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Ariel Investments, LLC

CIK:0000936753
Asset Manager
$17B AUM
104 holdings
Chicago, IL, United States
Founded:1983
108 employees
Latest filing:Jun 30, 2025

Ariel Investments, LLC is an independent asset management firm headquartered in Chicago, Illinois. Founded in 1983, the firm specializes in patient, long-term investing across both publicly traded and private companies. Ariel serves institutions and individual investors globally, and is recognized for its research-driven approach and focus on undervalued opportunities. The firm is a minority-owned business and has expanded its platform with several affiliates and alternative investment offerings. As of 2025, Ariel employs approximately 108 people.

Investment Strategy

Ariel Investments is renowned for its disciplined, patient approach to value investing. The firm seeks to identify undervalued securities of high-quality companies with solid balance sheets, sustainable competitive advantages, and strong management teams. Ariel typically invests with a long-term horizon, focusing on both small- and mid-cap public equities as well as select private investments. Their strategy incorporates deep fundamental research, an emphasis on risk management, and a commitment to diversity and responsible stewardship.

Top Buys
S
SPHRSPHERE ENTERTAINMENT CO
+$90.7M
O
OSWONESPAWORLD HOLDINGS LIMITED
+$89.5M
N
NCLHNORWEGIAN CRUISE LINE HLDG L
+$78.7M
M
MSGEMADISON SQUARE GARDEN ENTMT
+$61.0M
M
MSFTMICROSOFT CORP
+$59.5M
Top Sells
S
SJMSMUCKER J M CO
-$72.7M
I
IPGINTERPUBLIC GROUP COS INC
-$65.5M
K
KMTKENNAMETAL INC
-$50.6M
C
CHKPCHECK POINT SOFTWARE TECH LT
-$45.2M
P
PBHPRESTIGE CONSMR HEALTHCARE I
-$40.7M

Top Holdings

M
MSGEMADISON SQUARE GARDEN ENTMT
+3.6%$315.6M
S
SPHRSPHERE ENTERTAINMENT CO
+3.4%$296.8M
M
MATMATTEL INC
+3.2%$280.4M
L
LAZLAZARD INC
+3.1%$276.1M
O
OSWONESPAWORLD HOLDINGS LIMITED
+3.1%$269.4M

Equity Positions (104)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSGE
MADISON SQUARE GARDEN ENTMT3.58%$315.6M7,896,008$34.02$39.97+$61.0M
S
SPHR
SPHERE ENTERTAINMENT CO3.36%$296.8M7,100,237$60.66$41.80+$90.7M
M
MAT
MATTEL INC3.18%$280.4M14,220,786$16.90$19.72+$11.2M
L
LAZ
LAZARD INC3.13%$276.1M5,753,997$41.23$47.98+$32.8M
O
OSW
ONESPAWORLD HOLDINGS LIMITED3.05%$269.4M13,213,156$12.28$20.39+$89.5M

Industry Allocation

INVESTMENT ADVICE
+10.8%
SERVICES-AMUSEMENT & RECREATION SERVICES
+8.8%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+6.1%
OIL & GAS FIELD SERVICES, NEC
+3.8%
DOLLS & STUFFED TOYS
+3.2%