What stocks does Ariel Investments own?

As of Q2 2026, Ariel Investments reported 106 positions with a combined 13F value of $10.0B. Its largest stock positions are MSGE ($428.9M), OSW ($420.4M) and CRL ($341.6M).

How often does Ariel Investments update its portfolio?

Ariel Investments files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Ariel Investments's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Ariel Investments's portfolio data come from?

From the 13F filings Ariel Investments makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Ariel Investments, LLC

Return history

Last 4 years · filing-date model

$100,000 to $188,656

$100,000 in SPY: $229,222.

Total return

+88.7%

Annualized (4Y CAGR)

+17.2%

vs SPY

−5.8 pts/yr

Moves a year

454

Avg hold

2.5 years

17 filings · quarters -11% to +15.6%

All time

+385% since Aug 13, 2013

Fund size $10B today

Oct 11, 2022 to Oct 10, 2026 · min. 67% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New HAE and exited SWK in Q2 2026.

$10.0B in this filing106 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1MSGEMadison Square Garden Entm4.28%
$428.9M - 5.3M shares-13.1%
2OSWOnespaworld Holdings Limit4.19%
$420.4M - 14.9M shares-3.5%
3CRLCharles Riv Labs Intl Inc3.41%
$341.6M - 1.5M shares+4.3%
4AMGAffiliated Managers Group3.37%
$338.3M - 1000K shares-6.0%
5JLLJones Lang Lasalle Inc3.28%
$328.6M - 1.1M shares+3.5%
6NCLHNorwegian Cruise Line Hldg3.25%
$325.7M - 15.4M shares+5.2%
7GNRCGenerac Hldgs Inc2.91%
$292.2M - 998K shares-22.9%
8SPHRSphere Entertainment Co2.87%
$288.2M - 1.7M shares-32.4%

#	Stock				At Jun 30	Now
1	MSGEMadison Square Garden Entm	4.28%	$428.9M	-13.1%	$80.89	$79.11 -2.2%
2	OSWOnespaworld Holdings Limit	4.19%	$420.4M	-3.5%	$28.24	$24.12 -14.6%
3	CRLCharles Riv Labs Intl Inc	3.41%	$341.6M	+4.3%	$226.79	$302.00 +33.2%
4	AMGAffiliated Managers Group	3.37%	$338.3M	-6.0%	$338.40	$372.17 +10.0%
5	JLLJones Lang Lasalle Inc	3.28%	$328.6M	+3.5%	$309.95	$295.25 -4.7%
6	NCLHNorwegian Cruise Line Hldg	3.25%	$325.7M	+5.2%	$21.11	$14.87 -29.6%
7	GNRCGenerac Hldgs Inc	2.91%	$292.2M	-22.9%	$292.81	$198.06 -32.4%
8	SPHRSphere Entertainment Co	2.87%	$288.2M	-32.4%	$173.03	$103.98 -39.9%

98 more on a paid plan

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What is missing

Top 10 concentration: 33%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (8)

Common questions

What stocks does Ariel Investments own?: As of Q2 2026, Ariel Investments reported 106 positions with a combined 13F value of $10.0B. Its largest stock positions are MSGE ($428.9M), OSW ($420.4M) and CRL ($341.6M).
How often does Ariel Investments update its portfolio?: Ariel Investments files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Ariel Investments's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Ariel Investments's portfolio data come from?: From the 13F filings Ariel Investments makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.