ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings116 positions
Philip Morris International In | 3.6M | $360.9M | 3.7% | $60.64 | +45.40% | 16 qtrssince 2019-Q1 | Decreased 0 |
Baidu Inc | 2.9M | $326.3M | 3.3% | $140.09 | -18.35% | 16 qtrssince 2019-Q1 | Increased 62 |
Madison Square Garden Entertai | 6.7M | $301M | 3.1% | $34.29 | -39.42% | 11 qtrssince 2020-Q2 | Increased 61 |
Mattel Inc | 15.9M | $283.7M | 2.9% | $13.45 | +32.67% | 16 qtrssince 2019-Q1 | Increased 53 |
BOK Financial Corp | 2.6M | $274.7M | 2.8% | $62.76 | +51.78% | 16 qtrssince 2019-Q1 | Decreased 0 |
Interpublic Group of Cos Inc/T | 8.2M | $272.4M | 2.8% | — | — | 16 qtrssince 2019-Q1 | Decreased 0 |
LAZARD LTD | 7.7M | $267.2M | 2.7% | $28.53 | +3.60% | 16 qtrssince 2019-Q1 | Decreased 0 |
Kennametal Inc | 10.4M | $249.3M | 2.5% | $27.94 | -23.13% | 16 qtrssince 2019-Q1 | Decreased 0 |
GENTEX CORP | 8.9M | $241.4M | 2.5% | $28.35 | -10.52% | 6 qtrssince 2021-Q3 | Decreased 0 |
Microsoft Corp | 999,813 | $239.8M | 2.4% | $114.10 | +103.98% | 16 qtrssince 2019-Q1 | Decreased 0 |
RESIDEO TECHNOLOGIES INC | 13.4M | $219.8M | 2.2% | $16.03 | -28.59% | 6 qtrssince 2021-Q3 | Increased 55 |
Stericycle Inc | 4.2M | $210.7M | 2.1% | — | — | 16 qtrssince 2019-Q1 | Decreased 0 |
First American Financial Corp | 4M | $210.3M | 2.1% | $41.91 | +9.44% | 16 qtrssince 2019-Q1 | Decreased 0 |
Jones Lang LaSalle Inc | 1.3M | $207.1M | 2.1% | $155.85 | +2.26% | 16 qtrssince 2019-Q1 | Decreased 0 |
Mohawk Industries Inc | 2M | $200.6M | 2.0% | $120.87 | -15.43% | 16 qtrssince 2019-Q1 | Increased 52 |
Northern Trust Corp | 2.2M | $199.1M | 2.0% | $76.74 | +3.00% | 16 qtrssince 2019-Q1 | Decreased 0 |
Manchester United Plc | 8.5M | $197.2M | 2.0% | $16.98 | +37.38% | 6 qtrssince 2021-Q3 | Decreased 0 |
CORE LABORATORIES N V | 9.7M | $196.7M | 2.0% | $21.72 | -7.38% | 11 qtrssince 2020-Q2 | Decreased 0 |
MADISON SQUARE GRDN SPRT COR | 1.1M | $196.5M | 2.0% | $176.87 | +3.65% | 16 qtrssince 2019-Q1 | Increased 48 |
Boyd Gaming Corp | 3.5M | $188.5M | 1.9% | $58.47 | -10.20% | 6 qtrssince 2021-Q3 | Decreased 0 |
ARIEL INVESTMENTS, LLC manages $9.8B across 116 positions as of Q4 2022. Top holdings: PM (3.7%), BIDU (3.3%), SPHR (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Added 4 new positions, exited 2, increased 35, trimmed 73. Top move: BIDU (INCREASED, conviction 62). Portfolio: $9.8B across 116 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR