SusanneB
This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments’ 13F stock portfolio on a quarterly basis. It is based on Ariel Investments’ regulatory 13F Form filed on 05/15/2025. John
Tracking John Rogers' Ariel Investments Portfolio - Q1 2025 Update
Summary
- Ariel Investments’ 13F portfolio value declined from $9.37B to $8.51B in Q1 2025, with 35 core holdings representing the majority of assets.
- Significant stake increases were made in Madison Square Garden Ent, Lazard, Smucker, Envista, Sphere Entertainment, and Generac, reflecting conviction in these names.
- Key stake reductions included Royal Caribbean (fully exited), Mattel, Jones Lang LaSalle, First American Financial, and Check Point Software, signaling profit-taking and portfolio rebalancing.
- Ariel’s approach remains diversified and active, with notable ownership in several companies and a focus on long-term value, despite recent market headwinds.
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