ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings104 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MADISON SQUARE GARDEN ENTERT | 7.9M | $315.6M | 3.6% | $35.37 | +14.50% | 9 qtrssince 2023-Q2 | Increased 58 |
SPHERE ENTERTAINMENT CO | 7.1M | $296.8M | 3.4% | $35.74 | +18.84% | 21 qtrssince 2020-Q2 | Increased 64 |
MATTEL INC | 14.2M | $280.4M | 3.2% | $13.87 | +42.72% | 26 qtrssince 2019-Q1 | Increased 58 |
LAZARD INC | 5.8M | $276.1M | 3.1% | $38.01 | +19.88% | 6 qtrssince 2024-Q1 | Increased 58 |
ONESPAWORLD HOLDINGS LTD | 13.2M | $269.4M | 3.1% | $12.04 | +68.97% | 22 qtrssince 2020-Q1 | Increased 69 |
AFFILIATED MANAGERS GROUP | 1.4M | $266.6M | 3.0% | $116.76 | +68.49% | 26 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 1.8M | $258.4M | 2.9% | $123.09 | +15.69% | 13 qtrssince 2022-Q2 | Increased 59 |
JONES LANG LASALLE INC | 1M | $256.8M | 2.9% | $154.10 | +66.75% | 26 qtrssince 2019-Q1 | Decreased 0 |
NORWEGIAN CRUISE LINE HOLDIN | 12.4M | $250.9M | 2.8% | $18.32 | +10.14% | 22 qtrssince 2020-Q1 | Increased 69 |
CARLYLE GROUP INC | 4.7M | $241.9M | 2.7% | $28.39 | +76.87% | 11 qtrssince 2022-Q4 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 12.4M | $241.4M | 2.7% | $20.46 | -3.85% | 22 qtrssince 2020-Q1 | Increased 54 |
BOYD GAMING CORP | 2.8M | $221.8M | 2.5% | $59.12 | +33.10% | 16 qtrssince 2021-Q3 | Decreased 0 |
FIRST AMERN FINL CORP | 3.5M | $215.1M | 2.4% | $44.84 | +34.27% | 26 qtrssince 2019-Q1 | Decreased 0 |
CHARLES RIVER LABORATORIES | 1.4M | $214.8M | 2.4% | $187.51 | -20.00% | 26 qtrssince 2019-Q1 | Increased 66 |
RESIDEO TECHNOLOGIES INC | 9M | $197.6M | 2.2% | $15.69 | -2.14% | 16 qtrssince 2021-Q3 | Decreased 0 |
BIO-RAD LABORATORIES-A | 818,624 | $197.6M | 2.2% | $301.19 | -18.99% | 26 qtrssince 2019-Q1 | Increased 59 |
ADT INC DEL | 23.2M | $196.9M | 2.2% | $7.74 | +7.52% | 17 qtrssince 2021-Q2 | Decreased 0 |
MOHAWK INDUSTRIES INC | 1.7M | $180M | 2.0% | $119.99 | -12.57% | 26 qtrssince 2019-Q1 | Decreased 0 |
PRESTIGE CONSMR HEALTHCARE I | 2.2M | $175.9M | 2.0% | $58.12 | +39.19% | 13 qtrssince 2022-Q2 | Decreased 0 |
COVISTA INC | 1.4M | $175M | 2.0% | $35.19 | +265.10% | 26 qtrssince 2019-Q1 | Decreased 0 |
ARIEL INVESTMENTS, LLC manages $8.8B across 104 positions as of Q2 2025. Top holdings: MSGE (3.6%), SPHR (3.4%), MAT (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, exited 5, increased 37, trimmed 61. Top move: OSW (INCREASED, conviction 69). Portfolio: $8.8B across 104 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