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.

Biggest Losses

PositionReported PriceLast PriceEst. P/LReturnEst. Value
AT&T IncT · Q1 2026$28.99$21.43-$11M-26.1%$32M
The Hackett Group, Inc.HCKT · Q1 2026$13.01$10.38-$1M-20.2%$4M
APA CorporationAPA · Q1 2026$42.44$34.28-$2M-19.2%$8M
Prestige Consumer Healthcare Inc.PBH · Q1 2026$59.27$48.36-$47M-18.4%$207M
Lockheed Martin CorpLMT · Q1 2026$604.39$514.99-$1M-14.8%$7M
Barrick Mining CorporationB · Q1 2026$40.79$35.13-$1M-13.9%$7M
Chevron Corporation Common StockCVX · Q1 2026$206.90$181.67-$1M-12.2%$8M
Mosaic CompanyMOS · Q1 2026$25.50$22.54-$439k-11.6%$3M
FedEx CorporationFDX · Q1 2026$356.18$318.37-$4M-10.6%$31M
Oracle CorporationORCL · Q1 2026$147.11$132.54-$239k-9.91%$2M
Schlumberger N.V. Common StockSLB · Q1 2026$51.39$46.79-$6M-8.96%$58M
Fiserv, Inc.FISV · Q1 2026$55.80$51.48-$2M-7.74%$22M
Gilead Sciences, Inc.GILD · Q1 2026$139.37$130.04-$2M-6.69%$26M
Motorola Solutions, Inc.MSI · Q1 2026$433.97$410.77-$16k-5.35%$286k
The Carlyle group Inc. (Cg)CG · Q1 2026$48.39$46.11-$9M-4.71%$184M
Mattel, Inc. (MAT)MAT · Q1 2026$14.53$13.86-$9M-4.61%$188M
Algonquin Power and Utilities CorpAQN · Q1 2026$6.14$5.87-$5M-4.4%$115M
Kennametal Inc.KMT · Q1 2026$36.13$34.76-$1M-3.79%$30M
H D F C Bank LtdHDB · Q1 2026$24.88$24.07-$11k-3.26%$339k
Molson Coors Beverage CompanyTAP · Q1 2026$43.06$41.78-$702k-2.97%$23M
Madison Square Garden Entertainment CorpMSGE · Q1 2026$75.72$74.09-$14M-2.15%$635M
Zimmer Biomet Holdings, Inc.ZBH · Q1 2026$90.42$89.68-$2.2k-0.82%$270k
The Walt Disney CompanyDIS · Q1 2026$96.38$96.22-$105k-0.17%$63M
MGP Ingredients, Inc. - Common StockMGPI · Q1 2026$18.39$18.37-$13k-0.11%$12M