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Focused investors/Ariel Investments

Ariel Investments

As of Q1 2026, Ariel Investments reported 106 long-equity positions worth $8.93B in aggregate.

Copy-investor backtest

Latest quarter
-2.22%
1-year
+25.91%
3-year
+51.35%
3-year top 5
+49.74%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 88 of 108 rows. Rows without a quote are marked unavailable.

1SPHRMadison Square Garden Entertainment Corp4.49%Reduce -1.5%6,078,166$506.37M$83.3152w: $27.83 - $44.34; reported $83.31
2MATMattel Inc3.49%Reduce -3.0%17,719,012$393.54M$22.2152w: $17.95 - $25.71; reported $22.21
3BIDUBaidu Inc3.10%Add +9.1%2,639,193$349.17M$132.3052w: $102.18 - $228.53; reported $132.30
4PMPhilip Morris International Inc3.06%Reduce -3.6%3,671,156$344.87M$93.9452w: $85.64 - $112.48; reported $93.94
5MSFTMicrosoft Corp2.75%Add +0.6%1,006,911$310.44M$308.3152w: $238.05 - $349.67; reported $308.31
6BOKFBOK Financial Corp2.74%Reduce -0.7%3,283,486$308.48M$93.9552w: $77.65 - $120.20; reported $93.95
7LAZLazard Ltd2.62%Add +5.4%8,560,437$295.34M$34.5052w: $31.64 - $53.00; reported $34.50
8NVSTEnvista Holdings Corp2.49%Reduce -7.7%5,773,334$281.22M$48.7152w: $37.60 - $52.03; reported $48.71
9KMTKennametal Inc2.46%Add +8.9%9,707,735$277.74M$28.6152w: $28.20 - $43.04; reported $28.61
10JLLJones Lang LaSalle Inc2.41%Add +1.2%1,136,329$272.11M$239.4652w: $174.69 - $275.77; reported $239.46
11FAFFirst American Financial Corp2.36%Reduce -15.6%4,101,753$265.88M$64.8252w: $56.40 - $81.54; reported $64.82
12IPGInterpublic Group of Cos Inc/The2.35%Reduce -10.7%7,484,567$265.33MNo quoteNo quote
13CLBCore Laboratories NV2.30%Add +5.0%8,198,544$259.32M$31.6352w: $21.08 - $49.87; reported $31.63
14BAPCredicorp Ltd2.30%Reduce -1.7%1,506,213$258.87M$171.8752w: $88.67 - $182.11; reported $171.87
15SRCLStericycle Inc2.27%Add +2.3%4,340,429$255.74MNo quoteNo quote
16NTRSNorthern Trust Corp2.14%Add +8.0%2,070,873$241.15M$116.4552w: $102.39 - $135.15; reported $116.45
17GNTXGentex Corp2.12%Add +92.4%8,174,011$238.44M$29.1752w: $27.41 - $37.90; reported $29.17
18SNASnap-on Inc2.06%Add +1.9%1,129,250$232.04M$205.4852w: $197.75 - $259.99; reported $205.48
19MHKMohawk Industries Inc1.90%Add +26.8%1,723,343$214.04M$124.2052w: $121.04 - $231.80; reported $124.20
20PARAParamount Global1.89%Add +10.8%5,639,997$213.25MNo quoteNo quote
21REZIResideo Technologies Inc1.88%Add +48.9%8,889,988$211.85M$23.8352w: $22.29 - $33.25; reported $23.83
22MSGSMadison Square Garden Sports Corp1.79%Add +5.1%1,122,903$201.4M$179.3652w: $152.42 - $203.37; reported $179.36
23LHLaboratory Corp of America Holdings1.67%Add +3.9%714,847$188.48M$263.6652w: $214.52 - $272.48; reported $263.66
24KKRKKR & Co Inc1.66%Add +10.0%3,206,381$187.48M$58.4752w: $49.30 - $83.90; reported $58.47
25NLSNNielsen Holdings PLC1.63%Reduce -58.9%6,755,059$184.01MNo quoteNo quote
26AXTAAxalta Coating Systems Ltd1.61%Add +23.8%7,398,739$181.86M$24.5852w: $21.67 - $34.20; reported $24.58
27MANUManchester United Plc1.58%Add +12.4%12,289,486$177.83M$14.4752w: $12.04 - $20.86; reported $14.47
28BYDBoyd Gaming Corp1.53%Add +63.4%2,629,438$172.97M$65.7852w: $50.38 - $72.72; reported $65.78
29SJMJ M Smucker Co/The1.53%Reduce -14.4%1,275,899$172.77M$135.4152w: $118.55 - $145.82; reported $135.41
30ATGEAdtalem Global Education Inc1.49%Add +12.2%5,641,162$167.6MNo quoteNo quote
31GILDGilead Sciences Inc1.39%Add +9.3%2,638,916$156.88M$59.4552w: $57.19 - $74.12; reported $59.45
32ADTADT Inc1.37%Reduce -17.0%20,348,343$154.44M$7.5952w: $6.68 - $11.78; reported $7.59
33OSWOneSpaWorld Holdings Ltd1.35%Add +1.5%14,944,734$152.44M$10.2052w: $8.40 - $12.52; reported $10.20
34BCOBrink's Co/The1.25%Add +1.0%2,071,566$140.87M$68.0052w: $58.48 - $82.62; reported $68.00
35JNJJohnson & Johnson1.21%Add +0.7%772,072$136.83M$177.2352w: $155.72 - $180.21; reported $177.23
36NVTnVent Electric PLC1.21%Add +0.2%3,923,471$136.46M$34.7852w: $27.70 - $39.53; reported $34.78
37CBRECBRE Group Inc1.20%Reduce -9.6%1,475,089$135M$91.5252w: $77.72 - $111.00; reported $91.52
38AMGAffiliated Managers Group Inc1.17%Add +4.4%937,224$132.1M$140.9552w: $121.40 - $191.62; reported $140.95
39JHGJanus Henderson Group PLC1.06%Add +1.6%3,411,489$119.47M$35.0252w: $29.27 - $48.55; reported $35.02
40MASMasco Corp0.86%Add +3.6%1,903,732$97.09M$51.0052w: $50.99 - $71.06; reported $51.00
41GSGoldman Sachs Group Inc/The0.77%Add +10.3%263,915$87.12M$330.1052w: $318.55 - $426.16; reported $330.10
42LFUSLittelfuse Inc0.77%Add +16.5%346,556$86.43M$249.4152w: $234.59 - $334.84; reported $249.41
43RCLRoyal Caribbean Cruises Ltd0.76%Add +56.0%1,022,510$85.67M$83.7852w: $61.45 - $98.27; reported $83.78
44EQCEquity Commonwealth0.73%Add +43.6%2,905,341$81.96MNo quoteNo quote
45AFLAflac Inc0.72%Reduce -17.6%1,267,315$81.6M$64.3952w: $50.88 - $66.97; reported $64.39
46NCLHNorwegian Cruise Line Holdings Ltd0.68%Add +113.5%3,528,503$77.2M$21.8852w: $14.90 - $33.95; reported $21.88
47SCHWCharles Schwab Corp/The0.64%Add +6.3%852,662$71.89M$84.3152w: $63.46 - $96.24; reported $84.31
48DOXAmdocs Ltd0.62%Add +0.8%854,597$70.26M$82.2152w: $68.33 - $83.98; reported $82.21
49SSDSimpson Manufacturing Co Inc0.62%Reduce -5.9%637,237$69.49M$109.0452w: $102.91 - $141.26; reported $109.04
50BWABorgWarner Inc0.61%Add +2.4%1,773,700$69M$38.9052w: $30.68 - $48.90; reported $38.90
51WBAWalgreens Boots Alliance Inc0.59%Reduce -5.9%1,495,847$66.97MNo quoteNo quote
52KEYSKeysight Technologies Inc0.59%Add +0.6%419,229$66.23M$157.9752w: $134.65 - $209.08; reported $157.97
53CHKPCheck Point Software Technologies Ltd0.59%Reduce -2.0%477,389$66M$138.2652w: $107.85 - $149.62; reported $138.26
54TCOMTrip.com Group Ltd0.58%Reduce -9.6%2,826,229$65.34M$23.1252w: $14.29 - $42.04; reported $23.12
55SWKStanley Black & Decker Inc0.55%Add +24.5%441,881$61.77M$139.7952w: $136.62 - $225.00; reported $139.79
56KNKnowles Corp0.53%Reduce -1.5%2,783,700$59.93M$21.5352w: $18.20 - $23.81; reported $21.53
57CRLCharles River Laboratories International Inc0.53%Add +16.8%209,795$59.58M$283.9752w: $251.30 - $460.21; reported $283.97
58BMYBristol-Myers Squibb Co0.52%Add +0.7%795,902$58.13M$73.0352w: $53.22 - $74.07; reported $73.03
59CAHCardinal Health Inc0.48%Reduce -11.0%956,749$54.25M$56.7052w: $45.85 - $62.11; reported $56.70
60ZBHZimmer Biomet Holdings Inc0.47%Add +3.5%1.03:1 split417,700$53.42M$127.9052w: $105.31 - $175.11; reported $127.90
61KFYKorn Ferry0.46%Add +3.5%790,355$51.33M$64.9452w: $59.52 - $84.68; reported $64.94
62OMCOmnicom Group Inc0.42%Reduce -9.4%561,105$47.63M$84.8852w: $65.76 - $91.61; reported $84.88
63MEIMethode Electronics Inc0.40%Reduce -2.8%1,050,463$45.43MNo quoteNo quote
64MTNVail Resorts Inc0.38%Add +9.0%163,938$42.67M$260.2752w: $221.38 - $376.24; reported $260.27
65VZVerizon Communications Inc0.38%Add +0.6%835,766$42.57M$50.9452w: $49.69 - $59.85; reported $50.94
66KMXCarMax Inc0.38%Add +52.9%441,010$42.55M$96.4852w: $95.04 - $155.98; reported $96.48
67TAPMolson Coors Beverage Co0.36%Reduce -2.4%757,117$40.42M$53.3852w: $42.46 - $61.48; reported $53.38
68PGRProgressive Corp/The0.36%Reduce -57.0%351,562$40.07M$113.9952w: $89.35 - $117.58; reported $113.99
69NTAPNetApp Inc0.34%Add +0.6%466,259$38.7M$83.0052w: $72.04 - $96.82; reported $83.00
70ZBRAZebra Technologies Corp0.34%Add +10.8%93,106$38.52M$413.7052w: $375.63 - $615.00; reported $413.70
71BIOBio-Rad Laboratories Inc0.31%Add +10.7%61,736$34.77M$563.2252w: $524.19 - $832.70; reported $563.22
72VIVTelefonica Brasil SA0.28%Reduce -0.3%2,850,246$32.07MNo quoteNo quote
73VEAVanguard FTSE Developed Markets ETF0.28%Add +28.5%665,969$31.99M$48.0352w: $43.93 - $53.49; reported $48.03
74LINDLindblad Expeditions Holdings Inc0.27%Add +83.7%2,046,988$30.87M$15.0852w: $11.19 - $19.50; reported $15.08
75BRCBrady Corp0.24%Reduce -2.4%587,194$27.17M$46.2752w: $41.70 - $61.76; reported $46.27
76MIDDMiddleby Corp/The0.24%Reduce -2.4%162,317$26.61M$163.9452w: $158.29 - $201.34; reported $163.94
77EVREvercore Inc0.21%Reduce -1.9%213,007$23.71M$111.32No quote
78BSACBanco Santander Chile0.21%Reduce -3.1%1,028,798$23.24MNo quoteNo quote
79IWNiShares Russell 2000 Value ETF0.17%Add +202.7%118,496$19.13M$161.4052w: $148.46 - $178.19; reported $161.40
80APAAPA Corp0.16%Reduce -14.3%433,413$17.91M$41.3352w: $15.55 - $42.77; reported $41.33
81NOKNokia Oyj0.15%Reduce -5.3%3,000,723$16.38M$5.4652w: $3.97 - $6.40; reported $5.46
82MOSMosaic Co/The0.14%Reduce -29.1%244,197$16.24M$66.5052w: $28.26 - $71.50; reported $66.50
83TPRTapestry Inc0.12%Add +0.7%377,015$14.01M$37.1552w: $31.71 - $49.67; reported $37.15
84HMNHorace Mann Educators Corp0.12%Reduce -2.7%332,781$13.92MNo quoteNo quote
85VODVodafone Group PLC0.10%Reduce -0.4%690,203$11.47MNo quoteNo quote
86NOVNOV Inc0.10%Reduce -75.1%580,510$11.38M$19.6152w: $11.46 - $24.06; reported $19.61
87HLIHoulihan Lokey Inc0.10%Add +0.6%126,117$11.07M$87.8052w: $65.03 - $122.62; reported $87.80
88GSKGlaxoSmithKline PLC0.10%Reduce -2.8%245,849$10.71M$43.5652w: $35.64 - $46.86; reported $43.56
89USBUS Bancorp0.09%Add +0.7%197,902$10.52M$53.1552w: $52.44 - $63.57; reported $53.15
90LMTLockheed Martin Corp0.09%Reduce -1.8%22,462$9.92M$441.4152w: $324.23 - $479.99; reported $441.41
91GOLDBarrick Gold Corp0.08%Reduce -1.8%383,555$9.41MNo quoteNo quote
92BRK/BBerkshire Hathaway IncCUSIP 0846707020.08%Reduce -90.6%26,427$9.33MNo quoteNo quote
93WUWestern Union Co/The0.07%Add +4.7%449,292$8.42M$18.7452w: $15.69 - $26.61; reported $18.74
94ORCLOracle Corp0.07%Reduce -1.8%99,902$8.27M$82.7352w: $70.23 - $106.34; reported $82.73
95BKBank of New York Mellon Corp/The0.06%Reduce -1.8%130,061$6.46M$49.6352w: $45.80 - $64.63; reported $49.63
96ZIMVZimvie Inc0.05%New267,290$6.11MNo quoteNo quote
97TIMBTIM SA/Brazil0.05%Add +4.8%396,301$5.75MNo quoteNo quote
98HNGRHanger Inc0.05%Reduce -1.8%310,235$5.69MNo quoteNo quote
99ACWXiShares MSCI ACWI ex US ETF0.02%Reduce -14.6%38,851$2.03M$52.2852w: $48.05 - $59.19; reported $52.28
100MTBM&T Bank Corp0.02%Add +643.2%11,289$1.91M$169.5552w: $128.46 - $186.95; reported $169.55
101AZNAstraZeneca PLC0.01%Reduce -3.2%23,943$1.59M$66.3252w: $96.52 - $135.10; reported $66.32
102NVSNovartis AG0.01%Reduce -3.8%10,224$897K$87.7352w: $79.09 - $95.17; reported $87.73
103IWSiShares Russell Mid-Cap Value ETF0.00%New3,199$383K$119.7252w: $109.33 - $124.28; reported $119.72
104SNYSanofi0.00%-5,385$276K$51.2552w: $46.93 - $54.26; reported $51.25
105FICOFair Isaac Corp0.00%New558$260K$465.9552w: $342.89 - $553.97; reported $465.95
106FIFiserv Inc0.00%New2,232$226KNo quoteNo quote
108SLCAUS Silica Holdings Inc-Sold0$0No quoteNo quote
107TGNATEGNA Inc-Sold0$0No quoteNo quote