Ariel Appreciation Fund - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to June 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)
+8.82B
+9,999%+
Winning Positions
+65.74%
190 wins / 289 positions
Average Gain (Winners)
$42.61M
+9,999%+ avg per position
Active Positions
104
81 losing positions
Portfolio Value Over Time
Total Positions Tracked
289
All holdings over time
Win/Loss Ratio
2.35
190 gains / 81 losses
Active vs. Exited
104 / 185
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 % |
|---|---|---|---|---|---|---|---|---|
| SPHR | Sphere Entertainment Co. | Communication Services | Jun 2020 | ACTIVE | $81.02K | $296.79M | $296.71M | +9,999%+ |
| MAT | Mattel, Inc. | Consumer Cyclical | Jun 2015 | ACTIVE | $81.84K | $280.43M | $280.35M | +9,999%+ |
| OSW | OneSpaWorld | N/A | Mar 2020 | ACTIVE | $7.00K | $269.42M | $269.41M | +9,999%+ |
| AMG | Affiliated Managers Group, Inc. | Financial Services | Sep 2018 | ACTIVE | $36.63K | $266.64M | $266.60M | +9,999%+ |
| GNRC | Generac Holdlings Inc. | Industrials | Mar 2019 | ACTIVE | $16.63K | $258.44M | $258.42M | +9,999%+ |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | Jun 2013 | ACTIVE | $169.92K | $256.83M | $256.66M | +9,999%+ |
| NCLH | Norwegian Cruise Line | N/A | Mar 2020 | ACTIVE | $7.32K | $250.85M | $250.84M | +9,999%+ |
| NVST | Envista Holdings Corporation | Healthcare | Mar 2020 | ACTIVE | $52.10K | $241.43M | $241.38M | +9,999%+ |
| BYD | Boyd Gaming Corporation | Consumer Cyclical | Sep 2021 | ACTIVE | $8.79K | $221.76M | $221.75M | +9,999%+ |
| FAF | First American Corporation (New | Financial Services | Jun 2013 | ACTIVE | $190.65K | $215.11M | $214.92M | +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.