Fund HoldingsARIEL INVESTMENTS, LLC

Total Portfolio Value
$10.03B
Total Bought
$1.23B
Total Sold
$798.59M
Net Transaction
+$427.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HAEMONETICS CORP MASS(HAE)02,060,966+2,060,9660154,5721.54%+154,572
MASCO CORP(MAS)523,4291,635,096+1,111,66731,599133,0481.33%+101,448
RLI CORP(RLI)872,0332,519,527+1,647,49449,741148,8281.48%+99,088
CHARLES RIV LABS INTL INC(CRL)1,444,1831,506,185+62,002249,122341,5883.41%+92,466
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)777,363922,998+145,635162,531242,9882.42%+80,457
MIDDLEBY CORP(MIDD)1,574,5301,644,006+69,476208,751282,7852.82%+74,034
MADISON SQUARE GARDEN ENTMT(MSGE)6,105,5835,302,754-802,829359,680428,9404.28%+69,260
ONESPAWORLD HOLDINGS LIMITED
COM
15,432,41414,888,182-544,232354,174420,4424.19%+66,268
MANCHESTER UTD PLC NEW
ORD CL A
9,050,3879,258,276+207,889152,228212,2922.12%+60,065
NORWEGIAN CRUISE LINE HLDGS
SHS
14,661,57915,430,947+769,368274,172325,7473.25%+51,576
PPL CORP(PPL)01,349,987+1,349,987049,0720.49%+49,072
AFFILIATED MANAGERS GROUP1,064,030999,676-64,354294,417338,2903.37%+43,873
MOHAWK INDS INC(MHK)1,744,6781,756,773+12,095171,781213,1492.13%+41,368
GENERAC HLDGS INC(GNRC)1,294,787997,951-296,836252,911292,2102.91%+39,299
SCOTTS MIRACLE-GRO CO(SMG)962,6421,410,981+448,33958,53896,1020.96%+37,564
DYNATRACE INC(DT)0788,488+788,488034,6230.35%+34,623
MADISON SQUARE GRDN SPRT COR(MSGS)717,341658,551-58,790230,553264,6322.64%+34,079
HOULIHAN LOKEY INC(HLI)0244,520+244,520032,7970.33%+32,797
GENTEX CORP(GNTX)8,342,4028,309,786-32,616182,281209,9882.09%+27,707
CVS HEALTH CORP(CVS)702,151730,110+27,95950,42875,5300.75%+25,101
SMUCKER J M CO(SJM)1,860,4591,798,871-61,588179,423202,3732.02%+22,950
AXALTA COATING SYS LTD(AXTA)3,466,9603,462,010-4,95096,035118,4701.18%+22,435
CAPITAL ONE FINL CORP(COF)0108,339+108,339021,7350.22%+21,735
LESLIES INC(LESL)2,882,9942,416,405-466,5893,22924,5270.24%+21,298
ROYAL CARIBBEAN GROUP
COM
1,74067,173+65,43347921,3290.21%+20,851
BIO RAD LABS INC785,961816,751+30,790219,087239,8062.39%+20,720
LINDBLAD EXPEDITIONS HLDGS I(LIND)3,439,0632,762,484-676,57959,49678,0130.78%+18,517
JONES LANG LASALLE INC(JLL)1,024,2771,060,265+35,988311,708328,6293.28%+16,921
MATTEL INC(MAT)13,567,08315,415,955+1,848,872197,130213,9732.13%+16,844
BOK FINL CORP(BOKF)1,649,8831,627,416-22,467211,284226,0162.25%+14,732
PROGRESSIVE CORP(PGR)1,01058,906+57,89620012,8680.13%+12,668
INTEL CORP(INTC)1,455,291548,831-906,46064,22276,6330.76%+12,411
GCM GROSVENOR INC4,396,4034,415,839+19,43643,08554,3150.54%+11,230
DENTSPLY SIRONA INC(XRAY)6,386,8158,026,107+1,639,29274,08785,1570.85%+11,070
CBRE GROUP INC(CBRE)263,149343,527+80,37835,64646,2700.46%+10,623
SCHWAB CHARLES CORP(SCHW)402,927525,299+122,37237,86748,4690.48%+10,602
NORTHERN TR CORP(NTRS)1,141,118972,340-168,778159,266169,0321.69%+9,766
FEDEX FGHT HLDG CO INC047,734+47,73407,2080.07%+7,208
BOYD GAMING CORP(BYD)2,274,4182,182,342-92,076186,912192,7661.92%+5,855
VANGUARD TAX-MANAGED FDS075,980+75,98005,4140.05%+5,414
SIMPSON MFG INC(SSD)91,75099,589+7,83915,74620,8490.21%+5,103
FACTSET RESH SYS INC(FDS)225,047234,096+9,04948,83353,8610.54%+5,028
FIFTH THIRD BANCORP(FITB)567,418554,673-12,74526,36231,2670.31%+4,905
M & T BK CORP(MTB)177,635174,574-3,06136,72141,5500.41%+4,830
ISHARES TR65,45576,697+11,24212,41016,9650.17%+4,556
FIRST SOLAR INC(FSLR)271,480242,450-29,03053,55257,2090.57%+3,656
LABCORP HOLDINGS INC(LH)354,019349,112-4,90794,45697,7510.97%+3,296
BANK OF AMER CORP512,111492,572-19,53924,96528,0670.28%+3,101
TAIWAN SEMICONDUCTOR MANUFAC(TSM)16,09217,838+1,7465,4388,5190.08%+3,081
VANGUARD INTL EQUITY INDEX F9,96427,941+17,9771,3784,3850.04%+3,007
FISERV INC(FISV)432,559545,115+112,55624,13726,7380.27%+2,601
OMNICOM GROUP INC(OMC)1,104,9451,174,452+69,50783,21385,5350.85%+2,322
AFLAC INC(AFL)239,266236,216-3,05026,25027,6960.28%+1,446
LITTELFUSE INC(LFUS)215,427163,376-52,05173,10574,3900.74%+1,285
KORN FERRY(KFY)463,417450,116-13,30129,17229,9690.30%+797
COLUMBIA ETF TR II
EM CORE EX ETF
8,46616,671+8,2053458820.01%+536
VAIL RESORTS INC(MTN)112,309109,130-3,17914,41114,8580.15%+447
KASPI KZ JSC(KSPI)22,72423,614+8901,6832,0460.02%+363
PHINIA INC(PHIN)132,555113,193-19,3629,0729,3240.09%+252
ISHARES TR0895+89502170.00%+217
BORGWARNER INC64,98755,049-9,9383,5263,6550.04%+129
BRADY CORP(BRC)2,7642,747-172252520.00%+27
FAIR ISAAC CORP(FICO)204203-12182430.00%+25
ISHARES TR1,1451,14501671880.00%+22
HDFC BANK LTD(HDB)14,07214,07203503630.00%+13
GALLAGHER ARTHUR J & CO(AJG)19,76418,597-1,1674,2804,2690.04%-11
ZIMMER BIOMET HOLDINGS INC(ZBH)3,0142,999-152732580.00%-14
MOTOROLA SOLUTIONS INC(MSI)696692-43022870.00%-15
SNAP ON INC(SNA)32,60828,940-3,66811,84411,6450.12%-198
CENTERPOINT ENERGY INC(CNP)476,867460,132-16,73520,58220,2640.20%-317
VANGUARD STAR FDS4,6850-4,6853610-361
ORACLE CORP(ORCL)16,36713,730-2,6372,4082,0120.02%-396
VANGUARD INTL EQUITY INDEX F20,24510,065-10,1801,0946010.01%-493
MGP INGREDIENTS INC NEW(MGPI)628,860610,729-18,13111,56510,7000.11%-865
SPHERE ENTERTAINMENT CO(SPHR)2,462,3091,665,326-796,983289,075288,1512.87%-924
JOHNSON & JOHNSON(JNJ)40,55335,393-5,1609,9138,9890.09%-924
CARLYLE GROUP INC(CG)3,981,7574,548,683+566,926192,677191,5451.91%-1,132
MOSAIC CO(MOS)148,341123,607-24,7343,7832,6190.03%-1,163
BARRICK MNG CORP(B)207,277194,488-12,7898,4557,1440.07%-1,311
COVISTA INC(CVSA)1,931,2841,771,844-159,440222,580220,8782.20%-1,702
KKR & CO INC(KKR)439,405424,241-15,16440,64538,9370.39%-1,708
DISNEY WALT CO(DIS)654,369635,446-18,92363,06861,1620.61%-1,906
KB FINL GROUP INC(KB)49,96126,798-23,1634,9832,8130.03%-2,170
LOCKHEED MARTIN CORP(LMT)13,11411,045-2,0697,9265,6270.06%-2,299
INTERCORP FINL SVCS INC
SHS
46,4650-46,4652,3330-2,333
CREDICORP LTD(BAP)7,5850-7,5852,5730-2,573
CHEVRON CORPORATION(CVX)41,49934,626-6,8738,5865,7400.06%-2,847
KNOWLES CORP(KN)3,818,8622,284,673-1,534,18998,06894,7680.94%-3,300
AT&T INC(T)1,489,1471,924,404+435,25743,17039,8350.40%-3,335
APA CORPORATION(APA)222,147186,521-35,6269,4286,0750.06%-3,353
GILEAD SCIENCES INC(GILD)202,271195,657-6,61428,19124,7190.25%-3,471
BRISTOL-MYERS SQUIBB CO(BMY)721,731696,430-25,30143,77340,1280.40%-3,645
WEX INC(WEX)337,724331,383-6,34151,68546,7550.47%-4,930
CARMAX INC(KMX)561,947346,538-215,40923,36618,3280.18%-5,037
FEDEX CORP(FDX)98,91895,476-3,44235,23329,8960.30%-5,336
HACKETT GROUP INC(HCKT)425,5680-425,5685,5370-5,537
HEWLETT PACKARD ENTERPRISE C(HPE)1,659,398751,355-908,04339,51033,8940.34%-5,617
LAZARD INC(LAZ)5,826,2895,755,404-70,885247,501241,3822.41%-6,119
KEYSIGHT TECHNOLOGIES INC(KEYS)204,324145,711-58,61357,69551,0090.51%-6,686
SLB LIMITED(SLB)1,237,3991,163,320-74,07963,59054,0830.54%-9,507
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