John W. Rogers Jr. - Ariel Appreciation Fund 13F Activity & Position Changes (Q3 2013)
As of Sep 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 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
|
Page 1 of 3