John W. Rogers Jr. (Ariel Investments) trim Unmapped 13F security
John W. Rogers Jr. (Ariel Investments) trim $294.4M of disclosed value in Unmapped 13F security.
Signal
Investor Move
Action
Trim
Capital
$294.4M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
115
New
8
Reduced/Sold
53
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| CHKP | CHKP | Sold out | $0 | 0.01% |
| OSW | OneSpaWorld Holdings Limited | Increased | $354.2M | 0.01% |
| AXTA | Axalta Coating Systems Ltd. | Reduced | $96M | 0.01% |
| MSFT | Microsoft Corporation | Reduced | $23M | 0.01% |
| GNRC | Generac Holdings Inc. | Increased | $252.9M | 0.01% |
| SMG | The Scotts Miracle-Gro Company | New | $58.5M | 0.01% |
| JHG | JHG | Sold out | $0 | 0.01% |
| MAT | Mattel, Inc. | Reduced | $197.1M | 0.01% |
| ZBRA | Zebra Technologies Corporation | Increased | $162.5M | 0.01% |
| 8252108 | AFFILIATED MANAGERS GROUP | Reduced | $294.4M | 0.01% |
| NCLH | Norwegian Cruise Line Holdings Ltd. | Reduced | $274.2M | 0.01% |
| ADT | ADT Inc. | Reduced | $128M | 0.01% |
| MSGS | Madison Square Garden Sports Corp. | Increased | $230.6M | 0% |
| CG | The Carlyle Group Inc. | Reduced | $192.7M | 0% |
| COF | COF | Sold out | $0 | 0% |
| WBS | WBS | Sold out | $0 | 0% |
| KMT | Kennametal Inc. | Reduced | $31.4M | 0% |
| CRL | Charles River Laboratories International, Inc. | Reduced | $249.1M | 0% |
| NTAP | NTAP | Sold out | $0 | 0% |
| FITB | Fifth Third Bancorp | New | $26.4M | 0% |