John Rogers
Net sellingAriel Investments, Llc — managed by John Rogers; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Ariel Investments, Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 106 positions worth $8.93B. The top 5 holdings represent 18% of that value, a broadly diversified portfolio.
The single largest position is Madison Square Garden Entmt at 4.0% of the portfolio, followed by Onespaworld Holdings Limited at 4.0% and Jones Lang Lasalle Inc at 3.5%.
Against the prior quarter, John Rogers opened 8 new positions, exited 10, added to 45, and trimmed 51. The largest new buy was Scotts Miracle-Gro Co. The most notable sale was the full exit from Janus Henderson Group Plc.
Across all 8 quarters on file, Madison Square Garden Entmt has appeared in every filing, as has Onespaworld Holdings Limited. Madison Square Garden Entmt currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$359.7MWeight (prev→now)4.0% → 4.0% ▼
- Value$354.2MWeight (prev→now)3.1% → 4.0% ▲
- Value$311.7MWeight (prev→now)3.2% → 3.5% ▲
- Value$294.4MWeight (prev→now)3.7% → 3.3% ▼
- Value$289.1MWeight (prev→now)3.3% → 3.2% ▼
- Value$275.6MWeight (prev→now)2.8% → 3.1% ▼
- Value$274.2MWeight (prev→now)3.5% → 3.1% ▲
- Value$253.3MWeight (prev→now)2.7% → 2.8% ▲
- Value$252.9MWeight (prev→now)2.1% → 2.8% ▼
- Value$249.1MWeight (prev→now)3.1% → 2.8% ▲
- Value$247.5MWeight (prev→now)2.8% → 2.8% ▲
- Value$231.5MWeight (prev→now)2.6% → 2.6% ▼
- Value$230.6MWeight (prev→now)2.0% → 2.6% ▼
- Value$222.6MWeight (prev→now)2.1% → 2.5% ▲
- Value$221.1MWeight (prev→now)2.4% → 2.5% ▼
- Value$219.1MWeight (prev→now)2.5% → 2.5% ▲
- Value$211.3MWeight (prev→now)2.2% → 2.4% ▼
- Value$208.8MWeight (prev→now)2.5% → 2.3% ▲
- Value$204.9MWeight (prev→now)2.3% → 2.3% ▼
- Value$197.1MWeight (prev→now)2.7% → 2.2% ▲
- Value$192.7MWeight (prev→now)2.5% → 2.2% ▲
- Value$186.9MWeight (prev→now)2.2% → 2.1% ▼
- Value$182.3MWeight (prev→now)2.0% → 2.0% ▲
- Value$179.4MWeight (prev→now)1.7% → 2.0% ▲
- Value$171.8MWeight (prev→now)2.0% → 1.9% ▲
Showing top 25 of 106 positions
Sources· SEC EDGAR 13F as of 2026-05-14
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