Ariel Appreciation Fund - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to December 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+9.22B
+9,999%+
Winning Positions
+64.67%
194 wins / 300 positions
Average Gain (Winners)
$44.74M
+9,999%+ avg per position
Active Positions
106
84 losing positions
Portfolio Value Over Time
Total Positions Tracked
300
All holdings over time
Win/Loss Ratio
2.31
194 gains / 84 losses
Active vs. Exited
106 / 194
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| AMG | Affiliated Managers Group, Inc. | Financial Services | Sep 2018 | ACTIVE | $36.63K | $340.81M | $340.77M | +9,999%+ |
| NCLH | Norwegian Cruise Line | N/A | Mar 2020 | ACTIVE | $7.32K | $320.32M | $320.32M | +9,999%+ |
| SPHR | Sphere Entertainment Co. | Communication Services | Jun 2020 | ACTIVE | $81.02K | $301.26M | $301.18M | +9,999%+ |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | Jun 2013 | ACTIVE | $169.92K | $300.55M | $300.38M | +9,999%+ |
| OSW | OneSpaWorld | N/A | Mar 2020 | ACTIVE | $7.00K | $290.59M | $290.59M | +9,999%+ |
| CRL | Charles River Laboratories Inte | Healthcare | Jun 2013 | ACTIVE | $112.19K | $284.81M | $284.70M | +9,999%+ |
| NVST | Envista Holdings Corporation | Healthcare | Mar 2020 | ACTIVE | $52.10K | $259.88M | $259.83M | +9,999%+ |
| PBH | Prestige Consumer Healthcare In | Healthcare | Jun 2022 | ACTIVE | $44.70K | $253.08M | $253.04M | +9,999%+ |
| MAT | Mattel, Inc. | Consumer Cyclical | Jun 2015 | ACTIVE | $81.84K | $248.64M | $248.56M | +9,999%+ |
| FAF | First American Corporation (New | Financial Services | Jun 2013 | ACTIVE | $190.65K | $240.67M | $240.48M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.