Long-term GrowthAs of 2026-03-31
John Rogers
Ariel Investments LLC
Founder of Ariel Investments and the first Black mutual fund manager. Manages $9B using long-term growth investment strategy.
$8.93BAUM
94Holdings
2026-03-31 Summary
2개 종목 신규 매수 (SMG, FITB) · 6개 종목 추가 매수 (RLI, IWN, FDS 등) · 45개 비중 축소 · Top holding: MSGE 4.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
94 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  MSGEMADISON SQUARE GARDEN ENTMT | 4.03% | 6,105,583 | $359.68M | -11.27% | Partial Sell |
| 2 |  OSWONESPAWORLD HOLDINGS LIMITED | 3.96% | 15,432,414 | $354.17M | +10.14% | Added |
| 3 |  JLLJONES LANG LASALLE INC | 3.49% | 1,024,277 | $311.71M | +14.67% | Added |
| 4 |  AMGAFFILIATED MANAGERS GROUP | 3.30% | 1,064,030 | $294.42M | -10.00% | Partial Sell |
| 5 |  SPHRSPHERE ENTERTAINMENT CO | 3.24% | 2,462,309 | $289.08M | -22.29% | Partial Sell |
| 6 |  NVSTENVISTA HOLDINGS CORPORATION | 3.08% | 10,863,592 | $275.61M | -9.25% | Partial Sell |
| 7 |  NCLHNORWEGIAN CRUISE LINE HLDGS | 3.07% | 14,661,579 | $274.17M | +2.16% | Added |
| 8 |  PBHPRESTIGE CONSMR HEALTHCARE I | 2.84% | 4,274,326 | $253.34M | +4.19% | Added |
| 9 |  GNRCGENERAC HLDGS INC | 2.83% | 1,294,787 | $252.91M | -9.07% | Partial Sell |
| 10 |  CRLCHARLES RIV LABS INTL INC | 2.79% | 1,444,183 | $249.12M | +1.15% | Added |
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