John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 14, 2026, the Ariel Appreciation Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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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