What John Rogers Bought in Q1 2025

Ariel Investments · Quarterly 13F recap as filed with the SEC.

Period: 2025-03-31 · Filed · Historical

$8.51B

Total Value

106

Holdings

5

New Buys

48

Reduced

In Q1 2025, John Rogers reported 106 long equity positions worth $8.51B in their Ariel Investments 13F filing, including 5 new positions (largest: ALGONQUIN PWR UTILS CORP at $35.7M) and 49 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MATMATTEL INC13858115$269.3M3.16%-6.5%
2JLLJONES LANG LASALLE INC1036380$256.9M3.02%-2.2%
3MSGEMADISON SQUARE GARDEN ENTMT7775373$254.6M2.99%+2.2%
4LAZLAZARD INC5619280$243.3M2.86%+0.4%
5FAFFIRST AMERN FINL CORP3690878$242.2M2.85%-7.6%
6AMGAFFILIATED MANAGERS GROUP IN1407151$236.4M2.78%-1.2%
7SJMSMUCKER J M CO1881584$222.8M2.62%+2.7%
8ADTADT INC DEL27057295$220.2M2.59%-5.3%
9PBHPRESTIGE CONSMR HEALTHCARE I2518941$216.6M2.54%-8.8%
10CGCarlyle Group4839213$210.9M2.48%-1.5%
11NVSTENVISTA HOLDINGS CORPORATION12144745$209.6M2.46%+0.7%
12SPHRSPHERE ENTERTAINMENT CO6298139$206.1M2.42%+9.6%
13GNRCGENERAC HLDGS INC1615878$204.7M2.40%+10.1%
14BYDBOYD GAMING CORP3097811$203.9M2.40%-2.8%
15MHKMOHAWK INDS INC1743574$199.1M2.34%+3.4%
16NTRSONORTHERN TR CORP1957259$193.1M2.27%-12.2%
17BOKFBOK FINL CORP1808295$188.3M2.21%+0.3%
18CVSAADTALEM GLOBAL ED INC1856878$186.9M2.20%-11.3%
19OSWONESPAWORLD HOLDINGS LIMITED10713305$179.9M2.11%37.7%
20BIOBIO RAD LABS INC724660$176.5M2.07%+29.3%
21NCLHNORWEGIAN CRUISE LINE HLDG L9081170$172.2M2.02%+126.8%
22REZIRESIDEO TECHNOLOGIES INC9664671$171.1M2.01%+5.1%
23PARAPARAMOUNT GLOBAL14215254$170.0M2.00%-3.1%
24CRLCHARLES RIV LABS INTL INC1100776$165.7M1.95%+3.1%
25GNTXGENTEX CORP7082055$165.0M1.94%+10.7%
26KMTKENNAMETAL INC7735244$164.8M1.94%-0.1%
27MSGSMADISON SQUARE GRDN SPRT COR838943$163.4M1.92%-5.9%
28CLBCORE LABORATORIES INC10342025$155.0M1.82%7.4%
29CHKPCHECK POINT SOFTWARE TECH LT677221$154.4M1.81%+-40.4%
30MIDDMIDDLEBY CORP990523$150.5M1.77%+-17.3%
31IPGINTERPUBLIC GROUP COS INC5277157$143.3M1.68%+0.2%
32AXTAAXALTA COATING SYS LTD4125561$136.8M1.61%-2.1%
33BCOBRINKS CO1394284$120.1M1.41%+8.7%
34MANUMANCHESTER UTD PLC NEW8575329$112.3M1.32%+2.5%
35LHLABCORP HOLDINGS INC368263$85.7M1.01%-5.4%
36JHGJANUS HENDERSON GROUP PLC2148665$77.7M0.91%-1.2%
37LINDLINDBLAD EXPEDITIONS HLDGS I7777768$72.1M0.85%+6.0%
38KNKNOWLES CORP4657747$70.8M0.83%+3.9%
39CVSCVS HEALTH CORP1020033$69.1M0.81%9.8%
40MASMASCO CORP941986$65.5M0.77%+-8.4%
41WEXWEX INC412247$64.7M0.76%+29.5%
42VZVERIZON COMMUNICATIONS INC1425207$64.6M0.76%+5.4%
43ZBRAZEBRA TECHNOLOGIES CORPORATI226052$63.9M0.75%-3.5%
44LFUSLITTELFUSE INC305392$60.1M0.71%+2.5%
45CNPCENTERPOINT ENERGY INC1654590$59.9M0.70%+13.4%
46GCMGGCM GROSVENOR INC4429255$58.6M0.69%-1.4%
47COFCapital One Financial291117$52.2M0.61%+5.5%
48GILDGILEAD SCIENCES INC430424$48.2M0.57%+7.7%
49MSFTMICROSOFT CORP123894$46.5M0.55%-3.1%
50APTVAPTIV PLC769398$45.8M0.54%-12.5%
51SCHWSCHWAB CHARLES CORP558167$43.7M0.51%-3.9%
52KMXCARMAX INC559149$43.6M0.51%-9.9%
53LESLLESLIES INC58177415$42.8M0.50%+15.1%
54KEYSKEYSIGHT TECHNOLOGIES INC281354$42.1M0.50%-2.0%
55NVTNVENT ELECTRIC PLC796665$41.8M0.49%+1.7%
56SLBSCHLUMBERGER LTD994358$41.6M0.49%+5096.5%
57KFYKORN FERRY589145$40.0M0.47%+4.0%
58WAL-PAWESTERN ALLIANCE BANCORP503607$38.7M0.45%-3.2%
59CBRECBRE GROUP INC288349$37.7M0.44%-20.1%
60ALL-PJALLSTATE CORP177344$36.7M0.43%-3.2%
61AQNALGONQUIN PWR UTILS CORP6952341$35.7M0.42%NEW
62DNBDUN & BRADSTREET HLDGS INC3996918$35.7M0.42%+4.0%
63BACBANK AMERICA CORP839929$35.1M0.41%+409.6%
64ZBHZIMMER BIOMET HOLDINGS INC299923$33.9M0.40%+0.6%
65BAPCREDICORP LTD180611$33.6M0.40%-26.0%
66SWKSTANLEY BLACK & DECKER INC428624$33.0M0.39%-2.4%
67KKRKKR & CO INC275025$31.8M0.37%+17.0%
68TAPMOLSON COORS BEVERAGE CO497724$30.3M0.36%-0.1%
69CNHCNH INDL N V2187205$26.9M0.32%-3.1%
70NTAPNETAPP INC284408$25.0M0.29%-27.4%
71AFLAFLAC INC219423$24.4M0.29%-28.0%
72INTCINTEL CORP957678$21.7M0.26%-3.0%
73MTNVAIL RESORTS INC124049$19.9M0.23%-53.2%
74BWABORGWARNER INC686002$19.7M0.23%+-31.5%
75MGPIMGP INGREDIENTS INC NEW626058$18.4M0.22%+4.5%
76HCKTHACKETT GROUP INC628672$18.4M0.22%+4.1%
77ABBVABBVIE INC84394$17.7M0.21%+-44.4%
78SSDSIMPSON MFG INC111496$17.5M0.21%+3.4%
79DHID R HORTON INC137621$17.5M0.21%+1.9%
80PMPHILIP MORRIS INTL INC108328$17.2M0.20%-37.4%
81OCOWENS CORNING NEW112578$16.1M0.19%NEW
82SNASNAP ON INC34986$11.8M0.14%-13.2%
83VTVANGUARD INTL EQUITY INDEX F74824$8.7M0.10%NEW
84VEAVanguard FTSE Developed Markets ETF132913$6.8M0.08%-46.6%
85CVXCHEVRON CORP NEW37763$6.3M0.07%-2.7%
86IWNISHARES TR40617$6.1M0.07%-12.5%
87PHINPHINIA INC140240$6.0M0.07%+0.0%
88LMTLOCKHEED MARTIN CORP12710$5.7M0.07%
89KBKB FINL GROUP INC104374$5.6M0.07%-60.1%
90ORCLORACLE CORP38008$5.3M0.06%-9.0%
91APAAPA CORPORATION246222$5.2M0.06%
92JNJJOHNSON & JOHNSON31163$5.2M0.06%
93TSMTAIWAN SEMICONDUCTOR MFG LTD30108$5.0M0.06%-62.2%
94GSGOLDMAN SACHS GROUP INC9005$4.9M0.06%+-92.3%
95ABXBARRICK GOLD CORP217272$4.2M0.05%-13.9%
96VXUSVANGUARD STAR FDS63386$3.9M0.05%NEW
97MOSMOSAIC CO NEW141040$3.8M0.04%
98ZIMVZIMVIE INC167716$1.8M0.02%174.4%
99FISVFISERV INC4706$1.0M0.01%+0.5%
100KSPIKASPI KZ JSC7130$662K0.01%+105.3%
101IFSINTERCORP FINL SVCS INC18521$614K0.01%103.6%
102FICOFAIR ISAAC CORP237$437K0.01%+0.4%
103MTBM & T BK CORP2206$394K0.00%+0.5%
104MSIMOTOROLA SOLUTIONS INC805$352K0.00%+0.6%
105BRCBRADY CORP3860$273K0.00%+0.5%
106PGRPROGRESSIVE CORP828$234K0.00%NEW