Asset Manager · CIK 0000936753
John Rogers
Ariel Investments
John Rogers runs Ariel Investments, an asset manager overseeing $9.26B in disclosed equity holdings (SEC CIK 0000936753). The latest portfolio (2025Q4) discloses 108 positions across 11 sectors, with the largest positions in MSGE, AMG and NORWEGIAN CRUISE LINE HLDG L. On a mark-to-market basis the tracked portfolio has returned 21.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$9.26B
Positions
108
Quarter
2025Q4
Filings tracked
40
Biggest winner since filing
SPHRMADISON SQUARE GRDN ENTERTNM
+119.3%
+$370.6M
Biggest loser since filing
GNTXGENTEX CORP
-25.5%
−$47.8M
Investment strategy
John Rogers is a mid-size fund with a diversified portfolio. Top 10 positions are only 26% of the equity book.
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<iframe src="https://openstocks.me/embed/stock/MAT" width="100%" height="480" frameborder="0" loading="lazy" title="MAT chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
10 sectors115 positions
Top 3 = 8% of book · MAT, JLL, MSGE
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Performance
vs SPY40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
John Rogers has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
ADD G0750C108 — and 4 more recent moves.
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Recent transactions
See full activity →ADD
AXALTA COATING SYS LTD
+675,585
~$32.31 · 2025Q4
2026-02-13
NEW
BRISTOL-MYERS SQUIBB CO
+732,677
~$53.94 · 2025Q4
2026-02-13
SOLD
VERIZON COMMUNICATIONS INC
−1,166,712
~$43.95 · 2025Q4
2026-02-13
TRIM
MADISON SQUARE GRDN ENTERTNM
−2,825,705
~$95.08 · 2025Q4
2026-02-13
