Fund HoldingsARIEL INVESTMENTS, LLC

Total Portfolio Value
$9.79B
Total Bought
$3.11B
Total Sold
$3.10B
Net Transaction
+$13.80M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MADISON SQUARE GARDEN ENTMT(MSGE)06,639,886+6,639,8860282,3942.88%+282,394
SPHERE ENTERTAINMENT CO(SPHR)05,350,142+5,350,1420236,3692.41%+236,369
CHECK POINT SOFTWARE TECH LT
ORD
01,199,701+1,199,7010231,3142.36%+231,314
SMUCKER J M CO(SJM)01,631,285+1,631,2850197,5492.02%+197,549
BOK FINL CORP(BOKF)01,859,790+1,859,7900194,5711.99%+194,571
MADISON SQUARE GRDN SPRT COR(MSGS)0918,054+918,0540191,1941.95%+191,194
PARAMOUNT GLOBAL014,203,368+14,203,3680150,8401.54%+150,840
MANCHESTER UTD PLC NEW
ORD CL A
08,304,525+8,304,5250134,3671.37%+134,367
BIO RAD LABS INC0378,695+378,6950126,7041.29%+126,704
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0295,961+295,9610109,6001.12%+109,600
NORWEGIAN CRUISE LINE HLDG L
SHS
05,319,408+5,319,4080109,1011.11%+109,101
MIDDLEBY CORP(MIDD)510,1271,126,148+616,02162,547156,6811.60%+94,134
LABCORP HOLDINGS INC(LH)0410,720+410,720091,7880.94%+91,788
JANUS HENDERSON GROUP PLC02,183,054+2,183,054083,1090.85%+83,109
LAZARD INC(LAZ)06,150,868+6,150,8680309,8813.16%+309,881
APTIV PLC(APTV)0959,944+959,944069,1260.71%+69,126
MOHAWK INDS INC(MHK)01,704,501+1,704,5010273,8792.80%+273,879
NVENT ELECTRIC PLC(NVT)0938,936+938,936065,9700.67%+65,970
ENVISTA HOLDINGS CORPORATION(NVST)011,359,999+11,359,9990224,4742.29%+224,474
CBRE GROUP INC(CBRE)0415,508+415,508051,7220.53%+51,722
GCM GROSVENOR INC04,540,686+4,540,686051,4010.52%+51,401
KORN FERRY(KFY)0617,727+617,727046,4780.47%+46,478
FIRST AMERN FINL CORP(FAF)03,633,378+3,633,3780239,8392.45%+239,839
JONES LANG LASALLE INC(JLL)1,326,0741,168,681-157,393272,216315,3223.22%+43,105
MATTEL INC(MAT)014,808,162+14,808,1620282,0952.88%+282,095
BAIDU INC0375,111+375,111039,4950.40%+39,495
BOYD GAMING CORP(BYD)3,031,6913,185,137+153,446167,046205,9192.10%+38,873
AFFILIATED MANAGERS GROUP IN1,442,8171,452,161+9,344225,411258,1942.64%+32,783
GENERAC HLDGS INC(GNRC)1,928,2501,804,549-123,701254,953286,7072.93%+31,754
WESTERN ALLIANCE BANCORP(WAL)0363,305+363,305031,4220.32%+31,422
WEX INC(WEX)0149,440+149,440031,3420.32%+31,342
MOLSON COORS BEVERAGE CO(TAP)0526,727+526,727030,2970.31%+30,297
CNH INDL N V
SHS
02,350,751+2,350,751026,0930.27%+26,093
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0141,832+141,832024,6320.25%+24,632
LENNAR CORP(LEN)0129,056+129,056024,1950.25%+24,195
CARLYLE GROUP INC(CG)05,088,397+5,088,3970219,1062.24%+219,106
KB FINL GROUP INC(KB)0300,466+300,466018,5540.19%+18,554
COMERICA INC0304,481+304,481018,2410.19%+18,241
JD.COM INC(JD)0441,693+441,693017,6680.18%+17,668
INTERPUBLIC GROUP COS INC5,710,4485,704,553-5,895166,117180,4351.84%+14,318
STANLEY BLACK & DECKER INC(SWK)547,494527,143-20,35143,73958,0540.59%+14,315
MASCO CORP(MAS)1,093,2021,031,723-61,47972,88486,6030.88%+13,719
KENNAMETAL INC(KMT)08,313,682+8,313,6820215,5742.20%+215,574
ALLSTATE CORP(ALL)240,042260,665+20,62338,32549,4350.50%+11,110
BORGWARNER INC926,1711,064,195+138,02429,86038,6200.39%+8,760
DUN & BRADSTREET HLDGS INC4,192,4493,946,422-246,02738,82245,4230.46%+6,601
KEYSIGHT TECHNOLOGIES INC(KEYS)297,978297,922-5640,74847,3490.48%+6,600
PHINIA INC(PHIN)0142,897+142,89706,5780.07%+6,578
AXALTA COATING SYS LTD(AXTA)4,406,9644,334,088-72,876150,586156,8511.60%+6,265
NORTHERN TR CORP(NTRS)2,644,2052,527,467-116,738222,060227,5482.32%+5,488
PRESTIGE CONSMR HEALTHCARE I(PBH)2,835,2032,782,840-52,363195,204200,6432.05%+5,439
ONESPAWORLD HOLDINGS LIMITED
COM
9,814,6309,466,369-348,261150,851156,2901.60%+5,439
MGP INGREDIENTS INC NEW515,796509,442-6,35438,37542,4110.43%+4,036
D R HORTON INC(DHI)165,626140,628-24,99823,34226,8280.27%+3,486
CARMAX INC(KMX)710,003709,722-28152,07254,9180.56%+2,847
ISHARES TR015,273+15,27302,5480.03%+2,548
KKR & CO INC(KKR)321,348277,788-43,56033,81936,2740.37%+2,455
HACKETT GROUP INC660,355620,088-40,26714,34316,2900.17%+1,947
BRINKS CO(BCO)01,141,209+1,141,2090131,9691.35%+131,969
LOCKHEED MARTIN CORP(LMT)13,19612,941-2556,1647,5650.08%+1,401
SNAP ON INC(SNA)40,97641,393+41710,71111,9920.12%+1,281
ORACLE CORP(ORCL)60,42055,244-5,1768,5319,4140.10%+882
BARRICK GOLD CORP252,257252,25704,2085,0170.05%+810
JOHNSON & JOHNSON(JNJ)23,56325,070+1,5073,4444,0630.04%+619
CHEVRON CORP NEW(CVX)32,60138,827+6,2265,0995,7180.06%+619
RESIDEO TECHNOLOGIES INC(REZI)09,341,132+9,341,1320188,1301.92%+188,130
TELEFONICA BRASIL SA(VIV)046,515+46,51504780.00%+478
SCHWAB CHARLES CORP(SCHW)583,935669,991+86,05643,03043,4220.44%+392
MOTOROLA SOLUTIONS INC(MSI)0753+75303390.00%+339
SENSATA TECHNOLOGIES HLDG PL
SHS
08,133+8,13302920.00%+292
BRADY CORP(BRC)03,620+3,62002770.00%+277
KASPI KZ JSC(KSPI)02,210+2,21002340.00%+234
FISERV INC(FISV)4,6424,541-1016928160.01%+124
LITTELFUSE INC(LFUS)328,921317,271-11,65084,06984,1560.86%+87
REYNOLDS CONSUMER PRODS INC(REYN)7,1757,020-1552012180.00%+18
PROGRESSIVE CORP(PGR)1,046869-1772172210.00%+3
FAIR ISAAC CORP(FICO)338257-815034990.01%-4
M & T BK CORP(MTB)2,6532,068-5854023680.00%-33
MOSAIC CO NEW(MOS)132,678141,040+8,3623,8343,7770.04%-57
BANK AMERICA CORP171,684169,359-2,3256,8286,7200.07%-108
ZIMMER BIOMET HOLDINGS INC(ZBH)297,401297,254-14732,27732,0890.33%-188
Patterson Cos Inc9,0250-9,0252180-218
Kaspi.KZ JSC(KSPI)2,2100-2,2102850-285
APA CORPORATION(APA)209,848240,632+30,7846,1785,8860.06%-292
Sensata Technologies Holding PLC
SHS
8,3130-8,3133110-311
Motorola Solutions Inc(MSI)9330-9333600-360
ZIMVIE INC80,46561,127-19,3381,4689700.01%-498
CVS HEALTH CORP(CVS)669,084616,807-52,27739,51638,7850.40%-731
iShares Russell 2000 Value ETF6,2990-6,2999590-959
NOV INC(NOV)2,117,8432,454,416+336,57340,26039,1970.40%-1,063
VAIL RESORTS INC(MTN)247,095244,318-2,77744,50942,5820.43%-1,927
Telefonica Brasil SA(VIV)311,5800-311,5802,5580-2,558
ROYAL CARIBBEAN GROUP
COM
1,184,2491,041,839-142,410188,805184,7811.89%-4,024
Western Union Co/The(WU)340,1280-340,1284,1560-4,156
KNOWLES CORP(KN)5,092,0494,633,707-458,34287,88983,5460.85%-4,343
Vanguard Total International Stock ETF79,6370-79,6374,8020-4,802
GILEAD SCIENCES INC(GILD)0237,048+237,048019,8740.20%+19,874
SIMPSON MFG INC(SSD)0110,291+110,291021,0950.22%+21,095
Phinia Inc(PHIN)144,4340-144,4345,6850-5,685
AFLAC INC(AFL)516,974361,402-155,57246,17140,4050.41%-5,766
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