Fund Holdings — ARIEL INVESTMENTS, LLC

Total Portfolio Value
$9.35B
Total Bought
$489.76M
Total Sold
$1.13B
Net Transaction
-$644.89M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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RESIDEO TECHNOLOGIES INC(REZI)8,956,2096,697,864-2,258,345197,574289,2143.09%+91,640
SPHERE ENTERTAINMENT CO(SPHR)7,100,2375,994,239-1,105,998296,790372,3623.98%+75,572
PARAMOUNT SKYDANCE CORP(PSKY)03,000,464+3,000,464056,7690.61%+56,769
PRESTIGE CONSMR HEALTHCARE I(PBH)2,202,3273,594,959+1,392,632175,856224,3252.40%+48,470
NORWEGIAN CRUISE LINE HLDG L
SHS
12,369,37712,084,292-285,085250,851297,6363.18%+46,785
GENTEX CORP(GNTX)7,359,2727,218,080-141,192161,830204,2722.18%+42,441
MOHAWK INDS INC(MHK)1,716,5691,697,103-19,466179,965218,7912.34%+38,825
M & T BK CORP(MTB)4,294191,434+187,14083337,8310.40%+36,998
DISNEY WALT CO(DIS)172,170499,969+327,79921,35157,2460.61%+35,896
AFFILIATED MANAGERS GROUP IN1,355,0751,263,824-91,251266,638301,3343.22%+34,695
MIDDLEBY CORP(MIDD)934,6071,273,118+338,511134,583169,2361.81%+34,652
MADISON SQUARE GARDEN ENTMT(MSGE)7,896,0087,737,570-158,438315,603350,0483.74%+34,444
BIO RAD LABS INC818,624809,480-9,144197,550226,9702.43%+29,420
JONES LANG LASALLE INC(JLL)1,004,090950,845-53,245256,826283,6183.03%+26,792
ADTALEM GLOBAL ED INC(CVSA)1,375,6871,294,876-80,811175,029199,9942.14%+24,965
FIRST AMERN FINL CORP(FAF)3,504,0693,725,184+221,115215,115239,3062.56%+24,191
CARLYLE GROUP INC(CG)4,705,5444,233,386-472,158241,865265,4332.84%+23,568
HUMANA INC(HUM)087,989+87,989022,8920.24%+22,892
FIRST SOLAR INC(FSLR)307,292325,516+18,22450,86971,7860.77%+20,917
CORE LABORATORIES INC(CLB)12,976,46313,773,568+797,105149,489170,2411.82%+20,752
BRINKS CO(BCO)1,383,4541,225,787-157,667123,529143,2451.53%+19,717
CHARLES RIV LABS INTL INC(CRL)1,415,3481,490,098+74,750214,751233,1412.49%+18,390
FEDEX CORP(FDX)075,869+75,869017,8910.19%+17,891
SMUCKER J M CO(SJM)1,528,9381,543,523+14,585150,142167,6271.79%+17,485
BOK FINL CORP(BOKF)1,789,7721,719,460-70,312174,735191,6172.05%+16,881
NVENT ELECTRIC PLC(NVT)934,041860,078-73,96368,41984,8380.91%+16,420
LESLIES INC(LESL)02,943,963+2,943,963016,1920.17%+16,192
ZIMMER BIOMET HOLDINGS INC(ZBH)253,190394,715+141,52523,09338,8790.42%+15,786
KNOWLES CORP(KN)4,643,5644,108,160-535,40481,82095,7611.02%+13,942
ALGONQUIN PWR UTILS CORP13,112,83116,345,606+3,232,77575,13787,7760.94%+12,639
JANUS HENDERSON GROUP PLC2,036,9892,044,802+7,81379,11791,0140.97%+11,897
INTERPUBLIC GROUP COS INC3,180,6583,190,462+9,80477,86389,0460.95%+11,183
ONESPAWORLD HOLDINGS LIMITED
COM
13,213,15613,189,600-23,556269,416278,8282.98%+9,412
SCHLUMBERGER LTD(SLB)1,059,2631,300,587+241,32435,80344,7010.48%+8,898
LABCORP HOLDINGS INC(LH)365,398362,869-2,52995,921104,1651.11%+8,245
CENTERPOINT ENERGY INC(CNP)884,0951,027,312+143,21732,48239,8600.43%+7,378
MADISON SQUARE GRDN SPRT COR(MSGS)757,837727,035-30,802158,350165,0371.77%+6,687
BANK AMERICA CORP477,903539,659+61,75622,61427,8410.30%+5,227
VANGUARD STAR FDS070,469+70,46905,1770.06%+5,177
JOHNSON & JOHNSON(JNJ)31,16351,854+20,6914,7609,6150.10%+4,855
APTIV PLC(APTV)1,386,5131,150,265-236,24894,58899,1761.06%+4,588
ISHARES TR21,46744,965+23,4983,3877,9500.09%+4,564
GALLAGHER ARTHUR J & CO(AJG)013,645+13,64504,2260.05%+4,226
NETAPP INC(NTAP)344,734343,425-1,30936,73140,6820.44%+3,951
CAPITAL ONE FINL CORP(COF)188,311205,962+17,65140,06543,7830.47%+3,718
CBRE GROUP INC(CBRE)233,336228,906-4,43032,69536,0660.39%+3,371
BOYD GAMING CORP(BYD)2,834,7392,602,460-232,279221,762224,9832.41%+3,221
D R HORTON INC(DHI)144,643128,669-15,97418,64721,8060.23%+3,158
ENVISTA HOLDINGS CORPORATION(NVST)12,355,66612,004,205-351,461241,430244,5262.62%+3,096
STANLEY BLACK & DECKER INC(SWK)424,573427,416+2,84328,76531,7700.34%+3,005
BARRICK MNG CORP(B)244,597244,59705,0938,0150.09%+2,923
KEYSIGHT TECHNOLOGIES INC(KEYS)262,761262,266-49543,05645,8760.49%+2,820
GCM GROSVENOR INC4,452,5624,484,588+32,02651,47254,1290.58%+2,657
MASCO CORP(MAS)401,924398,712-3,21225,86828,0650.30%+2,198
WESTERN ALLIANCE BANCORP(WAL)259,369258,384-98520,22622,4070.24%+2,181
PHINIA INC(PHIN)140,160140,152-86,2368,0560.09%+1,820
APA CORPORATION(APA)299,492299,49205,4787,2720.08%+1,794
AXALTA COATING SYS LTD(AXTA)3,981,9744,188,961+206,987118,225119,8881.28%+1,663
AFLAC INC(AFL)216,615215,348-1,26722,84424,0540.26%+1,210
SNAP ON INC(SNA)33,00532,843-16210,27011,3810.12%+1,111
FISERV INC(FISV)182,786252,925+70,13931,51432,6100.35%+1,095
CHEVRON CORP NEW(CVX)37,76341,499+3,7365,4076,4440.07%+1,037
LOCKHEED MARTIN CORP(LMT)12,71013,597+8875,8876,7880.07%+901
LAZARD INC(LAZ)5,753,9975,245,889-508,108276,077276,8782.96%+801
INTEL CORP(INTC)1,410,999965,745-445,25431,60632,4010.35%+794
BORGWARNER INC64,98764,98702,1762,8570.03%+681
VERIZON COMMUNICATIONS INC(VZ)1,171,1611,166,712-4,44950,67651,2770.55%+601
HDFC BANK LTD(HDB)09,240+9,24003160.00%+316
INTERCORP FINL SVCS INC
SHS
28,73432,178+3,4441,0961,2980.01%+202
INFOSYS LTD(INFY)011,637+11,63701890.00%+189
KASPI KZ JSC(KSPI)11,00912,263+1,2549351,0020.01%+67
PROGRESSIVE CORP(PGR)7851,100+3152092720.00%+62
BRADY CORP(BRC)3,6603,640-202492840.00%+35
MOTOROLA SOLUTIONS INC(MSI)764760-43213480.00%+26
KB FINL GROUP INC(KB)52,12251,315-8074,3054,2550.05%-50
FAIR ISAAC CORP(FICO)224223-14093340.00%-76
DUN & BRADSTREET HLDGS INC19,3930-19,3931760—-176
MOSAIC CO NEW(MOS)148,340148,34005,4115,1440.06%-267
VANGUARD INTL EQUITY INDEX F33,47627,685-5,7914,3023,8150.04%-487
SIMPSON MFG INC(SSD)108,61392,850-15,76316,86915,5490.17%-1,320
VAIL RESORTS INC(MTN)119,332115,166-4,16618,75117,2250.18%-1,525
NORTHERN TR CORP(NTRS)1,376,3641,284,587-91,777174,509172,9051.85%-1,604
MOLSON COORS BEVERAGE CO(TAP)467,331458,247-9,08422,47420,7360.22%-1,738
ZIMVIE INC206,4010-206,4011,9300—-1,930
ORACLE CORP(ORCL)31,88516,402-15,4836,9714,6130.05%-2,358
TAIWAN SEMICONDUCTOR MFG LTD(TSM)30,03111,256-18,7756,8023,1440.03%-3,658
SCHWAB CHARLES CORP(SCHW)406,048347,408-58,64037,04833,1670.35%-3,881
ADT INC DEL(ADT)23,244,59822,068,942-1,175,656196,882192,2202.06%-4,661
HACKETT GROUP INC(HCKT)523,231435,698-87,53313,3018,2830.09%-5,018
WEX INC(WEX)401,086340,936-60,15058,91653,7080.57%-5,208
MICROSOFT CORP(MSFT)213,138194,134-19,004106,017100,5521.08%-5,465
CVS HEALTH CORP(CVS)1,164,574989,646-174,92880,33274,6090.80%-5,723
MGP INGREDIENTS INC NEW(MGPI)719,144646,380-72,76421,55315,6360.17%-5,917
KKR & CO INC(KKR)302,109255,469-46,64040,19033,1980.36%-6,991
LITTELFUSE INC(LFUS)294,001225,373-68,62866,65958,3740.62%-8,285
CHECK POINT SOFTWARE TECH LT
ORD
493,547486,268-7,279109,197100,6141.08%-8,584
KORN FERRY(KFY)571,576475,253-96,32341,91433,2580.36%-8,655
ALLSTATE CORP(ALL)118,73769,734-49,00323,90314,9680.16%-8,935
LINDBLAD EXPEDITIONS HLDGS I(LIND)6,892,0535,524,660-1,367,39380,43070,7160.76%-9,715
VANGUARD TAX-MANAGED FDS245,53957,510-188,02913,9983,4460.04%-10,552
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ARIEL INVESTMENTS, LLC — 13F Holdings — Q3 2025 | TickerTrail