John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. is an influential American investor and the founder of Ariel Capital Management, established in 1983. As chairman and co-CEO, he has led Ariel Investments to become the largest minority-run mutual fund firm in the United States. Rogers is known for his contributions to Forbes magazine and his active role in various philanthropic and political initiatives, including his support for the 2008 Barack Obama presidential campaign. Ariel Investments, based in Chicago, focuses on small and mid-cap stocks, employing a value-oriented investment strategy. The firm emphasizes long-term growth and has developed a reputation for its disciplined approach to investment, which is reflected in its diverse portfolio across various sectors, including financial services, technology, and consumer cyclical. The disclosed trading record for John W. Rogers Jr. shows a total of 600 disclosures, with significant activity observed from February 13, 2025, to May 14, 2026. This period includes 251 position increases, 270 reductions, and 42 exits, with the largest move being an exit from ViacomCBS (VIAC) valued at approximately $159.5 million. The firm has notably engaged with companies such as Check Point Software Technologies Ltd (CHKP) and Microsoft Corp (MSFT), indicating a strategic focus on technology and financial sectors.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Madison Square Garden Entertainment CorpMSGE · Q1 2026$649M7.3%8.6M$74.09$635M-2.15%
OneSpaWorld Holdings LimitedOSW · Q1 2026$354M4%15.4M$26.55$410M+15.7%
Jones Lang LaSalle IncJLL · Q1 2026$312M3.5%1M$327.91$336M+7.75%
Affiliated Managers Group, Inc.AMG · Q1 2026$294M3.3%1.1M$366.44$390M+32.4%
Envista Holdings Corporation Common StockNVST · Q1 2026$276M3.1%10.9M$26.71$290M+5.28%
Norwegian Cruise Line Holdings Ltd (2)NCLH · Q1 2026$274M3.1%14.7M$19.73$289M+5.51%
Prestige Consumer Healthcare Inc.PBH · Q1 2026$253M2.8%4.3M$48.36$207M-18.4%
Generac Holdings Inc.GNRC · Q1 2026$253M2.8%1.3M$226.58$293M+16%
Charles River Laboratories International, Inc.CRL · Q1 2026$249M2.8%1.4M$228.22$330M+32.3%
Lazard LtdLAZ · Q1 2026$248M2.8%5.8M$45.03$262M+6%
First American Financial CorporationFAF · Q1 2026$231M2.6%3.8M$70.24$270M+16.5%
Madison Square Garden Sports Corp.MSGS · Q1 2026$231M2.6%717.3k$390.02$280M+21.4%
Covista Inc.CVSA · Q1 2026$223M2.5%1.9M$115.82$224M+0.49%
21867A10521867A105 · Q1 2026$221M2.5%13.2M------
Bio-Rad Laboratories IncBIO · Q1 2026$219M2.5%786k$300.98$237M+7.97%
BOK Financial CorporationBOKF · Q1 2026$211M2.4%1.6M$139.33$230M+8.8%
The Middleby CorpMIDD · Q1 2026$209M2.3%1.6M$133.94$211M+1.03%
Resideo Technologies, Inc.REZI · Q1 2026$205M2.3%6.1M$35.30$215M+4.7%
Mattel, Inc. (MAT)MAT · Q1 2026$197M2.2%13.6M$13.86$188M-4.61%
The Carlyle group Inc. (Cg)CG · Q1 2026$193M2.2%4M$46.11$184M-4.71%
Boyd Gaming CorporationBYD · Q1 2026$187M2.1%2.3M$87.64$199M+6.64%
Gentex CorporationGNTX · Q1 2026$182M2%8.3M$24.15$201M+10.5%
The J M Smucker CompanySJM · Q1 2026$179M2%1.9M$112.50$209M+16.7%
Mohawk Industries, Inc.MHK · Q1 2026$172M1.9%1.7M$111.51$195M+13.3%
Zebra Technologies CorpZBRA · Q1 2026$163M1.8%777.4k$255.17$198M+22%
Northern Trust CorporationNTRS · Q1 2026$159M1.8%1.1M$191.13$218M+36.9%
Manchester United plcMANU · Q1 2026$152M1.7%9.1M$22.19$201M+31.9%
ADT Inc.ADT · Q1 2026$128M1.4%19.5M$6.77$132M+3.04%
Algonquin Power and Utilities CorpAQN · Q1 2026$121M1.3%19.6M$5.87$115M-4.4%
Knowles CorporationKN · Q1 2026$98M1.1%3.8M$35.49$136M+38.2%
Axalta Coating Systems LtdAXTA · Q1 2026$96M1.1%3.5M$32.88$114M+18.7%
Brinks CompanyBCO · Q1 2026$96M1.1%923k$117.77$109M+13.6%
Labcorp Holdings Inc.LH · Q1 2026$94M1.1%354k$279.61$99M+4.8%
Omnicom Group Inc.OMC · Q1 2026$83M0.9%1.1M$80.93$89M+7.46%
DENTSPLY SIRONA Inc.XRAY · Q1 2026$74M0.8%6.4M$13.40$86M+15.5%
Littelfuse IncLFUS · Q1 2026$73M0.8%215.4k$402.01$87M+18.5%
nVent Electric PLCNVT · Q1 2026$71M0.8%596.4k$159.46$95M+34.8%
Intel CorpINTC · Q1 2026$64M0.7%1.5M$99.98$145M+126.6%
Schlumberger N.V. Common StockSLB · Q1 2026$64M0.7%1.2M$46.79$58M-8.96%
The Walt Disney CompanyDIS · Q1 2026$63M0.7%654.4k$96.22$63M-0.17%
Lindblad Expeditions Holdings, Inc.LIND · Q1 2026$59M0.7%3.4M$27.51$95M+59%
The Scotts Miracle-Gro CompanySMG · Q1 2026$59M0.7%962.6k$73.47$71M+20.8%
Keysight Technologies IncKEYS · Q1 2026$58M0.6%204.3k$319.00$65M+13%
First Solar, Inc.FSLR · Q1 2026$54M0.6%271.5k$207.57$56M+5.23%
WEX Inc. common stockWEX · Q1 2026$52M0.6%337.7k$157.88$53M+3.16%
CVS Health CorpCVS · Q1 2026$50M0.6%702.2k$107.43$75M+49.6%
RLI Corp. Common Stock (RLI)RLI · Q1 2026$50M0.6%872k$58.05$51M+1.77%
FactSet Research Systems IncFDS · Q1 2026$49M0.5%225k$258.17$58M+19%
Bristol-Myers Squibb CompanyBMY · Q1 2026$44M0.5%721.7k$60.85$44M+0.32%
AT&T IncT · Q1 2026$43M0.5%1.5M$21.43$32M-26.1%
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