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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ARIEL INVESTMENTS, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0000936753-24-000041

Total Value
$10.17B
Positions
209
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1Mattel IncMAT15,257,971$302.3M2.97%
2Jones Lang LaSalle IncJLL1,413,601$275.8M2.71%
3Madison Square Garden Entertainment Corp5582561036,878,230$269.7M2.65%
4Generac Holdings IncGNRC2,097,919$264.6M2.60%
5Resideo Technologies IncREZI11,763,188$263.7M2.59%
6Lazard IncLAZ6,213,793$260.2M2.56%
7Charles River Laboratories International Inc159864107912,194$247.2M2.43%
8Sphere Entertainment CoSPHR5,019,675$246.4M2.42%
9Mohawk Industries Inc6081901041,838,508$240.6M2.37%
10Check Point Software Technologies LtdM224651041,382,533$226.7M2.23%
11Gentex CorpGNTX6,267,124$226.4M2.23%
12Kennametal IncKMT9,003,644$224.6M2.21%
13Carlyle Group Inc/TheCGABL4,754,389$223.0M2.19%
14Northern Trust CorpNTRSO2,490,840$221.5M2.18%
15Stericycle Inc8589121084,155,564$219.2M2.16%
16Affiliated Managers Group IncMGRE1,294,696$216.8M2.13%
17First American Financial Corp31847R1023,444,475$210.3M2.07%
18ADT IncADT28,970,420$194.7M1.91%
19BOK Financial Corp05561Q2012,112,621$194.4M1.91%
20Envista Holdings CorpNVST8,769,228$187.5M1.84%
21Core Laboratories IncCLB10,596,337$181.0M1.78%
22Prestige Consumer Healthcare Inc74112D1012,494,244$181.0M1.78%
23Boyd Gaming CorpBYD2,625,306$176.7M1.74%
24Interpublic Group of Cos Inc/TheINTR5,346,834$174.5M1.72%
25Madison Square Garden Sports Corp55825T103919,295$169.6M1.67%
26Royal Caribbean Cruises LtdV7780T1031,157,307$160.9M1.58%
27Leslie's Inc52706410924,322,742$158.1M1.56%
28Adtalem Global Education IncADT3,036,285$156.1M1.54%
29Microsoft CorpMSFT365,791$153.9M1.51%
30Brink's Co/TheBCO1,653,733$152.8M1.50%
31OneSpaWorld Holdings LtdOSW11,370,153$150.4M1.48%
32Axalta Coating Systems LtdAXTA4,346,127$149.5M1.47%
33Paramount Global92556H20611,855,523$139.5M1.37%
34Norwegian Cruise Line Holdings LtdNCLH5,809,918$121.6M1.20%
35Baidu IncBAIDF1,139,721$120.0M1.18%
36Laboratory Corp of America Holdings50540R409525,720$114.8M1.13%
37J M Smucker Co/The832696405859,570$108.2M1.06%
38Zebra Technologies CorpZBRA358,492$108.1M1.06%
39nVent Electric PLCNVT1,338,249$100.9M0.99%
40Credicorp LtdBAP551,341$93.4M0.92%
41Aptiv PLCAPTV1,078,219$85.9M0.84%
42DaVita IncDVA616,270$85.1M0.84%
43Goldman Sachs Group Inc/TheGSCE200,788$83.9M0.82%
44Littelfuse IncLFUS345,776$83.8M0.82%
45Knowles CorpKN5,166,452$83.2M0.82%
46Lindblad Expeditions Holdings IncLIND8,797,592$82.1M0.81%
47Masco CorpMAS976,806$77.1M0.76%
48Verizon Communications IncVZ1,764,848$74.1M0.73%
49Janus Henderson Group PLCJHG2,239,781$73.7M0.72%
50Manchester United PlcG5784H1065,147,496$71.9M0.71%
51NetApp IncNTAP662,670$69.6M0.68%
52Simpson Manufacturing Co Inc829073105328,335$67.4M0.66%
53CBRE Group IncCBRE659,660$64.1M0.63%
54Charles Schwab Corp/TheSCHW-PJ831,990$60.2M0.59%
55Intel CorpINTC1,309,523$57.8M0.57%
56CarMax IncKMX650,044$56.6M0.56%
57Stanley Black & Decker IncSWK573,008$56.1M0.55%
58Gilead Sciences IncGILD742,900$54.4M0.54%
59Korn FerryKFY813,557$53.5M0.53%
60Middleby Corp/TheMIDD320,934$51.6M0.51%
61Vail Resorts IncMTN223,421$49.8M0.49%
62CVS Health CorpCVS606,609$48.4M0.48%
63KKR & Co IncKKRT467,323$47.0M0.46%
64Aflac IncAFL535,028$45.9M0.45%
65Dun & Bradstreet Holdings Inc26484T1064,317,912$43.4M0.43%
66GCM Grosvenor IncGCMG4,480,080$43.3M0.43%
67NOV IncNOV2,122,818$41.4M0.41%
68Truist Financial Corp89832Q1091,025,069$40.0M0.39%
69Walgreens Boots Alliance Inc9314271081,839,987$39.9M0.39%
70Capital One Financial Corp14040H105263,724$39.3M0.39%
71Philip Morris International Inc718172109422,888$38.7M0.38%
72Zimmer Biomet Holdings IncZBH285,975$37.7M0.37%
73Keysight Technologies IncKEYS240,477$37.6M0.37%
74BorgWarner IncBWA995,454$34.6M0.34%
75Bristol-Myers Squibb CoCELG-RI634,113$34.4M0.34%
76CNH Industrial NVN209441092,516,318$32.6M0.32%
77Teradata CorpTDC801,592$31.0M0.30%
78Molson Coors Beverage CoTAP-A411,573$27.7M0.27%
79Evercore IncEVR126,243$24.3M0.24%
80MGP Ingredients IncMGPI267,720$23.1M0.23%
81Taiwan Semiconductor Manufacturing Co Ltd874039100160,054$21.8M0.21%
82Bio-Rad Laboratories Inc09057220760,579$21.0M0.21%
83Vanguard Total World Stock ETF922042742185,476$20.5M0.20%
84Snap-on IncSNA64,862$19.2M0.19%
85Brady CorpBRC285,553$16.9M0.17%
86KB Financial Group Inc48241A105318,915$16.6M0.16%
87Hackett Group Inc/TheHCKT675,080$16.4M0.16%
88Royal Caribbean Cruises LtdV7780T10374,906$10.4M0.10%
89Horace Mann Educators Corp440327104251,127$9.3M0.09%
90OneSpaWorld Holdings LtdOSW659,627$8.7M0.09%
91Vanguard FTSE Developed Markets ETF921943858155,739$7.8M0.08%
92Oracle CorpORCL-PD61,510$7.7M0.08%
93US BancorpUSB-PS160,295$7.2M0.07%
94Bank of America Corp060505104176,881$6.7M0.07%
95APA CorpAPA191,442$6.6M0.06%
96iShares Russell 2000 Value ETF46428763041,040$6.5M0.06%
97Lockheed Martin CorpLMT13,585$6.2M0.06%
98Carlyle Group Inc/TheCGABL128,531$6.0M0.06%
99Mattel IncMAT304,223$6.0M0.06%
100Zebra Technologies CorpZBRA19,860$6.0M0.06%
101Phinia IncPHIN147,063$5.7M0.06%
102Affiliated Managers Group IncMGRE32,313$5.4M0.05%
103Resideo Technologies IncREZI237,322$5.3M0.05%
104Interpublic Group of Cos Inc/TheINTR160,292$5.2M0.05%
105Masco CorpMAS65,991$5.2M0.05%
106Generac Holdings IncGNRC41,231$5.2M0.05%
107Western Union Co/TheWU369,882$5.2M0.05%
108Chevron CorpCVX32,663$5.2M0.05%
109Charles River Laboratories International Inc15986410718,574$5.0M0.05%
110Northern Trust CorpNTRSO55,890$5.0M0.05%
111Boyd Gaming CorpBYD70,401$4.7M0.05%
112Brink's Co/TheBCO51,264$4.7M0.05%
113Gentex CorpGNTX126,453$4.6M0.04%
114Sphere Entertainment CoSPHR92,795$4.6M0.04%
115Kennametal IncKMT179,694$4.5M0.04%
116Mosaic Co/TheMOS136,582$4.4M0.04%
117Prestige Consumer Healthcare Inc74112D10159,828$4.3M0.04%
118Barrick Gold Corp067901108252,188$4.2M0.04%
119Axalta Coating Systems LtdAXTA120,263$4.1M0.04%
120Madison Square Garden Entertainment Corp558256103104,754$4.1M0.04%
121Jones Lang LaSalle IncJLL20,994$4.1M0.04%
122nVent Electric PLCNVT53,929$4.1M0.04%
123CBRE Group IncCBRE41,453$4.0M0.04%
124Lazard IncLAZ96,057$4.0M0.04%
125Mohawk Industries Inc60819010430,661$4.0M0.04%
126Leslie's Inc527064109610,952$4.0M0.04%
127Core Laboratories IncCLB229,320$3.9M0.04%
128Stericycle Inc85891210872,872$3.8M0.04%
129BOK Financial Corp05561Q20141,768$3.8M0.04%
130Johnson & JohnsonJNJ24,259$3.8M0.04%
131Laboratory Corp of America Holdings50540R40917,507$3.8M0.04%
132ADT IncADT567,529$3.8M0.04%
133First American Financial Corp31847R10261,239$3.7M0.04%
134Keysight Technologies IncKEYS22,671$3.5M0.03%
135Vodafone Group PLC92857W308376,475$3.4M0.03%
136Telefonica Brasil SAVIV321,737$3.2M0.03%
137Madison Square Garden Sports Corp55825T10316,358$3.0M0.03%
138Envista Holdings CorpNVST116,002$2.5M0.02%
139Paramount Global92556H206187,272$2.2M0.02%
140Snap-on IncSNA6,977$2.1M0.02%
141Manchester United PlcG5784H106143,873$2.0M0.02%
142Adtalem Global Education IncADT38,025$2.0M0.02%
143Simpson Manufacturing Co Inc8290731059,409$1.9M0.02%
144Zimvie Inc98888T107106,604$1.8M0.02%
145Bio-Rad Laboratories Inc0905722073,966$1.4M0.01%
146J M Smucker Co/The8326964057,928$997,8970.01%
147Norwegian Cruise Line Holdings LtdNCLH40,499$847,6440.01%
148OneSpaWorld Holdings LtdOSW61,331$811,4090.01%
149Lindblad Expeditions Holdings IncLIND79,620$742,8550.01%
150Fiserv IncFISV4,617$737,8890.01%
151Brink's Co/TheBCO7,704$711,6960.01%
152KKR & Co IncKKRT6,923$696,3150.01%
153nVent Electric PLCNVT8,663$653,1900.01%
154Resideo Technologies IncREZI25,990$582,6960.01%
155Zebra Technologies CorpZBRA1,860$560,6780.01%
156Charles River Laboratories International Inc1598641072,039$552,4670.01%
157Goldman Sachs Group Inc/TheGSCE1,207$504,1520.00%
158Northern Trust CorpNTRSO5,659$503,1980.00%
159Prestige Consumer Healthcare Inc74112D1016,919$502,0430.00%
160Fair Isaac CorpFICO376$469,8530.00%
161Generac Holdings IncGNRC3,702$466,9700.00%
162Gentex CorpGNTX12,782$461,6860.00%
163CBRE Group IncCBRE4,336$421,6330.00%
164Mattel IncMAT21,099$417,9710.00%
165First American Financial Corp31847R1026,825$416,6660.00%
166TIM SA/BrazilTIMB23,336$414,2140.00%
167Jones Lang LaSalle IncJLL2,060$401,8850.00%
168M&T Bank Corp55261F1042,639$383,8160.00%
169Zimmer Biomet Holdings IncZBH2,834$374,0310.00%
170Lazard IncLAZ8,808$368,7910.00%
171Littelfuse IncLFUS1,447$350,6800.00%
172Keysight Technologies IncKEYS2,203$344,5050.00%
173Vanguard FTSE Emerging Markets ETF9220428588,193$342,2220.00%
174Knowles CorpKN20,692$333,1410.00%
175Motorola Solutions IncMSI928$329,4210.00%
176Kennametal IncKMT13,104$326,8140.00%
177Axalta Coating Systems LtdAXTA9,497$326,6020.00%
178Leslie's Inc52706410949,184$319,6960.00%
179Simpson Manufacturing Co Inc8290731051,539$315,7720.00%
180Madison Square Garden Entertainment Corp5582561037,960$312,1120.00%
181Interpublic Group of Cos Inc/TheINTR9,424$307,5050.00%
182Sensata Technologies Holding PLCST8,268$303,7660.00%
183Middleby Corp/TheMIDD1,889$303,7320.00%
184Sphere Entertainment CoSPHR6,070$297,9160.00%
185Snap-on IncSNA1,004$297,4050.00%
186Masco CorpMAS3,761$296,6680.00%
187Laboratory Corp of America Holdings50540R4091,347$294,2660.00%
188Progressive Corp/The7433151031,393$288,1000.00%
189Dun & Bradstreet Holdings Inc26484T10628,222$283,3490.00%
190ADT IncADT41,848$281,2190.00%
191Madison Square Garden Sports Corp55825T1031,472$271,6130.00%
192CarMax IncKMX3,103$270,3020.00%
193Aflac IncAFL3,105$266,5950.00%
194Adtalem Global Education IncADT5,007$257,3600.00%
195BorgWarner IncBWA7,336$254,8530.00%
196Stericycle Inc8589121084,784$252,3560.00%
197Patterson Cos Inc7033951038,976$248,1860.00%
198iShares Russell Mid-Cap Value ETF4642874731,880$235,6200.00%
199Hackett Group Inc/TheHCKT9,429$229,1250.00%
200Brady CorpBRC3,680$218,1500.00%
201Manchester United PlcG5784H10615,364$214,4810.00%
202Mohawk Industries Inc6081901041,591$208,2460.00%
203Korn FerryKFY3,133$206,0260.00%
204Reynolds Consumer Products Inc76171L1067,136$203,8040.00%
205Bio-Rad Laboratories Inc090572207547$189,1910.00%
206Envista Holdings CorpNVST6,970$149,0190.00%
207J M Smucker Co/The832696405877$110,3880.00%
208Paramount Global92556H2066,894$81,1420.00%
209Phinia IncPHIN1,468$56,4150.00%