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Holdings (Monthly) Guide ↗

Ariel Appreciation Fund

· Ariel Investment Trust
Monthly Holdings $875M AUM 43 positions Period Mar 2026 Filed May 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Madison Square Garden Entertainment Corp New MSGE Mar 2026 523,994 $30.9M 3.53% EC
2 Charles River Laboratories International, Inc. CRL Mar 2026 171,201 $29.5M 3.38% EC
3 Madison Square Garden Sports Corp. MSGS Mar 2026 91,678 $29.5M 3.37% EC
4 SLB Ltd. SLB Mar 2026 568,585 $29.2M 3.34% EC
5 Jones Lang LaSalle Incorporated JLL Mar 2026 94,267 $28.7M 3.28% EC
6 OneSpaWorld Holdings Ltd. OSW Mar 2026 1,210,730 $27.8M 3.18% EC
7 Knowles Corporation KN Mar 2026 1,023,495 $26.3M 3.00% EC
8 Omnicom Group Inc OMC Mar 2026 344,597 $26.0M 2.97% EC
9 Generac Holdings Inc. GNRC Mar 2026 131,886 $25.8M 2.94% EC
10 Core Laboratories Inc CLB Mar 2026 1,513,465 $25.4M 2.90% EC
11 First American Financial Corporation FAF Mar 2026 418,784 $25.2M 2.89% EC
12 Labcorp Holdings Inc LH Mar 2026 93,200 $24.9M 2.84% EC
13 Middleby Corp. MIDD Mar 2026 186,941 $24.8M 2.83% EC
14 Envista Holdings Corporation NVST Mar 2026 975,302 $24.7M 2.83% EC
15 Norwegian Cruise Line Holdings Ltd NCLH Mar 2026 1,321,822 $24.7M 2.82% EC
16 Keysight Technologies, Inc. KEYS Mar 2026 87,507 $24.7M 2.82% EC
17 Prestige Consumer Healthcare Inc PBH Mar 2026 405,584 $24.0M 2.75% EC
18 Lazard Inc LAZ Mar 2026 541,863 $23.0M 2.63% EC
19 Bio-Rad Laboratories, Inc. BIO Mar 2026 80,900 $22.6M 2.58% EC
20 KKR & Co Inc. KKR Mar 2026 240,627 $22.3M 2.54% EC
21 The Charles Schwab Corporation SCHW Mar 2026 223,099 $21.0M 2.40% EC
22 Mattel, Inc. MAT Mar 2026 1,412,641 $20.5M 2.35% EC
23 BOK Financial Corp BOKF Mar 2026 156,226 $20.0M 2.29% EC
24 Northern Trust Corporation NTRS Mar 2026 143,191 $20.0M 2.28% EC
25 Sphere Entertainment Co. SPHR Mar 2026 166,933 $19.6M 2.24% EC
26 Carlyle Group Inc CG Mar 2026 394,133 $19.1M 2.18% EC
27 CBRE Group Inc. CBRE Mar 2026 136,223 $18.5M 2.11% EC
28 Axalta Coating Systems Limited AXTA Mar 2026 655,517 $18.2M 2.08% EC
29 The J M Smucker Company SJM Mar 2026 181,046 $17.5M 2.00% EC
30 Gentex Corp GNTX Mar 2026 769,634 $16.8M 1.92% EC
31 NVent Electric PLC NVT Mar 2026 141,073 $16.7M 1.91% EC
32 Stanley Black & Decker, Inc. SWK Mar 2026 222,403 $15.8M 1.81% EC
33 Manchester United PLC MANU Mar 2026 938,949 $15.8M 1.80% EC
34 Littelfuse Inc. LFUS Mar 2026 45,905 $15.6M 1.78% EC
35 Resideo Technologies Inc REZI Mar 2026 459,422 $15.5M 1.77% EC
36 Molson Coors Beverage Company TAP Mar 2026 333,417 $14.4M 1.64% EC
37 Aflac Incorporated AFL Mar 2026 128,095 $14.1M 1.61% EC
38 Carmax Inc KMX Mar 2026 323,429 $13.4M 1.54% EC
39 FactSet Research Systems Inc. FDS Mar 2026 58,925 $12.8M 1.46% EC
40 Fiserv Inc. FISV Mar 2026 183,801 $10.3M 1.17% EC
41 Northern Institutional Funds NTPXX Mar 2026 7,204,303 $7.2M 0.82% STIV
42 RLI Corp RLI Mar 2026 118,674 $6.8M 0.77% EC
43 ADT Inc ADT Mar 2026 815,303 $5.4M 0.61% EC