ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings114 positions
BAIDU INC | 2.8M | $427.8M | 4.1% | $140.09 | +9.80% | 17 qtrssince 2019-Q1 | Decreased 0 |
SPHERE ENTERTAINMENT CO | 6.7M | $393.4M | 3.8% | $34.29 | -20.42% | 12 qtrssince 2020-Q2 | Decreased 0 |
MATTEL INC | 16.3M | $299.7M | 2.9% | $13.56 | +35.75% | 17 qtrssince 2019-Q1 | Increased 54 |
PHILIP MORRIS INTL INC | 2.9M | $284.8M | 2.7% | $60.64 | +40.67% | 17 qtrssince 2019-Q1 | Decreased 0 |
KENNAMETAL INC | 10.2M | $281M | 2.7% | $27.94 | -11.26% | 17 qtrssince 2019-Q1 | Decreased 0 |
RESIDEO TECHNOLOGIES INC | 14.1M | $257.6M | 2.5% | $15.86 | -19.78% | 7 qtrssince 2021-Q3 | Increased 56 |
MICROSOFT CORP | 873,473 | $251.8M | 2.4% | $114.10 | +145.83% | 17 qtrssince 2019-Q1 | Decreased 0 |
GENTEX CORP | 8.9M | $250.4M | 2.4% | $28.33 | -7.57% | 7 qtrssince 2021-Q3 | Increased 53 |
LAZARD LTD-CL A | 7.4M | $244.3M | 2.3% | $28.53 | -2.50% | 17 qtrssince 2019-Q1 | Decreased 0 |
FIRST AMERN FINL CORP | 4M | $222.4M | 2.1% | $41.91 | +17.51% | 17 qtrssince 2019-Q1 | Decreased 0 |
BOYD GAMING CORP | 3.5M | $221.5M | 2.1% | $58.47 | +5.88% | 7 qtrssince 2021-Q3 | Decreased 0 |
INTERPUBLIC GROUP COS INC | 5.9M | $218.2M | 2.1% | — | — | 17 qtrssince 2019-Q1 | Decreased 0 |
BOK FINL CORP | 2.6M | $216.7M | 2.1% | $62.76 | +24.09% | 17 qtrssince 2019-Q1 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 5.2M | $211.3M | 2.0% | $19.79 | +101.46% | 13 qtrssince 2020-Q1 | Increased 54 |
JONES LANG LASALLE INC | 1.4M | $210.7M | 2.0% | $154.79 | -6.01% | 17 qtrssince 2019-Q1 | Increased 58 |
CORE LABORATORIES N.V. | 9.5M | $209.7M | 2.0% | $21.72 | -54.38% | 12 qtrssince 2020-Q2 | Decreased 0 |
NORTHERN TR CORP | 2.4M | $209.2M | 2.0% | $76.88 | +3.23% | 17 qtrssince 2019-Q1 | Increased 55 |
MADISON SQUARE GRDN SPRT COR | 1.1M | $205.2M | 2.0% | $176.87 | +10.17% | 17 qtrssince 2019-Q1 | Decreased 0 |
MOHAWK INDS INC | 2M | $197.3M | 1.9% | $120.81 | -17.04% | 17 qtrssince 2019-Q1 | Increased 48 |
AXALTA COATING SYS LTD | 6.4M | $194.9M | 1.9% | $28.82 | +5.12% | 9 qtrssince 2021-Q1 | Decreased 0 |
ARIEL INVESTMENTS, LLC manages $10.4B across 114 positions as of Q1 2023. Top holdings: BIDU (4.1%), SPHR (3.8%), MAT (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 1 new position, exited 3, increased 56, trimmed 52. Top move: JLL (INCREASED, conviction 58). Portfolio: $10.4B across 114 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR