2025-06-19 21:00:28 ET

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 Rogers’ 13F portfolio value decreased from $9.37B to $8.51B this quarter. The portfolio is diversified with recent 13F reports showing around 150 positions. There are 35 securities that are significantly large (more than ~1% of the portfolio each) and they are the focus of this article. The largest five stakes are Mattel, Jones Lang LaSalle, Madison Square Garden Entertainment, Lazard, and First American Financial. They add up to ~15% 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 2024....

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