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CIK: 0000936753
Total reported value
$10.0B
$10.0B
108 檔
16.3%
In Q4 2025, Ariel Investments, LLC's U.S. equity holdings reached a combined market value of $10.0B, distributed across 108 disclosed stock positions.
In Q4 2025, Ariel Investments, LLC adopted a defensive or profit-taking posture, trimming 70 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSGE | Madison Square Garden Entert | Stock-Other | 4.01% | +0.25% | -11.07% | |
| 2 | AMG | Affiliated Managers Group | Stock-Financials | 3.68% | +0.07% | -6.46% | |
| 3 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 3.46% | +0.18% | +18.76% | |
| 4 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 3.25% | -0.37% | -47.14% | |
| 5 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 3.25% | -0.21% | -6.06% | |
| 6 | ✓ | Stock-Other | 3.14% | +0.23% | +6.23% | ||
| 7 | CRL | Charles River Laboratories | Stock-Healthcare | 3.08% | +0.62% | -4.18% | |
| 8 | NVST | Envista Holdings CORP | Stock-Healthcare | 2.81% | -0.50% | -0.28% | |
| 9 | LAZ | Lazard Inc | Stock-Financials | 2.78% | -0.36% | +0.97% | |
| 10 | PBH | Prestige Consumer Healthcare | Stock-Healthcare | 2.73% | -0.55% | +14.12% | |
| 11 | MAT | Mattel Inc | Stock-Consumer Disc | 2.69% | -0.08% | -8.93% | |
| 12 | FAF | First American Financial | Stock-Financials | 2.60% | -0.38% | +5.15% | |
| 13 | CG | Carlyle Group Inc/the | Stock-Financials | 2.52% | -0.25% | -6.69% | |
| 14 | MIDD | Middleby CORP | Stock-Industrials | 2.50% | +0.48% | +22.43% | |
| 15 | BIO | Bio-rad Laboratories-a | Stock-Healthcare | 2.50% | -0.06% | -5.54% | |
| 16 | CLB | Core Laboratories Inc | Stock-Other | 2.37% | -0.84% | -0.82% | |
| 17 | REZI | Resideo Technologies Inc | Stock-Industrials | 2.32% | -0.39% | -8.61% | |
| 18 | BOKF | Bok Financial Corporation | Stock-Other | 2.16% | -0.11% | -1.75% | |
| 19 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 2.15% | -0.17% | -10.08% | |
| 20 | CVSA | Covista Inc | Stock-Consumer Staples | 2.12% | -0.29% | +46.55% | |
| 21 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.10% | +0.08% | -2.95% | |
| 22 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 2.03% | +0.21% | +1.12% | |
| 23 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.02% | +0.06% | -0.62% | |
| 24 | GNTX | Gentex CORP | Stock-Consumer Disc | 1.98% | +0.05% | +9.31% | |
| 25 | ADT | Adt Inc | Stock-Industrials | 1.88% | -0.27% | -2.31% | |
| 26 | NTRS | Northern Trust CORP | Stock-Financials | 1.84% | -0.09% | -2.78% | |
| 27 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.70% | +0.01% | +4.24% | |
| 28 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.70% | +0.11% | +16.13% | |
| 29 | MANU | Manchester United plc | Stock-Other | 1.54% | +0.42% | +0.59% | |
| 30 | BCO | Brink's Co/the | Stock-Industrials | 1.30% | -0.21% | -16.18% | |
| 31 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.25% | +0.60% | +86.11% | |
| 32 | AQN | Algonquin Power & Utilities | Stock-Other | 1.06% | -0.96% | -2.60% | |
| 33 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.98% | -0.09% | -0.77% | |
| 34 | OMC | Omnicom Group | Stock-Comm Services | 0.95% | -0.08% | — | |
| 35 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.93% | — | -4.54% | |
| 36 | KN | Knowles CORP | Stock-Other | 0.93% | -0.16% | -2.67% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.26% | EXIT | |
| 38 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.80% | +0.11% | -7.35% | |
| 39 | KMT | Kennametal Inc | Stock-Other | 0.73% | -0.35% | -37.06% | |
| 40 | FSLR | First Solar Inc | Stock-Tech | 0.71% | -0.03% | -22.72% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.71% | +0.19% | -16.63% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | -0.10% | +11.54% | |
| 43 | NVT | nVent Electric plc | Stock-Industrials | 0.68% | -0.28% | -28.73% | |
| 44 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | 0.65% | +0.02% | — | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.61% | +0.04% | +57.82% | |
| 46 | LFUS | Littelfuse Inc | Stock-Tech | 0.61% | -0.08% | -1.72% | |
| 47 | JHG | Janus Henderson Group plc | Stock-Financials | 0.60% | — | -42.81% | |
| 48 | KEYS | Keysight Technologies In | Stock-Tech | 0.57% | -0.14% | -1.51% | |
| 49 | GCMG | Gcm Grosvenor Inc - Class A | Stock-Other | 0.55% | +0.06% | +0.53% | |
| 50 | WEX | Wex Inc | Stock-Tech | 0.54% | -0.11% | -1.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MIDD | Middleby CORP | +0.7% | +22.43% | Add |
| 2 | CRL | Charles River Laboratories | +0.6% | -4.18% | Trim |
| 3 | CLB | Core Laboratories Inc | +0.6% | -0.82% | Trim |
| 4 | AMG | Affiliated Managers Group | +0.5% | -6.46% | Trim |
| 5 | ZBRA | Zebra Technologies Corp-cl A | +0.4% | +86.11% | Add |
| 6 | AXTA | Axalta Coating Systems Ltd. | +0.4% | +16.13% | Add |
| 7 | PBH | Prestige Consumer Healthcare | +0.3% | +14.12% | Add |
| 8 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.3% | +18.76% | Add |
| 9 | MSGE | Madison Square Garden Entert | +0.3% | -11.07% | Trim |
| 10 | INTC | Intel CORP | +0.3% | +57.82% | Add |
| 11 | MSGS | Madison Square Garden Sports | +0.3% | -0.62% | Trim |
| 12 | JLL | Jones Lang Lasalle Inc | +0.2% | -6.06% | Trim |
| 13 | MAT | Mattel Inc | +0.2% | -8.93% | Trim |
| 14 | NVST | Envista Holdings CORP | +0.2% | -0.28% | Trim |
| 15 | ✓ | +0.2% | +6.23% | Add | |
| 16 | AQN | Algonquin Power & Utilities | +0.1% | -2.60% | Trim |
| 17 | BOKF | Bok Financial Corporation | +0.1% | -1.75% | Trim |
| 18 | MANU | Manchester United plc | +0.1% | +0.59% | Add |
| 19 | KEYS | Keysight Technologies In | +0.1% | -1.51% | Trim |
| 20 | DIS | Walt Disney Co/the | +0.1% | +11.54% | Add |
| 21 | BIO | Bio-rad Laboratories-a | +0.1% | -5.54% | Trim |
| 22 | SLB | Slb LTD | +0.1% | -1.19% | Trim |
| 23 | TAP | Molson Coors Beverage Co - B | 0% | +12.59% | Add |
| 24 | LIND | Lindblad Expeditions Holding | 0% | -7.35% | Trim |
| 25 | FAF | First American Financial | 0% | +5.15% | Add |
| 26 | FDX | Fedex CORP | 0% | -5.88% | Trim |
| 27 | SCHW | Schwab (charles) CORP | 0% | -1.48% | Trim |
| 28 | B | Barrick Mining CORP | 0% | -11.64% | Trim |
| 29 | GILD | Gilead Sciences Inc | 0% | -6.27% | Trim |
| 30 | BAC | Bank Of America CORP | 0% | -4.12% | Trim |
| 31 | BAP | Credicorp Ltd. | 0% | +9.44% | Add |
| 32 | IFS | Intercorp Financial Services Inc. | 0% | +7.74% | Add |
| 33 | HDB | Hdfc Bank Ltd-adr | 0% | +42.33% | Add |
| 34 | PHIN | Phinia Inc | — | -0.01% | Trim |
| 35 | JNJ | Johnson & Johnson | — | -16.57% | Trim |
| 36 | KKR | Kkr & Co Inc | — | +3.70% | Add |
| 37 | SWK | Stanley Black & Decker Inc | — | -1.41% | Trim |
| 38 | MGPI | Mgp Ingredients Inc | — | -2.62% | Trim |
| 39 | LMT | Lockheed Martin CORP | — | -1.11% | Trim |
| 40 | GS | Goldman Sachs Group Inc | — | -0.16% | Trim |
| 41 | KB | Kb Financial Group Inc-adr | — | — | Unchanged |
| 42 | HCKT | Hackett Group Inc/the | — | -1.72% | Trim |
| 43 | CVX | Chevron CORP | — | — | Unchanged |
| 44 | SNA | Snap-on Inc | — | -0.45% | Trim |
| 45 | BWA | Borgwarner Inc | — | — | Unchanged |
| 46 | MSI | Motorola Solutions Inc | — | -0.66% | Trim |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | -9.72% | Trim |
| 48 | BRC | Brady Corporation - Cl A | — | -17.69% | Trim |
| 49 | FICO | Fair Isaac CORP | — | -0.90% | Trim |
| 50 | KSPI | Jsc Kaspi.kz Adr | — | +7.41% | Add |
According to official SEC Form 13F filings, Ariel Investments, LLC reported a total U.S. public equity portfolio value of $10.0B across 108 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSGE, AMG, NCLH) accounted for 16.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
OMC
市值: $87.9M
Top Position Liquidated / Trimmed
APTV
前期市值: $99.2M
During Q4 2025, Ariel Investments, LLC's top holdings by market value included MSGE (4.0%)、AMG (3.7%)、NCLH (3.5%). The largest single position, MSGE, represented 4.0% of total portfolio value.
In Q4 2025, Ariel Investments, LLC made 114 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 70 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.