Reduce -0.2%435,685$5.5MNo quoteNo quote
150VICLVical Inc.0.06%Add +7.2%7,460,515$5.22MNo quoteNo quote
151BTIBritish American Tobacco plc ADR0.06%Add +9.1%47,034$5.09M$108.24No quote
152CSWCCapital Southwest Corp.0.06%Reduce -6.7%101,500$5.07MNo quoteNo quote
153HNGRHanger, Inc.0.06%-211,755$4.96MNo quoteNo quote
154BKBank of New York Mellon Corp.0.06%Add +1.1%117,915$4.95M$41.97No quote
155VTVanguard Total World Stock Index Fd (ETF)0.05%Reduce -14.8%78,474$4.83M$61.52No quote
156GOLDBarrick Gold Corp.0.05%Add +22.4%448,228$4.78MNo quoteNo quote
157COLRockwell Collins, Inc.0.05%Add +18.1%50,426$4.66MNo quoteNo quote
158BAXBaxter Intl Inc.0.05%Reduce -1.6%61,951$4.33M$69.93No quote
159ALTRAltera Corp.0.05%Reduce -56.9%84,373$4.32MNo quoteNo quote
160ACNAccenture plc0.05%Add +21.2%43,193$4.18M$96.77No quote
161AXPAmerican Express Co.0.04%Add +147.2%50,411$3.92M$77.72No quote
162APAApache Corp.0.04%Reduce -1.7%62,900$3.63M$57.63No quote
163MKCMcCormick & Co., Inc.0.04%Reduce -1.0%42,291$3.42M$80.94No quote
164MRKTMarkit ltd.0.04%New127,442$3.26MNo quoteNo quote
165OXYOccidental Petroleum Corp.0.04%New41,061$3.19M$77.76No quote
166CHKChesapeake Energy Corp.0.03%Add +25.5%277,130$3.1MNo quoteNo quote
167AZTABrooks Automation, Inc.0.03%Add +0.9%245,500$2.81MNo quoteNo quote
168CMECME Group Inc.0.03%Add +22.6%29,307$2.73M$93.05No quote
169GIFIGulf Island Fabrication, Inc.0.03%Add +36.4%233,650$2.61MNo quoteNo quote
170SUPSuperior Industries Intl, Inc.0.03%Add +0.8%132,175$2.42MNo quoteNo quote
171MBFIMB Financial, Inc.0.02%Add +1.5%55,550$1.91MNo quoteNo quote
172HSBCHSBC Holdings plc ADR0.02%Add +6.1%40,745$1.83M$44.82No quote
173EXPDExpeditors Intl of Washington0.02%Add +13.1%37,846$1.75M$46.11No quote
174MTBM&T Bank Corp.0.02%Add +22.7%13,294$1.66M$124.94No quote
175GWWW.W. Grainger, Inc.0.02%Add +22.6%6,950$1.65M$236.69No quote
176FASTFastenal Co.0.02%Add +22.6%38,973$1.64M$42.18No quote
177APOLApollo Education Group, Inc.0.02%-119,875$1.54MNo quoteNo quote
178ELRCElectro Rent Corp.0.02%New133,775$1.45MNo quoteNo quote
179VWOVanguard FTSE Emerging Markets ETF0.02%Reduce -88.6%33,916$1.39M$40.87No quote
180LFLeapfrog Enterprises, Inc.0.01%New917,492$1.28MNo quoteNo quote
18146434ViShares MSCI United Kingdom Index ETF0.01%-56,667$1.03MNo quoteNo quote
182VGKVanguard MSCI Europe ETF0.01%Reduce -56.5%12,834$693K$54.00No quote
183COSTCostco Wholesale Corp.0.01%Add +5.9%3,706$501K$135.19No quote
184VIVTelefonica Brasil SA ADR0.00%-28,158$392KNo quoteNo quote
185PNRAPanera Bread Co.0.00%Reduce -93.3%1,664$291KNo quoteNo quote
194VPLVanguard MSCI Pacific ETF-Sold0$0No quoteNo quote
193STTState Street Corp.-Sold0$0No quoteNo quote
192SIGMSigma Designs, Inc.-Sold0$0No quoteNo quote
191RLHRed Lion Hotels Corp.-Sold0$0No quoteNo quote
190POZNPozen Inc.-Sold0$0No quoteNo quote
189NVDANVIDIA Corp.-Sold0$0No quoteNo quote
188GCIGannett Co., Inc.-Sold0$0No quoteNo quote
187GAIAGaiam, Inc.-Sold0$0No quoteNo quote
186BRCMBroadcom Corp.-Sold0$0No quoteNo quote