2024-03-15 22:14:17 ET
Summary
- Ariel Investments' 13F portfolio value increased from $9.45B to $10.04B in Q4 2023.
- The largest five stakes in the portfolio are Jones Lang LaSalle, Mattel, Generac Holdings, Carlyle Group, and Charles River Laboratories.
- Stake increases were seen in Jones Lang LaSalle, Generac Holdings, Carlyle Group, First American Financial, Madison Square Garden Entertainment, Check Point Software, Northern Trust, Mohawk, and Sphere Entertainment.
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 2/14/2024. John Rogers' 13F portfolio value increased from $9.45B to $10.04B this quarter. The portfolio is diversified with recent 13F reports showing around 150 positions. There are 61 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 Jones Lang LaSalle, Mattel, Generac Holdings, Carlyle Group, and Charles River Laboratories. 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 Q3 2023....
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For further details see:
Tracking John Rogers' Ariel Investments Portfolio - Q4 2023 Update