Equal-WT
WhaleScore 2.0
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ARIEL INVESTMENTS, LLC
CHICAGO IL
Investment Advisor
Hedge Fund
Ariel Investments is managed by founder John W. Rogers Jr.Whalewisdom has at least 103 13F filings, and 982 13G filings Their last reported 13F filing for Q4 2024 included $9,371,514,536 in managed 13F securities
and a top 10 holdings concentration of 27.17%. Ariel Investments's largest holding is Lazard Inc with shares held of 5,598,215.
Investment Strategy
Ariel's investment strategies are rooted in a contrarian philosophy, emphasizing four key tenets: Active Patience, Focused Expertise, Independent Thinking, and Bold Teamwork. They believe in taking a long-term view and using the market's short-term focus to identify undervalued companies. They leverage decades of accumulated knowledge within their core competencies to make investment decisions, focusing on their convictions rather than benchmarks.
Ariel offers specific equity investment strategies, including the Ariel Global Concentrated Strategy. This strategy aims for long-term capital appreciation and high relative returns compared to its benchmark over a full market cycle. It primarily invests in equity securities of both U.S. and non-U.S. companies, with a highly concentrated portfolio of 10-30 stocks. The strategy is permitted to invest in companies of any size, but typically avoids those with market capitalizations below $3 billion.
Owners
- BOBRINSKOY, CHARLES, KELLOGG - VICE CHAIRMAN
- MALLARI-D'AURIA, HENRY, S - EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER, GLOBAL & EMERGING MARKETS EQUITIES
- HOBSON LUCAS, MELLODY, LOUISE - CO-CEO, PRESIDENT AND DIRECTOR
- FIDLER, TIMOTHY, ROBERT - EXECUTIVE VICE PRESIDENT, DIRECTOR OF RESEARCH
- WOLFF, PAULA - DIRECTOR
- ARIEL CAPITAL MANAGEMENT HOLDINGS, INC. - OWNER
- KUHRT, KENNETH, EDWIN - EXECUTIVE VICE PRESIDENT
- MERCHANT, FAZAL, FAROOK - DIRECTOR
- FOX, WENDY, DEVORAH - SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
- RODRIGUEZ-AYALA, EMMA, LEONOR - EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL & SECRETARY
- CALDERON, CARLOS, ESTUARDO - SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER
- CREMERS, KLAAS, JAN, MARTIJN - DIRECTOR
- DUNCAN, ARNE, STARKEY - DIRECTOR
- JARRETT, VALERIE, BOWMAN - DIRECTOR
- TOOKES, HEATHER, ELISE - DIRECTOR
- ROGERS, JOHN, WASHINGTON - CHAIRMAN, CO-CEO, CHIEF INVESTMENT OFFICER AND DIRECTOR
- ROMERO, ANTHONY, DAVID - DIRECTOR
- SMITH, JUDY, ARLINE - DIRECTOR Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BIO Bio-Rad Laboratories | 0.67% |
| CNP CenterPoint Energy I | 0.49% |
| BYD Boyd Gaming Corp | 0.36% |
| CRL Charles River Labora | 0.3% |
| ABBV AbbVie Inc | 0.29% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| RCL Royal Caribbean Crui | 0.76% |
| MHK Mohawk Industries In | 0.65% |
| GNRC Generac Holdings Inc | 0.5% |
| MSFT Microsoft Corporatio | 0.38% |
| JLL Jones Lang Lasalle I | 0.36% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| LAZ Lazard Inc | 3.08% |
| MSGE Madison Square Garde | 2.89% |
| JLL Jones Lang Lasalle I | 2.86% |
| AMG Affiliated Managers | 2.81% |
| MAT Mattel Inc | 2.8% |
2024-12-31
13F Activity
| Market Value | $9.37b, Prior: $9.79b |
| Inflows (Outflows) as % of Total MV | (-3.4215)% |
| New Purchases | 5 stocks |
| Added To | 31 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 70 stocks |
| Top 10 Holdings % | 27.17% |
| Turnover %[1] | 8.7% |
| Turnover Alt %[2] | 4.37% |
| Time Held Top 20 | 10.8 quarters |
| Time Held Top 10 | 4.2 quarters |
| Time Held All | 29.65 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31