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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 92 of 158 rows. Rows without a quote are marked unavailable.

1PMPhilip Morris Intl, Inc.5.36%Add +10.1%4,186,300$305.43M$72.9652w: $56.01 - $90.17; reported $72.96
2MSFTMicrosoft Corp.4.97%Reduce -14.1%1,797,885$283.54M$157.7152w: $132.52 - $190.70; reported $157.71
3BIDUBaidu, Inc. ADR3.79%Add +18.8%2,141,373$215.83M$100.7952w: $82.00 - $147.38; reported $100.79
4GILDGilead Sciences, Inc.3.50%Add +6.2%2,666,235$199.33M$74.7652w: $62.23 - $85.97; reported $74.76
5MATMattel, Inc.2.72%Add +15.0%17,599,495$155.05M$8.8152w: $6.53 - $14.83; reported $8.81
6IPGInterpublic Group of Cos., Inc.2.63%Add +1.9%9,261,081$149.94MNo quoteNo quote
7NTRSNorthern Trust Corp.2.56%Add +8.4%1,931,699$145.77M$75.4652w: $60.67 - $109.88; reported $75.46
8SRCLStericycle Inc.2.48%Reduce -10.8%2,914,645$141.59MNo quoteNo quote
9FAFFirst American Financial Corp.2.40%Reduce -10.1%3,226,010$136.82M$42.4152w: $29.36 - $66.78; reported $42.41
10LAZLazard Ltd.2.18%Reduce -3.1%5,282,628$124.46M$23.5652w: $20.94 - $44.95; reported $23.56
11SJMJ.M. Smucker Co.2.15%Reduce -26.9%1,104,669$122.62M$111.0052w: $91.88 - $121.39; reported $111.00
12KMTKennametal, Inc.2.13%Add +13.5%6,524,284$121.48M$18.6252w: $14.45 - $37.37; reported $18.62
13KKRKKR & Co Inc.2.08%Reduce -14.4%5,048,925$118.5M$23.4752w: $15.55 - $34.14; reported $23.47
14JNJJohnson & Johnson2.00%Reduce -8.9%868,374$113.87M$131.1352w: $109.16 - $154.50; reported $131.13
15BRK/BBerkshire Hathaway Inc.CUSIP 0846707021.93%Add +2.4%600,288$109.75MNo quoteNo quote
16SNASnap-on, Inc.1.88%Add +0.5%984,192$107.1M$108.8252w: $90.72 - $171.65; reported $108.82
17LHLaboratory Corp. of America Holdings1.88%Reduce -5.4%846,517$106.99M$126.3952w: $84.21 - $168.69; reported $126.39
18KEYSKeysight Technologies, Inc.1.77%Add +3.6%1,203,306$100.69M$83.6852w: $77.93 - $106.82; reported $83.68
19MSGNMSG Networks, Inc.1.66%Add +6.1%9,255,161$94.4MNo quoteNo quote
20ZBRAZebra Technologies Corp.1.61%Add +9.1%498,994$91.62M$183.6052w: $150.06 - $260.40; reported $183.60
21NLSNNielsen Holdings plc1.59%Reduce -5.5%7,244,978$90.85MNo quoteNo quote
22PARAViacomCBS Inc.1.52%Add +56.3%6,199,771$86.86MNo quoteNo quote
23CRLCharles River Laboratories Intl, Inc.1.52%Reduce -19.4%685,583$86.53M$126.2152w: $95.58 - $179.38; reported $126.21
24VZVerizon Communications Inc.1.47%Add +7.2%1,555,875$83.6M$53.7352w: $48.84 - $61.45; reported $53.73
25JLLJLL1.42%Reduce -1.3%802,095$81M$100.9852w: $78.29 - $178.55; reported $100.98
26ATGEAdtalem Global Education, Inc.1.33%Add +80.7%2,829,062$75.79MNo quoteNo quote
27PGRProgressive Corp.1.17%Reduce -5.7%901,632$66.58M$73.8452w: $62.18 - $84.20; reported $73.84
28CBRECBRE Group, Inc.1.14%Reduce -4.2%1,728,199$65.17M$37.7152w: $29.17 - $64.75; reported $37.71
29MHKMohawk Industries, Inc.1.05%Add +18.6%785,656$59.9M$76.2452w: $56.62 - $144.37; reported $76.24
30KNKnowles Corporation1.04%Add +23.7%4,436,195$59.36M$13.3852w: $11.10 - $22.20; reported $13.38
31BOKFBOK Financial Corp.1.02%Add +12.3%1,369,393$58.28M$42.5652w: $34.57 - $87.97; reported $42.56
32TAPMolson Coors Beverage Co1.02%Reduce -21.5%1,486,161$57.98M$39.0152w: $34.01 - $61.94; reported $39.01
33SSDSimpson Manufacturing Co., Inc.1.00%Reduce -28.5%922,707$57.19M$61.9852w: $47.02 - $88.25; reported $61.98
34BIOBio-Rad Laboratories, Inc.0.98%Reduce -29.9%158,814$55.67M$350.5652w: $309.38 - $413.02; reported $350.56
35NOKNokia Corp. ADR0.97%Reduce -0.8%17,838,921$55.3M$3.1052w: $2.34 - $4.53; reported $3.10
36SWKStanley Black & Decker, Inc.0.96%Reduce -9.9%546,728$54.67M$100.0052w: $70.00 - $173.67; reported $100.00
37AFLAflac, Inc.0.95%Reduce -0.5%1,589,373$54.42M$34.2452w: $23.07 - $53.46; reported $34.24
38TGNATEGNA, Inc.0.95%Reduce -21.2%4,986,967$54.16MNo quoteNo quote
39DOXAmdocs Ltd.0.94%Reduce -0.2%970,246$53.33M$54.9752w: $44.05 - $77.29; reported $54.97
40BWABorgWarner, Inc.0.93%Add +8.9%2,165,104$52.76M$24.3752w: $14.96 - $38.78; reported $24.37
41LFUSLittelfuse, Inc.0.92%Reduce -3.1%393,593$52.51M$133.4252w: $103.63 - $196.00; reported $133.42
42NVSTEnvista Holdings Corp0.91%New3,487,094$52.1M$14.9452w: $10.08 - $33.30; reported $14.94
43EOGEOG Resources Inc.0.87%Add +46.1%1,386,759$49.81M$35.9252w: $27.00 - $89.54; reported $35.92
44ZBHZimmer Biomet Holdings, Inc.0.84%Reduce -9.1%476,068$48.12M$101.0852w: $72.20 - $156.42; reported $101.08
45DGXQuest Diagnostics Inc.0.83%Add +47.5%592,375$47.57M$80.3052w: $73.21 - $118.58; reported $80.30
46MTNVail Resorts Inc0.81%New312,781$46.2M$147.7152w: $125.00 - $255.37; reported $147.71
47GSKGlaxoSmithKline plc ADR0.78%Add +0.0%1,167,730$44.25M$37.8952w: $31.43 - $48.25; reported $37.89
48MSGSThe Madison Square Garden Co.0.74%Add +9.9%200,315$42.35M$211.4152w: $130.15 - $225.67; reported $211.41
49MASMasco Corporation0.72%Reduce -0.7%1,184,624$40.95M$34.5752w: $27.04 - $50.06; reported $34.57
50AMGAffiliated Managers Group, Inc.0.68%Add +11.2%659,154$38.98M$59.1452w: $44.37 - $88.95; reported $59.14
51HLIHoulihan Lokey, Inc.0.68%Reduce -31.2%743,857$38.77M$52.1252w: $42.86 - $59.36; reported $52.12
52VEAVanguard FTSE Developed ETF0.62%Add +37.8%1,060,742$35.37M$33.3452w: $28.46 - $44.67; reported $33.34
53WTWWillis Towers Watson plc0.61%Reduce -24.7%203,837$34.62M$169.8552w: $143.34 - $220.97; reported $169.85
54MDPMeredith Corp.0.60%Add +94.5%2,809,966$34.34MNo quoteNo quote
55CAHCardinal Health, Inc.0.60%Add +2.4%711,463$34.11M$47.9452w: $39.05 - $60.69; reported $47.94
56CHLChina Mobile Ltd. ADR0.55%Reduce -13.6%833,636$31.4MNo quoteNo quote
57OMCOmnicom Group, Inc.0.55%Reduce -8.9%570,989$31.35M$54.9052w: $46.37 - $81.17; reported $54.90
58JHGJanus Henderson Group plc0.55%Add +2.5%2,035,755$31.19M$15.3252w: $11.81 - $27.50; reported $15.32
59RCLRoyal Caribbean Cruises Ltd.0.54%Add +43.6%950,791$30.59M$32.1752w: $19.25 - $135.32; reported $32.17
60GNRCGenerac Holdings Inc.0.53%Reduce -23.2%323,718$30.16M$93.1752w: $75.50 - $118.86; reported $93.17
61KMXCarMax Inc.0.52%Add +15.0%549,013$29.55M$53.8352w: $37.59 - $103.18; reported $53.83
62BCOBrink's Co.0.50%Add +5.3%548,273$28.54M$52.0552w: $40.18 - $97.12; reported $52.05
63SCHWThe Charles Schwab Corporation0.45%New761,173$25.59M$33.6252w: $28.00 - $49.55; reported $33.62
64MEIMethode Electronics Inc.0.44%Add +9.6%939,030$24.82MNo quoteNo quote
65SLBSchlumberger Ltd.0.41%Reduce -0.3%1,739,797$23.47M$13.4952w: $11.87 - $41.14; reported $13.49
66FLFoot Locker, Inc.0.39%Add +135.3%1,015,346$22.39MNo quoteNo quote
67TPRTapestry, Inc.0.37%Add +53.8%1,642,101$21.27M$12.9552w: $10.51 - $30.40; reported $12.95
68BRCBrady Corp.0.35%Reduce -10.2%446,620$20.16M$45.1352w: $33.00 - $58.22; reported $45.13
69SLCAU.S. Silica Holdings, Inc.0.35%Add +3.5%11,155,583$20.08MNo quoteNo quote
70GSGoldman Sachs Group, Inc.0.35%Add +256.0%128,480$19.86M$154.5952w: $130.85 - $250.46; reported $154.59
71NOVNational Oilwell Varco0.32%Add +2.1%1,837,185$18.06M$9.8352w: $8.00 - $25.81; reported $9.83
72KFYKorn/Ferry International0.29%Add +27.5%685,482$16.67M$24.3252w: $21.45 - $43.99; reported $24.32
73CCLCarnival Corp0.24%Add +68.4%1,046,230$13.78M$13.1752w: $7.90 - $51.94; reported $13.17
74EQCEquity Commonwealth0.23%Add +311.6%412,102$13.07MNo quoteNo quote
75BXBlackstone Group Inc0.22%Reduce -11.1%274,046$12.49M$45.5752w: $33.00 - $64.97; reported $45.57
76ITWIllinois Tool Works, Inc.0.22%Reduce -63.2%87,025$12.37M$142.1252w: $115.94 - $190.85; reported $142.12
77MTSCMTS Systems Corp.0.21%Reduce -62.9%535,552$12.05MNo quoteNo quote
78BSACBanco Santander-Chile ADR0.21%-786,020$11.89MNo quoteNo quote
79FICOFair Isaac Corp.0.18%Reduce -18.2%33,204$10.22M$307.7052w: $177.65 - $436.69; reported $307.70
80DFSDiscover Financial Services0.18%New283,404$10.11MNo quoteNo quote
81TISITeam, Inc.0.17%Add +11.5%1,514,101$9.84MNo quoteNo quote
82USBU.S. Bancorp0.17%Reduce -0.3%284,933$9.82M$34.4552w: $28.59 - $59.48; reported $34.45
83HMNHorace Mann Educators Corp.0.16%Reduce -0.2%250,965$9.18MNo quoteNo quote
84IWNiShares Russell 2000V ETF0.16%Reduce -15.1%109,800$9.01M$82.0352w: $69.27 - $130.16; reported $82.03
85ORCLOracle Corp.0.15%Reduce -8.9%178,755$8.64M$48.3352w: $39.71 - $55.89; reported $48.33
86RSTRosetta Stone Inc.0.15%Add +9.6%596,337$8.36MNo quoteNo quote
87GAIAGaia, Inc.0.14%Add +13.1%908,327$8.07MNo quoteNo quote
88LMTLockheed Martin Corp.0.14%Reduce -4.5%23,706$8.04M$338.9452w: $266.11 - $442.53; reported $338.94
89TSTenaris ADR0.14%Reduce -28.3%666,657$8.03MNo quoteNo quote
90JWNNordstrom, Inc.0.14%Reduce -13.6%517,859$7.94MNo quoteNo quote
91COWNCowen Inc.0.13%Add +9.5%786,548$7.6MNo quoteNo quote
92BMYBristol-Myers Squibb Co.0.13%New134,506$7.5M$55.7452w: $45.76 - $68.34; reported $55.74
93WUWestern Union Co.0.13%Reduce -74.3%405,139$7.35M$18.1352w: $17.70 - $28.45; reported $18.13
94NCLHNorwegian Cruise Line Holdings Ltd0.13%New668,008$7.32M$10.9652w: $7.03 - $59.78; reported $10.96
95KINKindred Biosciences, Inc.0.12%Reduce -0.3%1,776,477$7.11MNo quoteNo quote
96OSWOneSpaWorld Holdings Limited0.12%New1,725,487$7.01M$4.0652w: $2.45 - $17.06; reported $4.06
97ACIAAcacia Communications, Inc.0.12%Add +126.5%101,912$6.85MNo quoteNo quote
98CHKPCheck Point Software Technologies Ltd.0.12%New66,412$6.68M$100.5452w: $80.06 - $119.67; reported $100.54
99ORBCORBCOMM, Inc.0.12%Add +4.4%2,731,365$6.67MNo quoteNo quote
100MATWMatthews Intl Corp.0.11%Add +9.3%248,556$6.01M$24.19No quote
101BTNBallantyne Strong, Inc.0.10%Add +1.4%3,422,031$5.85MNo quoteNo quote
102QCOMQUALCOMM Inc.0.10%Add +118.3%85,972$5.82M$67.6552w: $58.00 - $96.17; reported $67.65
103ICEIntercontinentalExchange, Inc.0.10%Reduce -0.3%67,272$5.43M$80.7552w: $63.51 - $101.93; reported $80.75
104HNGRHanger, Inc.0.09%Add +2.9%320,294$4.99MNo quoteNo quote
105ACTGAcacia Research Corp.0.09%-2,214,854$4.92MNo quoteNo quote
106TRCTejon Ranch Co.0.08%Reduce -0.5%332,549$4.68MNo quoteNo quote
107MOSMosaic Co.0.08%Add +33.6%413,608$4.48M$10.8252w: $6.50 - $22.19; reported $10.82
108RNWKRealNetworks, Inc.0.08%Add +1.0%6,083,130$4.44MNo quoteNo quote
109TURN180 Degree Capital Corp.0.07%Reduce -1.0%2,948,659$4.01MNo quoteNo quote
110CPIXCumberland Pharmaceuticals, Inc.0.07%Add +7.3%1,084,223$3.94MNo quoteNo quote
111COSTCostco Wholesale Corp.0.07%Reduce -70.9%13,061$3.72M$285.1252w: $271.28 - $325.26; reported $285.12
112MINDMitcham Industries, Inc.0.06%Add +1.3%2,908,648$3.64MNo quoteNo quote
113GRBKGreen Brick Partners Inc.0.06%Reduce -14.2%431,418$3.47M$8.0552w: $5.66 - $13.08; reported $8.05
114GSITGSI Technology Inc.0.06%Reduce -9.9%494,400$3.44MNo quoteNo quote
115PRCPPerceptron, Inc.0.06%Add +7.0%1,187,854$3.42MNo quoteNo quote
116BKBank of New York Mellon Corp.0.06%-101,136$3.41M$33.6852w: $26.40 - $51.60; reported $33.68
117NVSNovartis AG ADR0.06%Add +57.3%41,104$3.39M$82.4552w: $69.18 - $99.84; reported $82.45
118STRTStrattec Security Corp.0.06%Reduce -0.9%228,373$3.31MNo quoteNo quote
119CSCOCisco Systems, Inc.0.06%New80,659$3.17M$39.3152w: $32.40 - $50.28; reported $39.31
120MIDDThe Middleby Corporation0.05%New54,936$3.13M$56.8852w: $41.73 - $128.48; reported $56.88
121SEICSEI Investments Co0.05%New67,378$3.12M$46.3452w: $35.41 - $69.61; reported $46.34
122CNTYCentury Casinos, Inc.0.05%Add +3.8%1,241,271$2.99MNo quoteNo quote
123ALOTAstroNova, Inc.0.05%Add +9.3%371,866$2.89MNo quoteNo quote
124XOMExxon Mobil Corp.0.05%Add +11.8%75,098$2.85M$37.9652w: $30.11 - $71.37; reported $37.96
125VTVanguard Total World Stock Index Fd (ETF)0.05%Add +22.3%43,844$2.75M$62.7952w: $53.70 - $83.23; reported $62.79
126EVREvercore Inc0.04%Add +12.7%54,900$2.53M$46.07No quote
127PCYOPure Cycle Corp.0.04%Add +254.7%219,556$2.45MNo quoteNo quote
128SFESafeguard Scientifics Inc.0.04%Add +0.2%439,615$2.44MNo quoteNo quote
129ZAGGZAGG Inc0.04%Add +114.4%776,601$2.42MNo quoteNo quote
130EMKREMCORE Corporation0.04%Add +0.3%985,327$2.21MNo quoteNo quote
131ENZEnzo Biochem, Inc.0.04%Reduce -9.9%870,079$2.2MNo quoteNo quote
132LAKELakeland Industries, Inc.0.04%Reduce -74.2%139,544$2.16MNo quoteNo quote
133MOVMovado Group Inc.0.03%Add +3.2%149,625$1.77MNo quoteNo quote
134CSWCCapital Southwest Corp.0.03%Reduce -7.0%149,989$1.71MNo quoteNo quote
135JCAPJernigan Capital, Inc.0.03%Add +0.3%148,796$1.63MNo quoteNo quote
136BKNGBooking Holdings Inc.0.03%New1,125$1.51M$1344.8952w: $44.29 - $83.76; reported $1344.89
137SYNCSynacor, Inc.0.03%Add +8.4%1,456,508$1.49MNo quoteNo quote
138IDCCInterDigital Inc.0.02%-30,119$1.34M$44.62No quote
139APAApache Corp.0.02%Add +51.0%226,670$947K$4.1852w: $3.80 - $33.77; reported $4.18
140OESXOrion Energy Systems, Inc.0.02%Reduce -44.0%244,479$905KNo quoteNo quote
141ALYAAlithya Group Inc.0.01%Reduce -35.3%445,779$776KNo quoteNo quote
142FNFabrinet0.01%Reduce -59.9%11,774$642K$54.5352w: $44.00 - $71.22; reported $54.53
143PCTIPCTEL, Inc.0.01%Reduce -26.1%93,427$621KNo quoteNo quote
144RBCNRubicon Technology, Inc.0.01%Reduce -14.7%66,568$514KNo quoteNo quote
145GIFIGulf Island Fabrication, Inc.0.01%Reduce -2.3%157,838$474KNo quoteNo quote
146ACWXISHARES MSCI ACWI EX US ETF0.00%Reduce -74.8%5,804$219K$37.7352w: $32.40 - $50.03; reported $37.73
147CRWSCrown Crafts, Inc.0.00%Reduce -14.7%27,524$132KNo quoteNo quote
148AXTIAXT Inc.0.00%Reduce -36.3%31,823$102K$3.2152w: $1.85 - $4.92; reported $3.21
158TIFTiffany & Co.-Sold0$0No quoteNo quote
157RUBIThe Rubicon Project, Inc.-Sold0$0No quoteNo quote
156PXDPioneer Natural Resources Co-Sold0$0No quoteNo quote
155IWMiShares Russell 2000 ETF-Sold0$0No quoteNo quote
154TILEInterface, Inc.-Sold0$0No quoteNo quote
153GLAEGlassBridge Enterprises Inc.-Sold0$0No quoteNo quote
152FLRFluor Corp.-Sold0$0No quoteNo quote
151CVUCPI Aerostructures, Inc.-Sold0$0No quoteNo quote
150WAASAquaVenture Holdings Limited-Sold0$0No quoteNo quote
149AXEAnixter Intl, Inc.-Sold0$0No quoteNo quote