ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LAZARD INC | 5.6M | $288.2M | 3.1% | $37.82 | +26.52% | 4 qtrssince 2024-Q1 | Decreased 0 |
MADISON SQUARE GARDEN ENTERT | 7.6M | $270.7M | 2.9% | $35.33 | +1.43% | 7 qtrssince 2023-Q2 | Increased 60 |
JONES LANG LASALLE INC | 1.1M | $268.3M | 2.9% | $154.10 | +63.65% | 24 qtrssince 2019-Q1 | Decreased 0 |
AFFILIATED MANAGERS GROUP | 1.4M | $263.3M | 2.8% | $116.76 | +58.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
MATTEL INC | 14.8M | $262.8M | 2.8% | $13.72 | +28.88% | 24 qtrssince 2019-Q1 | Increased 53 |
FIRST AMERN FINL CORP | 4M | $249.3M | 2.7% | $44.84 | +33.71% | 24 qtrssince 2019-Q1 | Increased 58 |
CARLYLE GROUP INC | 4.9M | $247.9M | 2.6% | $28.39 | +72.19% | 9 qtrssince 2022-Q4 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 12.1M | $232.6M | 2.5% | $20.50 | -6.76% | 20 qtrssince 2020-Q1 | Increased 56 |
SPHERE ENTERTAINMENT CO | 5.7M | $231.6M | 2.5% | $35.04 | +14.59% | 19 qtrssince 2020-Q2 | Increased 57 |
BOYD GAMING CORP | 3.2M | $231.1M | 2.5% | $59.12 | +20.80% | 14 qtrssince 2021-Q3 | Increased 52 |
NORTHERN TRUST CORP | 2.2M | $228.5M | 2.4% | $77.68 | +28.72% | 24 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 1.5M | $227.5M | 2.4% | $120.20 | +28.73% | 11 qtrssince 2022-Q2 | Decreased 0 |
PRESTIGE CONSMR HEALTHCARE I | 2.8M | $215.7M | 2.3% | $58.12 | +33.13% | 11 qtrssince 2022-Q2 | Decreased 0 |
CHECK POINT SOFTWARE TECH | 1.1M | $212.2M | 2.3% | $132.38 | +41.46% | 20 qtrssince 2020-Q1 | Decreased 0 |
RESIDEO TECHNOLOGIES INC | 9.2M | $212M | 2.3% | $15.86 | +1.15% | 14 qtrssince 2021-Q3 | Decreased 0 |
JM SMUCKER CO/THE | 1.8M | $201.8M | 2.2% | $103.42 | -0.74% | 24 qtrssince 2019-Q1 | Increased 59 |
MADISON SQUARE GARDEN SPORTS | 891,629 | $201.2M | 2.1% | $179.14 | +27.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
MOHAWK INDUSTRIES INC | 1.7M | $200.9M | 2.1% | $120.20 | -1.38% | 24 qtrssince 2019-Q1 | Decreased 0 |
ADT INC DEL | 28.6M | $197.5M | 2.1% | $7.74 | -13.42% | 15 qtrssince 2021-Q2 | Decreased 0 |
CHARLES RIVER LABORATORIES | 1.1M | $197M | 2.1% | $199.57 | -8.09% | 24 qtrssince 2019-Q1 | Increased 62 |
ARIEL INVESTMENTS, LLC manages $9.4B across 110 positions as of Q4 2024. Top holdings: LAZ (3.1%), MSGE (2.9%), JLL (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 6 new positions, 6 exits, 31 increased. Top move: CRL (INCREASED, conviction 62). Portfolio: $9.4B across 110 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