ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings142 positions
Baidu Inc | 2.8M | $360.6M | 5.2% | $139.04 | -11.84% | 7 qtrssince 2019-Q1 | Increased 63 |
Philip Morris International In | 4.6M | $342.5M | 5.0% | $60.25 | -4.52% | 7 qtrssince 2019-Q1 | Increased 59 |
Microsoft Corp | 1.6M | $331.3M | 4.8% | $110.12 | +81.64% | 7 qtrssince 2019-Q1 | Decreased 0 |
Mattel Inc | 17.2M | $201.4M | 2.9% | $12.06 | -2.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
Stericycle Inc | 3M | $186.5M | 2.7% | — | — | 7 qtrssince 2019-Q1 | Increased 53 |
LAZARD LTD | 5.5M | $181.8M | 2.6% | $25.36 | -1.68% | 7 qtrssince 2019-Q1 | Increased 53 |
First American Financial Corp | 3.5M | $179.7M | 2.6% | $40.14 | +3.03% | 7 qtrssince 2019-Q1 | Increased 58 |
Kennametal Inc | 5.9M | $171.9M | 2.5% | $27.78 | -12.21% | 7 qtrssince 2019-Q1 | Increased 53 |
Envista Holdings Corp | 6.9M | $170.1M | 2.5% | $18.18 | +33.95% | 3 qtrssince 2020-Q1 | Increased 58 |
Gilead Sciences Inc | 2.6M | $164.5M | 2.4% | $50.08 | +1.15% | 7 qtrssince 2019-Q1 | Increased 69 |
Interpublic Group of Cos Inc/T | 9.6M | $159.7M | 2.3% | — | — | 7 qtrssince 2019-Q1 | Increased 55 |
Berkshire Hathaway Inc | 710,706 | $151.3M | 2.2% | — | — | 7 qtrssince 2019-Q1 | Decreased 0 |
Snap-on Inc | 1M | $147.9M | 2.1% | $129.08 | -2.41% | 7 qtrssince 2019-Q1 | Increased 54 |
Northern Trust Corp | 1.8M | $138.1M | 2.0% | $71.70 | -8.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 695,892 | $131M | 1.9% | $13.29 | -42.21% | 7 qtrssince 2019-Q1 | Decreased 0 | |
Johnson & Johnson | 870,434 | $129.6M | 1.9% | $114.02 | +10.72% | 7 qtrssince 2019-Q1 | Decreased 0 |
KKR & Co Inc | 3.6M | $122.4M | 1.8% | $21.77 | +49.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
JM Smucker Co/The | 1M | $116.7M | 1.7% | $90.79 | +3.85% | 7 qtrssince 2019-Q1 | Decreased 0 |
CBS Corp | 4.1M | $114.1M | 1.7% | — | — | 4 qtrssince 2019-Q4 | Decreased 0 |
BOK Financial Corp | 2.2M | $112.9M | 1.6% | $56.95 | -21.74% | 7 qtrssince 2019-Q1 | Increased 64 |
ARIEL INVESTMENTS, LLC manages $6.9B across 142 positions as of Q3 2020. Top holdings: BIDU (5.2%), PM (5.0%), MSFT (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 5 new positions, 10 exits, 70 increased. Top move: GILD (INCREASED, conviction 69). Portfolio: $6.9B across 142 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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