John W. Rogers Jr. - Ariel Appreciation Fund Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 2026 • 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)
+9.99B
+9,999%+
Winning Positions
+66.67%
204 wins / 306 positions
Average Gain (Winners)
$46.28M
+9,999%+ avg per position
Active Positions
104
82 losing positions
Portfolio Value Over Time
Total Positions Tracked
306
All holdings over time
Win/Loss Ratio
2.49
204 gains / 82 losses
Active vs. Exited
104 / 202
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 % |
|---|---|---|---|---|---|---|---|---|
| OSW | OneSpaWorld | N/A | Mar 2020 | ACTIVE | $7.00K | $420.44M | $420.44M | +9,999%+ |
| CRL | Charles River Laboratories Inte | Healthcare | Jun 2013 | ACTIVE | $112.19K | $341.59M | $341.48M | +9,999%+ |
| AMG | Affiliated Managers Group, Inc. | Financial Services | Sep 2018 | ACTIVE | $36.63K | $338.29M | $338.25M | +9,999%+ |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | Jun 2013 | ACTIVE | $169.92K | $328.63M | $328.46M | +9,999%+ |
| NCLH | Norwegian Cruise Line | N/A | Mar 2020 | ACTIVE | $7.32K | $325.75M | $325.74M | +9,999%+ |
| GNRC | Generac Holdlings Inc. | Industrials | Mar 2019 | ACTIVE | $16.62K | $292.21M | $292.19M | +9,999%+ |
| SPHR | Sphere Entertainment Co. | Communication Services | Jun 2020 | ACTIVE | $81.02K | $288.15M | $288.07M | +9,999%+ |
| MIDD | The Middleby Corporation | Industrials | Jun 2013 | ACTIVE | $11.19K | $282.79M | $282.77M | +9,999%+ |
| MSGS | Madison Square Garden Sports Co | Communication Services | Dec 2015 | ACTIVE | $93.03K | $264.63M | $264.54M | +9,999%+ |
| NVST | Envista Holdings Corporation | Healthcare | Mar 2020 | ACTIVE | $52.10K | $258.71M | $258.66M | +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.