John W. Rogers Jr. Holdings Activity

Ariel Appreciation Fund Portfolio 13F

Ariel Appreciation Fund has disclosed a total of 30 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 13, decreased the number of shares of 15 and completely sold out 2 position(s).

What stocks is John W. Rogers Jr. buying now?

In the recent quarter John W. Rogers Jr. has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (MIDD) MIDDLEBY CORP (added shares +101.06%), (BIO) BIO-RAD LABORATORIES-A (added shares +29.05%), (NVST) ENVISTA HOLDINGS CORP (added shares +22.68%), (SCHW) SCHWAB (CHARLES) CORP (added shares +15.44%) and (BWA) BORGWARNER INC (added shares +19.16%).

What does John W. Rogers Jr. invest in?

John W. Rogers Jr.'s top 5 holdings (by % of portfolio) are (NTRS) NORTHERN TRUST CORP (4.14%), (MAT) MATTEL INC (3.77%), (GS) GOLDMAN SACHS GROUP INC (3.61%), (GNRC) GENERAC HOLDINGS INC (3.25%) and (SWK) STANLEY BLACK & DECKER INC (3.12%).

In the latest report(s) the following changes have been made to the top investments: (NTRS) NORTHERN TRUST CORP (reduced shares -14.66%), (GS) GOLDMAN SACHS GROUP INC (reduced shares -18.64%), (GNRC) GENERAC HOLDINGS INC (reduced shares -8.67%) and (SWK) STANLEY BLACK & DECKER INC (reduced shares -6.56%).

2023 Q2 (45 results)
LH
buy
+171,098
+3.72%
$241.33
0.69% $239.67
3.72%
KKR
buy
+333,977
+2.44%
$56.00
183.27% $158.63
2.44%
GS
buy
+121,510
+3.53%
$322.54
86.89% $602.78
3.53%
NTPXX
buy
+28,112,369
+2.53%
$1.00
-
2.53%
SNA
buy
+25,331
+0.91%
$288.19
26.99% $365.97
0.91%
FAF
buy
+364,366
+1.87%
$57.02
18.63% $67.64
1.87%
NTRS
buy
+390,540
+3.55%
$74.14
47.64% $109.46
3.55%
ZBH
buy
+120,822
+2.11%
$145.60
24.30% $110.22
2.11%
MSGS
buy
+136,315
+2.31%
$188.05
22.22% $229.83
2.31%
BOKF
buy
+266,629
+1.94%
$80.78
45.49% $117.53
1.94%
REZI
buy
+814,580
+2.06%
$17.66
54.08% $27.21
2.06%
CG
buy
+341,895
+1.53%
$31.95
67.92% $53.65
1.53%
CLB
buy
+1,390,927
+2.91%
$23.25
8.47% $21.28
2.91%
LAZ
buy
+808,934
+2.33%
$32.00
80.31% $57.70
2.33%
BWA
buy
+516,566
+2.92%
$48.91
30.24% $34.12
2.92%
VIAC
buy
+879,199
+1.26%
$15.91
85.92% $29.58
1.26%
MSGE
buy
+549,756
+1.67%
$33.62
7.91% $36.28
1.67%
GNRC
buy
+163,015
+2.66%
$149.13
26.79% $189.08
2.66%
MSGE
buy
+318,217
+0.79%
$27.39
32.46% $36.28
0.79%
NOV
+67.04%
+407,582
+0.59%
$16.04
3.55% $16.61
1.47%
JLL
+66.37%
+31,378
+0.55%
$155.80
68.98% $263.27
1.39%
ADT
+13.54%
+199,384
+0.11%
$6.03
25.04% $7.54
0.91%
CRL
+13.11%
+19,533
+0.37%
$210.25
6.89% $195.77
3.19%
WBA
+10.61%
+58,381
+0.19%
$28.49
69.60% $8.66
1.93%
MAT
+9.33%
+188,071
+0.33%
$19.54
4.35% $18.69
3.88%
SCHW
+4.52%
+27,130
+0.14%
$56.68
43.37% $81.26
3.20%
NVST
-2.34%
-14,289
-0.04%
$33.84
36.52% $21.48
1.82%
SWK
-5.90%
-15,384
-0.19%
$93.71
4.76% $89.25
3.07%
KMT
-6.63%
-85,461
-0.22%
$28.39
2.57% $29.12
3.08%
CBRE
-8.31%
-28,557
-0.21%
$80.71
67.80% $135.43
2.29%
SRCL
-9.56%
-51,493
-0.22%
$46.44
33.46% $61.98
2.04%
KEYS
-9.99%
-12,589
-0.19%
$167.45
1.69% $170.28
1.71%
TAP
-10.20%
-33,855
-0.20%
$65.84
8.32% $60.36
1.77%
KN
-12.06%
-180,487
-0.29%
$18.06
4.82% $18.93
2.14%
IPG
-12.18%
-121,313
-0.42%
$38.58
23.33% $29.58
3.04%
KMX
-13.49%
-71,303
-0.54%
$83.70
2.51% $81.60
3.45%
SJM
-15.47%
-16,233
-0.22%
$147.67
23.27% $113.30
1.18%
MTN
-15.85%
-7,929
-0.26%
$251.76
26.82% $184.24
1.35%
LFUS
-16.20%
-15,034
-0.39%
$291.31
16.30% $243.82
2.04%
AXTA
-18.38%
-130,237
-0.63%
$32.81
23.50% $40.52
2.78%
MANU
-22.86%
-316,364
-0.70%
$24.38
28.22% $17.50
2.35%
NVT
-24.77%
-119,044
-0.84%
$51.67
51.62% $78.34
2.55%
AFL
-32.20%
-169,487
-1.07%
$69.80
61.02% $112.39
2.25%
CAH
-100.00%
-152,395
-1.04%
$75.50
61.38% $121.84
0.00%
CLB
-100.00%
-1,301,527
-2.59%
$22.05
3.49% $21.28
0.00%
45 of 627

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.