John W. Rogers' Ariel Fund Top Holdings: Significant Share Changes in March 2026
A snapshot of John W. Rogers Jr.'s Ariel Appreciation Fund top holdings as of March 31, 2026, highlighting significant share changes across various sectors.
As of March 31, 2026, John W. Rogers Jr.'s Ariel Appreciation Fund held a diverse portfolio worth approximately $8.91 billion, with significant allocations in Consumer Cyclical, Real Estate, Financial Services, and Healthcare sectors. The fund's top holdings showed varied changes in shares during the prior period.
The fund's largest position, Madison Square Garden Entertainment (MSGE), saw a reduction in shares by 11.27%, reflecting a decrease in its portfolio allocation from 4.03% to 3.96% (link: https://www.insiderset.com/investors/stocks/MSGE). Similarly, Affiliated Managers Group (AMG) experienced a 10.0% decrease in shares, impacting its allocation.
Conversely, OnespaWorld Holdings Limited (OSW) showed a positive change with a 10.14% increase in shares, boosting its allocation (link: https://www.insiderset.com/investors/stocks/OSW). Jones Lang LaSalle Inc. (JLL) also added shares, increasing its allocation by 14.67% (link: https://www.insiderset.com/investors/stocks/JLL).
In the Healthcare sector, Envista Holdings Corporation (NVST) and Norwegian Cruise Line Holdings (NCLH) saw share decreases of 9.25% and 2.16% respectively, while Prestige Consmer Healthcare I (PBH) increased its position by 4.19% (link: https://www.insiderset.com/investors/stocks/PBH). Healthcare also includes Charles River Laboratories International (CRL) with a minimal 1.15% increase.
The Industrials sector is represented by Generac Holdings Inc. (GNRC), which saw a 9.07% decrease in shares (link: https://www.insiderset.com/investors/stocks/GNRC).
For a complete view of John W. Rogers' investment strategy, visit his profile: https://www.insiderset.com/investor/john-w-rogers-ariel-investment.