Ariel Investments, LLC

Bought Scotts Miracle-gro, sold out of Check Point Software. Portfolio down 4% to $8.9B.

$8.9B portfolio106 holdingstop 10 = 33%filed 2026-05-14

1MSGEMadison Square Garden Entm4.03%
$359.7M - 6.1M shares-776K
2Onespaworld Holdings Limited3.96%
$354.2M - 15.4M shares+1.4M
3JLLJones Lang Lasalle Inc3.49%
$311.7M - 1.0M shares+131K
4AMGAffiliated Managers Group3.30%
$294.4M - 1.1M shares-118K
5SPHRSphere Entertainment Co3.24%
$289.1M - 2.5M shares-706K
6NVSTEnvista Holdings Corporati3.08%
$275.6M - 10.9M shares-1.1M
7Norwegian Cruise Line Hldgs3.07%
$274.2M - 14.7M shares+310K
8PBHPrestige Consmr Healthcare2.84%
$253.3M - 4.3M shares+172K
9GNRCGenerac Hldgs Inc2.83%
$252.9M - 1.3M shares-129K
10CRLCharles Riv Labs Intl Inc2.79%
$249.1M - 1.4M shares+16K
11LAZLazard Inc2.77%
$247.5M - 5.8M shares+529K
12FAFFirst Amern Finl Corp2.59%
$231.5M - 3.8M shares-78K
13MSGSMadison Square GRDN SPRT C2.58%
$230.6M - 717K shares-5K
14CVSACovista Inc2.49%
$222.6M - 1.9M shares+34K
15CLBCore Laboratories Inc2.48%
$221.1M - 13.2M shares-491K
16BIOBio Rad Labs Inc2.45%
$219.1M - 786K shares+21K
17BOKFBok Finl Corp2.36%
$211.3M - 1.6M shares-39K
18MIDDMiddleby Corp2.34%
$208.8M - 1.6M shares+16K
19REZIResideo Technologies Inc2.29%
$204.9M - 6.1M shares-42K
20MATMattel Inc2.21%
$197.1M - 13.6M shares+1.0M
21CGCarlyle Group Inc2.16%
$192.7M - 4.0M shares+31K
22BYDBoyd Gaming Corp2.09%
$186.9M - 2.3M shares-66K
23GNTXGentex Corp2.04%
$182.3M - 8.3M shares+452K
24SJMSmucker J M Co2.01%
$179.4M - 1.9M shares+252K
25MHKMohawk Inds Inc1.92%
$171.8M - 1.7M shares+29K
26ZBRAZebra Technologies Corpora1.82%
$162.5M - 777K shares+302K
27NTRSNorthern TR Corp1.78%
$159.3M - 1.1M shares-108K
28Manchester Utd PLC New1.70%
$152.2M - 9.1M shares+68K
29ADTAdt Inc Del1.43%
$128.0M - 19.5M shares-2.1M
30AQNAlgonquin Power & Utilitie1.35%
$120.6M - 19.6M shares+3.7M
31KNKnowles Corp1.10%
$98.1M - 3.8M shares-180K
32Axalta Coating SYS LTD1.07%
$96.0M - 3.5M shares-1.4M
33BCOBrinks Co1.07%
$95.6M - 923K shares-104K
34LHLabcorp Holdings Inc1.06%
$94.5M - 354K shares-6K
35OMCOmnicom Group Inc0.93%
$83.2M - 1.1M shares+17K
36XRAYDentsply Sirona Inc0.83%
$74.1M - 6.4M shares+1.1M
37LFUSLittelfuse Inc0.82%
$73.1M - 215K shares-6K
38Nvent Elec PLC0.79%
$70.5M - 596K shares-17K
39INTCIntel Corp0.72%
$64.2M - 1.5M shares-69K
40SLBSLB Limited0.71%
$63.6M - 1.2M shares-48K
41DISDisney Walt Co0.71%
$63.1M - 654K shares+97K
42LINDLindblad Expeditions Hldgs0.67%
$59.5M - 3.4M shares-1.7M
43SMGScotts Miracle-gro Co0.66%
$58.5M - 963K sharesNEW
44KEYSKeysight Technologies Inc0.65%
$57.7M - 204K shares-54K
45FSLRFirst Solar Inc0.60%
$53.6M - 271K shares+20K
46WEXWex Inc0.58%
$51.7M - 338K shares+927
47CVSCVS Health Corp0.56%
$50.4M - 702K shares-123K
48RLIRli Corp0.56%
$49.7M - 872K shares+499K
49FDSFactset Resh SYS Inc0.55%
$48.8M - 225K shares+100K
50BMYBristol-myers Squibb Co0.49%
$43.8M - 722K shares-11K
51TAt&t Inc0.48%
$43.2M - 1.5M shares+287K
52GCMGGCM Grosvenor Inc0.48%
$43.1M - 4.4M shares-112K
53KKRKKR & Co Inc0.45%
$40.6M - 439K shares+174K
54HPEHewlett Packard Enterprise0.44%
$39.5M - 1.7M shares+338K
55SCHWSchwab Charles Corp0.42%
$37.9M - 403K shares+61K
56MTBM & T BK Corp0.41%
$36.7M - 178K shares-3K
57CBRECbre Group Inc0.40%
$35.6M - 263K shares+52K
58FDXFedex Corp0.39%
$35.2M - 99K shares+28K
59MASMasco Corp0.35%
$31.6M - 523K shares+118K
60KMTKennametal Inc0.35%
$31.4M - 869K shares-1.5M
61KFYKorn Ferry0.33%
$29.2M - 463K shares-3K
62SWKStanley Black & Decker Inc0.32%
$28.2M - 397K shares-24K
63GILDGilead Sciences Inc0.32%
$28.2M - 202K shares-3K
64FITBFifth Third Bancorp0.30%
$26.4M - 567K sharesNEW
65AFLAflac Inc0.29%
$26.2M - 239K shares+27K
66BACBank America Corp0.28%
$25.0M - 512K shares-5K
67FISVFiserv Inc0.27%
$24.1M - 433K shares+112K
68TAPMolson Coors Beverage Co0.26%
$23.6M - 549K shares+33K
69KMXCarmax Inc0.26%
$23.4M - 562K shares-2K
70MSFTMicrosoft Corp0.26%
$23.0M - 62K shares-110K
71PSKYParamount Skydance Corp0.26%
$23.0M - 2.5M shares-41K
72CNPCenterpoint Energy Inc0.23%
$20.6M - 477K shares-520K
73SSDSimpson MFG Inc0.18%
$15.7M - 92K shares+361
74MTNVail Resorts Inc0.16%
$14.4M - 112K shares+98
75IWNiShares TR0.14%
$12.4M - 65K shares+32K
76SNASnap On Inc0.13%
$11.8M - 33K shares-86
77MGPIMGP Ingredients Inc New0.13%
$11.6M - 629K shares-607
78JNJJohnson & Johnson0.11%
$9.9M - 41K shares-3K
79APAApa Corporation0.11%
$9.4M - 222K shares-75K
80PHINPhinia Inc0.10%
$9.1M - 133K shares-8K
81CVXChevron Corporation0.10%
$8.6M - 41K shares-
82BBarrick MNG Corp0.09%
$8.5M - 207K shares-9K
83LMTLockheed Martin Corp0.09%
$7.9M - 13K shares-332
84HCKTHackett Group Inc0.06%
$5.5M - 426K shares-3K
85TSMTaiwan Semiconductor Manuf0.06%
$5.4M - 16K shares+6K
86KBKB Finl Group Inc0.06%
$5.0M - 50K shares-1K
87AJGGallagher Arthur J & Co0.05%
$4.3M - 20K shares+4K
88MOSMosaic Co0.04%
$3.8M - 148K shares+1K
89BWABorgwarner Inc0.04%
$3.5M - 65K shares-
90LESLLeslies Inc0.04%
$3.2M - 2.9M shares+47K
91Credicorp LTD0.03%
$2.6M - 8K shares+2K
92ORCLOracle Corp0.03%
$2.4M - 16K shares-17
93Intercorp Finl SVCS Inc0.03%
$2.3M - 46K shares+12K
94KSPIKaspi KZ JSC0.02%
$1.7M - 23K shares+10K
95VTVanguard Intl Equity Index0.02%
$1.4M - 10K sharesNEW
96VWOVanguard Intl Equity Index0.01%
$1.1M - 20K sharesNEW
97Royal Caribbean Group<0.01%
$479K - 2K sharesNEW
98VXUSVanguard Star FDS<0.01%
$361K - 5K sharesNEW
99HDBHDFC Bank LTD<0.01%
$350K - 14K shares+921
100XCEMColumbia Etf TR II<0.01%
$345K - 8K sharesNEW
101MSIMotorola Solutions Inc<0.01%
$302K - 696 shares-59
102ZBHZimmer Biomet Holdings Inc<0.01%
$273K - 3K shares-215
103BRCBrady Corp<0.01%
$225K - 3K shares-232
104FICOFair Isaac Corp<0.01%
$218K - 204 shares-17
105PGRProgressive Corp<0.01%
$200K - 1K shares-84
106IWSiShares TR<0.01%
$167K - 1K sharesNEW

#	Stock
1	MSGEMadison Square Garden Entm	4.03%	$359.7M	6.1M	-776K
2	Onespaworld Holdings Limited	3.96%	$354.2M	15.4M	+1.4M
3	JLLJones Lang Lasalle Inc	3.49%	$311.7M	1.0M	+131K
4	AMGAffiliated Managers Group	3.30%	$294.4M	1.1M	-118K
5	SPHRSphere Entertainment Co	3.24%	$289.1M	2.5M	-706K
6	NVSTEnvista Holdings Corporati	3.08%	$275.6M	10.9M	-1.1M
7	Norwegian Cruise Line Hldgs	3.07%	$274.2M	14.7M	+310K
8	PBHPrestige Consmr Healthcare	2.84%	$253.3M	4.3M	+172K
9	GNRCGenerac Hldgs Inc	2.83%	$252.9M	1.3M	-129K
10	CRLCharles Riv Labs Intl Inc	2.79%	$249.1M	1.4M	+16K
11	LAZLazard Inc	2.77%	$247.5M	5.8M	+529K
12	FAFFirst Amern Finl Corp	2.59%	$231.5M	3.8M	-78K
13	MSGSMadison Square GRDN SPRT C	2.58%	$230.6M	717K	-5K
14	CVSACovista Inc	2.49%	$222.6M	1.9M	+34K
15	CLBCore Laboratories Inc	2.48%	$221.1M	13.2M	-491K
16	BIOBio Rad Labs Inc	2.45%	$219.1M	786K	+21K
17	BOKFBok Finl Corp	2.36%	$211.3M	1.6M	-39K
18	MIDDMiddleby Corp	2.34%	$208.8M	1.6M	+16K
19	REZIResideo Technologies Inc	2.29%	$204.9M	6.1M	-42K
20	MATMattel Inc	2.21%	$197.1M	13.6M	+1.0M
21	CGCarlyle Group Inc	2.16%	$192.7M	4.0M	+31K
22	BYDBoyd Gaming Corp	2.09%	$186.9M	2.3M	-66K
23	GNTXGentex Corp	2.04%	$182.3M	8.3M	+452K
24	SJMSmucker J M Co	2.01%	$179.4M	1.9M	+252K
25	MHKMohawk Inds Inc	1.92%	$171.8M	1.7M	+29K
26	ZBRAZebra Technologies Corpora	1.82%	$162.5M	777K	+302K
27	NTRSNorthern TR Corp	1.78%	$159.3M	1.1M	-108K
28	Manchester Utd PLC New	1.70%	$152.2M	9.1M	+68K
29	ADTAdt Inc Del	1.43%	$128.0M	19.5M	-2.1M
30	AQNAlgonquin Power & Utilitie	1.35%	$120.6M	19.6M	+3.7M
31	KNKnowles Corp	1.10%	$98.1M	3.8M	-180K
32	Axalta Coating SYS LTD	1.07%	$96.0M	3.5M	-1.4M
33	BCOBrinks Co	1.07%	$95.6M	923K	-104K
34	LHLabcorp Holdings Inc	1.06%	$94.5M	354K	-6K
35	OMCOmnicom Group Inc	0.93%	$83.2M	1.1M	+17K
36	XRAYDentsply Sirona Inc	0.83%	$74.1M	6.4M	+1.1M
37	LFUSLittelfuse Inc	0.82%	$73.1M	215K	-6K
38	Nvent Elec PLC	0.79%	$70.5M	596K	-17K
39	INTCIntel Corp	0.72%	$64.2M	1.5M	-69K
40	SLBSLB Limited	0.71%	$63.6M	1.2M	-48K
41	DISDisney Walt Co	0.71%	$63.1M	654K	+97K
42	LINDLindblad Expeditions Hldgs	0.67%	$59.5M	3.4M	-1.7M
43	SMGScotts Miracle-gro Co	0.66%	$58.5M	963K	NEW
44	KEYSKeysight Technologies Inc	0.65%	$57.7M	204K	-54K
45	FSLRFirst Solar Inc	0.60%	$53.6M	271K	+20K
46	WEXWex Inc	0.58%	$51.7M	338K	+927
47	CVSCVS Health Corp	0.56%	$50.4M	702K	-123K
48	RLIRli Corp	0.56%	$49.7M	872K	+499K
49	FDSFactset Resh SYS Inc	0.55%	$48.8M	225K	+100K
50	BMYBristol-myers Squibb Co	0.49%	$43.8M	722K	-11K
51	TAt&t Inc	0.48%	$43.2M	1.5M	+287K
52	GCMGGCM Grosvenor Inc	0.48%	$43.1M	4.4M	-112K
53	KKRKKR & Co Inc	0.45%	$40.6M	439K	+174K
54	HPEHewlett Packard Enterprise	0.44%	$39.5M	1.7M	+338K
55	SCHWSchwab Charles Corp	0.42%	$37.9M	403K	+61K
56	MTBM & T BK Corp	0.41%	$36.7M	178K	-3K
57	CBRECbre Group Inc	0.40%	$35.6M	263K	+52K
58	FDXFedex Corp	0.39%	$35.2M	99K	+28K
59	MASMasco Corp	0.35%	$31.6M	523K	+118K
60	KMTKennametal Inc	0.35%	$31.4M	869K	-1.5M
61	KFYKorn Ferry	0.33%	$29.2M	463K	-3K
62	SWKStanley Black & Decker Inc	0.32%	$28.2M	397K	-24K
63	GILDGilead Sciences Inc	0.32%	$28.2M	202K	-3K
64	FITBFifth Third Bancorp	0.30%	$26.4M	567K	NEW
65	AFLAflac Inc	0.29%	$26.2M	239K	+27K
66	BACBank America Corp	0.28%	$25.0M	512K	-5K
67	FISVFiserv Inc	0.27%	$24.1M	433K	+112K
68	TAPMolson Coors Beverage Co	0.26%	$23.6M	549K	+33K
69	KMXCarmax Inc	0.26%	$23.4M	562K	-2K
70	MSFTMicrosoft Corp	0.26%	$23.0M	62K	-110K
71	PSKYParamount Skydance Corp	0.26%	$23.0M	2.5M	-41K
72	CNPCenterpoint Energy Inc	0.23%	$20.6M	477K	-520K
73	SSDSimpson MFG Inc	0.18%	$15.7M	92K	+361
74	MTNVail Resorts Inc	0.16%	$14.4M	112K	+98
75	IWNiShares TR	0.14%	$12.4M	65K	+32K
76	SNASnap On Inc	0.13%	$11.8M	33K	-86
77	MGPIMGP Ingredients Inc New	0.13%	$11.6M	629K	-607
78	JNJJohnson & Johnson	0.11%	$9.9M	41K	-3K
79	APAApa Corporation	0.11%	$9.4M	222K	-75K
80	PHINPhinia Inc	0.10%	$9.1M	133K	-8K
81	CVXChevron Corporation	0.10%	$8.6M	41K	-
82	BBarrick MNG Corp	0.09%	$8.5M	207K	-9K
83	LMTLockheed Martin Corp	0.09%	$7.9M	13K	-332
84	HCKTHackett Group Inc	0.06%	$5.5M	426K	-3K
85	TSMTaiwan Semiconductor Manuf	0.06%	$5.4M	16K	+6K
86	KBKB Finl Group Inc	0.06%	$5.0M	50K	-1K
87	AJGGallagher Arthur J & Co	0.05%	$4.3M	20K	+4K
88	MOSMosaic Co	0.04%	$3.8M	148K	+1K
89	BWABorgwarner Inc	0.04%	$3.5M	65K	-
90	LESLLeslies Inc	0.04%	$3.2M	2.9M	+47K
91	Credicorp LTD	0.03%	$2.6M	8K	+2K
92	ORCLOracle Corp	0.03%	$2.4M	16K	-17
93	Intercorp Finl SVCS Inc	0.03%	$2.3M	46K	+12K
94	KSPIKaspi KZ JSC	0.02%	$1.7M	23K	+10K
95	VTVanguard Intl Equity Index	0.02%	$1.4M	10K	NEW
96	VWOVanguard Intl Equity Index	0.01%	$1.1M	20K	NEW
97	Royal Caribbean Group	<0.01%	$479K	2K	NEW
98	VXUSVanguard Star FDS	<0.01%	$361K	5K	NEW
99	HDBHDFC Bank LTD	<0.01%	$350K	14K	+921
100	XCEMColumbia Etf TR II	<0.01%	$345K	8K	NEW
101	MSIMotorola Solutions Inc	<0.01%	$302K	696	-59
102	ZBHZimmer Biomet Holdings Inc	<0.01%	$273K	3K	-215
103	BRCBrady Corp	<0.01%	$225K	3K	-232
104	FICOFair Isaac Corp	<0.01%	$218K	204	-17
105	PGRProgressive Corp	<0.01%	$200K	1K	-84
106	IWSiShares TR	<0.01%	$167K	1K	NEW

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.