Tracking John Rogers' Ariel Investments Portfolio – Q1 2023 Update


  • Ariel Investments’ 13F portfolio value increased from $9.85B to $10.41B this quarter.
  • They increased Jones Lang LaSalle, Credicorp, Generac Holdings, and Leslie’s while decreasing Philip Morris, Microsoft, and Interpublic Group.
  • The top three positions are Baidu, Madison Square Garden Entertainment, and Mattel, and they add up to ~11% of the portfolio.

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