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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 81 of 168 rows. Rows without a quote are marked unavailable.

1BIDUBaidu, Inc. ADR3.23%Add +5.0%1,184,062$287.73M$243.00No quote
2MSFTMicrosoft Corp.3.08%Add +1.2%2,782,243$274.36M$98.61No quote
3FAFFirst American Financial Corp.2.62%Reduce -0.0%4,519,761$233.76M$51.72No quote
4KEYSKeysight Technologies, Inc.2.56%Reduce -15.9%3,871,085$228.51M$59.03No quote
5MSGNMSG Networks, Inc.2.45%Add +0.5%9,114,348$218.29MNo quoteNo quote
6LAZLazard Ltd.2.43%Reduce -1.7%4,433,359$216.84M$48.91No quote
7LHLaboratory Corp. of America Holdings2.28%Reduce -4.5%1,133,465$203.49M$179.53No quote
8KMTKennametal, Inc.2.20%Add +5.3%5,459,382$195.99M$35.90No quote
9SJMJ.M. Smucker Co.2.13%Add +6.6%1,767,460$189.97M$107.48No quote
10NTRSNorthern Trust Corp.2.09%Reduce -0.0%1,809,965$186.23M$102.89No quote
11MATMattel, Inc.2.06%Add +13.3%11,183,832$183.64M$16.42No quote
12IPGInterpublic Group of Cos., Inc.2.03%Add +0.4%7,706,271$180.64MNo quoteNo quote
13PMPhilip Morris Intl, Inc.1.98%Add +106.7%2,187,710$176.64M$80.74No quote
14KKRKKR & Co. L.P.1.89%Reduce -13.8%6,761,084$168.01M$24.85No quote
15GILDGilead Sciences, Inc.1.85%Add +7.4%2,329,260$165.01M$70.84No quote
16ZBRAZebra Technologies Corp.1.71%Reduce -12.2%1,062,680$152.23M$143.25No quote
17NLSNNielsen Holdings plc1.70%Add +24.6%4,891,462$151.29MNo quoteNo quote
18SNASnap-On, Inc.1.68%Add +10.0%929,933$149.46M$160.72No quote
19SLCAU.S. Silica Holdings, Inc.1.67%Reduce -2.9%5,800,668$149.02MNo quoteNo quote
20CRLCharles River Laboratories Intl, Inc.1.66%Reduce -3.2%1,317,586$147.91M$112.26No quote
21NOKNokia Corp. ADR1.56%Add +0.8%24,242,239$139.39M$5.75No quote
22BRSBristow Group, Inc.1.51%Reduce -5.5%9,534,740$134.54MNo quoteNo quote
23JNJJohnson & Johnson1.36%Add +1.4%1,002,162$121.6M$121.34No quote
24JLLJLL1.36%Reduce -25.9%730,113$121.19M$165.99No quote
25MSGSThe Madison Square Garden Co.1.29%Reduce -0.7%371,786$115.32M$310.19No quote
26SSDSimpson Manufacturing Co., Inc.1.27%Reduce -3.1%1,823,128$113.38M$62.19No quote
27TGNATEGNA, Inc.1.20%Add +10.8%9,882,320$107.22MNo quoteNo quote
28VIABViacom, Inc.1.20%Add +3.2%3,535,519$106.63MNo quoteNo quote
29ZBHZimmer Biomet Holdings, Inc.1.18%Reduce -1.4%942,571$105.04M$111.44No quote
30BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.16%Add +1.4%551,717$102.98MNo quoteNo quote
31AFLAFLAC, Inc.1.08%Reduce -1.2%2,239,458$96.34M$43.02No quote
32DNBDun & Bradstreet Corp.1.04%Reduce -2.5%753,190$92.38MNo quoteNo quote
33MTSCMTS Systems Corp.1.03%Add +0.0%1,740,129$91.62MNo quoteNo quote
34CBRECBRE Group, Inc.1.01%Reduce -12.9%1,890,673$90.26M$47.74No quote
35AXPAmerican Express Co.0.97%Reduce -0.4%880,912$86.33M$98.00No quote
36WUWestern Union Co.0.94%Reduce -1.0%4,110,274$83.56M$20.33No quote
37ATGEAdtalem Global Education, Inc.0.91%Reduce -8.5%1,677,418$80.68MNo quoteNo quote
38AXEAnixter Intl, Inc.0.90%Reduce -0.7%1,269,344$80.35MNo quoteNo quote
39ISCAInternational Speedway Corp.0.89%Reduce -0.5%1,781,444$79.63MNo quoteNo quote
40SWKStanley Black & Decker, Inc.0.89%Add +4.8%598,592$79.5M$132.81No quote
41SLBSchlumberger Ltd.0.89%Add +1.3%1,182,121$79.24M$67.03No quote
42OMCOmnicom Group, Inc.0.87%Reduce -1.1%1,015,724$77.47M$76.27No quote
43HLIHoulihan Lokey, Inc.0.85%Reduce -1.5%1,487,106$76.17M$51.22No quote
44BWABorgWarner, Inc.0.82%Reduce -1.0%1,696,836$73.24M$43.16No quote
45JHGJanus Henderson Group plc0.82%Reduce -3.1%2,367,518$72.75M$30.73No quote
46BRCBrady Corp.0.81%Reduce -17.9%1,866,529$71.96M$38.55No quote
47RCLRoyal Caribbean Cruises Ltd.0.81%Reduce -0.0%694,050$71.9M$103.60No quote
48TMOThermo Fisher Scientific, Inc.0.78%Reduce -1.6%334,978$69.39M$207.14No quote
49OAKOaktree Capital Group LLC0.77%Add +4.3%1,696,756$68.97MNo quoteNo quote
50GSKGlaxoSmithKline plc ADR0.77%Reduce -3.8%1,705,128$68.73M$40.31No quote
51PXDPioneer Natural Resources Co0.76%Add +0.1%355,984$67.37MNo quoteNo quote
52BIOBio-Rad Laboratories, Inc.0.75%Reduce -7.6%231,976$66.93M$288.54No quote
53MDPMeredith Corp.0.73%Add +16.3%1,281,789$65.37MNo quoteNo quote
54VZVerizon Communications Inc.0.72%Add +31.7%1,281,823$64.49M$50.31No quote
55CBSCBS Corp.0.72%Add +32.1%1,146,334$64.45MNo quoteNo quote
56CLBCore Laboratories N.V.0.70%Reduce -0.2%490,915$61.96M$126.21No quote
57NOVNational Oilwell Varco0.69%Reduce -28.7%1,411,604$61.26M$43.40No quote
58WTWWillis Towers Watson plc0.68%Reduce -1.2%400,915$60.78M$151.60No quote
59ITWIllinois Tool Works, Inc.0.66%Reduce -1.6%426,600$59.1M$138.54No quote
60SRCLStericycle Inc.0.64%Add +26.1%869,852$56.79MNo quoteNo quote
61PGRProgressive Corp.0.61%Reduce -1.8%920,272$54.43M$59.15No quote
62EOGEOG Resources Inc.0.60%Add +0.7%426,678$53.09M$124.43No quote
63JWNNordstrom, Inc.0.59%Reduce -1.2%1,021,143$52.88MNo quoteNo quote
64FLRFluor Corp.0.58%Reduce -5.3%1,055,914$51.51M$48.78No quote
65LFUSLittelfuse, Inc.0.57%Add +0.9%222,801$50.84M$228.18No quote
66TISITeam, Inc.0.56%Reduce -6.3%2,178,962$50.33MNo quoteNo quote
67CHLChina Mobile Ltd. ADR0.55%Reduce -3.9%1,100,299$48.84MNo quoteNo quote
68COSTCostco Wholesale Corp.0.54%Add +1.4%229,982$48.06M$208.98No quote
69BOKFBOK Financial Corp.0.54%Reduce -0.6%511,018$48.04M$94.01No quote
70MHKMohawk Industries, Inc.0.52%Add +1.9%217,719$46.65M$214.27No quote
71CAHCardinal Health, Inc.0.51%Add +9.3%930,324$45.43M$48.83No quote
72VEAVanguard FTSE Developed ETF0.50%Reduce -0.2%1,036,217$44.45M$42.90No quote
73FICOFair Isaac Corp.0.50%Reduce -14.1%229,585$44.38M$193.32No quote
74SOSouthern Co.0.45%Add +1.4%870,337$40.31M$46.31No quote
75MEIMethode Electronics Inc.0.40%Add +20.8%875,325$35.28MNo quoteNo quote
76TSTenaris ADR0.36%Add +6.9%878,750$31.98MNo quoteNo quote
77CNTYCentury Casinos, Inc.0.35%Add +19.2%3,609,149$31.58MNo quoteNo quote
78COWNCowen Inc.0.33%Reduce -0.9%2,145,366$29.71MNo quoteNo quote
79BXBlackstone Group L.P.0.33%Reduce -10.7%915,624$29.46M$32.17No quote
80BSACBanco Santander-Chile ADR0.30%Add +15.3%863,364$27.14MNo quoteNo quote
81DGXQuest Diagnostics Inc.0.30%Add +1.3%243,599$26.78M$109.94No quote
82RNWKRealNetworks, Inc.0.29%Reduce -0.6%6,959,612$25.75MNo quoteNo quote
83BCOBrink's Co.0.28%Add +15.9%316,237$25.22M$79.75No quote
84SRESempra Energy0.28%Reduce -29.8%217,127$25.21MNo quoteNo quote
85ORBCORBCOMM, Inc.0.27%Add +2.8%2,399,961$24.24MNo quoteNo quote
86KINKindred Biosciences, Inc.0.27%Add +25.9%2,218,612$23.63MNo quoteNo quote
87TILEInterface, Inc.0.25%Add +9.9%987,315$22.66M$22.95No quote
88OXYOccidental Petroleum Corp.0.25%Reduce -53.1%270,437$22.63M$83.68No quote
89TNAVTelenav Inc.0.24%Reduce -2.4%3,840,700$21.51MNo quoteNo quote
90ICEIntercontinentalExchange, Inc.0.24%Add +1.3%291,045$21.41M$73.55No quote
91RSTRosetta Stone Inc.0.23%Reduce -34.9%1,294,970$20.76MNo quoteNo quote
92SFESafeguard Scientifics Inc.0.23%Reduce -4.8%1,575,258$20.16MNo quoteNo quote
93BIDSotheby's0.22%Reduce -11.7%365,244$19.85MNo quoteNo quote
94USBU.S. Bancorp0.21%Add +1.4%382,407$19.13M$50.02No quote
95CSWCCapital Southwest Corp.0.21%Add +4.8%1,039,515$18.83MNo quoteNo quote
96GRBKGreen Brick Partners Inc.0.19%Add +61.5%1,718,846$16.85M$9.80No quote
97BTNBallantyne Strong, Inc.0.18%Add +9.6%3,296,508$15.99MNo quoteNo quote
98EDGWEdgewater Technology Inc.0.17%Add +22.0%2,789,490$15.12MNo quoteNo quote
99PCTIPCTEL, Inc.0.16%Add +3.1%2,320,817$14.48MNo quoteNo quote
100AFHAtlas Financial Holdings, Inc.0.16%Add +22.6%1,629,226$14.26MNo quoteNo quote
101DFSDiscover Financial Services0.15%Add +1.3%192,579$13.56MNo quoteNo quote
102TRCTejon Ranch Co.0.15%Reduce -10.4%533,836$12.97MNo quoteNo quote
103GSITGSI Technology Inc.0.14%Add +2.6%1,702,758$12.81MNo quoteNo quote
104MINDMitcham Industries, Inc.0.13%Add +0.4%2,954,868$11.88MNo quoteNo quote
105SEACSeaChange Intl, Inc.0.13%Add +32.3%3,417,075$11.69MNo quoteNo quote
106EMKREmcore Corporation0.13%Add +15.3%2,290,816$11.57MNo quoteNo quote
107TURN180 Degree Capital Corp0.13%Add +3.2%4,937,746$11.41MNo quoteNo quote
108STRTStrattec Security Corp.0.13%Add +18.0%371,796$11.36MNo quoteNo quote
109HMNHorace Mann Educators Corp.0.12%Add +1.1%247,883$11.06MNo quoteNo quote
110ACWXIShares MSCI ACWI Ex US ETF0.12%Reduce -4.7%231,557$10.94M$47.25No quote
111ACTGAcacia Research Corp.0.12%-2,514,436$10.44MNo quoteNo quote
112ALOTAstroNova, Inc.0.11%Reduce -10.1%538,207$10.15MNo quoteNo quote
113BSMXBanco Santander Mexico SA ADR0.11%Add +11.5%1,422,038$9.51MNo quoteNo quote
114ORCLOracle Corp.0.10%Reduce -0.1%211,467$9.32M$44.06No quote
115MATWMatthews Intl Corp.0.10%Add +0.4%154,658$9.09M$58.80No quote
116GOLDBarrick Gold Corp.0.10%Reduce -0.1%689,855$9.06MNo quoteNo quote
117HNGRHanger, Inc.0.10%Reduce -0.0%525,206$8.91MNo quoteNo quote
118TPRTapestry, Inc.0.10%Add +1.3%190,568$8.9M$46.71No quote
119PRCPPerceptron, Inc.0.10%Reduce -1.4%825,986$8.71MNo quoteNo quote
120LMTLockheed Martin Corp.0.10%Reduce -0.1%28,769$8.5M$295.42No quote
121CVUCPI Aerostructures, Inc.0.09%Add +11.4%776,157$8.15MNo quoteNo quote
122ASPNAspen Aerogels Inc.0.09%Add +37.8%1,657,889$8.12M$4.90No quote
123CPIXCumberland Pharmaceuticals, Inc.0.09%Add +28.7%1,305,052$8MNo quoteNo quote
124SYNCSynacor, Inc.0.09%Reduce -1.8%3,976,412$7.95MNo quoteNo quote
125MOSMosaic Co.0.09%Reduce -0.0%282,463$7.92M$28.05No quote
126XOMExxon Mobil Corp.0.08%Reduce -0.1%90,287$7.47M$82.73No quote
127FLFoot Locker, Inc.0.08%Add +1.3%137,771$7.25MNo quoteNo quote
128CARSCars.com Inc.0.08%Add +0.4%252,759$7.18MNo quoteNo quote
129GLUUGlu Mobile Inc.0.08%Reduce -60.0%1,058,243$6.78MNo quoteNo quote
130FNFabrinet0.08%Add +212.7%182,189$6.72M$36.89No quote
131LAKELakeland Industries, Inc.0.08%New474,799$6.72MNo quoteNo quote
132TSCOTractor Supply0.08%Reduce -0.7%87,581$6.7M$76.49No quote
133APAApache Corp.0.07%-136,492$6.38M$46.75No quote
134MBFIMB Financial, Inc.0.07%Reduce -2.6%127,296$5.95MNo quoteNo quote
135BKBank of New York Mellon Corp.0.06%Reduce -0.0%103,130$5.56M$53.93No quote
136EXPDExpeditors Intl of Washington0.06%Add +1.3%74,595$5.45M$73.10No quote
137NVSNovartis AG ADR0.06%Reduce -0.6%69,026$5.21M$75.54No quote
138GIFIGulf Island Fabrication, Inc.0.06%Reduce -1.8%575,783$5.18MNo quoteNo quote
139OESXOrion Energy Systems, Inc.0.06%Reduce -2.9%4,704,759$5.18MNo quoteNo quote
140PPandora Media, Inc.0.06%Reduce -35.2%642,961$5.07MNo quoteNo quote
141DOXAmdocs Ltd.0.06%Add +1864.7%75,799$5.02M$66.19No quote
142GSGoldman Sachs Group, Inc.0.06%Reduce -0.1%22,654$5M$220.58No quote
143LFCRLandec Corp.0.05%Reduce -5.4%322,595$4.81MNo quoteNo quote
144MOVMovado Group Inc.0.05%Reduce -54.7%88,200$4.26MNo quoteNo quote
145AYIAcuity Brands0.04%Add +1.3%31,063$3.6M$115.86No quote
146MNManning & Napier, Inc.0.03%Reduce -2.5%992,478$3.08MNo quoteNo quote
147AUTOAutoWeb Inc.0.03%Add +0.1%520,843$2.35MNo quoteNo quote
148AXTIAXT Inc.0.02%Add +7.6%283,741$2M$7.05No quote
149DCMNTT Docomo Inc. ADR0.02%-76,950$1.96MNo quoteNo quote
150VTVanguard Total World Stock Index Fd (ETF)0.02%Reduce -41.2%24,189$1.78M$73.38No quote
151RUBIRubicon Project Inc.0.02%New620,120$1.77MNo quoteNo quote
152RBCNRubicon Technology, Inc.0.02%Add +37.7%215,083$1.7MNo quoteNo quote
153DRADDigirad Corp.0.01%Reduce -21.6%825,443$1.28MNo quoteNo quote
154CRWSCrown Crafts, Inc.0.01%New157,616$898KNo quoteNo quote
155AETIAmerican Electric Technologies, Inc.0.01%Reduce -50.2%685,288$857KNo quoteNo quote
156SNYSanofi-Aventis0.01%-17,790$712K$40.02No quote
157GLAEGlassBridge Enterprises Inc.0.01%Reduce -9.8%819,788$664KNo quoteNo quote
158DVDDover Motorsports, Inc.0.01%Reduce -0.9%241,817$544KNo quoteNo quote
159SPARSpartan Motors Inc.0.01%Reduce -89.2%33,404$504KNo quoteNo quote
160PCYOPure Cycle Corp.0.00%Reduce -0.9%34,417$329KNo quoteNo quote
168XOXOXO Group Inc.-Sold0$0No quoteNo quote
167VICLVical Inc.-Sold0$0No quoteNo quote
166TRIPTripAdvisor Inc-Sold0$0No quoteNo quote
165TROWT. Rowe Price Group, Inc.-Sold0$0No quoteNo quote
164MAMasterCard Inc.-Sold0$0No quoteNo quote
163IEXIDEX Corp.-Sold0$0No quoteNo quote
162CRAICRA International, Inc.-Sold0$0No quoteNo quote
161MCFContango Oil & Gas Co.-Sold0$0No quoteNo quote