Fund HoldingsARIEL INVESTMENTS, LLC

Total Portfolio Value
$8.82B
Total Bought
$1.01B
Total Sold
$924.60M
Net Transaction
+$85.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPHERE ENTERTAINMENT CO(SPHR)6,298,1397,100,237+802,098206,075296,7903.36%+90,715
ONESPAWORLD HOLDINGS LIMITED
COM
10,713,30513,213,156+2,499,851179,876269,4163.05%+89,540
NORWEGIAN CRUISE LINE HLDG L
SHS
9,081,17012,369,377+3,288,207172,179250,8512.84%+78,672
MADISON SQUARE GARDEN ENTMT(MSGE)7,775,3737,896,008+120,635254,566315,6033.58%+61,038
MICROSOFT CORP(MSFT)123,894213,138+89,24446,509106,0171.20%+59,508
GENERAC HLDGS INC(GNRC)1,615,8781,804,595+188,717204,651258,4362.93%+53,785
FIRST SOLAR INC(FSLR)0307,292+307,292050,8690.58%+50,869
CHARLES RIV LABS INTL INC(CRL)01,415,348+1,415,3480214,7512.43%+214,751
APTIV PLC(APTV)769,3981,386,513+617,11545,77994,5881.07%+48,809
MANCHESTER UTD PLC NEW
ORD CL A
09,024,434+9,024,4340160,7251.82%+160,725
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)226,052339,069+113,01763,873104,5551.19%+40,682
ALGONQUIN PWR UTILS CORP6,952,34113,112,831+6,160,49035,73575,1370.85%+39,401
LAZARD INC(LAZ)05,753,997+5,753,9970276,0773.13%+276,077
ENVISTA HOLDINGS CORPORATION(NVST)12,144,74512,355,666+210,921209,618241,4302.74%+31,811
CARLYLE GROUP INC(CG)04,705,544+4,705,5440241,8652.74%+241,865
FISERV INC(FISV)4,706182,786+178,0801,03931,5140.36%+30,475
AFFILIATED MANAGERS GROUP IN1,407,1511,355,075-52,076236,444266,6383.02%+30,195
NVENT ELECTRIC PLC(NVT)796,665934,041+137,37641,76168,4190.78%+26,657
RESIDEO TECHNOLOGIES INC(REZI)08,956,209+8,956,2090197,5742.24%+197,574
DISNEY WALT CO(DIS)0172,170+172,170021,3510.24%+21,351
BIO RAD LABS INC724,660818,624+93,964176,498197,5502.24%+21,052
GOLDMAN SACHS GROUP INC(GS)036,538+36,538025,8600.29%+25,860
BOYD GAMING CORP(BYD)3,097,8112,834,739-263,072203,929221,7622.51%+17,833
NETAPP INC(NTAP)284,408344,734+60,32624,98236,7310.42%+11,749
CVS HEALTH CORP(CVS)1,020,0331,164,574+144,54169,10780,3320.91%+11,225
MATTEL INC(MAT)13,858,11514,220,786+362,671269,263280,4343.18%+11,171
KNOWLES CORP(KN)4,657,7474,643,564-14,18370,79881,8200.93%+11,022
LABCORP HOLDINGS INC(LH)368,263365,398-2,86585,71095,9211.09%+10,211
INTEL CORP(INTC)957,6781,410,999+453,32121,74931,6060.36%+9,858
KKR & CO INC(KKR)275,025302,109+27,08431,79640,1900.46%+8,394
LINDBLAD EXPEDITIONS HLDGS I(LIND)7,777,7686,892,053-885,71572,10080,4300.91%+8,330
VANGUARD TAX-MANAGED FDS132,913245,539+112,6266,75613,9980.16%+7,242
LITTELFUSE INC(LFUS)305,392294,001-11,39160,08366,6590.76%+6,576
BARRICK MNG CORP(B)0244,597+244,59705,0930.06%+5,093
BRINKS CO(BCO)1,394,2841,383,454-10,830120,132123,5291.40%+3,397
OWENS CORNING NEW(OC)112,578140,449+27,87116,07819,3150.22%+3,236
MGP INGREDIENTS INC NEW626,058719,144+93,08618,39421,5530.24%+3,159
KORN FERRY(KFY)589,145571,576-17,56939,96241,9140.48%+1,952
TAIWAN SEMICONDUCTOR MFG LTD(TSM)30,10830,031-774,9986,8020.08%+1,804
ORACLE CORP(ORCL)38,00831,885-6,1235,3146,9710.08%+1,657
MOSAIC CO NEW(MOS)141,040148,340+7,3003,8095,4110.06%+1,602
JANUS HENDERSON GROUP PLC2,148,6652,036,989-111,67677,67479,1170.90%+1,442
D R HORTON INC(DHI)137,621144,643+7,02217,49618,6470.21%+1,152
KEYSIGHT TECHNOLOGIES INC(KEYS)281,354262,761-18,59342,13843,0560.49%+918
INTERCORP FINL SVCS INC
SHS
18,52128,734+10,2136141,0960.01%+482
M & T BK CORP(MTB)2,2064,294+2,0883948330.01%+439
APA CORPORATION(APA)246,222299,492+53,2705,1765,4780.06%+302
PHINIA INC(PHIN)140,240140,160-805,9506,2360.07%+285
KASPI KZ JSC(KSPI)7,13011,009+3,8796629350.01%+273
LOCKHEED MARTIN CORP(LMT)12,71012,71005,6785,8870.07%+209
ZIMVIE INC167,716206,401+38,6851,8111,9300.02%+119
BRADY CORP(BRC)3,8603,660-2002732490.00%-24
PROGRESSIVE CORP(PGR)828785-432342090.00%-25
FAIR ISAAC CORP(FICO)237224-134374090.00%-28
MOTOROLA SOLUTIONS INC(MSI)805764-413523210.00%-31
JONES LANG LASALLE INC(JLL)1,036,3801,004,090-32,290256,929256,8262.91%-103
JOHNSON & JOHNSON(JNJ)31,16331,16305,1684,7600.05%-408
SIMPSON MFG INC(SSD)111,496108,613-2,88317,51416,8690.19%-645
CREDICORP LTD(BAP)180,611147,208-33,40333,62332,9040.37%-719
CHEVRON CORP NEW(CVX)37,76337,76306,3175,4070.06%-910
VAIL RESORTS INC(MTN)0119,332+119,332018,7510.21%+18,751
KB FINL GROUP INC(KB)104,37452,122-52,2525,6484,3050.05%-1,343
SNAP ON INC(SNA)34,98633,005-1,98111,79110,2700.12%-1,520
AFLAC INC(AFL)219,423216,615-2,80824,39822,8440.26%-1,553
ISHARES TR40,61721,467-19,1506,1323,3870.04%-2,746
GENTEX CORP(GNTX)7,082,0557,359,272+277,217165,012161,8301.83%-3,181
VANGUARD STAR FDS63,3860-63,3863,9360-3,936
STANLEY BLACK & DECKER INC(SWK)428,624424,573-4,05132,95328,7650.33%-4,188
BARRICK GOLD CORP217,2720-217,2724,2240-4,224
VANGUARD INTL EQUITY INDEX F74,82433,476-41,3488,6764,3020.05%-4,374
MADISON SQUARE GRDN SPRT COR(MSGS)0757,837+757,8370158,3501.79%+158,350
CBRE GROUP INC(CBRE)288,349233,336-55,01337,71032,6950.37%-5,015
HACKETT GROUP INC628,672523,231-105,44118,37013,3010.15%-5,069
CORE LABORATORIES INC10,342,02512,976,463+2,634,438155,027149,4891.69%-5,538
SCHLUMBERGER LTD(SLB)994,3581,059,263+64,90541,56435,8030.41%-5,761
WEX INC(WEX)412,247401,086-11,16164,73158,9160.67%-5,816
CARMAX INC(KMX)559,149552,977-6,17243,56937,1660.42%-6,403
SCHWAB CHARLES CORP(SCHW)558,167406,048-152,11943,69337,0480.42%-6,645
GCM GROSVENOR INC4,429,2554,452,562+23,30758,59951,4720.58%-7,127
GILEAD SCIENCES INC(GILD)430,424368,861-61,56348,22940,8960.46%-7,333
MOLSON COORS BEVERAGE CO(TAP)497,724467,331-30,39330,29622,4740.25%-7,823
PARAMOUNT GLOBAL14,215,25412,363,100-1,852,154170,014159,4841.81%-10,530
ZIMMER BIOMET HOLDINGS INC(ZBH)299,923253,190-46,73333,94523,0930.26%-10,852
ADTALEM GLOBAL ED INC(CVSA)1,856,8781,375,687-481,191186,876175,0291.98%-11,848
CAPITAL ONE FINL CORP(COF)291,117188,311-102,80652,19740,0650.45%-12,132
BANK AMERICA CORP839,929477,903-362,02635,05022,6140.26%-12,436
ALLSTATE CORP(ALL)177,344118,737-58,60736,72323,9030.27%-12,820
BOK FINL CORP(BOKF)1,808,2951,789,772-18,523188,334174,7351.98%-13,598
VERIZON COMMUNICATIONS INC(VZ)1,425,2071,171,161-254,04664,64750,6760.57%-13,971
MIDDLEBY CORP(MIDD)990,523934,607-55,916150,540134,5831.53%-15,956
PHILIP MORRIS INTL INC(PM)108,3280-108,32817,1950-17,195
LESLIES INC060,903,406+60,903,406025,5730.29%+25,573
BORGWARNER INC686,00264,987-621,01519,6542,1760.02%-17,478
ABBVIE INC(ABBV)84,3940-84,39417,6820-17,682
WESTERN ALLIANCE BANCORP(WAL)503,607259,369-244,23838,69220,2260.23%-18,467
NORTHERN TR CORP(NTRS)01,376,364+1,376,3640174,5091.98%+174,509
AXALTA COATING SYS LTD(AXTA)4,125,5613,981,974-143,587136,845118,2251.34%-18,620
MOHAWK INDS INC(MHK)1,743,5741,716,569-27,005199,081179,9652.04%-19,116
ADT INC DEL(ADT)27,057,29523,244,598-3,812,697220,246196,8822.23%-23,365
CNH INDL N V
SHS
2,187,2050-2,187,20526,8590-26,859
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