JW
John W. Rogers Jr. (Ariel Investments) disclosed new in LESLIES INC
John W. Rogers Jr. (Ariel Investments) filed a 13F change in LESLIES INC (527064208) on 2025-11-14, covering period end 2025-09-30.
Action
New
Capital
$16,191,797 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
112 changes from John W. Rogers Jr. (Ariel Investments), filed 2025-11-14 for period end 2025-09-30.
$9.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
92556H206 PARAMOUNT GLOBAL | Sold out | -$159.5M | $0 | 1.71% |
76118Y104 RESIDEO TECHNOLOGIES INC | Increased | $91.6M | $289.2M | 0.98% |
55826T102 SPHERE ENTERTAINMENT CO | Increased | $75.6M | $372.4M | 0.81% |
69932A204 PARAMOUNT SKYDANCE CORP | New | $56.8M | $56.8M | 0.61% |
577081102 MATTEL INC | Reduced | -$48.8M | $231.6M | 0.52% |
74112D101 PRESTIGE CONSMR HEALTHCARE I | Increased | $48.5M | $224.3M | 0.52% |
G66721104 NORWEGIAN CRUISE LINE HLDG L | Increased | $46.8M | $297.6M | 0.50% |
371901109 GENTEX CORP | Increased | $42.4M | $204.3M | 0.45% |
608190104 MOHAWK INDS INC | Increased | $38.8M | $218.8M | 0.42% |
55261F104 M & T BK CORP | Increased | $37.0M | $37.8M | 0.40% |
254687106 DISNEY WALT CO | Increased | $35.9M | $57.2M | 0.38% |
489170100 KENNAMETAL INC | Reduced | -$35.1M | $79.1M | 0.38% |
8252108 AFFILIATED MANAGERS GROUP IN | Increased | $34.7M | $301.3M | 0.37% |
596278101 MIDDLEBY CORP | Increased | $34.7M | $169.2M | 0.37% |
558256103 MADISON SQUARE GARDEN ENTMT | Increased | $34.4M | $350.0M | 0.37% |
G2519Y108 CREDICORP LTD | Reduced | -$31.5M | $1.4M | 0.34% |
90572207 BIO RAD LABS INC | Increased | $29.4M | $227.0M | 0.31% |
989207105 ZEBRA TECHNOLOGIES CORPORATI | Reduced | -$28.6M | $76.0M | 0.31% |
48020Q107 JONES LANG LASALLE INC | Increased | $26.8M | $283.6M | 0.29% |
527064109 LESLIES INC | Sold out | -$25.6M | $0 | 0.27% |
G5784H106 MANCHESTER UTD PLC NEW | Reduced | -$25.5M | $135.2M | 0.27% |
00737L103 ADTALEM GLOBAL ED INC | Increased | $25.0M | $200.0M | 0.27% |
31847R102 FIRST AMERN FINL CORP | Increased | $24.2M | $239.3M | 0.26% |
14316J108 CARLYLE GROUP INC | Increased | $23.6M | $265.4M | 0.25% |
38141G104 GOLDMAN SACHS GROUP INC | Reduced | -$23.3M | $2.5M | 0.25% |
444859102 HUMANA INC | New | $22.9M | $22.9M | 0.24% |
336433107 FIRST SOLAR INC | Increased | $20.9M | $71.8M | 0.22% |
21867A105 CORE LABORATORIES INC | Increased | $20.8M | $170.2M | 0.22% |
109696104 BRINKS CO | Increased | $19.7M | $143.2M | 0.21% |
690742101 OWENS CORNING NEW | Sold out | -$19.3M | $0 | 0.21% |
159864107 CHARLES RIV LABS INTL INC | Increased | $18.4M | $233.1M | 0.20% |
31428X106 FEDEX CORP | New | $17.9M | $17.9M | 0.19% |
832696405 SMUCKER J M CO | Increased | $17.5M | $167.6M | 0.19% |
05561Q201 BOK FINL CORP | Increased | $16.9M | $191.6M | 0.18% |
375558103 GILEAD SCIENCES INC | Reduced | -$16.6M | $24.3M | 0.18% |
G6700G107 NVENT ELECTRIC PLC | Increased | $16.4M | $84.8M | 0.18% |
527064208 LESLIES INC | New | $16.2M | $16.2M | 0.17% |
98956P102 ZIMMER BIOMET HOLDINGS INC | Increased | $15.8M | $38.9M | 0.17% |
49926D109 KNOWLES CORP | Increased | $13.9M | $95.8M | 0.15% |
368736104 GENERAC HLDGS INC | Reduced | -$12.8M | $245.6M | 0.14% |
15857105 ALGONQUIN PWR UTILS CORP | Increased | $12.6M | $87.8M | 0.14% |
G4474Y214 JANUS HENDERSON GROUP PLC | Increased | $11.9M | $91.0M | 0.13% |
143130102 CARMAX INC | Reduced | -$11.5M | $25.6M | 0.12% |
460690100 INTERPUBLIC GROUP COS INC | Increased | $11.2M | $89.0M | 0.12% |
921943858 VANGUARD TAX-MANAGED FDS | Reduced | -$10.6M | $3.4M | 0.11% |
535219109 LINDBLAD EXPEDITIONS HLDGS I | Reduced | -$9.7M | $70.7M | 0.10% |
P73684113 ONESPAWORLD HOLDINGS LIMITED | Increased | $9.4M | $278.8M | 0.10% |
20002101 ALLSTATE CORP | Reduced | -$8.9M | $15.0M | 0.10% |
806857108 SCHLUMBERGER LTD | Increased | $8.9M | $44.7M | 0.10% |
500643200 KORN FERRY | Reduced | -$8.7M | $33.3M | 0.09% |
M22465104 CHECK POINT SOFTWARE TECH LT | Reduced | -$8.6M | $100.6M | 0.09% |
537008104 LITTELFUSE INC | Reduced | -$8.3M | $58.4M | 0.09% |
504922105 LABCORP HOLDINGS INC | Increased | $8.2M | $104.2M | 0.09% |
15189T107 CENTERPOINT ENERGY INC | Increased | $7.4M | $39.9M | 0.08% |
48251W104 KKR & CO INC | Reduced | -$7.0M | $33.2M | 0.07% |
55825T103 MADISON SQUARE GRDN SPRT COR | Increased | $6.7M | $165.0M | 0.07% |
55303J106 MGP INGREDIENTS INC NEW | Reduced | -$5.9M | $15.6M | 0.06% |
126650100 CVS HEALTH CORP | Reduced | -$5.7M | $74.6M | 0.06% |
594918104 MICROSOFT CORP | Reduced | -$5.5M | $100.6M | 0.06% |
60505104 BANK AMERICA CORP | Increased | $5.2M | $27.8M | 0.06% |
96208T104 WEX INC | Reduced | -$5.2M | $53.7M | 0.06% |
921909768 VANGUARD STAR FDS | New | $5.2M | $5.2M | 0.06% |
404609109 HACKETT GROUP INC | Reduced | -$5.0M | $8.3M | 0.05% |
478160104 JOHNSON & JOHNSON | Increased | $4.9M | $9.6M | 0.05% |
00090Q103 ADT INC DEL | Reduced | -$4.7M | $192.2M | 0.05% |
G3265R107 APTIV PLC | Increased | $4.6M | $99.2M | 0.05% |
464287630 ISHARES TR | Increased | $4.6M | $8.0M | 0.05% |
363576109 GALLAGHER ARTHUR J & CO | New | $4.2M | $4.2M | 0.05% |
64110D104 NETAPP INC | Increased | $4.0M | $40.7M | 0.04% |
808513105 SCHWAB CHARLES CORP | Reduced | -$3.9M | $33.2M | 0.04% |
14040H105 CAPITAL ONE FINL CORP | Increased | $3.7M | $43.8M | 0.04% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$3.7M | $3.1M | 0.04% |
12504L109 CBRE GROUP INC | Increased | $3.4M | $36.1M | 0.04% |
103304101 BOYD GAMING CORP | Increased | $3.2M | $225.0M | 0.03% |
23331A109 D R HORTON INC | Increased | $3.2M | $21.8M | 0.03% |
29415F104 ENVISTA HOLDINGS CORPORATION | Increased | $3.1M | $244.5M | 0.03% |
854502101 STANLEY BLACK & DECKER INC | Increased | $3.0M | $31.8M | 0.03% |
06849F108 BARRICK MNG CORP | Increased | $2.9M | $8.0M | 0.03% |
49338L103 KEYSIGHT TECHNOLOGIES INC | Increased | $2.8M | $45.9M | 0.03% |
3.6831E+112 GCM GROSVENOR INC | Increased | $2.7M | $54.1M | 0.03% |
68389X105 ORACLE CORP | Reduced | -$2.4M | $4.6M | 0.03% |
574599106 MASCO CORP | Increased | $2.2M | $28.1M | 0.02% |
957638109 WESTERN ALLIANCE BANCORP | Increased | $2.2M | $22.4M | 0.02% |
98888T107 ZIMVIE INC | Sold out | -$1.9M | $0 | 0.02% |
71880K101 PHINIA INC | Increased | $1.8M | $8.1M | 0.02% |
03743Q108 APA CORPORATION | Increased | $1.8M | $7.3M | 0.02% |
60871R209 MOLSON COORS BEVERAGE CO | Reduced | -$1.7M | $20.7M | 0.02% |
G0750C108 AXALTA COATING SYS LTD | Increased | $1.7M | $119.9M | 0.02% |
665859104 NORTHERN TR CORP | Reduced | -$1.6M | $172.9M | 0.02% |
91879Q109 VAIL RESORTS INC | Reduced | -$1.5M | $17.2M | 0.02% |
829073105 SIMPSON MFG INC | Reduced | -$1.3M | $15.5M | 0.01% |
1055102 AFLAC INC | Increased | $1.2M | $24.1M | 0.01% |
833034101 SNAP ON INC | Increased | $1.1M | $11.4M | 0.01% |
337738108 FISERV INC | Increased | $1.1M | $32.6M | 0.01% |
166764100 CHEVRON CORP NEW | Increased | $1.0M | $6.4M | 0.01% |
539830109 LOCKHEED MARTIN CORP | Increased | $901,249 | $6.8M | 0.01% |
52110M109 LAZARD INC | Increased | $801,246 | $276.9M | 0.01% |
458140100 INTEL CORP | Increased | $794,367 | $32.4M | 0.01% |
99724106 BORGWARNER INC | Increased | $681,064 | $2.9M | 0.01% |
92343V104 VERIZON COMMUNICATIONS INC | Increased | $600,856 | $51.3M | 0.01% |
922042742 VANGUARD INTL EQUITY INDEX F | Reduced | -$487,343 | $3.8M | 0.01% |
40415F101 HDFC BANK LTD | New | $315,638 | $315,638 | 0.00% |
61945C103 MOSAIC CO NEW | Reduced | -$267,012 | $5.1M | 0.00% |
P5626F128 INTERCORP FINL SVCS INC | Increased | $202,434 | $1.3M | 0.00% |
456788108 INFOSYS LTD | New | $189,334 | $189,334 | 0.00% |
26484T106 Dun & Bradstreet Holdings Inc | Sold out | -$176,282 | $0 | 0.00% |
303250104 FAIR ISAAC CORP | Reduced | -$75,737 | $333,726 | 0.00% |
48581R205 KASPI KZ JSC | Increased | $67,088 | $1.0M | 0.00% |
743315103 PROGRESSIVE CORP | Increased | $62,160 | $271,645 | 0.00% |
48241A105 KB FINL GROUP INC | Reduced | -$50,229 | $4.3M | 0.00% |
104674106 BRADY CORP | Increased | $35,259 | $284,029 | 0.00% |
620076307 MOTOROLA SOLUTIONS INC | Increased | $26,309 | $347,540 | 0.00% |