Tracking John Rogers' Ariel Investments Portfolio - Q4 2024 Update

2025-03-17 21:43:38 ET

Summary

• Ariel Investments' 13F portfolio value decreased from $9.79B to $9.37B, with 49 significant positions.
• Notable stake increases include Madison Square Garden Entertainment, Mattel, First American Financial, Envista Holdings, and Sphere Entertainment.
• Significant stake decreases were observed in Lazard, Jones Lang LaSalle, Affiliated Managers Group, Carlyle Group, and Northern Trust.
• Ariel Fund, the flagship mutual fund, has a lifetime annualized return of 10.79%, outperforming the Russell 2500 Index but slightly trailing the S&P 500 Index.

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 02/14/2025. John Rogers’ 13F portfolio value decreased from $9.79B to $9.37B this quarter. The portfolio is diversified with recent 13F reports showing around 150 positions. There are 49 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 Lazard, Madison Square Garden Entertainment, Jones Lang LaSelle, Affiliated Managers Group, and Mattel. 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 Q3 2024....

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