Ariel Investments
Ariel Investments reported 106 stocks worth $10B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSGE (4.3%), OSW (4.2%) and CRL (3.4%). Compared with Q1 2026, the fund opened new positions in HAE, PPL and DT, added to CRL, JLL and NCLH, trimmed MSGE, OSW and AMG and sold out of SWK, TAP and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSGE Madison Square Garden Entmt | $429M | 4.3% | 5.3M | −803K (−13%) | 8 of 8 | |
| 2 |  OSW Onespaworld Holdings Limited | $420M | 4.2% | 14.9M | −544K (−4%) | 8 of 8 | |
| 3 |  CRL Charles Riv Labs Intl Inc | $342M | 3.4% | 1.5M | +62K (+4%) | 8 of 8 | |
| 4 |  AMG Affiliated Managers Group in | $338M | 3.4% | 1000K | −64K (−6%) | 8 of 8 | |
| 5 |  JLL Jones Lang Lasalle Inc | $329M | 3.3% | 1.1M | +36K (+4%) | 8 of 8 | |
| 6 |  NCLH Norwegian Cruise Line Hldg L | $326M | 3.3% | 15.4M | +769K (+5%) | 8 of 8 | |
| 7 |  GNRC Generac Hldgs Inc | $292M | 2.9% | 998K | −297K (−23%) | 8 of 8 | |
| 8 |  SPHR Sphere Entertainment Co | $288M | 2.9% | 1.7M | −797K (−32%) | 8 of 8 | |
| 9 |  MIDD Middleby Corp | $283M | 2.8% | 1.6M | +69K (+4%) | 8 of 8 | |
| 10 |  MSGK Madison Square Garden SP | $265M | 2.6% | 659K | −59K (−8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SWK STANLEY BLACK & DECKER INC | $28.2M | 397K |
 TAP Molson Coors Beverag B | $23.6M | 549K |
 MSFT Microsoft Corp | $23M | 62K |
 SKYD Paramount Skydance Corp Com CL B | $23M | 2.5M |
 HCKT Hackett Group Inc | $5.5M | 426K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ariel Investments 13F FAQ
What does Ariel Investments own?
Ariel Investments reported 106 stocks worth $10B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MSGE (4.3%), OSW (4.2%) and CRL (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Ariel Investments buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 33 added to, 63 trimmed and 8 sold out. New positions include HAE, PPL and DT. It sold all of SWK, TAP and MSFT.
When will Ariel Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ariel Investments's portfolio worth?
The Q2 2026 filing reports $10B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.