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John W. Rogers Jr.

Ariel Investments, LLC

·

CIK

936753

Founder, chairman, and CEO of Ariel Investments, known for his value investing philosophy and his focus on investing in undervalued small and mid-cap companies.

09 Oct 2026

Last Update

AUM
$10.03B
Holdings
114
ROI %
9.41%
QoQ%
-2.73%
Avg. Holding Period
4y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500

Stocks

114

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
MS

MSGE

Madison Square Garden Entertainment Corp
$66.33(21.95%)
30 Jun 2026
OS

OSW

OneSpaWorld Holdings Ltd
$13.72(105.83%)
30 Jun 2026
CR

CRL

Charles River Laboratories
$179.18(26.57%)
30 Jun 2026
AM

AMG

Affiliated Managers Group, Inc.
$121.65(178.18%)
30 Jun 2026
JL

JLL

Jones Lang LaSalle Incorporated
$157.65(96.61%)
30 Jun 2026
NC

NCLH

Norwegian Cruise Line Holdings Ltd
$18.95(11.40%)
30 Jun 2026
GN

GNRC

Generac Holdings Inc
$123.19(137.69%)
30 Jun 2026
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