BAIDF - Tracking John Rogers' Ariel Investments Portfolio - Q1 2024 Update
2024-06-11 19:39:16 ET
Summary
- Ariel Investments' 13F portfolio value increased to $10.17B this quarter, with around 150 positions.
- New stakes include Aptiv PLC, while stake increases were seen in Mattel, Inc., Sphere Entertainment, and others.
- Stake decreases were observed in Jones Lang LaSalle, Madison Square Garden Entertainment, Generac Holdings, and others.
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 5/14/2024. John Rogers’ 13F portfolio value increased from $10.04B to $10.17B this quarter. The portfolio is diversified, with recent 13F reports showing around 150 positions. There are 59 securities that are significantly large (more than ~0.5% of the portfolio each) and they are the focus of this article. The largest five stakes are Mattel, Jones Lang LaSelle, Madison Square Garden Entertainment, Generac Holdings, and Resideo Technologies. They add up to ~14% of the portfolio. Please visit our Tracking John Rogers’ Ariel Investments Portfolio series to get an idea of their investment philosophy and our last update for the fund’s moves during Q4 2023....
Tracking John Rogers' Ariel Investments Portfolio - Q1 2024 Update