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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 98 of 118 rows. Rows without a quote are marked unavailable.

1PMPhilip Morris International Inc3.66%Reduce -0.4%3,565,404$360.85M$101.2152w: $82.85 - $112.48; reported $101.21
2BIDUBaidu Inc3.31%Add +9.7%2,852,898$326.31M$114.3852w: $73.58 - $171.87; reported $114.38
3SPHRMadison Square Garden Entertainment Corp3.06%Add +6.7%6,692,520$300.96M$44.9752w: $18.00 - $39.06; reported $44.97
4MATMattel Inc2.88%Add +0.9%15,903,612$283.72M$17.8452w: $16.21 - $26.99; reported $17.84
5BOKFBOK Financial Corp2.79%Reduce -12.8%2,646,949$274.73M$103.7952w: $70.21 - $120.20; reported $103.79
6IPGInterpublic Group of Cos Inc/The2.77%Reduce -4.5%8,178,383$272.42MNo quoteNo quote
7LAZLazard Ltd2.71%Reduce -2.3%7,706,182$267.17M$34.6752w: $30.21 - $46.74; reported $34.67
8KMTKennametal Inc2.53%Reduce -2.4%10,362,253$249.32M$24.0652w: $20.21 - $38.36; reported $24.06
9GNTXGentex Corp2.45%Reduce -4.1%8,851,996$241.39M$27.2752w: $23.28 - $36.65; reported $27.27
10MSFTMicrosoft Corp2.43%Reduce -0.9%999,813$239.78M$239.8252w: $213.43 - $338.00; reported $239.82
11REZIResideo Technologies Inc2.23%Add +3.9%13,359,523$219.76M$16.4552w: $14.95 - $27.46; reported $16.45
12SRCLStericycle Inc2.14%Reduce -5.8%4,223,508$210.71MNo quoteNo quote
13FAFFirst American Financial Corp2.14%Reduce -2.8%4,017,718$210.29M$52.3452w: $43.54 - $81.54; reported $52.34
14JLLJones Lang LaSalle Inc2.10%Reduce -2.2%1,299,795$207.15M$159.3752w: $135.35 - $275.77; reported $159.37
15MHKMohawk Industries Inc2.04%Add +0.2%1,962,904$200.65M$102.2252w: $87.02 - $192.00; reported $102.22
16NTRSNorthern Trust Corp2.02%Reduce -0.7%2,249,683$199.07M$88.4952w: $76.15 - $135.15; reported $88.49
17MANUManchester United Plc2.00%Reduce -26.0%8,454,466$197.24M$23.3352w: $10.41 - $23.60; reported $23.33
18CLBCore Laboratories NV2.00%Reduce -0.6%9,703,122$196.68M$20.2752w: $13.19 - $35.83; reported $20.27
19MSGSMadison Square Garden Sports Corp1.99%Add +0.9%1,071,674$196.47M$183.3352w: $136.61 - $184.59; reported $183.33
20BYDBoyd Gaming Corp1.91%Reduce -3.0%3,456,919$188.51M$54.5352w: $46.10 - $72.72; reported $54.53
21AXTAAxalta Coating Systems Ltd1.84%Reduce -1.3%7,098,942$180.81M$25.4752w: $20.66 - $34.12; reported $25.47
22AMGAffiliated Managers Group Inc1.81%Reduce -1.5%1,128,307$178.76M$158.4352w: $108.12 - $171.39; reported $158.43
23NVSTEnvista Holdings Corp1.72%Reduce -4.8%5,044,455$169.85M$33.6752w: $31.67 - $52.03; reported $33.67
24LHLaboratory Corp of America Holdings1.67%Reduce -1.5%699,513$164.72M$235.4852w: $172.10 - $269.75; reported $235.48
25ADTADT Inc1.55%Reduce -7.5%16,824,950$152.6M$9.0752w: $6.00 - $10.10; reported $9.07
26EQCEquity Commonwealth1.53%Add +17.6%6,029,652$150.56MNo quoteNo quote
27OSWOneSpaWorld Holdings Ltd1.52%Reduce -6.1%16,002,826$149.31M$9.3352w: $6.80 - $10.99; reported $9.33
28BAPCredicorp Ltd1.45%Reduce -28.1%1,052,582$142.79M$135.6652w: $113.21 - $182.11; reported $135.66
29PARAParamount Global1.44%Add +17.5%8,400,479$141.8MNo quoteNo quote
30NVTnVent Electric PLC1.42%Reduce -12.4%3,645,999$140.26M$38.4752w: $29.19 - $40.52; reported $38.47
31CRLCharles River Laboratories International Inc1.41%Reduce -2.0%637,762$138.97M$217.9052w: $181.36 - $376.78; reported $217.90
32RCLRoyal Caribbean Cruises Ltd1.40%Reduce -12.1%2,782,081$137.52M$49.4352w: $31.09 - $90.55; reported $49.43
33ATGEAdtalem Global Education Inc1.37%Reduce -11.1%3,809,879$135.25MNo quoteNo quote
34VZVerizon Communications Inc1.35%Add +75.3%3,383,676$133.32M$39.4052w: $34.55 - $55.51; reported $39.40
35GNRCGenerac Holdings Inc1.34%Add +248.2%1,311,879$132.05M$100.6652w: $86.29 - $353.98; reported $100.66
36ZBRAZebra Technologies Corp1.29%Add +3.9%495,626$127.08M$256.4152w: $224.87 - $599.73; reported $256.41
37SNASnap-on Inc1.20%Reduce -28.9%517,378$118.22M$228.4952w: $190.08 - $245.56; reported $228.49
38BCOBrink's Co/The1.10%Reduce -6.1%2,017,582$108.36M$53.7152w: $48.38 - $73.42; reported $53.71
39JNJJohnson & Johnson1.07%Reduce -21.0%599,323$105.87M$176.6552w: $155.72 - $186.69; reported $176.65
40SJMJ M Smucker Co/The1.04%Reduce -12.5%644,853$102.18M$158.4652w: $119.82 - $160.53; reported $158.46
41GILDGilead Sciences Inc1.03%Reduce -55.9%1,178,750$101.2M$85.8552w: $57.17 - $89.74; reported $85.85
42CBRECBRE Group Inc1.02%Reduce -12.2%1,301,336$100.15M$76.9652w: $66.31 - $111.00; reported $76.96
43GSGoldman Sachs Group Inc/The0.95%Reduce -5.2%271,237$93.14M$343.3852w: $277.84 - $412.66; reported $343.38
44CGCarlyle Group Inc/The0.89%New2,926,392$87.32M$29.8452w: $24.59 - $56.00; reported $29.84
45NCLHNorwegian Cruise Line Holdings Ltd0.87%Reduce -2.3%6,969,777$85.31M$12.2452w: $10.31 - $23.90; reported $12.24
46KNKnowles Corp0.87%Add +21.6%5,193,594$85.28M$16.4252w: $11.57 - $23.81; reported $16.42
47JHGJanus Henderson Group PLC0.86%Add +0.5%3,611,582$84.94M$23.5252w: $19.09 - $44.11; reported $23.52
48MASMasco Corp0.84%Add +0.0%1,782,617$83.19M$46.6752w: $42.33 - $71.06; reported $46.67
49LFUSLittelfuse Inc0.83%Reduce -3.2%372,091$81.93M$220.2052w: $192.19 - $326.82; reported $220.20
50SCHWCharles Schwab Corp/The0.75%Reduce -20.4%884,406$73.64M$83.2652w: $59.35 - $96.24; reported $83.26
51CHKPCheck Point Software Technologies Ltd0.70%Reduce -1.6%544,070$68.64M$126.1652w: $107.54 - $149.62; reported $126.16
52BWABorgWarner Inc0.69%Reduce -7.9%1,684,105$67.79M$40.2552w: $27.41 - $44.09; reported $40.25
53AFLAflac Inc0.65%Reduce -5.3%888,053$63.89M$71.9452w: $52.07 - $72.70; reported $71.94
54DOXAmdocs Ltd0.59%Reduce -0.9%644,701$58.6M$90.9052w: $72.63 - $91.24; reported $90.90
55BMYBristol-Myers Squibb Co0.58%Reduce -1.2%789,666$56.82M$71.9552w: $60.86 - $81.44; reported $71.95
56SSDSimpson Manufacturing Co Inc0.56%Reduce -2.4%625,824$55.49M$88.6652w: $75.25 - $139.54; reported $88.66
57PBHPrestige Consumer Healthcare Inc0.53%Reduce -4.9%833,443$52.17M$62.6052w: $48.51 - $64.05; reported $62.60
58KMXCarMax Inc0.52%Add +75.3%847,509$51.6M$60.8952w: $52.10 - $130.57; reported $60.89
59LINDLindblad Expeditions Holdings Inc0.50%Add +7.1%6,393,261$49.23M$7.7052w: $5.91 - $19.13; reported $7.70
60MTNVail Resorts Inc0.48%Reduce -2.8%199,676$47.59M$238.3552w: $201.91 - $329.07; reported $238.35
61SWKStanley Black & Decker Inc0.48%Add +16.3%633,366$47.58M$75.1252w: $70.24 - $196.52; reported $75.12
62ZBHZimmer Biomet Holdings Inc0.46%Reduce -9.1%358,506$45.71M$127.5052w: $100.39 - $135.05; reported $127.50
63KKRKKR & Co Inc0.46%Reduce -71.2%981,829$45.58M$46.4252w: $41.77 - $75.19; reported $46.42
64NTAPNetApp Inc0.45%Add +6.1%742,622$44.6M$60.0652w: $58.08 - $96.82; reported $60.06
65KFYKorn Ferry0.41%Reduce -5.1%793,579$40.17M$50.6252w: $46.47 - $78.49; reported $50.62
66KEYSKeysight Technologies Inc0.40%Reduce -0.3%229,448$39.25M$171.0752w: $127.93 - $207.22; reported $171.07
67MIDDMiddleby Corp/The0.39%Add +2.1%286,789$38.4M$133.9052w: $120.30 - $201.34; reported $133.90
68WBAWalgreens Boots Alliance Inc0.33%Reduce -29.7%878,213$32.81MNo quoteNo quote
69GCMGGCM Grosvenor Inc0.30%Add +41.8%3,903,899$29.71M$7.6152w: $6.26 - $11.10; reported $7.61
70CAHCardinal Health Inc0.28%Reduce -44.9%352,539$27.1M$76.8752w: $48.42 - $81.57; reported $76.87
71VIVTelefonica Brasil SA0.26%Add +32.4%3,632,025$25.97MNo quoteNo quote
72TAPMolson Coors Beverage Co0.24%Add +40.5%464,379$23.92M$51.5252w: $46.47 - $60.12; reported $51.52
73LESLLeslie's Inc0.22%New1,803,809$22.02M$12.2152w: $228.60 - $488.00; reported $12.21
74VEAVanguard FTSE Developed Markets ETF0.22%Add +7.8%513,478$21.55M$41.9752w: $35.42 - $51.92; reported $41.97
75NOVNOV Inc0.22%Reduce -0.3%1,014,769$21.2M$20.8952w: $13.62 - $24.25; reported $20.89
76EVREvercore Inc0.17%Reduce -16.3%154,111$16.81M$109.08No quote
77BSACBanco Santander Chile0.16%Reduce -0.5%1,022,565$16.2MNo quoteNo quote
78NOKNokia Oyj0.16%-3,344,832$15.52M$4.6452w: $4.08 - $6.34; reported $4.64
79MEIMethode Electronics Inc0.15%Reduce -61.8%324,291$14.39MNo quoteNo quote
80TPRTapestry Inc0.14%Reduce -1.0%374,521$14.26M$38.0852w: $26.39 - $42.36; reported $38.08
81BIOBio-Rad Laboratories Inc0.14%Reduce -52.1%31,896$13.41M$420.4952w: $344.63 - $752.17; reported $420.49
82BRCBrady Corp0.13%Reduce -43.7%280,395$13.21M$47.1052w: $40.52 - $55.05; reported $47.10
83HCKTHackett Group Inc/The0.13%Add +9997.7%644,840$13.14M$20.3752w: $16.92 - $24.78; reported $20.37
84HMNHorace Mann Educators Corp0.13%Reduce -5.1%333,363$12.46MNo quoteNo quote
85TCOMTrip.com Group Ltd0.10%Reduce -0.7%282,897$9.73M$34.4052w: $14.29 - $35.99; reported $34.40
86PGRProgressive Corp/The0.09%Reduce -35.9%70,885$9.19M$129.7152w: $100.81 - $134.50; reported $129.71
87APAAPA Corp0.09%Reduce -34.1%185,862$8.68M$46.6852w: $26.98 - $51.95; reported $46.68
88USBUS Bancorp0.09%Reduce -1.0%196,261$8.56M$43.6152w: $38.39 - $63.57; reported $43.61
89LMTLockheed Martin Corp0.07%Reduce -23.6%13,585$6.61M$486.4952w: $353.03 - $498.95; reported $486.49
90GSKGSK PLC0.07%Add +9.3%185,288$6.51M$35.1452w: $28.47 - $46.97; reported $35.14
91ACWXiShares MSCI ACWI ex US ETF0.06%Add +34.1%131,423$5.98M$45.5052w: $38.81 - $56.79; reported $45.50
92MOSMosaic Co/The0.06%Reduce -23.5%133,182$5.84M$43.8752w: $37.08 - $79.28; reported $43.87
93ORCLOracle Corp0.06%Reduce -22.2%69,850$5.71M$81.7452w: $60.78 - $89.58; reported $81.74
94TIMBTIM SA/Brazil0.05%-396,301$4.62MNo quoteNo quote
95VODVodafone Group PLC0.05%Reduce -11.1%449,564$4.55MNo quoteNo quote
96GOLDBarrick Gold Corp0.04%Reduce -23.6%252,188$4.33MNo quoteNo quote
97BRK/BBerkshire Hathaway IncCUSIP 0846707020.04%Reduce -51.1%12,999$4.02MNo quoteNo quote
98WUWestern Union Co/The0.04%Reduce -23.6%271,761$3.74M$13.7752w: $12.27 - $20.40; reported $13.77
99IWNiShares Russell 2000 Value ETF0.04%Add +46.7%26,965$3.74M$138.6752w: $128.24 - $170.49; reported $138.67
100ITUBItau Unibanco Holding SA0.04%New789,469$3.72M$4.7152w: $3.28 - $5.36; reported $4.71
101BKBank of New York Mellon Corp/The0.04%Reduce -23.6%78,663$3.58M$45.5252w: $36.22 - $64.63; reported $45.52
102BACBank of America Corp0.03%Add +61.0%96,039$3.18M$33.1252w: $29.31 - $50.11; reported $33.12
103ZIMVZimvie Inc0.02%Reduce -9.9%257,644$2.41MNo quoteNo quote
104HLNHaleon PLC0.02%-211,285$1.69M$8.0052w: $5.59 - $8.12; reported $8.00
105MTBM&T Bank Corp0.02%Reduce -4.0%10,656$1.55M$145.0652w: $138.43 - $193.42; reported $145.06
106AZNAstraZeneca PLC0.02%Add +1.6%22,396$1.52M$67.8052w: $105.30 - $143.40; reported $67.80
107IWSiShares Russell Mid-Cap Value ETF0.01%New8,451$890.23K$105.3452w: $94.32 - $124.28; reported $105.34
108NVSNovartis AG0.01%-8,750$793.8K$90.7252w: $74.09 - $94.26; reported $90.72
109FIFiserv Inc0.00%Add +8.4%3,096$312.91KNo quoteNo quote
110SNYSanofi0.00%Add +0.1%5,844$283.03K$48.4352w: $36.91 - $58.10; reported $48.43
111FICOFair Isaac Corp0.00%Reduce -11.3%446$266.97K$598.5852w: $340.48 - $638.87; reported $598.58
112STSensata Technologies Holding PLC0.00%Add +8.4%5,155$208.16K$40.3852w: $36.64 - $65.58; reported $40.38
113MSIMotorola Solutions Inc0.00%Reduce -1.8%714$184.01K$257.7152w: $195.18 - $275.16; reported $257.71
114PDCOPatterson Cos Inc0.00%Add +8.4%6,292$176.37KNo quoteNo quote
115DNBDun & Bradstreet Holdings Inc0.00%Add +8.4%12,384$151.83KNo quoteNo quote
116REYNReynolds Consumer Products Inc0.00%Add +8.4%5,002$149.96K$29.9852w: $24.54 - $32.50; reported $29.98
118OMCOmnicom Group Inc-Sold0$0No quoteNo quote
117HLIHoulihan Lokey Inc-Sold0$0No quoteNo quote