John W. Rogers Jr. Ariel Appreciation Fund Q4 2025 Portfolio Changes
Analysis of John W. Rogers Jr.'s Ariel Appreciation Fund portfolio adjustments as of December 31, 2025, highlighting key stock purchases and sales.
As of December 31, 2025, John W. Rogers Jr.'s Ariel Appreciation Fund showed notable changes in its top holdings, reflecting strategic adjustments in sectors like Financial Services, Healthcare, and Consumer Cyclical. The fund's total portfolio value stood at approximately $9.22 billion.
Among the fund's significant holdings, shares in Affiliated Managers Group Inc. (AMG) decreased by 6.46%, while Jones Lang LaSalle Inc. (JLL) saw a reduction of 6.06%. Conversely, the fund increased its stake in OnespaWorld Holdings Limited (OSW) by 6.23% and Charles River Laboratories International Inc. (CRL) by 4.18%. These movements suggest a dynamic approach to portfolio management.
For a detailed breakdown of all holdings and their performance, please visit the Ariel Appreciation Fund investor profile. Investors interested in specific stock movements can explore individual stock profiles, such as AMG, JLL, OSW, and CRL.