ARIEL INVESTMENTS, LLC

Q4 2024 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
110
Total value ($000)
$9,371,515
Net value change ($000)
-422,262 (-4.3%)
New positions
6
Sold out positions
6
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/13/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIO 57,434 45.3%
APTV 53,173 NEW
CNP 46,281 NEW
CG 28,837 13.2%
ABBV 26,966 NEW
BYD 25,222 12.2%
WEX 24,457 78.0%
REZI 23,909 12.7%
CRL 20,212 11.4%
ATGE 20,160 11.9%
Top Reduces (Value $000, Stocks/ETFs)
RCL -79,146 -42.8%
MHK -73,004 -26.7%
APTV -69,126 -100.0%
GNRC -59,198 -20.6%
JLL -47,007 -14.9%
MSFT -39,889 -42.5%
LESL -34,429 -23.4%
IPG -32,804 -18.2%
KMT -29,646 -13.8%
SWK -22,789 -39.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type