John W. Rogers Ariel Fund Portfolio Update: December 2025
John W. Rogers Jr.'s Ariel Appreciation Fund, valued at $9.22 billion as of December 31, 2025, saw significant changes in its top holdings during the period.
John W. Rogers Jr.'s Ariel Appreciation Fund, valued at approximately $9.22 billion as of December 31, 2025, experienced notable shifts in its top holdings during the period.
The fund's portfolio includes significant positions in companies like Madison Square Garden Entertainment (MSGE), Affiliated Managers Group (AMG), and Norwegian Cruise Line Holdings (NCLH), among others.
Regarding specific holdings, the fund increased its stake in OnespaWorld Holdings Limited (OSW) by 6.23%, Jones Lang LaSalle Inc. (JLL) by 6.06%, and Prestige Consmer Healthcare I (PBH) by 14.12%. Conversely, the fund decreased its positions in Sphere Entertainment Co. (SPHR) by 47.14%, Madison Square Garden Entertainment (MSGE) by 11.07%, and Affiliated Managers Group (AMG) by 6.46%. Positions in Charles River Laboratories International Inc. (CRL), Envista Holdings Corporation (NVST), and Lazard Inc. (LAZ) remained relatively stable or showed minor changes.
For detailed information on John W. Rogers Jr.'s investment activities, visit his profile. You can explore the companies held in the Ariel Appreciation Fund by visiting their respective pages: MSGE, AMG, NCLH, SPHR, JLL, OSW, CRL, NVST, LAZ, and PBH.