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CIK: 0000936753
Total reported value
$10.0B
$10.0B
115 檔
14.0%
According to the latest 13F quarterly dataset, Ariel Investments, LLC managed an equity portfolio of $10.0B at the end of Q1 2024, spanning 115 distinct U.S. exchange-listed positions.
During Q1 2024, Ariel Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MAT | Mattel Inc | Stock-Consumer Disc | 3.04% | -0.08% | +0.73% | |
| 2 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.76% | -0.21% | -8.84% | |
| 3 | MSGE | Madison Square Garden Entert | Stock-Other | 2.70% | +0.25% | -3.06% | |
| 4 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.66% | +0.08% | -0.93% | |
| 5 | REZI | Resideo Technologies Inc | Stock-Industrials | 2.65% | -0.39% | -5.09% | |
| 6 | LAZ | Lazard Inc | Stock-Financials | 2.60% | -0.36% | — | |
| 7 | CRL | Charles River Laboratories | Stock-Healthcare | 2.49% | +0.62% | -11.22% | |
| 8 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 2.47% | -0.37% | +2.72% | |
| 9 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 2.41% | +0.21% | -12.93% | |
| 10 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.28% | +0.05% | -2.27% | |
| 11 | KMT | Kennametal Inc | Stock-Other | 2.26% | -0.35% | -2.31% | |
| 12 | CG | Carlyle Group Inc/the | Stock-Financials | 2.25% | -0.25% | -23.55% | |
| 13 | NTRS | Northern Trust CORP | Stock-Financials | 2.23% | -0.09% | -3.87% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.23% | — | -7.84% | |
| 15 | SRCLEUR | Stericycle Inc | Stock-Other | 2.20% | — | -3.63% | |
| 16 | AMG | Affiliated Managers Group | Stock-Financials | 2.19% | +0.07% | +6.78% | |
| 17 | FAF | First American Financial | Stock-Financials | 2.11% | -0.38% | -3.94% | |
| 18 | ADT | Adt Inc | Stock-Industrials | 1.96% | -0.27% | +31.77% | |
| 19 | BOKF | Bok Financial Corporation | Stock-Other | 1.95% | -0.11% | -3.65% | |
| 20 | NVST | Envista Holdings CORP | Stock-Healthcare | 1.87% | -0.50% | +25.30% | |
| 21 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 1.83% | -0.55% | +0.20% | |
| 22 | CLB | Core Laboratories Inc | Stock-Other | 1.82% | -0.84% | +20.44% | |
| 23 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 1.79% | -0.17% | -12.25% | |
| 24 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.77% | — | +2.88% | |
| 25 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.70% | +0.06% | -1.04% | |
| 26 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.68% | +0.20% | -10.02% | |
| 27 | LESL | Leslie's, Inc. | Stock-Other | 1.60% | — | -14.53% | |
| 28 | ✓ | Stock-Other | 1.57% | +0.23% | -9.83% | ||
| 29 | CVSA | Covista Inc | Stock-Consumer Staples | 1.56% | -0.29% | +11.06% | |
| 30 | BCO | Brink's Co/the | Stock-Industrials | 1.56% | -0.21% | -9.11% | |
| 31 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.51% | +0.11% | -6.35% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.26% | EXIT | |
| 33 | 0VVB | Paramount Global-class B | Stock-Other | 1.40% | — | +9.33% | |
| 34 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 1.20% | +0.18% | -6.71% | |
| 35 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 1.18% | — | -25.41% | |
| 36 | ✓ | Laboratory Corp. of America | Stock-Other | 1.17% | — | -1.13% | |
| 37 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.13% | +0.60% | -19.18% | |
| 38 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.08% | +0.01% | +58.66% | |
| 39 | NVT | nVent Electric plc | Stock-Industrials | 1.04% | -0.28% | -23.64% | |
| 40 | BAP | Credicorp Ltd. | Stock-Financials | 0.92% | -0.03% | EXIT | |
| 41 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.84% | — | — | |
| 42 | DVA | Davita Inc | Stock-Healthcare | 0.84% | — | -6.46% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | — | -4.17% | |
| 44 | LFUS | Littelfuse Inc | Stock-Tech | 0.83% | -0.08% | +1.77% | |
| 45 | KN | Knowles CORP | Stock-Other | 0.82% | -0.16% | +3.68% | |
| 46 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.81% | +0.11% | +3.12% | |
| 47 | MAS | Masco CORP | Stock-Industrials | 0.81% | +0.98% | -20.34% | |
| 48 | MANU | Manchester United plc | Stock-Other | 0.73% | +0.42% | -5.73% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | — | -16.47% | |
| 50 | JHG | Janus Henderson Group plc | Stock-Financials | 0.72% | — | -21.30% |
According to official SEC Form 13F filings, Ariel Investments, LLC reported a total U.S. public equity portfolio value of $10.0B across 115 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MAT, JLL, MSGE) accounted for 14.0% of total reported equity market value during Q1 2024.
During Q1 2024, Ariel Investments, LLC's top holdings by market value included MAT (3.0%)、JLL (2.8%)、MSGE (2.7%). The largest single position, MAT, represented 3.0% of total portfolio value.
In Q1 2024, Ariel Investments, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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