Long-term GrowthAs of 2026-06-30
John Rogers
Ariel Investments LLC
Founder of Ariel Investments and the first Black mutual fund manager. Manages $9B using long-term growth investment strategy.
$10.03BAUM
95Holdings
2026-06-30 Summary
6개 종목 신규 매수 (HAE, PPL, DT 등) · 6개 종목 추가 매수 (RCL, PGR, MAS 등) · 56개 비중 축소 · Top holding: MSGE 4.3%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy6
HAEHAEMONETICS CORP MASS$154.57M1.5%
PPLPPL CORP$49.07M0.5%
DTDYNATRACE INC$34.62M0.3%
HLIHOULIHAN LOKEY INC$32.80M0.3%
COFCAPITAL ONE FINL CORP$21.73M0.2%
FDXFFEDEX FGHT HLDG CO INC$7.21M<0.1%
Holdings
95 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MSGEMADISON SQUARE GARDEN ENTMT | 4.28% | 5,302,754 | $428.94M | -13.15% | Partial Sell |
| 2 |  OSWONESPAWORLD HOLDINGS LIMITED | 4.19% | 14,888,182 | $420.44M | -3.53% | Partial Sell |
| 3 |  CRLCHARLES RIV LABS INTL INC | 3.41% | 1,506,185 | $341.59M | +4.29% | Added |
| 4 |  AMGAFFILIATED MANAGERS GROUP | 3.37% | 999,676 | $338.29M | -6.05% | Partial Sell |
| 5 |  JLLJONES LANG LASALLE INC | 3.28% | 1,060,265 | $328.63M | +3.51% | Added |
| 6 |  NCLHNORWEGIAN CRUISE LINE HLDGS | 3.25% | 15,430,947 | $325.75M | +5.25% | Added |
| 7 |  GNRCGENERAC HLDGS INC | 2.91% | 997,951 | $292.21M | -22.93% | Partial Sell |
| 8 |  SPHRSPHERE ENTERTAINMENT CO | 2.87% | 1,665,326 | $288.15M | -32.37% | Partial Sell |
| 9 |  MIDDMIDDLEBY CORP | 2.82% | 1,644,006 | $282.79M | +4.41% | Added |
| 10 |  MSGSMADISON SQUARE GRDN SPRT COR | 2.64% | 658,551 | $264.63M | -8.20% | Partial Sell |
FAQ
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