John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. (Ariel Investments) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This John W. Rogers Jr. (Ariel Investments) portfolio page tracks Ariel Investments holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Ariel Investments owns and how disclosed positions change over time. John W. Rogers Jr. (Ariel Investments)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Check Point Software Technologies Ltd (CHKP), OneSpaWorld Holdings Limited (OSW), Axalta Coating Systems Ltd (AXTA), Microsoft Corp (MSFT), and Generac Holdings Inc (GNRC). Investors use Ariel Investments 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceLast Price
DaVita Inc. Common StockDVA$-35.2MExitQ1 2025 13F$35M--$234.91
NOV Inc.NOV$-33.5MExitQ1 2025 13F$34M--$20.23
Manchester United plcMANU$-33.0MTrimQ1 2025 13F$33M--$22.22
Charles River Laboratories International, Inc.CRL$-31.3MTrimQ1 2025 13F$31M--$164.49
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU$-29.9MExitQ1 2025 13F$30M$89.77$129.91
Vail Resorts, Inc.MTN$-29.9MTrimQ1 2025 13F$30M--$131.20
Bank of America CorpBAC$27.8MAddQ1 2025 13F$28M$44.56$58.73
CVS Health CorpCVS$27.4MAddQ1 2025 13F$27M$59.84$97.08
Boyd Gaming CorporationBYD$-27.2MTrimQ1 2025 13F$27M--$82.22
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$236M1.4M sharesTrimQ1 2025 13F$27M$168.03--
Zebra Technologies CorpZBRA$-26.6MTrimQ1 2025 13F$27M--$252.51
Madison Square Garden Entertainment Corp.MSGE$-25.5MTrimQ1 2025 13F$26M--$69.99
OneSpaWorld Holdings LimitedOSW$25.0MAddQ1 2025 13F$25M--$27.62
Envista Holdings Corporation Common StockNVST$-23.0MTrimQ1 2025 13F$23M--$23.31
Generac Holdings IncGNRC$-22.9MTrimQ1 2025 13F$23M--$280.53
ADT Inc.ADT$22.8MAddQ1 2025 13F$23M--$6.83
Kennametal Inc.KMT$-21.2MTrimQ1 2025 13F$21M--$34.76
The J M Smucker CompanySJM$21.0MAddQ1 2025 13F$21M--$110.86
NetApp IncNTAP$-20.5MTrimQ1 2025 13F$20M--$142.74
Teradata CorporationTDC$-19.8MExitQ1 2025 13F$20M--$32.22
Gentex CorporationGNTX$-18.7MTrimQ1 2025 13F$19M--$24.71
Knowles CorporationKN$-18.6MTrimQ1 2025 13F$19M--$37.62
Lennar CorpLEN$-16.9MExitQ1 2025 13F$17M--$87.06
ViacomCBS Inc. - Class BVIAC$16.6MAddQ1 2025 13F$17M--$29.58
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$255M7.8M sharesTrimQ1 2025 13F$16M$32.74--
John W. Rogers Jr. (Ariel Investments) other Unmapped 13F securityPORTFOLIO$16M112.6k sharesOtherQ1 2025 13F$16M$142.82--
Lindblad Expeditions Holdings, Inc.LIND$-14.9MTrimQ1 2025 13F$15M--$22.57
Janus Henderson Group plcJHG$-14.9MTrimQ1 2025 13F$15M--$51.78
CenterPoint Energy IncCNP$13.7MAddQ1 2025 13F$14M--$45.04
BorgWarner IncBWA$-12.2MTrimQ1 2025 13F$12M--$70.83
The Dun & Bradstreet CorpDNB$-12.2MTrimQ1 2025 13F$12M--$9.15
The Middleby CorpMIDD$-11.8MTrimQ1 2025 13F$12M--$154.44
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$155M10.3M sharesTrimQ1 2025 13F$12M$14.99--
nVent Electric PLCNVT$-11.6MTrimQ1 2025 13F$12M--$167.80
Jones Lang LaSalle IncJLL$-11.4MTrimQ1 2025 13F$11M--$289.98
Gilead Sciences IncGILD$11.3MAddQ1 2025 13F$11M--$124.87
Credicorp Ltd. (BAP)BAP$-11.1MTrimQ1 2025 13F$11M--$348.24
Taiwan Semiconductor Manufacturing Co LtdTSM$-10.7MTrimQ1 2025 13F$11M$194.34$440.83
Verizon Communications IncVZ$10.6MAddQ1 2025 13F$11M--$45.37
Littelfuse IncLFUS$-10.2MTrimQ1 2025 13F$10M--$475.66
CBRE Group IncCBRE$-9.7MTrimQ1 2025 13F$9.7M--$131.71
AbbVie IncABBV$-9.3MTrimQ1 2025 13F$9.3M$194.40$261.07
KB Financial Group IncKB$-9.2MTrimQ1 2025 13F$9.2M$55.64$102.57
Masco CorporationMAS$-9.1MTrimQ1 2025 13F$9.1M--$69.82
WEX Inc. common stockWEX$8.9MAddQ1 2025 13F$8.9M--$142.90
Vanguard Total World Stock ETFVT$8.7MOtherQ1 2025 13F$8.7M--$157.16
Walgreens Boots Alliance, Inc. (WBA)WBA$-8.5MExitQ1 2025 13F$8.5M$10.86$11.98
Bio-Rad Laboratories IncBIO$-7.6MTrimQ1 2025 13F$7.6M--$305.29
Microsoft CorpMSFT$-7.4MTrimQ1 2025 13F$7.4M$407.71$390.49
John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F securityPORTFOLIO$46M769.4k sharesTrimQ1 2025 13F$7.4M$59.50--
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