John Rogers
Ariel Investments · SEC CIK 936753
Patient value; slow and steady wins the race.
Q1 2026
Latest 13F
$16.78B
Filed US book
106
Positions
Largest holdings, as filed
Top 15 of 106 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| MADISON SQUARE GARDEN ENTMT | MSGE | $719.36M | 4.3% |
| ONESPAWORLD HOLDINGS LIMITED | $708.35M | 4.2% | |
| JONES LANG LASALLE INC | JLL | $623.42M | 3.7% |
| AFFILIATED MANAGERS GROUP | AMG | $588.83M | 3.5% |
| SPHERE ENTERTAINMENT CO | SPHR | $578.15M | 3.4% |
| ENVISTA HOLDINGS CORPORATION | NVST | $551.22M | 3.3% |
| NORWEGIAN CRUISE LINE HLDGS | $548.34M | 3.3% | |
| PRESTIGE CONSMR HEALTHCARE I | PBH | $506.68M | 3.0% |
| GENERAC HLDGS INC | GNRC | $505.82M | 3.0% |
| CHARLES RIV LABS INTL INC | CRL | $498.24M | 3.0% |
| LAZARD INC | LAZ | $495.00M | 3.0% |
| FIRST AMERN FINL CORP | FAF | $462.91M | 2.8% |
| MADISON SQUARE GRDN SPRT COR | MSGS | $461.11M | 2.8% |
| COVISTA INC | CVSA | $445.16M | 2.6% |
| CORE LABORATORIES INC | CLB | $442.26M | 2.6% |
Inside the app: the full book for Ariel Investments, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.