13F filing recap · Q1 2025
What did Ariel Investments buy in Q1 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Ariel-managed account, including accounts that belong to no fund below.
Stock value
$8.51B
Positions
106
Estimated turnover
14.0%
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.
Quarter in review
Ariel Investments opened positions in Algonquin Power & Utilities, Owens Corning, and several Vanguard funds, while exiting Baidu, DaVita, Lennar, Nov, Reynolds Consumer Products, Teradata, Walgreens Boots Alliance, Sensata Technologies, and Royal Caribbean. The firm substantially increased Onespaworld Holdings, sharply added to Norwegian Cruise Line Holdings, Slb Limited, and Bank of America, and significantly trimmed Check Point Software Technologies, Vail Resorts, Abbvie, Philip Morris International, Kb Financial Group, Taiwan Semiconductor Manufacturing, and Goldman Sachs.