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CIK: 0000936753
Total reported value
$10.0B
$10.0B
110 檔
13.5%
The Q4 2024 SEC filing reveals that Ariel Investments, LLC held a total portfolio value of $10.0B, covering 110 public equity positions.
During Q4 2024, Ariel Investments, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including LAZ, MSGE, JLL) accounted for 13.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LAZ | Lazard Inc | Stock-Financials | 3.08% | -0.36% | -8.98% | |
| 2 | MSGE | Madison Square Garden Entert | Stock-Other | 2.89% | +0.25% | +14.53% | |
| 3 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 2.86% | -0.21% | -9.30% | |
| 4 | AMG | Affiliated Managers Group | Stock-Financials | 2.81% | +0.07% | -1.94% | |
| 5 | MAT | Mattel Inc | Stock-Consumer Disc | 2.80% | -0.08% | +0.09% | |
| 6 | FAF | First American Financial | Stock-Financials | 2.66% | -0.38% | +9.90% | |
| 7 | CG | Carlyle Group Inc/the | Stock-Financials | 2.65% | -0.25% | -3.49% | |
| 8 | NVST | Envista Holdings CORP | Stock-Healthcare | 2.48% | -0.50% | +6.16% | |
| 9 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 2.47% | -0.37% | +7.37% | |
| 10 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 2.47% | -0.17% | +0.04% | |
| 11 | NTRS | Northern Trust CORP | Stock-Financials | 2.44% | -0.09% | -11.82% | |
| 12 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.43% | +0.08% | -18.69% | |
| 13 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 2.30% | -0.55% | -0.75% | |
| 14 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.26% | — | -5.28% | |
| 15 | REZI | Resideo Technologies Inc | Stock-Industrials | 2.26% | -0.39% | -1.52% | |
| 16 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.15% | +0.01% | +12.36% | |
| 17 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.15% | +0.06% | -2.88% | |
| 18 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 2.14% | +0.21% | -1.07% | |
| 19 | ADT | Adt Inc | Stock-Industrials | 2.11% | -0.27% | -1.84% | |
| 20 | CRL | Charles River Laboratories | Stock-Healthcare | 2.10% | +0.62% | +18.90% | |
| 21 | BOKF | Bok Financial Corporation | Stock-Other | 2.05% | -0.11% | -3.07% | |
| 22 | CVSA | Covista Inc | Stock-Consumer Staples | 2.03% | -0.29% | -7.07% | |
| 23 | KMT | Kennametal Inc | Stock-Other | 1.98% | -0.35% | -6.89% | |
| 24 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 1.96% | -0.06% | +48.01% | |
| 25 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.96% | +0.05% | -0.44% | |
| 26 | CLB | Core Laboratories Inc | Stock-Other | 1.78% | -0.84% | -4.11% | |
| 27 | MIDD | Middleby CORP | Stock-Industrials | 1.73% | +0.48% | +6.40% | |
| 28 | ✓ | Stock-Other | 1.65% | +0.23% | -17.80% | ||
| 29 | 0VVB | Paramount Global-class B | Stock-Other | 1.64% | — | +3.24% | |
| 30 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.58% | — | -7.64% | |
| 31 | MANU | Manchester United plc | Stock-Other | 1.55% | +0.42% | +0.78% | |
| 32 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.54% | +0.11% | -2.79% | |
| 33 | BCO | Brink's Co/the | Stock-Industrials | 1.27% | -0.21% | +12.35% | |
| 34 | LESL | Leslie's, Inc. | Stock-Other | 1.20% | — | +8.54% | |
| 35 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.13% | +0.20% | -56.05% | |
| 36 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 1.10% | +0.18% | -24.74% | |
| 37 | JHG | Janus Henderson Group plc | Stock-Financials | 0.99% | — | -0.34% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.97% | +0.60% | -20.83% | |
| 39 | KN | Knowles CORP | Stock-Other | 0.95% | -0.16% | -3.25% | |
| 40 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.95% | -0.09% | -5.25% | |
| 41 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.93% | +0.11% | -8.90% | |
| 42 | MAS | Masco CORP | Stock-Industrials | 0.80% | +0.98% | -0.37% | |
| 43 | LFUS | Littelfuse Inc | Stock-Tech | 0.75% | -0.08% | -6.05% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | — | -22.96% | |
| 45 | WEX | Wex Inc | Stock-Tech | 0.60% | -0.11% | +112.98% | |
| 46 | GCMG | Gcm Grosvenor Inc - Class A | Stock-Other | 0.59% | +0.06% | -1.05% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | — | -3.96% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.26% | EXIT | |
| 49 | NVT | nVent Electric plc | Stock-Industrials | 0.57% | -0.28% | -16.59% | |
| 50 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.57% | — | — |
According to official SEC Form 13F filings, Ariel Investments, LLC reported a total U.S. public equity portfolio value of $10.0B across 110 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Ariel Investments, LLC's top holdings by market value included LAZ (3.1%)、MSGE (2.9%)、JLL (2.9%). The largest single position, LAZ, represented 3.1% of total portfolio value.
In Q4 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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