Ariel Investments, LLC
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 Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSGE | MADISON SQUARE GARDEN ENTMT | 3.58% | $315.6M | 7,896,008 | $34.02 | $39.97 | +$61.0M |
S SPHR | SPHERE ENTERTAINMENT CO | 3.36% | $296.8M | 7,100,237 | $60.66 | $41.80 | +$90.7M |
M MAT | MATTEL INC | 3.18% | $280.4M | 14,220,786 | $16.90 | $19.72 | +$11.2M |
L LAZ | LAZARD INC | 3.13% | $276.1M | 5,753,997 | $41.23 | $47.98 | +$32.8M |
O OSW | ONESPAWORLD HOLDINGS LIMITED | 3.05% | $269.4M | 13,213,156 | $12.28 | $20.39 | +$89.5M |