John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2013, the filing reported:
New Buys - Autoliv, Inc., Azenta, Inc., Berkshire Hathaway Inc. New, CVS Health Corporation, Expeditors International of Was, and 11 more
Increases - Acacia Research Corporation, AFLAC Incorporated, AstroNova, Inc., Brinks Company (The), Franklin Resources, Inc., and 40 more
Reductions - ARC Document Solutions, Inc., CSP Inc., IDEX Corporation, Interpublic Group of Companies,, Littelfuse, Inc., and 13 more
Complete Exits - Gentex Corporation, Markel Group Inc.
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 |
|---|---|---|---|
|
Q3 2013
|
ACTG
Acacia Research Corporation
|
Buy |
+75,331
|
|
Q3 2013
|
AFL
AFLAC Incorporated
|
Buy |
+30,105
|
|
Q3 2013
|
ALOT
AstroNova, Inc.
|
Buy |
+86,937
|
|
Q3 2013
|
ALV
Autoliv, Inc.
|
Buy - Position Entry |
+7,068
|
|
Q3 2013
|
ARC
ARC Document Solutions, Inc.
|
Sell |
-15,643
|
|
Q3 2013
|
AZTA
Azenta, Inc.
|
Buy - Position Entry |
+76,800
|
|
Q3 2013
|
BCO
Brinks Company (The)
|
Buy |
+67,240
|
|
Q3 2013
|
BEN
Franklin Resources, Inc.
|
Buy |
+1,040,809
|
|
Q3 2013
|
BIDU
Baidu, Inc.
|
Buy |
+3,447
|
|
Q3 2013
|
BIO
Bio-Rad Laboratories, Inc.
|
Buy |
+84,207
|
|
Q3 2013
|
BK
The Bank of New York Mellon Cor
|
Buy |
+400
|
|
Q3 2013
|
BRC
Brady Corporation
|
Buy |
+19,175
|
|
Q3 2013
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+5,855
|
|
Q3 2013
|
CBRE
CBRE Group Inc
|
Buy |
+1,036,900
|
|
Q3 2013
|
CCL
Carnival Corporation
|
Buy |
+17,460
|
|
Q3 2013
|
CPIX
Cumberland Pharmaceuticals Inc.
|
Buy |
+333,250
|
|
Q3 2013
|
CRL
Charles River Laboratories Inte
|
Buy |
+15,455
|
|
Q3 2013
|
CRWS
Crown Crafts, Inc.
|
Buy |
+218,998
|
|
Q3 2013
|
CSPI
CSP Inc.
|
Sell |
-232,206
|
|
Q3 2013
|
CVS
CVS Health Corporation
|
Buy - Position Entry |
+55,685
|
|
Q3 2013
|
CVU
CPI Aerostructures, Inc.
|
Buy |
+509,734
|
|
Q3 2013
|
DGX
Quest Diagnostics Incorporated
|
Buy |
+41,494
|
|
Q3 2013
|
EBS
Emergent BioSolutions Inc.
|
Buy |
+32,100
|
|
Q3 2013
|
EXPD
Expeditors International of Was
|
Buy - Position Entry |
+5,068
|
|
Q3 2013
|
FAF
First American Corporation (New
|
Buy |
+1,189,255
|
|
Q3 2013
|
FICO
Fair Isaac Corporation
|
Buy |
+6,810
|
|
Q3 2013
|
GIFI
Gulf Island Fabrication, Inc.
|
Buy |
+19,900
|
|
Q3 2013
|
GILD
Gilead Sciences, Inc.
|
Buy |
+53,209
|
|
Q3 2013
|
GNTX
Gentex Corporation
|
Sell - Position Exit |
-17,720
|
|
Q3 2013
|
GPN
Global Payments Inc.
|
Buy - Position Entry |
+14,223
|
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