ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings147 positions
Microsoft Corp | 1.6M | $333.8M | 5.1% | $110.12 | +75.32% | 6 qtrssince 2019-Q1 | Decreased 0 |
Baidu Inc | 2.7M | $328.2M | 5.0% | $139.71 | -13.19% | 6 qtrssince 2019-Q1 | Increased 71 |
Philip Morris International In | 4.4M | $310.9M | 4.7% | $60.33 | -10.96% | 6 qtrssince 2019-Q1 | Increased 60 |
Mattel Inc | 17.7M | $171M | 2.6% | $12.06 | -19.79% | 6 qtrssince 2019-Q1 | Increased 52 |
Kennametal Inc | 5.8M | $166.9M | 2.5% | $27.85 | -13.73% | 6 qtrssince 2019-Q1 | Decreased 0 |
Stericycle Inc | 2.9M | $163.2M | 2.5% | — | — | 6 qtrssince 2019-Q1 | Increased 52 |
Interpublic Group of Cos Inc/T | 9M | $154.9M | 2.4% | — | — | 6 qtrssince 2019-Q1 | Decreased 0 |
LAZARD LTD | 5.4M | $154.5M | 2.4% | $25.36 | -17.05% | 6 qtrssince 2019-Q1 | Increased 53 |
First American Financial Corp | 3.2M | $151.9M | 2.3% | $40.00 | -3.28% | 6 qtrssince 2019-Q1 | Decreased 0 |
KKR & Co Inc | 4.7M | $143.7M | 2.2% | $21.77 | +33.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
Northern Trust Corp | 1.8M | $143.5M | 2.2% | $71.70 | -7.88% | 6 qtrssince 2019-Q1 | Decreased 0 |
Gilead Sciences Inc | 1.9M | $142.5M | 2.2% | $49.85 | +22.45% | 6 qtrssince 2019-Q1 | Decreased 0 |
CBS Corp | 6.1M | $141.2M | 2.2% | — | — | 3 qtrssince 2019-Q4 | Decreased 0 |
Snap-on Inc | 975,543 | $135.1M | 2.1% | $129.18 | -8.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 749,557 | $133.8M | 2.0% | — | — | 6 qtrssince 2019-Q1 | Increased 63 |
Envista Holdings Corp | 6.1M | $129.6M | 2.0% | $17.43 | +17.62% | 2 qtrssince 2020-Q1 | Increased 72 |
Johnson & Johnson | 908,980 | $127.8M | 1.9% | $114.02 | +3.89% | 6 qtrssince 2019-Q1 | Increased 50 |
| 745,438 | $123.8M | 1.9% | $13.29 | -69.15% | 6 qtrssince 2019-Q1 | Decreased 0 | |
JM Smucker Co/The | 1.1M | $113.9M | 1.7% | $90.79 | -5.62% | 6 qtrssince 2019-Q1 | Decreased 0 |
NIELSEN HLDGS PLC | 7.6M | $113.2M | 1.7% | — | — | 6 qtrssince 2019-Q1 | Increased 50 |
ARIEL INVESTMENTS, LLC manages $6.6B across 147 positions as of Q2 2020. Top holdings: MSFT (5.1%), BIDU (5.0%), PM (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 11 new positions, 12 exits, 55 increased. Top move: NVST (INCREASED, conviction 72). Portfolio: $6.6B across 147 positions.
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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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