Ariel Investments, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$8.9B
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSGE
MADISON SQUARE GARDEN ENTMT
Q1 2026: Exited (was 20.05M shares)
4.0%
02
$OSW
ONESPAWORLD HOLDINGS LIMITED
Q1 2026: Exited (was 39.35M shares)
4.0%
03
$JLL
JONES LANG LASALLE INC
Q1 2026: Exited (was 2.56M shares)
3.5%
04
$AMG
AFFILIATED MANAGERS GROUP
Q1 2026: Exited (was 2.26M shares)
3.3%
05
$SPHR
SPHERE ENTERTAINMENT CO
Q1 2026: Exited (was 8.98M shares)
3.2%
06
$NVST
ENVISTA HOLDINGS CORPORATION
Q1 2026: Exited (was 35.11M shares)
3.1%
07
$NCLH
NORWEGIAN CRUISE LINE HLDGS
Q1 2026: Exited (was 40.93M shares)
3.1%
08
$PBH
PRESTIGE CONSMR HEALTHCARE I
Q1 2026: Exited (was 11.90M shares)
2.8%
09
$GNRC
GENERAC HLDGS INC
Q1 2026: Exited (was 4.09M shares)
2.8%
10
$CRL
CHARLES RIV LABS INTL INC
Q1 2026: Exited (was 4.15M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.