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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
558256103558256103 · Q1 2026$360M4.0%6.1M------
OneSpaWorld Holdings LimitedOSW · Q1 2026$354M4.0%15M$27.62----
Jones Lang LaSalle IncJLL · Q1 2026$312M3.5%1.0M$289.98----
Affiliated Managers Group, Inc.AMG · Q1 2026$294M3.3%1.1M$336.62----
Madison Square Garden Entertainment Corp.MSGE · Q1 2026$289M3.2%2.5M$69.99----
Envista Holdings Corporation Common StockNVST · Q1 2026$276M3.1%11M$23.31----
Norwegian Cruise Line Holdings Ltd (2)NCLH · Q1 2026$274M3.1%15M$18.15----
Prestige Consumer Healthcare Inc.PBH · Q1 2026$253M2.8%4.3M$48.27----
Generac Holdings IncGNRC · Q1 2026$253M2.8%1.3M$280.53----
Charles River Laboratories International, Inc.CRL · Q1 2026$249M2.8%1.4M$164.49----
Lazard LtdLAZ · Q1 2026$248M2.8%5.8M$48.14----
First American Financial CorporationFAF · Q1 2026$231M2.6%3.8M$67.25----
Madison Square Garden Sports Corp.MSGS · Q1 2026$231M2.6%717k$366.33----
Covista Inc.CVSA · Q1 2026$223M2.5%1.9M$122.54----
21867A10521867A105 · Q1 2026$221M2.5%13M------
Bio-Rad Laboratories IncBIO · Q1 2026$219M2.5%786k$305.29----
BOK Financial CorporationBOKF · Q1 2026$211M2.4%1.6M$130.21----
The Middleby CorpMIDD · Q1 2026$209M2.3%1.6M$154.44----
Resideo Technologies, Inc.REZI · Q1 2026$205M2.3%6.1M$30.06----
Mattel, Inc. (MAT)MAT · Q1 2026$197M2.2%14M$14.90----
The Carlyle group Inc. (Cg)CG · Q1 2026$193M2.2%4.0M$45.66----
Boyd Gaming CorporationBYD · Q1 2026$187M2.1%2.3M$82.22----
Gentex CorporationGNTX · Q1 2026$182M2.0%8.3M$24.71----
The J M Smucker CompanySJM · Q1 2026$179M2.0%1.9M$110.86----
Mohawk Industries, Inc.MHK · Q1 2026$172M1.9%1.7M$105.98----
Zebra Technologies CorpZBRA · Q1 2026$163M1.8%777k$252.51----
Northern Trust Corporation - Common StockNTRS · Q1 2026$159M1.8%1.1M$167.94----
Manchester United plcMANU · Q1 2026$152M1.7%9.1M$22.22----
ADT Inc.ADT · Q1 2026$128M1.4%19M$6.83----
Algonquin Power and Utilities CorpAQN · Q1 2026$121M1.3%20M$5.93----
Knowles CorporationKN · Q1 2026$98M1.1%3.8M$37.62----
Axalta Coating Systems LtdAXTA · Q1 2026$96M1.1%3.5M$30.33----
Brinks CompanyBCO · Q1 2026$96M1.1%923k$106.18----
Labcorp Holdings Inc.LH · Q1 2026$94M1.1%354k$268.63----
Omnicom Group IncOMC · Q1 2026$83M0.9%1.1M$74.85----
DENTSPLY SIRONA Inc.XRAY · Q1 2026$74M0.8%6.4M$10.00----
Littelfuse IncLFUS · Q1 2026$73M0.8%215k$475.66----
nVent Electric PLCNVT · Q1 2026$71M0.8%596k$167.80----
Intel CorpINTC · Q1 2026$64M0.7%1.5M$131.65----
Schlumberger N.V. Common StockSLB · Q1 2026$64M0.7%1.2M$56.55----
The Walt Disney CoDIS · Q1 2026$63M0.7%654k$98.87----
Lindblad Expeditions Holdings, Inc.LIND · Q1 2026$59M0.7%3.4M$22.57----
The Scotts Miracle-Gro CompanySMG · Q1 2026$59M0.7%963k$61.13----
Keysight Technologies IncKEYS · Q1 2026$58M0.6%204k$331.42----
First Solar IncFSLR · Q1 2026$54M0.6%271k$275.39----
WEX Inc. common stockWEX · Q1 2026$52M0.6%338k$142.90----
CVS Health CorpCVS · Q1 2026$50M0.6%702k$97.08----
RLI Corp. Common Stock (RLI)RLI · Q1 2026$50M0.6%872k$52.05----
FactSet Research Systems IncFDS · Q1 2026$49M0.5%225k$246.38----
Bristol-Myers Squibb CoBMY · Q1 2026$44M0.5%722k$55.57----
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