ARIEL INVESTMENTS, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings108 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MADISON SQUARE GARDEN ENTERT | 6.9M | $370.8M | 4.0% | $35.37 | +52.02% | 11 qtrssince 2023-Q2 | Decreased 0 |
AFFILIATED MANAGERS GROUP | 1.2M | $340.8M | 3.7% | $116.76 | +146.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
NORWEGIAN CRUISE LINE HOLDIN | 14.4M | $320.3M | 3.5% | $18.97 | +18.23% | 24 qtrssince 2020-Q1 | Increased 67 |
SPHERE ENTERTAINMENT CO | 3.2M | $301.3M | 3.3% | $35.74 | +170.76% | 23 qtrssince 2020-Q2 | Decreased 0 |
JONES LANG LASALLE INC | 893,230 | $300.5M | 3.2% | $154.10 | +120.07% | 28 qtrssince 2019-Q1 | Decreased 0 |
ONESPAWORLD HOLDINGS LTD | 14M | $290.6M | 3.1% | $12.58 | +69.67% | 24 qtrssince 2020-Q1 | Increased 60 |
CHARLES RIVER LABORATORIES | 1.4M | $284.8M | 3.1% | $185.48 | +8.90% | 28 qtrssince 2019-Q1 | Decreased 0 |
ENVISTA HOLDINGS CORPORATION | 12M | $259.9M | 2.8% | $20.46 | +7.10% | 24 qtrssince 2020-Q1 | Decreased 0 |
LAZARD INC | 5.3M | $257.2M | 2.8% | $38.10 | +23.54% | 8 qtrssince 2024-Q1 | Increased 53 |
PRESTIGE CONSMR HEALTHCARE I | 4.1M | $253.1M | 2.7% | $59.93 | +3.87% | 15 qtrssince 2022-Q2 | Increased 60 |
MATTEL INC | 12.5M | $248.6M | 2.7% | $13.87 | +44.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
FIRST AMERN FINL CORP | 3.9M | $240.7M | 2.6% | $46.73 | +32.78% | 28 qtrssince 2019-Q1 | Increased 55 |
CARLYLE GROUP INC | 4M | $233.5M | 2.5% | $28.39 | +110.40% | 13 qtrssince 2022-Q4 | Decreased 0 |
MIDDLEBY CORP | 1.6M | $231.7M | 2.5% | $134.53 | +12.19% | 24 qtrssince 2020-Q1 | Increased 63 |
BIO-RAD LABORATORIES-A | 764,672 | $231.7M | 2.5% | $301.19 | +1.10% | 28 qtrssince 2019-Q1 | Decreased 0 |
CORE LABORATORIES INC | 13.7M | $219M | 2.4% | $19.08 | -16.16% | 11 qtrssince 2023-Q2 | Decreased 0 |
RESIDEO TECHNOLOGIES INC | 6.1M | $215M | 2.3% | $15.69 | +55.79% | 18 qtrssince 2021-Q3 | Decreased 0 |
BOK FINANCIAL CORPORATION | 1.7M | $200.1M | 2.2% | $63.97 | +87.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
BOYD GAMING CORP | 2.3M | $199.5M | 2.2% | $59.12 | +45.23% | 18 qtrssince 2021-Q3 | Decreased 0 |
COVISTA INC | 1.9M | $196.3M | 2.1% | $57.05 | +82.30% | 28 qtrssince 2019-Q1 | Increased 71 |
ARIEL INVESTMENTS, LLC manages $9.3B across 108 positions as of Q4 2025. Top holdings: MSGE (4.0%), AMG (3.7%), NCLH (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 10 new positions, 9 exits, 25 increased. Top move: ATGE (INCREASED, conviction 71). Portfolio: $9.3B across 108 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