ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings106 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MATTEL INC | 13.9M | $269.3M | 3.2% | $13.72 | +40.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 1M | $256.9M | 3.0% | $154.10 | +59.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
MADISON SQUARE GARDEN ENTERT | 7.8M | $254.6M | 3.0% | $35.29 | -4.48% | 8 qtrssince 2023-Q2 | Increased 54 |
LAZARD INC | 5.6M | $243.3M | 2.9% | $37.83 | +7.39% | 5 qtrssince 2024-Q1 | Increased 53 |
FIRST AMERN FINL CORP | 3.7M | $242.2M | 2.8% | $44.84 | +42.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
AFFILIATED MANAGERS GROUP | 1.4M | $236.4M | 2.8% | $116.76 | +43.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
JM SMUCKER CO/THE | 1.9M | $222.8M | 2.6% | $103.63 | +7.62% | 25 qtrssince 2019-Q1 | Increased 54 |
ADT INC DEL | 27.1M | $220.2M | 2.6% | $7.74 | +2.61% | 16 qtrssince 2021-Q2 | Decreased 0 |
PRESTIGE CONSMR HEALTHCARE I | 2.5M | $216.6M | 2.5% | $58.12 | +46.39% | 12 qtrssince 2022-Q2 | Decreased 0 |
CARLYLE GROUP INC | 4.8M | $210.9M | 2.5% | $28.39 | +48.06% | 10 qtrssince 2022-Q4 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 12.1M | $209.6M | 2.5% | $20.47 | -17.10% | 21 qtrssince 2020-Q1 | Increased 53 |
SPHERE ENTERTAINMENT CO | 6.3M | $206.1M | 2.4% | $34.88 | -4.73% | 20 qtrssince 2020-Q2 | Increased 58 |
GENERAC HOLDINGS INC | 1.6M | $204.7M | 2.4% | $120.84 | +5.18% | 12 qtrssince 2022-Q2 | Increased 58 |
BOYD GAMING CORP | 3.1M | $203.9M | 2.4% | $59.12 | +11.32% | 15 qtrssince 2021-Q3 | Decreased 0 |
MOHAWK INDUSTRIES INC | 1.7M | $199.1M | 2.3% | $119.99 | -5.21% | 25 qtrssince 2019-Q1 | Increased 54 |
NORTHERN TRUST CORP | 2M | $193.1M | 2.3% | $77.68 | +22.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
BOK FINANCIAL CORPORATION | 1.8M | $188.3M | 2.2% | $63.97 | +59.27% | 25 qtrssince 2019-Q1 | Increased 52 |
COVISTA INC | 1.9M | $186.9M | 2.2% | $35.19 | +190.12% | 25 qtrssince 2019-Q1 | Decreased 0 |
ONESPAWORLD HOLDINGS LTD | 10.7M | $179.9M | 2.1% | $10.10 | +61.98% | 21 qtrssince 2020-Q1 | Increased 69 |
BIO-RAD LABORATORIES-A | 724,660 | $176.5M | 2.1% | $308.61 | -21.26% | 25 qtrssince 2019-Q1 | Increased 66 |
ARIEL INVESTMENTS, LLC manages $8.5B across 106 positions as of Q1 2025. Top holdings: MAT (3.2%), JLL (3.0%), MSGE (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 5 new positions, 9 exits, 48 increased. Top move: OSW (INCREASED, conviction 69). Portfolio: $8.5B across 106 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