John Rogers - Ariel Investments
Superinvestor profile · Rank #50 by reported 13F value (2026 Q2 filers) · CIK 0000936753 · All profiles
Founded 1983Chicago, Illinois, United StatesValue-based patient investing in small and mid-cap US stocksKey person: John W. Rogers Jr.
Reported 13F value
$10.0B
Period 2026-06-30 · Filed 2026-08-14
Positions
106
Top 10 = 33.0% of value
Clone CAGR (full window)
+11.6%
2016-11-14 → 2026-10-02 · cumulative +196%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-26%
Month-end values, approximate
Latest-quarter activity
8 new · 8 exited
33 increased · 63 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +11.60% | Cumulative +195.9% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +8.43% | |
| Trailing 3Y | +17.42% | |
| Trailing 1Y | +18.17% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| MSGE | Madison Square Garden Entmt | 4.28% | $429M |
| OSW | Onespaworld Holdings Limited | 4.19% | $420M |
| CRL | Charles Riv Labs Intl Inc | 3.41% | $342M |
| AMG | Affiliated Managers Group | 3.37% | $338M |
| JLL | Jones Lang Lasalle Inc | 3.28% | $329M |
| NCLH | Norwegian Cruise Line Hldgs | 3.25% | $326M |
| GNRC | Generac Hldgs Inc | 2.91% | $292M |
| SPHR | Sphere Entertainment Co | 2.87% | $288M |
| MIDD | Middleby Corp | 2.82% | $283M |
| MSGS | Madison Square Grdn Sprt Cor | 2.64% | $265M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 88.4% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
| Quarter | SEC accession no. | Filed | Disclosed CUSIPs |
|---|---|---|---|
| 2026Q2 | 0000936753-26-000050 | 2026-08-14 | 106 |
| 2026Q1 | 0000936753-26-000025 | 2026-05-14 | 106 |
| 2025Q4 | 0000936753-26-000017 | 2026-02-13 | 108 |
| 2025Q3 | 0000936753-25-000089 | 2025-11-14 | 107 |
| 2025Q2 | 0000936753-25-000065 | 2025-08-14 | 104 |
| 2025Q1 | 0000936753-25-000029 | 2025-05-15 | 106 |
| 2024Q4 | 0000936753-25-000018 | 2025-02-14 | 110 |
| 2024Q3 | 0000936753-24-000085 | 2024-11-13 | 110 |
| 2024Q2 | 0000936753-24-000049 | 2024-08-14 | 115 |
| 2024Q1 | 0000936753-24-000041 | 2024-05-14 | 115 |
| 2023Q4 | 0000936753-24-000020 | 2024-02-14 | 114 |
| 2023Q3 | 0000936753-23-000061 | 2023-11-14 | 115 |
| 2023Q2 | 0000936753-23-000056 | 2023-08-14 | 116 |
| 2023Q1 | 0000936753-23-000040 | 2023-05-12 | 114 |
| 2022Q4 | 0000936753-23-000023 | 2023-02-14 | 116 |
| 2022Q3 | 0000936753-22-000041 | 2022-11-14 | 114 |
| 2022Q2 | 0000936753-22-000036 | 2022-08-12 | 112 |
| 2022Q1 | 0000936753-22-000031 | 2022-05-13 | 106 |
| 2021Q4 | 0000936753-22-000018 | 2022-02-14 | 104 |
| 2021Q3 | 0000936753-21-000089 | 2021-11-12 | 109 |
| 2021Q2 | 0000936753-21-000069 | 2021-08-13 | 110 |
| 2021Q1 | 0000936753-21-000056 | 2021-05-14 | 136 |
| 2020Q4 | 0000936753-21-000034 | 2021-02-12 | 140 |
| 2020Q3 | 0000936753-20-000080 | 2020-11-13 | 142 |
| 2020Q2 | 0000936753-20-000074 | 2020-08-14 | 147 |
| 2020Q1 | 0000936753-20-000063 | 2020-05-14 | 148 |
| 2019Q4 | 0000936753-20-000035 | 2020-02-14 | 146 |
| 2019Q3 | 0000936753-19-000123 | 2019-11-14 | 144 |
| 2019Q2 | 0000936753-19-000115 | 2019-08-14 | 153 |
| 2019Q1 | 0000936753-19-000096 | 2019-05-15 | 154 |
| 2018Q4 | 0000936753-19-000064 | 2019-02-14 | 157 |
| 2018Q3 | 0000936753-18-000137 | 2018-11-14 | 154 |
| 2018Q2 | 0000936753-18-000125 | 2018-08-10 | 160 |
| 2018Q1 | 0000936753-18-000110 | 2018-05-14 | 165 |
| 2017Q4 | 0000936753-18-000102 | 2018-02-14 | 172 |
| 2017Q3 | 0000936753-17-000169 | 2017-11-14 | 176 |
| 2017Q2 | 0000936753-17-000155 | 2017-08-14 | 184 |
| 2017Q1 | 0000936753-17-000136 | 2017-05-11 | 188 |
| 2016Q4 | 0000936753-17-000120 | 2017-02-14 | 190 |
| 2016Q3 | 0000936753-16-000353 | 2016-11-14 | 185 |
Background (founded / HQ / style) source: https://en.wikipedia.org/wiki/Ariel_Investments — Founded in 1983 by John W. Rogers Jr. (founder, chairman, co-CEO and CIO) as Ariel Capital Management; Mellody Hobson is co-CEO and president; described as the first Black-owned mutual fund firm in the US.