ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings115 positions
MATTEL INC | 15.6M | $308.7M | 3.0% | $13.67 | +44.87% | 21 qtrssince 2019-Q1 | Increased 57 |
JONES LANG LASALLE INC | 1.4M | $280.3M | 2.8% | $154.41 | +26.35% | 21 qtrssince 2019-Q1 | Decreased 0 |
MADISON SQUARE GARDEN ENTMT | 7M | $274.1M | 2.7% | $33.60 | +16.71% | 4 qtrssince 2023-Q2 | Decreased 0 |
GENERAC HLDGS INC | 2.1M | $270.3M | 2.7% | $120.32 | +4.84% | 8 qtrssince 2022-Q2 | Decreased 0 |
RESIDEO TECHNOLOGIES INC | 12M | $269.6M | 2.7% | $15.86 | -1.61% | 11 qtrssince 2021-Q3 | Decreased 0 |
LAZARD INC | 6.3M | $264.6M | 2.6% | $37.67 | 0.00% | 1 qtr | New 80 |
CHARLES RIV LABS INTL INC | 932,807 | $252.7M | 2.5% | $201.44 | +34.50% | 21 qtrssince 2019-Q1 | Decreased 0 |
SPHERE ENTERTAINMENT CO | 5.1M | $251.2M | 2.5% | $34.65 | +41.63% | 16 qtrssince 2020-Q2 | Increased 54 |
MOHAWK INDS INC | 1.9M | $244.9M | 2.4% | $118.72 | +10.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
GENTEX CORP | 6.4M | $231.4M | 2.3% | $28.33 | +21.03% | 11 qtrssince 2021-Q3 | Decreased 0 |
KENNAMETAL INC | 9.2M | $229.4M | 2.3% | $27.94 | -17.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
CARLYLE GROUP INC | 4.9M | $229.1M | 2.3% | $27.56 | +58.56% | 6 qtrssince 2022-Q4 | Decreased 0 |
NORTHERN TR CORP | 2.6M | $227M | 2.2% | $76.11 | +9.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
CHECK POINT SOFTWARE TECH LT | 1.4M | $226.7M | 2.2% | $132.38 | +23.89% | 17 qtrssince 2020-Q1 | Decreased 0 |
STERICYCLE INC | 4.2M | $223.3M | 2.2% | — | — | 21 qtrssince 2019-Q1 | Decreased 0 |
AFFILIATED MANAGERS GROUP | 1.3M | $222.2M | 2.2% | $112.90 | +48.27% | 21 qtrssince 2019-Q1 | Increased 56 |
FIRST AMERN FINL CORP | 3.5M | $214.4M | 2.1% | $41.94 | +33.49% | 21 qtrssince 2019-Q1 | Decreased 0 |
ADT INC DEL | 29.6M | $198.8M | 2.0% | $7.50 | -16.84% | 12 qtrssince 2021-Q2 | Increased 61 |
BOK FINL CORP | 2.2M | $198.2M | 1.9% | $62.76 | +39.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 8.9M | $190.1M | 1.9% | $21.15 | +1.07% | 17 qtrssince 2020-Q1 | Increased 59 |
ARIEL INVESTMENTS, LLC manages $10.2B across 115 positions as of Q1 2024. Top holdings: MAT (3.0%), JLL (2.8%), MSGE (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 6 exits, 31 increased. Top move: LAZ (NEW, conviction 80). Portfolio: $10.2B across 115 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
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