ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings140 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BAIDU INC - SPON ADR | 2.9M | $633.7M | 7.1% | $141.29 | +55.45% | 8 qtrssince 2019-Q1 | Increased 63 |
PHILIP MORRIS INTERNATIONAL | 4.4M | $365M | 4.1% | $60.25 | +6.17% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $316.5M | 3.6% | $110.82 | +91.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
MATTEL INC | 15.9M | $277.9M | 3.1% | $12.08 | +44.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 7.1M | $238.7M | 2.7% | $18.58 | +78.46% | 4 qtrssince 2020-Q1 | Increased 54 |
Lazard, Inc. | 5.5M | $234.4M | 2.6% | $25.41 | +28.46% | 8 qtrssince 2019-Q1 | Increased 53 |
INTERPUBLIC GROUP COS INC | 9.7M | $229.1M | 2.6% | — | — | 8 qtrssince 2019-Q1 | Increased 53 |
NIELSEN HLDGS PLC | 10.9M | $228.1M | 2.6% | — | — | 8 qtrssince 2019-Q1 | Increased 71 |
FIRST AMERN FINL CORP | 4.4M | $225.5M | 2.5% | $41.54 | +3.88% | 8 qtrssince 2019-Q1 | Increased 64 |
KENNAMETAL INC | 6.1M | $221.6M | 2.5% | $27.87 | +10.34% | 8 qtrssince 2019-Q1 | Increased 54 |
SPHERE ENTERTAINMENT CO | 2.1M | $221.4M | 2.5% | $37.24 | +29.82% | 3 qtrssince 2020-Q2 | Increased 67 |
STERICYCLE INC | 3.1M | $214.9M | 2.4% | — | — | 8 qtrssince 2019-Q1 | Increased 55 |
SNAP-ON INC | 1.1M | $184.5M | 2.1% | $132.73 | +13.24% | 8 qtrssince 2019-Q1 | Increased 56 |
GILEAD SCIENCES INC | 3M | $173.6M | 2.0% | $50.26 | -6.98% | 8 qtrssince 2019-Q1 | Increased 55 |
MOHAWK INDUSTRIES INC | 1.2M | $172M | 1.9% | $116.06 | +22.79% | 8 qtrssince 2019-Q1 | Increased 52 |
BOK FINANCIAL CORPORATION | 2.5M | $168.6M | 1.9% | $57.90 | +5.40% | 8 qtrssince 2019-Q1 | Increased 54 |
NORTHERN TRUST CORP | 1.7M | $160.1M | 1.8% | $72.79 | +8.44% | 8 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 653,169 | $151.5M | 1.7% | — | — | 8 qtrssince 2019-Q1 | Decreased 0 |
JONES LANG LASALLE INC | 1M | $151M | 1.7% | $146.14 | +2.11% | 8 qtrssince 2019-Q1 | Increased 54 |
MSG NETWORK INC | 10.1M | $149.4M | 1.7% | — | — | 8 qtrssince 2019-Q1 | Increased 48 |
ARIEL INVESTMENTS, LLC manages $8.9B across 140 positions as of Q4 2020. Top holdings: BIDU (7.1%), PM (4.1%), MSFT (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 6 new positions, 8 exits, 69 increased. Top move: NLSN (INCREASED, conviction 71). Portfolio: $8.9B across 140 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