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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 83 of 139 rows. Rows without a quote are marked unavailable.

1BIDUBaidu Inc4.44%Reduce -5.2%2,315,729$472.18M$203.9052w: $114.75 - $354.82; reported $203.90
2PMPhilip Morris International Inc3.73%Reduce -6.1%3,998,382$396.28M$99.1152w: $68.93 - $100.95; reported $99.11
3LAZLazard Ltd3.26%Add +10.2%7,657,001$346.48M$45.2552w: $27.17 - $48.61; reported $45.25
4FAFFirst American Financial Corp3.17%Add +0.7%5,410,464$337.34M$62.3552w: $44.05 - $66.92; reported $62.35
5MSFTMicrosoft Corp3.04%Reduce -11.8%1,194,040$323.47M$270.9052w: $196.25 - $271.65; reported $270.90
6IPGInterpublic Group of Cos Inc2.98%Reduce -1.9%9,768,806$317.39MNo quoteNo quote
7MATMattel Inc2.95%Add +2.0%15,620,180$313.97M$20.1052w: $9.59 - $23.31; reported $20.10
8NLSNNielsen Holdings PLC2.81%Add +7.9%12,122,282$299.06MNo quoteNo quote
9NVSTEnvista Holdings Corp2.60%Reduce -4.6%6,399,263$276.51M$43.2152w: $19.43 - $46.52; reported $43.21
10KMTKennametal Inc2.58%Add +7.9%7,626,549$273.95M$35.9252w: $25.26 - $43.04; reported $35.92
11SRCLStericycle Inc2.55%Add +2.7%3,783,869$270.74MNo quoteNo quote
12BOKFBOK Financial Corp2.54%Add +4.2%3,115,772$269.83M$86.6052w: $48.41 - $98.95; reported $86.60
13SPHRMadison Square Garden Entertainment Corp2.53%Add +24.3%3,204,928$269.12M$83.9752w: $29.35 - $56.08; reported $83.97
14MHKMohawk Industries Inc2.27%Add +0.1%1,257,568$241.69M$192.1952w: $67.79 - $231.80; reported $192.19
15SNASnap-on Inc2.11%Reduce -3.0%1,004,498$224.44M$223.4352w: $128.66 - $259.99; reported $223.43
16NTRSNorthern Trust Corp2.02%Add +5.0%1,858,769$214.91M$115.6252w: $72.64 - $123.10; reported $115.62
17KKRKKR & Co Inc1.95%Add +0.1%3,494,828$207.03M$59.2452w: $30.25 - $61.05; reported $59.24
18JLLJones Lang LaSalle Inc1.94%Add +1.5%1,055,237$206.26M$195.4652w: $87.67 - $212.95; reported $195.46
19LHLaboratory Corp of America Holdings1.79%Reduce -2.4%689,859$190.3M$275.8552w: $140.25 - $241.14; reported $275.85
20SJMSmucker JM Co1.64%Add +1.5%1,350,089$174.93M$129.5752w: $102.87 - $140.65; reported $129.57
21GILDGilead Sciences Inc1.62%Reduce -11.8%2,499,799$172.14M$68.8652w: $56.56 - $78.94; reported $68.86
22AXTAAxalta Coating Systems Ltd1.60%Add +16.3%5,579,702$170.13M$30.4952w: $20.25 - $34.20; reported $30.49
23ADTADT Inc1.55%New15,313,819$165.24M$10.7952w: $6.48 - $17.21; reported $10.79
24MSGNMSG Networks Inc1.46%Add +23.8%10,616,004$154.78MNo quoteNo quote
25TGNATEGNA Inc1.42%Add +1.5%8,026,865$150.58MNo quoteNo quote
26JHGJanus Henderson Group PLC1.39%Add +3.4%3,811,044$147.91M$38.8152w: $18.80 - $40.39; reported $38.81
27CBRECBRE Group Inc1.32%Add +0.8%1,634,136$140.09M$85.7352w: $41.03 - $90.21; reported $85.73
28CLBCore Laboratories NV1.31%Reduce -5.5%3,580,792$139.47M$38.9552w: $13.43 - $49.87; reported $38.95
29PARAViacomCBS Inc1.26%Add +301.0%2,967,040$134.11MNo quoteNo quote
30BCOBrink's Co1.26%Add +2.3%1,737,719$133.53M$76.8452w: $37.08 - $84.72; reported $76.84
31JNJJohnson & Johnson1.21%Reduce -10.6%782,309$128.88M$164.7452w: $133.65 - $173.65; reported $164.74
32AMGAffiliated Managers Group Inc1.20%Add +0.2%827,479$127.61M$154.2152w: $62.19 - $176.84; reported $154.21
33ATGEAdtalem Global Education Inc1.13%Add +8.7%3,362,334$119.83MNo quoteNo quote
34MDPMeredith Corp1.12%Reduce -33.1%2,750,283$119.47MNo quoteNo quote
35NVTnVent Electric PLC1.12%Add +25.9%3,796,767$118.61M$31.2452w: $16.92 - $33.29; reported $31.24
36OSWOneSpaWorld Holdings Ltd1.05%Add +19.5%11,557,921$112M$9.6952w: $4.43 - $12.52; reported $9.69
37MTNVail Resorts Inc1.05%Reduce -1.4%353,576$111.91M$316.5252w: $174.39 - $338.50; reported $316.52
38KEYSKeysight Technologies Inc1.01%Add +0.8%698,110$107.8M$154.4152w: $90.62 - $155.88; reported $154.41
39BRK/BBerkshire Hathaway IncCUSIP 0846707020.99%Reduce -19.8%377,593$104.94MNo quoteNo quote
40MASMasco Corp0.95%Add +0.8%1,718,086$101.21M$58.9152w: $49.20 - $68.54; reported $58.91
41GSGoldman Sachs Group Inc0.91%Reduce -8.0%256,250$97.26M$379.5352w: $185.52 - $393.26; reported $379.53
42KNKnowles Corp0.89%Add +1.5%4,813,764$95.02M$19.7452w: $14.03 - $22.11; reported $19.74
43LFUSLittelfuse Inc0.88%Add +2.1%365,727$93.18M$254.7952w: $162.01 - $287.92; reported $254.79
44BAPCredicorp Ltd0.87%Add +103.2%763,121$92.42M$121.1152w: $110.47 - $169.50; reported $121.11
45WBAWalgreens Boots Alliance Inc0.81%Add +5.2%1,640,700$86.32MNo quoteNo quote
46PGRProgressive Corp0.78%Add +4.8%840,201$82.52M$98.2152w: $76.16 - $107.59; reported $98.21
47CRLCharles River Laboratories International Inc0.77%Reduce -46.2%221,099$81.79M$369.9252w: $174.82 - $372.51; reported $369.92
48AFLAflac Inc0.74%Reduce -4.2%1,475,686$79.19M$53.6652w: $33.37 - $57.57; reported $53.66
49SSDSimpson Manufacturing Co Inc0.72%Add +2.3%696,242$76.89M$110.4452w: $78.00 - $119.77; reported $110.44
50BWABorgWarner Inc0.72%Reduce -1.2%1,568,761$76.15M$48.5452w: $29.70 - $48.90; reported $48.54
51SCHWSchwab Charles Corp0.66%Reduce -17.4%967,989$70.48M$72.8152w: $32.66 - $76.37; reported $72.81
52DOXAmdocs Ltd0.63%Reduce -16.6%871,024$67.38M$77.3652w: $54.68 - $82.38; reported $77.36
53KFYKorn Ferry0.57%Add +0.4%838,756$60.85M$72.5552w: $26.14 - $74.83; reported $72.55
54ZBRAZebra Technologies Corp0.57%Reduce -14.9%114,324$60.53M$529.4952w: $246.83 - $538.51; reported $529.49
55CAHCardinal Health Inc0.56%Add +1.7%1,035,033$59.09M$57.0952w: $44.65 - $62.96; reported $57.09
56SWKStanley Black & Decker Inc0.55%Reduce -8.9%286,168$58.66M$204.9952w: $134.94 - $225.00; reported $204.99
57ZBHZimmer Biomet Holdings Inc0.53%Reduce -16.4%350,122$56.31M$160.8252w: $111.70 - $175.11; reported $160.82
58CHKPCheck Point Software Technologies Ltd0.51%Reduce -3.7%470,889$54.69M$116.1352w: $106.10 - $139.26; reported $116.13
59MEIMethode Electronics Inc0.48%Add +0.8%1,037,010$51.03MNo quoteNo quote
60VZVerizon Communications Inc0.45%Reduce -24.3%855,842$47.95M$56.0352w: $53.75 - $61.95; reported $56.03
61OMCOmnicom Group Inc0.45%Reduce -0.1%598,271$47.86M$79.9952w: $44.50 - $86.38; reported $79.99
62KMXCarMax Inc0.42%Reduce -0.1%348,077$44.95M$129.1552w: $84.70 - $138.77; reported $129.15
63RCLRoyal Caribbean Cruises Ltd0.40%Add +1.0%501,853$42.8M$85.2852w: $45.71 - $99.24; reported $85.28
64TAPMolson Coors Beverage Co0.37%Add +19.3%736,480$39.54M$53.6952w: $32.11 - $61.48; reported $53.69
65NTAPNetApp Inc0.37%Reduce -35.8%478,781$39.17M$81.8252w: $40.08 - $84.19; reported $81.82
66BMYBristol-Myers Squibb Co0.36%Reduce -18.1%573,979$38.35M$66.8252w: $56.75 - $67.96; reported $66.82
67EVREvercore Inc0.34%Reduce -0.6%258,246$36.35M$140.77No quote
68NCLHNorwegian Cruise Line Holdings Ltd0.34%Add +3.3%1,231,838$36.23M$29.4152w: $12.56 - $34.49; reported $29.41
69EQCEquity Commonwealth0.34%Reduce -9.6%1,377,497$36.09MNo quoteNo quote
70NOVNOV Inc0.32%Add +2.1%2,238,973$34.3M$15.3252w: $7.70 - $18.02; reported $15.32
71BIOBio-Rad Laboratories Inc0.32%Add +1.6%52,134$33.59M$644.2852w: $443.80 - $689.00; reported $644.28
72MSGSMadison Square Garden Sports Corp0.32%Add +3.7%194,371$33.54M$172.5752w: $140.15 - $207.09; reported $172.57
73HLIHoulihan Lokey Inc0.31%Add +1.8%405,703$33.18M$81.7952w: $52.84 - $82.50; reported $81.79
74BRCBrady Corp0.30%Reduce -0.4%572,532$32.09M$56.0452w: $37.47 - $61.76; reported $56.04
75MIDDMiddleby Corp0.29%Add +3.4%176,783$30.63M$173.2652w: $70.50 - $186.20; reported $173.26
76VEAVanguard FTSE Developed Markets ETF0.28%Add +31.1%570,747$29.41M$51.5252w: $38.72 - $53.43; reported $51.52
77VIVTelefonica Brasil SA0.24%Add +0.5%2,946,893$25.05MNo quoteNo quote
78BSACBanco Santander Chile0.23%Reduce -3.8%1,242,008$24.68MNo quoteNo quote
79NOKNokia Corp0.22%Reduce -44.8%4,449,489$23.67M$5.3252w: $3.21 - $9.79; reported $5.32
80SLCAUS Silica Holdings Inc0.20%Reduce -65.5%1,812,971$20.96MNo quoteNo quote
81TCOMTrip.com Group Ltd0.20%New589,656$20.91M$35.4652w: $25.49 - $45.19; reported $35.46
82IWNiShares Russell 2000 Value ETF0.19%Reduce -28.1%119,566$19.82M$165.7752w: $90.74 - $174.59; reported $165.77
83TPRTapestry Inc0.16%Reduce -50.7%383,425$16.67M$43.4852w: $12.16 - $49.67; reported $43.48
84TISITeam Inc0.14%Add +0.9%2,293,187$15.36MNo quoteNo quote
85VODVodafone Group PLC0.13%Reduce -5.1%814,816$13.96MNo quoteNo quote
86HMNHorace Mann Educators Corp0.11%Add +3.4%325,491$12.18MNo quoteNo quote
87ORCLOracle Corp0.11%Reduce -7.5%152,056$11.84M$77.8452w: $53.66 - $85.03; reported $77.84
88MOSMosaic Co0.11%Reduce -8.6%364,693$11.64M$31.9152w: $11.51 - $38.23; reported $31.91
89USBUS Bancorp0.11%Reduce -18.3%201,725$11.49M$56.9752w: $34.01 - $62.47; reported $56.97
90MATWMatthews International Corp0.11%Add +2.9%318,973$11.47M$35.96No quote
91GSKGlaxoSmithKline PLC0.10%Reduce -39.1%260,941$10.39M$39.8252w: $33.26 - $42.40; reported $39.82
92APAAPA Corp0.09%Add +3.3%442,684$9.58M$21.6352w: $7.45 - $24.30; reported $21.63
93WUWestern Union Co0.08%Reduce -7.3%378,372$8.69M$22.9752w: $19.07 - $26.61; reported $22.97
94LMTLockheed Martin Corp0.08%Reduce -7.7%22,697$8.59M$378.3352w: $319.81 - $402.38; reported $378.33
95HNGRHanger Inc0.06%Reduce -8.9%271,514$6.86MNo quoteNo quote
96BKBank of New York Mellon Corp0.06%Reduce -7.8%131,728$6.75M$51.2352w: $32.65 - $52.90; reported $51.23
97GOLDBarrick Gold Corp0.06%New302,495$6.26MNo quoteNo quote
98WBWeibo Corp0.06%Reduce -2.5%115,502$6.08M$52.6252w: $32.50 - $63.55; reported $52.62
99ACWXiShares MSCI ACWI ex US ETF0.02%-45,502$2.62M$57.5152w: $43.25 - $59.19; reported $57.51
100MINDMIND Technology Inc0.02%Reduce -19.5%1,285,657$2.49MNo quoteNo quote
101NVSNovartis AG0.02%-20,582$1.88M$91.2452w: $77.04 - $98.52; reported $91.24
102AZNAstraZeneca PLC0.01%Reduce -1.4%26,422$1.58M$59.9152w: $92.96 - $129.88; reported $59.91
103TIMBTIM SA0.01%Add +0.2%61,833$712KNo quoteNo quote
104NVONovo-Nordisk A S0.00%-4,119$345K$83.7652w: $31.61 - $42.47; reported $83.76
105SNYSanofi0.00%-5,435$286K$52.6252w: $44.76 - $55.00; reported $52.62
106BTNBallantyne Strong Inc0.00%Reduce -88.3%55,378$265KNo quoteNo quote
107RBCNRubicon Technology Inc0.00%Reduce -59.9%21,551$205KNo quoteNo quote
108TURN180 Degree Capital Corp0.00%Reduce -91.2%15,783$127KNo quoteNo quote
109GSITGSI Technology Inc0.00%Reduce -94.1%15,803$89KNo quoteNo quote
110CPIXCumberland Pharmaceuticals Inc0.00%Reduce -94.3%12,033$34KNo quoteNo quote
139WTWWillis Towers Watson PLC-Sold0$0No quoteNo quote
138VWTRVidler Water Resouces Inc-Sold0$0No quoteNo quote
137TRCTejon Ranch Co-Sold0$0No quoteNo quote
136SSSSSuRo Capital Corp-Sold0$0No quoteNo quote
135SFESafeguard Scientifics Inc-Sold0$0No quoteNo quote
134RFILRF Industries Ltd-Sold0$0No quoteNo quote
133RNWKRealNetworks Inc-Sold0$0No quoteNo quote
132PCYOPure Cycle Corp-Sold0$0No quoteNo quote
131OESXOrion Energy Systems Inc-Sold0$0No quoteNo quote
130ORBCORBCOMM Inc-Sold0$0No quoteNo quote
129OSSOne Stop Systems Inc-Sold0$0No quoteNo quote
128MOVMovado Group Inc-Sold0$0No quoteNo quote
127LAKELakeland Industries Inc-Sold0$0No quoteNo quote
126KINKindred Biosciences Inc-Sold0$0No quoteNo quote
125GIFIGulf Island Fabrication Inc-Sold0$0No quoteNo quote
124GRBKGreen Brick Partners Inc-Sold0$0No quoteNo quote
123GLAEGlassBridge Enterprises Inc-Sold0$0No quoteNo quote
122GAIAGaia Inc-Sold0$0No quoteNo quote
121FLIRFLIR Systems Inc-Sold0$0No quoteNo quote
120ENZEnzo Biochem Inc-Sold0$0No quoteNo quote
119EMKREMCORE Corp-Sold0$0No quoteNo quote
118CRWSCrown Crafts Inc-Sold0$0No quoteNo quote
117CRAICRA International Inc-Sold0$0No quoteNo quote
116COWNCowen Inc-Sold0$0No quoteNo quote
115CSCOCisco Systems Inc/Delaware-Sold0$0No quoteNo quote
114CNTYCentury Casinos Inc-Sold0$0No quoteNo quote
113CSWCCapital Southwest Corp-Sold0$0No quoteNo quote
112ALOTAstroNova Inc-Sold0$0No quoteNo quote
111ALCOAlico Inc-Sold0$0No quoteNo quote