Long-term GrowthAs of 2025-12-31
John Rogers
Ariel Investments LLC
Founder of Ariel Investments and the first Black mutual fund manager. Manages $9B using long-term growth investment strategy.
$9.26BAUM
97Holdings
2025-12-31 Summary
6개 종목 신규 매수 (OMC, XRAY, BMY 등) · 6개 종목 추가 매수 (ZBRA, INTC, CVSA 등) · 63개 비중 축소 · Top holding: MSGE 4.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준New Buy6
OMCOMNICOM GROUP INC$87.88M0.9%
XRAYDENTSPLY SIRONA INC$60.29M0.7%
BMYBRISTOL-MYERS SQUIBB CO$39.52M0.4%
WBSWEBSTER FINL CORP$36.44M0.4%
FDSFACTSET RESH SYS INC$36.40M0.4%
HPEHEWLETT PACKARD ENTERPRISE C$31.74M0.3%
Holdings
97 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MSGEMADISON SQUARE GARDEN ENTMT | 4.07% | 6,881,315 | $370.83M | -11.07% | Partial Sell |
| 2 |  AMGAFFILIATED MANAGERS GROUP IN | 3.74% | 1,182,223 | $340.81M | -6.46% | Partial Sell |
| 3 |  NCLHNORWEGIAN CRUISE LINE HLDG L | 3.52% | 14,351,367 | $320.32M | +18.76% | Added |
| 4 |  SPHRSPHERE ENTERTAINMENT CO | 3.31% | 3,168,534 | $301.26M | -47.14% | Partial Sell |
| 5 |  JLLJONES LANG LASALLE INC | 3.30% | 893,230 | $300.55M | -6.06% | Partial Sell |
| 6 |  OSWONESPAWORLD HOLDINGS LIMITED | 3.19% | 14,011,310 | $290.59M | +6.23% | Added |
| 7 |  CRLCHARLES RIV LABS INTL INC | 3.13% | 1,427,771 | $284.81M | -4.18% | Partial Sell |
| 8 |  NVSTENVISTA HOLDINGS CORPORATION | 2.85% | 11,970,544 | $259.88M | -0.28% | Partial Sell |
| 9 |  LAZLAZARD INC | 2.82% | 5,296,822 | $257.21M | +0.97% | Added |
| 10 |  PBHPRESTIGE CONSMR HEALTHCARE I | 2.78% | 4,102,497 | $253.08M | +14.12% | Added |
FAQ
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