John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Ariel Appreciation Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - Acacia Research Corporation, AFLAC Incorporated, AstroNova, Inc., ARC Document Solutions, Inc., Baxter International Inc., and 66 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
ACTG
Acacia Research Corporation
|
Buy - Position Entry |
+14,055
|
|
Q2 2013
|
AFL
AFLAC Incorporated
|
Buy - Position Entry |
+1,400,110
|
|
Q2 2013
|
ALOT
AstroNova, Inc.
|
Buy - Position Entry |
+668,442
|
|
Q2 2013
|
ARC
ARC Document Solutions, Inc.
|
Buy - Position Entry |
+2,270,507
|
|
Q2 2013
|
BAX
Baxter International Inc.
|
Buy - Position Entry |
+49,271
|
|
Q2 2013
|
BCO
Brinks Company (The)
|
Buy - Position Entry |
+1,037,556
|
|
Q2 2013
|
BEN
Franklin Resources, Inc.
|
Buy - Position Entry |
+411,786
|
|
Q2 2013
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+11,432
|
|
Q2 2013
|
BIO
Bio-Rad Laboratories, Inc.
|
Buy - Position Entry |
+1,012,406
|
|
Q2 2013
|
BK
The Bank of New York Mellon Cor
|
Buy - Position Entry |
+113,125
|
|
Q2 2013
|
BRC
Brady Corporation
|
Buy - Position Entry |
+2,524,252
|
|
Q2 2013
|
CBRE
CBRE Group Inc
|
Buy - Position Entry |
+3,853,368
|
|
Q2 2013
|
CCL
Carnival Corporation
|
Buy - Position Entry |
+763,537
|
|
Q2 2013
|
CPIX
Cumberland Pharmaceuticals Inc.
|
Buy - Position Entry |
+1,425,705
|
|
Q2 2013
|
CRL
Charles River Laboratories Inte
|
Buy - Position Entry |
+2,734,450
|
|
Q2 2013
|
CRWS
Crown Crafts, Inc.
|
Buy - Position Entry |
+1,090,135
|
|
Q2 2013
|
CSPI
CSP Inc.
|
Buy - Position Entry |
+369,236
|
|
Q2 2013
|
CVU
CPI Aerostructures, Inc.
|
Buy - Position Entry |
+189,292
|
|
Q2 2013
|
DGX
Quest Diagnostics Incorporated
|
Buy - Position Entry |
+7,445
|
|
Q2 2013
|
EBS
Emergent BioSolutions Inc.
|
Buy - Position Entry |
+27,500
|
|
Q2 2013
|
FAF
First American Corporation (New
|
Buy - Position Entry |
+8,650,370
|
|
Q2 2013
|
FICO
Fair Isaac Corporation
|
Buy - Position Entry |
+2,054,724
|
|
Q2 2013
|
GIFI
Gulf Island Fabrication, Inc.
|
Buy - Position Entry |
+21,600
|
|
Q2 2013
|
GILD
Gilead Sciences, Inc.
|
Buy - Position Entry |
+12,056
|
|
Q2 2013
|
GNTX
Gentex Corporation
|
Buy - Position Entry |
+17,720
|
|
Q2 2013
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy - Position Entry |
+32,395
|
|
Q2 2013
|
HMN
Horace Mann Educators Corporati
|
Buy - Position Entry |
+433,834
|
|
Q2 2013
|
IBM
International Business Machines
|
Buy - Position Entry |
+32,552
|
|
Q2 2013
|
IEX
IDEX Corporation
|
Buy - Position Entry |
+1,311,384
|
|
Q2 2013
|
IPG
Interpublic Group of Companies,
|
Buy - Position Entry |
+16,559,506
|
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