Fund HoldingsARIEL INVESTMENTS, LLC

Total Portfolio Value
$8.51B
Total Bought
$764.14M
Total Sold
$875.30M
Net Transaction
-$111.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NORWEGIAN CRUISE LINE HLDG L
SHS
4,003,6399,081,170+5,077,531103,014172,1792.02%+69,165
SCHLUMBERGER LTD(SLB)19,135994,358+975,22373441,5640.49%+40,831
ALGONQUIN PWR UTILS CORP06,952,341+6,952,341035,7350.42%+35,735
BANK AMERICA CORP164,820839,929+675,1097,24435,0500.41%+27,806
CVS HEALTH CORP(CVS)928,6261,020,033+91,40741,68669,1070.81%+27,421
ONESPAWORLD HOLDINGS LIMITED
COM
7,781,02110,713,305+2,932,284154,842179,8762.11%+25,034
ADT INC DEL(ADT)28,580,13627,057,295-1,522,841197,489220,2462.59%+22,758
SMUCKER J M CO(SJM)1,832,8611,881,584+48,723201,835222,7982.62%+20,964
PARAMOUNT GLOBAL14,663,90714,215,254-448,653153,384170,0142.00%+16,630
OWENS CORNING NEW(OC)0112,578+112,578016,0780.19%+16,078
CENTERPOINT ENERGY INC(CNP)1,458,6031,654,590+195,98746,28159,9460.70%+13,664
GILEAD SCIENCES INC(GILD)399,794430,424+30,63036,92948,2290.57%+11,300
VERIZON COMMUNICATIONS INC(VZ)1,352,6921,425,207+72,51554,09464,6470.76%+10,553
WEX INC(WEX)318,272412,247+93,97555,79964,7310.76%+8,932
VANGUARD INTL EQUITY INDEX F074,824+74,82408,6760.10%+8,676
MATTEL INC(MAT)013,858,115+13,858,1150269,2633.16%+269,263
VANGUARD STAR FDS063,386+63,38603,9360.05%+3,936
GCM GROSVENOR INC4,492,8724,429,255-63,61755,12858,5990.69%+3,472
CAPITAL ONE FINL CORP(COF)275,884291,117+15,23349,19652,1970.61%+3,002
ZIMMER BIOMET HOLDINGS INC(ZBH)298,101299,923+1,82231,48833,9450.40%+2,457
INTEL CORP(INTC)987,776957,678-30,09819,80521,7490.26%+1,944
MOLSON COORS BEVERAGE CO(TAP)497,984497,724-26028,54430,2960.36%+1,752
KORN FERRY(KFY)566,567589,145+22,57838,21539,9620.47%+1,747
ALLSTATE CORP(ALL)183,116177,344-5,77235,30336,7230.43%+1,420
CNH INDL N V
SHS
2,257,6092,187,205-70,40425,57926,8590.32%+1,280
BRINKS CO(BCO)1,282,1041,394,284+112,180118,941120,1321.41%+1,191
ZIMVIE INC61,127167,716+106,5898531,8110.02%+959
PRESTIGE CONSMR HEALTHCARE I(PBH)2,762,0232,518,941-243,082215,686216,5532.54%+867
SCHWAB CHARLES CORP(SCHW)580,800558,167-22,63342,98543,6930.51%+708
CHEVRON CORP NEW(CVX)38,82737,763-1,0645,6246,3170.07%+694
JOHNSON & JOHNSON(JNJ)31,16331,16304,5075,1680.06%+661
INTERCORP FINL SVCS INC
SHS
9,09518,521+9,4262676140.01%+347
MOSAIC CO NEW(MOS)141,040141,04003,4673,8090.04%+343
KASPI KZ JSC(KSPI)3,4737,130+3,6573296620.01%+333
BARRICK GOLD CORP252,257217,272-34,9853,9104,2240.05%+314
PROGRESSIVE CORP(PGR)0828+82802340.00%+234
FISERV INC(FISV)4,6814,706+259621,0390.01%+78
BRADY CORP(BRC)3,8403,860+202842730.00%-11
MOTOROLA SOLUTIONS INC(MSI)800805+53703520.00%-17
M & T BK CORP(MTB)2,1942,206+124123940.00%-18
FAIR ISAAC CORP(FICO)236237+14704370.01%-33
HACKETT GROUP INC604,064628,672+24,60818,55718,3700.22%-187
REYNOLDS CONSUMER PRODS INC(REYN)7,4460-7,4462010-201
SENSATA TECHNOLOGIES HLDG PL
SHS
7,8900-7,8902160-216
SIMPSON MFG INC(SSD)107,828111,496+3,66817,88117,5140.21%-367
LOCKHEED MARTIN CORP(LMT)12,71012,71006,1765,6780.07%-499
APA CORPORATION(APA)246,222246,22205,6855,1760.06%-510
PHINIA INC(PHIN)140,232140,240+86,7555,9500.07%-805
D R HORTON INC(DHI)135,049137,621+2,57218,88317,4960.21%-1,387
ISHARES TR46,40440,617-5,7877,6186,1320.07%-1,486
ORACLE CORP(ORCL)41,76338,008-3,7556,9595,3140.06%-1,645
MOHAWK INDS INC(MHK)01,743,574+1,743,5740199,0812.34%+199,081
SNAP ON INC(SNA)40,29234,986-5,30613,67811,7910.14%-1,888
STANLEY BLACK & DECKER INC(SWK)0428,624+428,624032,9530.39%+32,953
KKR & CO INC(KKR)235,092275,025+39,93334,77231,7960.37%-2,977
ADTALEM GLOBAL ED INC(CVSA)2,093,2041,856,878-236,326190,168186,8762.20%-3,291
LABCORP HOLDINGS INC(LH)389,139368,263-20,87689,23785,7101.01%-3,528
BOK FINL CORP(BOKF)1,802,6811,808,295+5,614191,895188,3342.21%-3,561
PHILIP MORRIS INTL INC(PM)173,034108,328-64,70620,82517,1950.20%-3,630
KEYSIGHT TECHNOLOGIES INC(KEYS)287,236281,354-5,88246,13942,1380.50%-4,000
INTERPUBLIC GROUP COS INC05,277,157+5,277,1570143,3281.68%+143,328
WESTERN ALLIANCE BANCORP(WAL)520,020503,607-16,41343,44238,6920.45%-4,750
VANGUARD TAX-MANAGED FDS249,089132,913-116,17611,9116,7560.08%-5,155
MGP INGREDIENTS INC NEW0626,058+626,058018,3940.22%+18,394
FIRST AMERN FINL CORP(FAF)3,993,1553,690,878-302,277249,333242,2322.85%-7,100
AFLAC INC(AFL)304,585219,423-85,16231,50624,3980.29%-7,109
CARMAX INC(KMX)620,743559,149-61,59450,75243,5690.51%-7,183
AXALTA COATING SYS LTD(AXTA)4,213,2124,125,561-87,651144,176136,8451.61%-7,331
APTIV PLC(APTV)879,186769,398-109,78853,17345,7790.54%-7,394
MICROSOFT CORP(MSFT)0123,894+123,894046,5090.55%+46,509
BIO RAD LABS INC560,524724,660+164,136184,138176,4982.07%-7,640
WALGREENS BOOTS ALLIANCE INC907,7480-907,7488,4690-8,469
MASCO CORP(MAS)1,027,939941,986-85,95374,59865,5060.77%-9,092
KB FINL GROUP INC(KB)261,616104,374-157,24214,8865,6480.07%-9,238
ABBVIE INC(ABBV)151,75284,394-67,35826,96617,6820.21%-9,284
CBRE GROUP INC(CBRE)360,823288,349-72,47447,37237,7100.44%-9,662
LITTELFUSE INC(LFUS)298,065305,392+7,32770,23960,0830.71%-10,156
TAIWAN SEMICONDUCTOR MFG LTD(TSM)79,63830,108-49,53015,7284,9980.06%-10,730
CREDICORP LTD(BAP)244,135180,611-63,52444,75533,6230.40%-11,132
JONES LANG LASALLE INC(JLL)01,036,380+1,036,3800256,9293.02%+256,929
NVENT ELECTRIC PLC(NVT)783,145796,665+13,52053,37941,7610.49%-11,618
CORE LABORATORIES INC010,342,025+10,342,0250155,0271.82%+155,027
MIDDLEBY CORP(MIDD)1,198,179990,523-207,656162,293150,5401.77%-11,754
DUN & BRADSTREET HLDGS INC3,843,2203,996,918+153,69847,88735,7320.42%-12,154
BORGWARNER INC1,001,643686,002-315,64131,84219,6540.23%-12,188
JANUS HENDERSON GROUP PLC2,175,6202,148,665-26,95592,52977,6740.91%-14,855
LINDBLAD EXPEDITIONS HLDGS I(LIND)7,336,7227,777,768+441,04687,01472,1000.85%-14,914
MADISON SQUARE GARDEN ENTMT(MSGE)7,604,5437,775,373+170,830270,722254,5662.99%-16,156
LENNAR CORP(LEN)123,9380-123,93816,9010-16,901
KNOWLES CORP(KN)4,483,1984,657,747+174,54989,35070,7980.83%-18,552
GENTEX CORP(GNTX)6,394,7267,082,055+687,329183,720165,0121.94%-18,709
TERADATA CORP DEL(TDC)635,3630-635,36319,7920-19,792
NETAPP INC(NTAP)391,603284,408-107,19545,45724,9820.29%-20,475
KENNAMETAL INC(KMT)07,735,244+7,735,2440164,7611.94%+164,761
GENERAC HLDGS INC(GNRC)01,615,878+1,615,8780204,6512.40%+204,651
ENVISTA HOLDINGS CORPORATION(NVST)12,059,62412,144,745+85,121232,630209,6182.46%-23,012
SPHERE ENTERTAINMENT CO(SPHR)5,744,1926,298,139+553,947231,606206,0752.42%-25,531
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0226,052+226,052063,8730.75%+63,873
AFFILIATED MANAGERS GROUP IN1,423,9271,407,151-16,776263,313236,4442.78%-26,869
BOYD GAMING CORP(BYD)3,186,4003,097,811-88,589231,141203,9292.40%-27,213
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