N-PORT filing recap · March 2026
What did Ariel Focus Fund buy in March 2026?
Reported stock-position changes between this filing and the previous one. These are Ariel Focus Fund's own holdings, not the firm's.
Stock value
$79.57M
Positions
29
Estimated turnover
11.2%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Period in review
Ariel Focus Fund opened new positions in Factset Research Systems and Bio-Rad Laboratories, while exiting Goldman Sachs entirely. The fund trimmed Apa Corporation and added to Labcorp Holdings, both moderate moves. It also substantially increased its Fiserv stake and made moderate additions to Madison Square Garden Sports and Arthur J. Gallagher. Slight reductions were made across Johnson & Johnson, SLB, Phinia, Barrick Mining, Affiliated Managers Group, Snap-On, and Lockheed Martin.