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 Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Leslie's, Inc. (LESL)LESL · Q1 2026$1.12$2.76+$5M+146.4%$8M
Intel CorpINTC · Q1 2026$44.13$105.45+$89M+139%$153M
Hewlett Packard Enterprise CompanyHPE · Q1 2026$23.81$45.90+$37M+92.8%$76M
Lindblad Expeditions Holdings, Inc.LIND · Q1 2026$17.30$27.51+$35M+59%$95M
CVS Health CorpCVS · Q1 2026$71.82$107.43+$25M+49.6%$75M
CarMax IncKMX · Q1 2026$41.58$58.47+$9M+40.6%$33M
Knowles CorporationKN · Q1 2026$25.68$35.49+$37M+38.2%$136M
Northern Trust CorporationNTRS · Q1 2026$139.57$191.13+$59M+36.9%$218M
nVent Electric PLCNVT · Q1 2026$118.28$159.46+$25M+34.8%$95M
Masco CorporationMAS · Q1 2026$60.37$80.14+$10M+32.7%$42M
Affiliated Managers Group, Inc.AMG · Q1 2026$276.70$366.44+$95M+32.4%$390M
Charles River Laboratories International, Inc.CRL · Q1 2026$172.50$228.22+$80M+32.3%$330M
Manchester United plcMANU · Q1 2026$16.82$22.19+$49M+31.9%$201M
Vanguard FTSE Developed Markets ETFVEA · Q1 2026$54.05$70.82+$340k+31%$1M
Bank of America CorpBAC · Q1 2026$48.75$61.62+$7M+26.4%$32M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$424.61+$1M+25.6%$7M
KORN FERRYKFY · Q1 2026$62.95$78.87+$7M+25.3%$37M
Fifth Third BancorpFITB · Q1 2026$46.46$57.53+$6M+23.8%$33M
Stanley Black & Decker IncSWK · Q1 2026$71.06$87.96+$7M+23.8%$35M
M&T Bank CorporationMTB · Q1 2026$206.72$254.04+$8M+22.9%$45M
Zebra Technologies CorpZBRA · Q1 2026$209.08$255.17+$36M+22%$198M
Madison Square Garden Sports Corp.MSGS · Q1 2026$321.40$390.02+$49M+21.4%$280M
The Scotts Miracle-Gro CompanySMG · Q1 2026$60.81$73.47+$12M+20.8%$71M
KB Financial Group IncKB · Q1 2026$99.73$120.25+$1M+20.6%$6M
Joint Stock Company Kaspi.kzKSPI · Q1 2026$74.07$89.08+$341k+20.3%$2M
FactSet Research Systems IncFDS · Q1 2026$216.99$258.17+$9M+19%$58M
First American Financial CorporationFAF · Q1 2026$60.29$71.65+$44M+18.8%$275M
Axalta Coating Systems LtdAXTA · Q1 2026$27.70$32.88+$18M+18.7%$114M
Littelfuse IncLFUS · Q1 2026$339.35$402.01+$13M+18.5%$87M
PHINIA Inc.PHIN · Q1 2026$68.44$81.03+$2M+18.4%$11M
iShares Russell 2000 Value ETFIWN · Q1 2026$189.59$224.18+$2M+18.2%$15M
Credicorp Ltd. (BAP)BAP · Q1 2026$339.18$398.20+$448k+17.4%$3M
Arthur J. Gallagher & CoAJG · Q1 2026$216.58$254.22+$744k+17.4%$5M
Columbia EM Core Ex-China ETFXCEM · Q1 2026$40.81$47.89+$60k+17.3%$405k
The J M Smucker CompanySJM · Q1 2026$96.44$112.50+$30M+16.7%$209M
Fair Isaac CorporationFICO · Q1 2026$1,067.54$1,241.22+$35k+16.3%$253k
Generac Holdings Inc.GNRC · Q1 2026$195.33$226.58+$40M+16%$293M
BorgWarner IncBWA · Q1 2026$54.26$62.77+$553k+15.7%$4M
DENTSPLY SIRONA Inc.XRAY · Q1 2026$11.60$13.40+$11M+15.5%$86M
Vail Resorts IncMTN · Q1 2026$128.32$148.03+$2M+15.4%$17M
OneSpaWorld Holdings LimitedOSW · Q1 2026$22.95$26.44+$54M+15.2%$408M
Brady CorpBRC · Q1 2026$81.24$93.55+$34k+15.2%$259k
iShares Russell Mid-Cap Value ETFIWS · Q1 2026$145.74$166.12+$23k+14%$190k
Brinks CompanyBCO · Q1 2026$103.63$117.77+$13M+13.6%$109M
Mohawk Industries, Inc.MHK · Q1 2026$98.46$111.51+$23M+13.3%$195M
Keysight Technologies IncKEYS · Q1 2026$282.37$319.00+$7M+13%$65M
Vanguard Total World Stock ETFVT · Q1 2026$138.32$156.13+$177k+12.9%$2M
Aflac IncorporatedAFL · Q1 2026$109.71$123.59+$3M+12.7%$30M
Snap-on IncorporatedSNA · Q1 2026$363.22$403.70+$1M+11.1%$13M
KKR & Co IncKKR · Q1 2026$92.50$102.75+$5M+11.1%$45M