Fund HoldingsARIEL INVESTMENTS, LLC

Total Portfolio Value
$9.26B
Total Bought
$695.70M
Total Sold
$1.14B
Net Transaction
-$442.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
OMNICOM GROUP INC(OMC)01,088,333+1,088,333087,8830.95%+87,883
MIDDLEBY CORP(MIDD)1,273,1181,558,645+285,527169,236231,7242.50%+62,488
DENTSPLY SIRONA INC(XRAY)05,274,740+5,274,740060,2900.65%+60,290
CHARLES RIV LABS INTL INC(CRL)1,490,0981,427,771-62,327233,141284,8123.08%+51,671
CORE LABORATORIES INC13,773,56813,661,000-112,568170,241218,9862.37%+48,745
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0475,731+475,7310115,5171.25%+115,517
BRISTOL-MYERS SQUIBB CO(BMY)0732,677+732,677039,5210.43%+39,521
AFFILIATED MANAGERS GROUP IN1,263,8241,182,223-81,601301,334340,8113.68%+39,478
AXALTA COATING SYS LTD(AXTA)4,188,9614,864,546+675,585119,888157,1731.70%+37,285
WEBSTER FINL CORP(WBS)0578,996+578,996036,4420.39%+36,442
FACTSET RESH SYS INC(FDS)0125,439+125,439036,4010.39%+36,401
HEWLETT PACKARD ENTERPRISE C(HPE)01,321,535+1,321,535031,7430.34%+31,743
AT&T INC(T)01,202,446+1,202,446029,8690.32%+29,869
PRESTIGE CONSMR HEALTHCARE I(PBH)3,594,9594,102,497+507,538224,325253,0832.73%+28,758
RLI CORP(RLI)0373,173+373,173023,8760.26%+23,876
INTEL CORP(INTC)965,7451,524,112+558,36732,40156,2400.61%+23,839
NORWEGIAN CRUISE LINE HLDG L
SHS
12,084,29214,351,367+2,267,075297,636320,3233.46%+22,686
MADISON SQUARE GRDN SPRT COR(MSGS)727,035722,495-4,540165,037186,8732.02%+21,836
MADISON SQUARE GARDEN ENTMT(MSGE)7,737,5706,881,315-856,255350,048370,8344.01%+20,786
MATTEL INC(MAT)012,532,133+12,532,1330248,6382.69%+248,638
JONES LANG LASALLE INC(JLL)950,845893,230-57,615283,618300,5453.25%+16,927
ENVISTA HOLDINGS CORPORATION(NVST)12,004,20511,970,544-33,661244,526259,8812.81%+15,355
ONESPAWORLD HOLDINGS LIMITED
COM
13,189,60014,011,310+821,710278,828290,5953.14%+11,766
ALGONQUIN PWR UTILS CORP16,345,60615,920,654-424,95287,77697,9121.06%+10,136
BOK FINL CORP(BOKF)1,719,4601,689,307-30,153191,617200,1152.16%+8,499
MANCHESTER UTD PLC NEW
ORD CL A
08,982,161+8,982,1610142,9961.54%+142,996
KEYSIGHT TECHNOLOGIES INC(KEYS)262,266258,309-3,95745,87652,4860.57%+6,610
DISNEY WALT CO(DIS)499,969557,647+57,67857,24663,4430.69%+6,197
BIO RAD LABS INC809,480764,672-44,808226,970231,6882.50%+4,718
SLB LIMITED(SLB)1,300,5871,285,090-15,49744,70149,3220.53%+4,621
MOLSON COORS BEVERAGE CO(TAP)458,247515,945+57,69820,73624,0840.26%+3,349
LINDBLAD EXPEDITIONS HLDGS I(LIND)5,524,6605,118,819-405,84170,71673,8130.80%+3,098
FEDEX CORP(FDX)75,86971,405-4,46417,89120,6260.22%+2,735
BARRICK MNG CORP(B)244,597216,126-28,4718,0159,4120.10%+1,397
FIRST AMERN FINL CORP(FAF)3,725,1843,917,150+191,966239,306240,6702.60%+1,364
COPA HOLDINGS SA(CPA)08,752+8,75201,0560.01%+1,056
SCHWAB CHARLES CORP(SCHW)347,408342,275-5,13333,16734,1970.37%+1,030
GILEAD SCIENCES INC(GILD)0205,052+205,052025,1680.27%+25,168
PHINIA INC(PHIN)140,152140,144-88,0568,7860.09%+730
BANK AMERICA CORP539,659517,442-22,21727,84128,4590.31%+618
KKR & CO INC(KKR)255,469264,916+9,44733,19833,7710.36%+573
GOLDMAN SACHS GROUP INC(GS)03,158+3,15802,7760.03%+2,776
CREDICORP LTD(BAP)05,737+5,73701,6470.02%+1,647
INTERCORP FINL SVCS INC
SHS
32,17834,668+2,4901,2981,4690.02%+170
HDFC BANK LTD(HDB)9,24013,151+3,9113164810.01%+165
KB FINL GROUP INC(KB)51,31551,31504,2554,4150.05%+161
ISHARES TR0668+66801410.00%+141
HACKETT GROUP INC435,698428,199-7,4998,2838,4060.09%+123
BORGWARNER INC64,98764,98702,8572,9280.03%+71
FAIR ISAAC CORP(FICO)223221-23343740.00%+40
KASPI KZ JSC(KSPI)12,26313,172+9091,0021,0290.01%+27
APA CORPORATION(APA)299,492297,339-2,1537,2727,2730.08%+1
PROGRESSIVE CORP(PGR)1,1001,094-62722490.00%-23
BRADY CORP(BRC)3,6402,996-6442842350.00%-49
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,25610,162-1,0943,1443,0880.03%-56
MOTOROLA SOLUTIONS INC(MSI)760755-53482890.00%-58
SNAP ON INC(SNA)32,84332,694-14911,38111,2660.12%-115
CHEVRON CORP NEW(CVX)41,49941,49906,4446,3250.07%-120
INFOSYS LTD(INFY)11,6370-11,6371890-189
GALLAGHER ARTHUR J & CO(AJG)13,64515,357+1,7124,2263,9740.04%-252
LOCKHEED MARTIN CORP(LMT)13,59713,446-1516,7886,5030.07%-284
MGP INGREDIENTS INC NEW646,380629,467-16,91315,63615,2960.17%-340
STANLEY BLACK & DECKER INC(SWK)427,416421,387-6,02931,77031,3010.34%-469
JOHNSON & JOHNSON(JNJ)51,85443,260-8,5949,6158,9530.10%-662
AFLAC INC(AFL)215,348212,072-3,27624,05423,3850.25%-669
SIMPSON MFG INC(SSD)92,85091,389-1,46115,54914,7570.16%-792
ORACLE CORP(ORCL)16,40216,384-184,6133,1930.03%-1,419
M & T BK CORP(MTB)191,434180,402-11,03237,83136,3470.39%-1,484
MOSAIC CO NEW(MOS)148,340147,037-1,3035,1443,5420.04%-1,602
CENTERPOINT ENERGY INC(CNP)1,027,312996,778-30,53439,86038,2160.41%-1,643
HUMANA INC(HUM)87,98982,807-5,18222,89221,2090.23%-1,683
ISHARES TR44,96533,319-11,6467,9506,0380.07%-1,913
VANGUARD TAX-MANAGED FDS57,51024,473-33,0373,4461,5290.02%-1,917
CBRE GROUP INC(CBRE)228,906211,081-17,82536,06633,9400.37%-2,127
NORTHERN TR CORP(NTRS)1,284,5871,248,921-35,666172,905170,5901.84%-2,315
VAIL RESORTS INC(MTN)115,166112,211-2,95517,22514,9020.16%-2,324
MASCO CORP(MAS)398,712405,488+6,77628,06525,7320.28%-2,333
LITTELFUSE INC(LFUS)225,373221,498-3,87558,37456,0210.61%-2,353
KORN FERRY(KFY)475,253466,090-9,16333,25830,7710.33%-2,487
GCM GROSVENOR INC4,484,5884,508,199+23,61154,12951,0330.55%-3,096
WEX INC(WEX)340,936336,797-4,13953,70850,1760.54%-3,532
ADTALEM GLOBAL ED INC(CVSA)1,294,8761,897,628+602,752199,994196,3482.12%-3,646
VANGUARD INTL EQUITY INDEX F27,6850-27,6853,8150-3,815
CARMAX INC(KMX)0563,483+563,483021,7730.24%+21,773
CAPITAL ONE FINL CORP(COF)205,962162,230-43,73243,78339,3180.42%-4,465
VANGUARD STAR FDS70,4690-70,4695,1770-5,177
FIRST SOLAR INC(FSLR)325,516251,565-73,95171,78665,7160.71%-6,070
NETAPP INC(NTAP)343,425322,860-20,56540,68234,5750.37%-6,107
CVS HEALTH CORP(CVS)989,646825,092-164,55474,60965,4790.71%-9,130
KNOWLES CORP(KN)4,108,1603,998,641-109,51995,76185,6910.93%-10,070
SMUCKER J M CO(SJM)1,543,5231,608,943+65,420167,627157,3711.70%-10,256
FISERV INC(FISV)252,925321,025+68,10032,61021,5630.23%-11,046
LESLIES INC2,943,9632,836,373-107,59016,1924,6800.05%-11,512
KENNAMETAL INC(KMT)02,377,626+2,377,626067,5480.73%+67,548
LABCORP HOLDINGS INC(LH)362,869360,087-2,782104,16590,3390.98%-13,827
CHECK POINT SOFTWARE TECH LT
ORD
486,268464,185-22,083100,61486,1340.93%-14,480
ALLSTATE CORP(ALL)69,7340-69,73414,9680-14,968
MICROSOFT CORP(MSFT)194,134172,455-21,679100,55283,4030.90%-17,149
ADT INC DEL(ADT)22,068,94221,558,300-510,642192,220173,9751.88%-18,245
LAZARD INC(LAZ)5,245,8895,296,822+50,933276,878257,2142.78%-19,664
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