What John Rogers Bought in Q4 2025

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

Period: 2025-12-31 · Filed · Historical

$9.26B

Total Value

108

Holdings

10

New Buys

71

Reduced

In Q4 2025, John Rogers reported 108 long equity positions worth $9.26B in their Ariel Investments 13F filing, including 10 new positions (largest: OMNICOM GROUP INC at $87.9M) and 24 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1MSGEMADISON SQUARE GARDEN ENTMT6881315$370.8M4.01%-11.1%
2AMGAFFILIATED MANAGERS GROUP IN1182223$340.8M3.68%-6.5%
3NCLHNORWEGIAN CRUISE LINE HLDG L14351367$320.3M3.46%+18.8%
4SPHRSPHERE ENTERTAINMENT CO3168534$301.3M3.25%-47.1%
5JLLJONES LANG LASALLE INC893230$300.5M3.25%-6.1%
6OSWONESPAWORLD HOLDINGS LIMITED14011310$290.6M3.14%+6.2%
7CRLCHARLES RIV LABS INTL INC1427771$284.8M3.08%-4.2%
8NVSTENVISTA HOLDINGS CORPORATION11970544$259.9M2.81%-0.3%
9LAZLAZARD INC5296822$257.2M2.78%+1.0%
10PBHPRESTIGE CONSMR HEALTHCARE I4102497$253.1M2.73%+14.1%
11MATMATTEL INC12532133$248.6M2.69%-8.9%
12FAFFIRST AMERN FINL CORP3917150$240.7M2.60%+5.2%
13CGCarlyle Group3950333$233.5M2.52%-6.7%
14MIDDMIDDLEBY CORP1558645$231.7M2.50%+22.4%
15BIOBIO RAD LABS INC764672$231.7M2.50%-5.5%
16CLBCORE LABORATORIES INC13661000$219.0M2.37%-0.8%
17REZIRESIDEO TECHNOLOGIES INC6121216$215.0M2.32%-8.6%
18BOKFBOK FINL CORP1689307$200.1M2.16%-1.8%
19BYDBOYD GAMING CORP2340172$199.5M2.15%-10.1%
20CVSAADTALEM GLOBAL ED INC1897628$196.3M2.12%+46.5%
21GNRCGENERAC HLDGS INC1423948$194.2M2.10%-2.9%
22MHKMOHAWK INDS INC1716027$187.6M2.03%+1.1%
23MSGSMADISON SQUARE GRDN SPRT COR722495$186.9M2.02%-0.6%
24GNTXGENTEX CORP7889928$183.6M1.98%+9.3%
25ADTADT INC DEL21558300$174.0M1.88%-2.3%
26NTRSONORTHERN TR CORP1248921$170.6M1.84%-2.8%
27SJMSMUCKER J M CO1608943$157.4M1.70%+4.2%
28AXTAAXALTA COATING SYS LTD4864546$157.2M1.70%+16.1%
29MANUMANCHESTER UTD PLC NEW8982161$143.0M1.54%+0.6%
30BCOBRINKS CO1027444$119.9M1.30%-16.2%
31ZBRAZEBRA TECHNOLOGIES CORPORATI475731$115.5M1.25%+86.1%
32AQNALGONQUIN PWR UTILS CORP15920654$97.9M1.06%-2.6%
33LHLABCORP HOLDINGS INC360087$90.3M0.98%-0.8%
34OMCOMNICOM GROUP INC1088333$87.9M0.95%NEW
35CHKPCHECK POINT SOFTWARE TECH LT464185$86.1M0.93%-4.5%
36KNKNOWLES CORP3998641$85.7M0.93%-2.7%
37MSFTMICROSOFT CORP172455$83.4M0.90%-11.2%
38LINDLINDBLAD EXPEDITIONS HLDGS I5118819$73.8M0.80%-7.3%
39KMTKENNAMETAL INC2377626$67.5M0.73%-37.1%
40FSLRFIRST SOLAR INC251565$65.7M0.71%-22.7%
41CVSCVS HEALTH CORP825092$65.5M0.71%-16.6%
42DISDISNEY WALT CO557647$63.4M0.69%+11.5%
43NVTNVENT ELECTRIC PLC613021$62.5M0.68%-28.7%
44XRAYDENTSPLY SIRONA INC5274740$60.3M0.65%NEW
45INTCINTEL CORP1524112$56.2M0.61%57.8%
46LFUSLITTELFUSE INC221498$56.0M0.61%-1.7%
47JHGJANUS HENDERSON GROUP PLC1169327$55.6M0.60%-42.8%
48KEYSKEYSIGHT TECHNOLOGIES INC258309$52.5M0.57%-1.5%
49GCMGGCM GROSVENOR INC4508199$51.0M0.55%+0.5%
50WEXWEX INC336797$50.2M0.54%-1.2%
51SLBSLB LIMITED1285090$49.3M0.53%-1.2%
52BMYBristol-Myers Squibb732677$39.5M0.43%NEW
53COFCapital One Financial162230$39.3M0.42%-21.2%
54CNPCENTERPOINT ENERGY INC996778$38.2M0.41%+-3.0%
55WBS-PGWEBSTER FINL CORP578996$36.4M0.39%NEW
56FDSFACTSET RESH SYS INC125439$36.4M0.39%NEW
57MTBM & T BK CORP180402$36.3M0.39%-5.8%
58PSKYPARAMOUNT SKYDANCE CORP2587190$34.7M0.37%-13.8%
59NTAPNETAPP INC322860$34.6M0.37%-6.0%
60SCHWSCHWAB CHARLES CORP342275$34.2M0.37%-1.5%
61CBRECBRE GROUP INC211081$33.9M0.37%-7.8%
62KKRKKR & CO INC264916$33.8M0.36%+3.7%
63HPE-PCHEWLETT PACKARD ENTERPRISE C1321535$31.7M0.34%NEW
64SWKSTANLEY BLACK & DECKER INC421387$31.3M0.34%-1.4%
65KFYKORN FERRY466090$30.8M0.33%-1.9%
66TAT&T INC1202446$29.9M0.32%NEW
67BACBANK AMERICA CORP517442$28.5M0.31%-4.1%
68MASMASCO CORP405488$25.7M0.28%+1.7%
69GILDGILEAD SCIENCES INC205052$25.2M0.27%-6.3%
70TAPMOLSON COORS BEVERAGE CO515945$24.1M0.26%+12.6%
71RLIRLI CORP373173$23.9M0.26%NEW
72AFLAFLAC INC212072$23.4M0.25%-1.5%
73KMXCARMAX INC563483$21.8M0.24%-1.4%
74FISVFISERV INC321025$21.6M0.23%+26.9%
75HUMHUMANA INC82807$21.2M0.23%-5.9%
76FDXFEDEX CORP71405$20.6M0.22%-5.9%
77MGPIMGP INGREDIENTS INC NEW629467$15.3M0.17%-2.6%
78MTNVAIL RESORTS INC112211$14.9M0.16%-2.6%
79SSDSIMPSON MFG INC91389$14.8M0.16%-1.6%
80SNASNAP ON INC32694$11.3M0.12%-0.5%
81BBARRICK MNG CORP216126$9.4M0.10%-11.6%
82JNJJOHNSON & JOHNSON43260$9.0M0.10%-16.6%
83PHINPHINIA INC140144$8.8M0.09%-0.0%
84HCKTHACKETT GROUP INC428199$8.4M0.09%-1.7%
85APAAPA CORPORATION297339$7.3M0.08%-0.7%
86LMTLOCKHEED MARTIN CORP13446$6.5M0.07%-1.1%
87CVXCHEVRON CORP NEW41499$6.3M0.07%
88IWNISHARES TR33319$6.0M0.07%-25.9%
89LESLLESLIES INC2836373$4.7M0.05%-3.7%
90KBKB FINL GROUP INC51315$4.4M0.05%
91AJGGALLAGHER ARTHUR J & CO15357$4.0M0.04%+12.5%
92MOSMOSAIC CO NEW147037$3.5M0.04%-0.9%
93ORCLORACLE CORP16384$3.2M0.03%-0.1%
94TSMTAIWAN SEMICONDUCTOR MFG LTD10162$3.1M0.03%-9.7%
95BWABORGWARNER INC64987$2.9M0.03%
96GSGOLDMAN SACHS GROUP INC3158$2.8M0.03%-0.2%
97BAPCREDICORP LTD5737$1.6M0.02%+9.4%
98VEAVanguard FTSE Developed Markets ETF24473$1.5M0.02%-57.4%
99IFSINTERCORP FINL SVCS INC34668$1.5M0.02%+7.7%
100CPACOPA HOLDINGS SA8752$1.1M0.01%NEW
101KSPIKASPI KZ JSC13172$1.0M0.01%+7.4%
102HDBHDFC BANK LTD13151$481K0.01%42.3%
103FICOFAIR ISAAC CORP221$374K0.00%-0.9%
104ZBHZIMMER BIOMET HOLDINGS INC3229$290K0.00%-99.2%
105MSIMOTOROLA SOLUTIONS INC755$289K0.00%-0.7%
106PGRPROGRESSIVE CORP1094$249K0.00%-0.5%
107BRCBRADY CORP2996$235K0.00%-17.7%
108IWDISHARES TR668$141K0.00%NEW