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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Ariel Investments LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
106
Portfolio value:
$8,934,262,000
Filed:
May 14, 2026
CIK:
936753
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 268 new31 added115 reduced10 exited
≡OSW – ONESPAWORLD HOLDINGS LIMITEDAdd 11.00%1,377,8950.79
≡SMG – SCOTTS MIRACLE-GRO COBuy962,6420.66
≡ZBRA – ZEBRA TECHNOLOGIES CORPORATIAdd 63.00%287,2760.54
≡MAT – MATTEL INCAdd 9.00%1,044,896−0.45
≡SJM – SMUCKER J M COAdd 16.00%248,6790.30
≡RLI – RLI CORPAdd 135.00%498,3010.30
≡FITB – FIFTH THIRD BANCORPBuy567,4180.30
≡AQN – ALGONQUIN POWER & UTILITIESAdd 23.00%3,721,0070.29
≡JLL – JONES LANG LASALLE INCAdd 14.00%123,5430.23
≡XRAY – DENTSPLY SIRONA INCAdd 21.00%1,112,0750.18
≡FDX – FEDEX CORPAdd 39.00%27,5130.17
≡T – AT&T INCAdd 24.00%286,7010.16
≡FDS – FACTSET RESH SYS INCAdd 80.00%99,6580.15
≡FSLR – FIRST SOLAR INCAdd 8.00%19,915−0.11
≡HPE – HEWLETT PACKARD ENTERPRISE CAdd 26.00%337,8630.10
≡KKR – KKR & CO INCAdd 67.00%174,8110.09
≡IWN – ISHARES TRAdd 96.00%32,1360.07
≡MAS – MASCO CORPAdd 30.00%92,9270.06
≡GNTX – GENTEX CORPAdd 6.00%437,8720.06
≡SCHW – SCHWAB CHARLES CORPAdd 18.00%60,6520.05
≡AFL – AFLAC INCAdd 13.00%27,3670.04
≡FISV – FISERV INCAdd 36.00%112,1490.04
≡CBRE – CBRE GROUP INCAdd 27.00%51,3980.04
≡TSM – TAIWAN SEMICONDUCTOR MANUFACAdd 58.00%5,9300.03
≡DIS – DISNEY WALT COAdd 17.00%96,7220.02
≡VT – VANGUARD INTL EQUITY INDEX FBuy9,9640.02
≡VWO – VANGUARD INTL EQUITY INDEX FBuy20,2450.01
≡BAP – CREDICORP LTDAdd 32.00%1,8480.01
≡IFS – INTERCORP FINL SVCS INCAdd 34.00%11,7970.01
≡LAZ – LAZARD INCAdd 10.00%511,355−0.01
≡KSPI – KASPI KZ JSCAdd 73.00%9,5520.01
≡RCL – ROYAL CARIBBEAN GROUPBuy1,7400.01
≡AJG – GALLAGHER ARTHUR J & COAdd 29.00%4,4070.00
≡TAP – MOLSON COORS BEVERAGE COAdd 6.00%32,7700.00
≡VXUS – VANGUARD STAR FDSBuy4,6850.00
≡XCEM – COLUMBIA ETF TR IIBuy8,4660.00
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 483.00%2,1320.00
≡IWS – ISHARES TRBuy1,1450.00
≡HDB – HDFC BANK LTDAdd 7.00%921−0.00
Q4 2025filed Feb 13, 2614 new17 added122 reduced9 exited
≡OMC – OMNICOM GROUP INCBuy993,5530.87
≡MIDD – MIDDLEBY CORPAdd 23.00%286,3070.68
≡XRAY – DENTSPLY SIRONA INCBuy5,274,7400.65
≡ZBRA – ZEBRA TECHNOLOGIES CORPORATIAdd 94.00%
Q3 2025filed Nov 14, 2512 new21 added126 reduced5 exited
≡PSKY – PARAMOUNT SKYDANCE CORPBuy2,862,1470.58
≡PBH – PRESTIGE CONSMR HEALTHCARE IAdd 66.00%1,379,9380.43
≡MTB – M & T BK CORPAdd 7226.00%187,1500.40
≡DIS – DISNEY WALT COAdd 190.00%
Q2 2025filed Aug 14, 253 new28 added129 reduced5 exited
≡SPHR – SPHERE ENTERTAINMENT COAdd 13.00%802,5180.93
≡OSW – ONESPAWORLD HOLDINGS LIMITEDAdd 26.00%2,503,3810.91
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 38.00%3,220,1410.80
≡MSFT – MICROSOFT CORPAdd 72.00%
Q1 2025filed May 15, 255 new21 added123 reduced9 exited
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 113.00%4,478,7090.79
≡LESLIES INCAdd 16.00%7,649,131−0.67
≡OSW – ONESPAWORLD HOLDINGS LIMITEDAdd 44.00%2,985,5530.49
≡SLB – SCHLUMBERGER LTDAdd 5097.00%975,223
Q4 2024filed Feb 14, 256 new22 added127 reduced6 exited
≡BIO – BIO RAD LABS INCAdd 49.00%179,0900.66
≡APTV – APTIV PLCBuy879,1860.57
≡CNP – CENTERPOINT ENERGY INCBuy1,458,6030.49
≡CRL – CHARLES RIV LABS INTL INCAdd 20.00%169,508
Q3 2024filed Nov 13, 246 new75 added70 reduced9 exited
≡JLL – JONES LANG LASALLE INCAdd 3212.00%1,098,2633.04
≡LAZ – LAZARD INCAdd 3725.00%5,829,2123.01
≡MSGE – MADISON SQUARE GARDEN ENTMTAdd 3704.00%6,292,2562.74
≡GNRC – GENERAC HLDGS INCAdd 2638.00%
Q2 2024filed Aug 14, 248 new107 added51 reduced6 exited
≡JLL – Jones Lang LaSalle IncAdd 6044.00%1,268,8132.83
≡GNRC – Generac Holdings IncAdd 4414.00%1,819,8392.61
≡MAT – Mattel IncAdd 4601.00%13,997,4782.46
≡LAZ – Lazard IncAdd 6018.00%5,780,247
219,837
0.45
≡BMY – BRISTOL-MYERS SQUIBB COBuy732,6770.43
≡AXTA – AXALTA COATING SYS LTDAdd 17.00%675,6460.41
≡WBS – WEBSTER FINL CORPBuy578,9960.39
≡FDS – FACTSET RESH SYS INCBuy124,7940.39
≡HPE – HEWLETT PACKARD ENTERPRISE CBuy1,321,5350.34
≡PBH – PRESTIGE CONSMR HEALTHCARE IAdd 14.00%500,0120.33
≡T – AT&T INCBuy1,202,4460.32
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 20.00%2,280,3510.30
≡INTC – INTEL CORPAdd 58.00%558,3670.26
≡RLI – RLI CORPBuy370,2490.26
≡GNTX – GENTEX CORPAdd 10.00%675,643−0.19
≡OSW – ONESPAWORLD HOLDINGS LIMITEDAdd 7.00%837,2380.16
≡FISV – FISERV INCAdd 27.00%66,308−0.11
≡OMC – OMNICOM GROUP INCBuy91,6130.08
≡DIS – DISNEY WALT COAdd 12.00%57,6780.07
≡TAP – MOLSON COORS BEVERAGE COAdd 13.00%57,6980.04
≡CPA – COPA HOLDINGS SABuy8,7520.01
≡BAP – CREDICORP LTDAdd 9.00%4950.00
≡OMC – OMNICOM GROUP INCBuy3,1670.00
≡AJG – GALLAGHER ARTHUR J & COAdd 13.00%1,712−0.00
≡FDS – FACTSET RESH SYS INCBuy6450.00
≡RLI – RLI CORPBuy2,9240.00
≡IFS – INTERCORP FINL SVCS INCAdd 8.00%2,4900.00
≡HDB – HDFC BANK LTDAdd 42.00%3,9110.00
≡CVSA – ADTALEM GLOBAL ED INCAdd 48.00%591,029−0.00
≡IWD – ISHARES TRBuy6680.00
≡KSPI – KASPI KZ JSCAdd 7.00%9090.00
327,799
0.37
≡MIDD – MIDDLEBY CORPAdd 38.00%337,1800.29
≡HUM – HUMANA INCBuy87,9890.24
≡FDX – FEDEX CORPBuy75,8690.19
≡FSLR – FIRST SOLAR INCAdd 6.00%18,2240.19
≡LESL – LESLIES INCBuy2,830,9440.17
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 57.00%141,5410.15
≡CLB – CORE LABORATORIES INCAdd 6.00%804,0130.13
≡FAF – FIRST AMERN FINL CORPAdd 6.00%200,7290.11
≡AQN – ALGONQUIN PWR UTILS CORPAdd 25.00%3,232,7750.09
≡SLB – SCHLUMBERGER LTDAdd 23.00%241,3240.07
≡CNP – CENTERPOINT ENERGY INCAdd 16.00%143,2170.06
≡VXUS – VANGUARD STAR FDSBuy70,4690.06
≡JNJ – JOHNSON & JOHNSONAdd 66.00%20,6910.05
≡IWN – ISHARES TRAdd 109.00%23,4980.05
≡AJG – GALLAGHER ARTHUR J & COBuy13,6450.05
≡BAC – BANK AMERICA CORPAdd 13.00%61,7560.04
≡PSKY – PARAMOUNT SKYDANCE CORPBuy133,0290.03
≡COF – CAPITAL ONE FINL CORPAdd 9.00%17,6510.01
≡CVX – CHEVRON CORP NEWAdd 10.00%3,7360.01
≡LESL – LESLIES INCBuy108,5480.01
≡FISV – FISERV INCAdd 39.00%69,396−0.01
≡LMT – LOCKHEED MARTIN CORPAdd 7.00%8870.01
≡HDB – HDFC BANK LTDBuy9,2400.00
≡INFY – INFOSYS LTDBuy11,6370.00
≡IFS – INTERCORP FINL SVCS INCAdd 12.00%3,4440.00
≡PSKY – PARAMOUNT SKYDANCE CORPBuy5,2880.00
≡PGR – PROGRESSIVE CORPAdd 40.00%3150.00
≡LESL – LESLIES INCBuy4,4710.00
≡KSPI – KASPI KZ JSCAdd 11.00%1,2540.00
89,244
0.66
≡FSLR – FIRST SOLAR INCBuy307,2920.58
≡APTV – APTIV PLCAdd 80.00%617,1150.53
≡GNRC – GENERAC HLDGS INCAdd 12.00%183,8210.51
≡CRL – CHARLES RIV LABS INTL INCAdd 29.00%309,8820.48
≡AQN – ALGONQUIN PWR UTILS CORPAdd 89.00%6,160,4900.43
≡ZBRA – ZEBRA TECHNOLOGIES CORPORATIAdd 56.00%113,0930.43
≡FISV – FISERV INCAdd 3669.00%172,6750.33
≡NVT – NVENT ELECTRIC PLCAdd 19.00%137,7210.27
≡DIS – DISNEY WALT COBuy172,1700.24
≡GS – GOLDMAN SACHS GROUP INCAdd 324.00%27,5590.23
≡BIO – BIO RAD LABS INCAdd 13.00%93,8480.17
≡NTAP – NETAPP INCAdd 21.00%60,3260.12
≡CLB – CORE LABORATORIES INCAdd 27.00%2,634,438−0.11
≡INTC – INTEL CORPAdd 47.00%453,3210.10
≡CVS – CVS HEALTH CORPAdd 14.00%144,5410.10
≡SLB – SCHLUMBERGER LTDAdd 7.00%64,905−0.08
≡KKR – KKR & CO INCAdd 10.00%27,3140.08
≡VEA – VANGUARD TAX-MANAGED FDSAdd 85.00%112,6260.08
≡B – BARRICK MNG CORPBuy244,5970.06
≡OC – OWENS CORNING NEWAdd 25.00%27,8710.03
≡MGPI – MGP INGREDIENTS INC NEWAdd 15.00%93,0860.03
≡IFS – INTERCORP FINL SVCS INCAdd 55.00%10,2130.01
≡KSPI – KASPI KZ JSCAdd 54.00%3,8790.00
≡FISV – FISERV INCAdd 15.00%699−0.00
≡APA – APA CORPORATIONAdd 22.00%53,2700.00
≡MTB – M & T BK CORPAdd 17.00%3840.00
≡ZIMV – ZIMVIE INCAdd 23.00%38,6850.00
0.48
≡AQN – ALGONQUIN PWR UTILS CORPBuy6,952,3410.42
≡CVS – CVS HEALTH CORPAdd 10.00%91,4070.37
≡BAC – BANK AMERICA CORPAdd 410.00%675,1090.33
≡CNP – CENTERPOINT ENERGY INCAdd 13.00%195,9870.21
≡OC – OWENS CORNING NEWBuy112,5780.19
≡GILD – GILEAD SCIENCES INCAdd 8.00%30,6300.17
≡WEX – WEX INCAdd 30.00%83,4470.15
≡BCO – BRINKS COAdd 9.00%107,6580.13
≡BIO – BIO RAD LABS INCAdd 30.00%162,9490.12
≡VT – VANGUARD INTL EQUITY INDEX FBuy74,8240.10
≡COF – CAPITAL ONE FINL CORPAdd 6.00%15,2330.09
≡LIND – LINDBLAD EXPEDITIONS HLDGS IAdd 6.00%440,571−0.08
≡VXUS – VANGUARD STAR FDSBuy63,3860.05
≡CLB – CORE LABORATORIES INCAdd 8.00%709,4550.05
≡SPHR – SPHERE ENTERTAINMENT COAdd 10.00%553,906−0.04
≡GNTX – GENTEX CORPAdd 11.00%650,138−0.02
≡GNRC – GENERAC HLDGS INCAdd 10.00%146,200−0.02
≡ZIMV – ZIMVIE INCAdd 174.00%106,5890.01
≡IFS – INTERCORP FINL SVCS INCAdd 104.00%9,4260.00
≡KSPI – KASPI KZ JSCAdd 105.00%3,6570.00
≡KKR – KKR & CO INCAdd 17.00%39,9100.00
≡PGR – PROGRESSIVE CORPBuy8280.00
0.30
≡ABBV – ABBVIE INCBuy151,7520.29
≡LESLIES INCAdd 9.00%3,945,992−0.29
≡WEX – WEX INCAdd 100.00%140,1910.22
≡FAF – FIRST AMERN FINL CORPAdd 10.00%352,4980.21
≡GILD – GILEAD SCIENCES INCAdd 69.00%162,7460.19
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 6.00%698,6590.19
≡MGPI – MGP INGREDIENTS INC NEWAdd 18.00%89,461−0.18
≡WAL – WESTERN ALLIANCE BANCORPAdd 43.00%156,7150.14
≡SJM – SMUCKER J M COAdd 13.00%201,4630.14
≡VEA – VANGUARD TAX-MANAGED FDSBuy249,0890.13
≡MTN – VAIL RESORTS INCAdd 9.00%21,0200.10
≡BCO – BRINKS COAdd 10.00%107,680−0.09
≡IWN – ISHARES TRAdd 204.00%31,1310.06
≡CVS – CVS HEALTH CORPAdd 51.00%311,8190.05
≡SPHR – SPHERE ENTERTAINMENT COAdd 7.00%360,9300.05
≡SLB – SCHLUMBERGER LTDBuy19,1350.01
≡JNJ – JOHNSON & JOHNSONAdd 24.00%6,0930.01
≡MSGE – MADISON SQUARE GARDEN ENTMTAdd 14.00%936,7860.00
≡IFS – INTERCORP FINL SVCS INCBuy9,0950.00
≡KSPI – KASPI KZ JSCAdd 57.00%1,2630.00
≡MTB – M & T BK CORPAdd 6.00%1260.00
≡MSI – MOTOROLA SOLUTIONS INCAdd 6.00%470.00
≡BRC – BRADY CORPAdd 6.00%2200.00
≡REYN – REYNOLDS CONSUMER PRODS INCAdd 6.00%426−0.00
1,673,991
2.73
≡MAT – MATTEL INCAdd 2786.00%13,795,2102.69
≡MHK – MOHAWK INDS INCAdd 3226.00%1,603,2792.65
≡AMG – AFFILIATED MANAGERS GROUP INAdd 2561.00%1,346,9712.45
≡SPHR – SPHERE ENTERTAINMENT COAdd 3345.00%5,042,6772.29
≡FAF – FIRST AMERN FINL CORPAdd 2436.00%3,343,4192.27
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 5793.00%10,932,4382.21
≡NTRS – NORTHERN TR CORPAdd 2574.00%2,340,0792.15
≡CG – CARLYLE GROUP INCAdd 2230.00%4,655,5752.05
≡KMT – KENNAMETAL INCAdd 2438.00%7,667,9512.03
≡ADT – ADT INC DELAdd 2955.00%27,231,6872.00
≡BYD – BOYD GAMING CORPAdd 2581.00%2,956,0931.96
≡SJM – SMUCKER J M COAdd 3312.00%1,536,6321.90
≡PBH – PRESTIGE CONSMR HEALTHCARE IAdd 2193.00%2,544,0201.87
≡BOKF – BOK FINL CORPAdd 2804.00%1,735,9561.86
≡MSGS – MADISON SQUARE GRDN SPRT CORAdd 3260.00%863,6301.84
≡GNTX – GENTEX CORPAdd 2911.00%5,996,4611.81
≡REZI – RESIDEO TECHNOLOGIES INCAdd 2208.00%8,541,9031.75
≡CLB – CORE LABORATORIES INCAdd 2288.00%9,237,8881.74
≡CRL – CHARLES RIV LABS INTL INCAdd 2760.00%835,0071.67
≡IPG – INTERPUBLIC GROUP COS INCAdd 1874.00%5,146,0361.66
≡CVSA – ADTALEM GLOBAL ED INCAdd 3768.00%2,135,3441.65
≡MIDD – MIDDLEBY CORPAdd 57030.00%1,083,0081.54
≡RCL – ROYAL CARIBBEAN GROUPAdd 816.00%840,5651.53
≡AXTA – AXALTA COATING SYS LTDAdd 2203.00%3,964,7301.46
≡0VVB – PARAMOUNT GLOBALAdd 3897.00%13,497,9131.46
≡LESLIES INCAdd 3019.00%43,457,4081.38
≡MANU – MANCHESTER UTD PLC NEWAdd 2984.00%7,731,2571.27
≡OSW – ONESPAWORLD HOLDINGS LIMITEDAdd 674.00%7,250,0851.22
≡BIO – BIO RAD LABS INCAdd 3348.00%355,7161.22
≡BCO – BRINKS COAdd 1146.00%956,2691.14
≡NCLH – NORWEGIAN CRUISE LINE HLDG LAdd 12859.00%5,236,1231.10
≡ZBRA – ZEBRA TECHNOLOGIES CORPORATIAdd 1059.00%248,9000.95
≡LFUS – LITTELFUSE INCAdd 21608.00%314,3930.85
≡KN – KNOWLES CORPAdd 22075.00%4,592,5490.85
≡LH – LABCORP HOLDINGS INCAdd 1234.00%352,3090.81
≡GS – GOLDMAN SACHS GROUP INCAdd 12372.00%150,1930.76
≡LIND – LINDBLAD EXPEDITIONS HLDGS IAdd 9853.00%7,887,6150.74
≡MAS – MASCO CORPAdd 766.00%823,2540.72
≡NVT – NVENT ELECTRIC PLCAdd 1184.00%799,7560.57
≡KMX – CARMAX INCAdd 22550.00%703,5500.56
≡KFY – KORN FERRYAdd 19413.00%611,4950.47
≡DNB – DUN & BRADSTREET HLDGS INCAdd 13698.00%3,886,6680.46
≡CBRE – CBRE GROUP INCAdd 460.00%310,4580.42
≡AFL – AFLAC INCAdd 11398.00%355,8480.41
≡BWA – BORGWARNER INCAdd 14230.00%1,049,6030.39
≡KKR – KKR & CO INCAdd 4483.00%267,3650.36
≡KEYS – KEYSIGHT TECHNOLOGIES INCAdd 456.00%205,3950.34
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 10236.00%291,6170.32
≡WAL – WESTERN ALLIANCE BANCORPBuy363,3050.32
≡WEX – WEX INCBuy139,9460.30
≡CMA – COMERICA INCBuy304,4810.19
≡JD – JD.COM INCBuy441,6930.18
≡HCKT – HACKETT GROUP INCAdd 6361.00%603,0310.16
≡SSD – SIMPSON MFG INCAdd 512.00%78,2230.15
≡ALL – ALLSTATE CORPAdd 9.00%20,6230.09
≡PHIN – PHINIA INCAdd 9484.00%139,9770.07
≡TAP – MOLSON COORS BEVERAGE COAdd 14.00%63,2100.05
≡SNA – SNAP ON INCAdd 158.00%17,8260.05
≡MIDD – MIDDLEBY CORPAdd 1917.00%36,3990.05
≡NOV – NOV INCAdd 16.00%336,573−0.04
≡SCHW – SCHWAB CHARLES CORPAdd 15.00%86,056−0.02
≡BCO – BRINKS COAdd 11.00%9,3590.02
≡WEX – WEX INCBuy7,7260.02
≡IWN – ISHARES TRAdd 142.00%8,9740.02
≡LESLIES INCAdd 10.00%150,468−0.01
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 18.00%34,2440.01
≡CG – CARLYLE GROUP INCAdd 7.00%15,2860.01
≡BIO – BIO RAD LABS INCAdd 8.00%8050.01
≡APA – APA CORPORATIONAdd 15.00%30,784−0.01
≡JNJ – JOHNSON & JOHNSONAdd 6.00%1,5070.00
≡WEX – WEX INCBuy1,7680.00
≡CVX – CHEVRON CORP NEWAdd 19.00%6,2260.00
≡MANU – MANCHESTER UTD PLC NEWAdd 13.00%34,0270.00
≡MOS – MOSAIC CO NEWAdd 6.00%8,362−0.00
≡MIDD – MIDDLEBY CORPAdd 55.00%1,0440.00
≡DNB – DUN & BRADSTREET HLDGS INCAdd 11.00%3,0040.00
≡LIND – LINDBLAD EXPEDITIONS HLDGS IAdd 8.00%6,069−0.00
2.39
≡ADT – ADT IncAdd 5080.00%28,829,2572.38
≡MSGE – Madison Square Garden Entertainment CorpAdd 5983.00%6,267,3712.32
≡AMG – Affiliated Managers Group IncAdd 4202.00%1,357,9092.30
≡NTRS – Northern Trust CorpAdd 4458.00%2,491,7152.27
≡CLB – Core Laboratories IncAdd 4212.00%9,659,2922.13
≡MHK – Mohawk Industries IncAdd 5658.00%1,734,7142.13
≡CVSA – Adtalem Global Education IncAdd 7474.00%2,842,0022.11
≡GNTX – Gentex CorpAdd 4554.00%5,758,2742.10
≡KMT – Kennametal IncAdd 4536.00%8,151,6492.08
≡SPHR – Sphere Entertainment CoAdd 5699.00%5,288,4762.00
≡CG – Carlyle Group Inc/TheAdd 3579.00%4,600,4262.00
≡FAF – First American Financial CorpAdd 5557.00%3,402,8461.99
≡PBH – Prestige Consumer Healthcare IncAdd 4433.00%2,652,4111.98
≡CRL – Charles River Laboratories International IncAdd 4605.00%855,2601.90
≡REZI – Resideo Technologies IncAdd 3767.00%8,940,0751.89
≡MSGS – Madison Square Garden Sports CorpAdd 5660.00%925,8301.89
≡BOKF – BOK Financial CorpAdd 4337.00%1,811,5401.80
≡RCL – Royal Caribbean Cruises LtdAdd 1343.00%1,006,3601.76
≡NVST – Envista Holdings CorpAdd 8241.00%9,559,4361.72
≡BYD – Boyd Gaming CorpAdd 4044.00%2,846,7681.69
≡IPG – Interpublic Group of Cos Inc/TheAdd 3285.00%5,266,0621.66
≡Leslie's IncAdd 5647.00%34,501,4381.55
≡SJM – J M Smucker Co/TheAdd 16387.00%1,299,1711.53
≡AXTA – Axalta Coating Systems LtdAdd 3407.00%4,097,1441.52
≡0VVB – Paramount GlobalAdd 7206.00%13,495,6401.52
≡OSW – OneSpaWorld Holdings LtdAdd 1215.00%8,017,1401.36
≡MANU – Manchester United PlcAdd 5272.00%7,585,1461.33
≡BCO – Brink's Co/TheAdd 2201.00%1,128,1491.26
≡NCLH – Norwegian Cruise Line Holdings LtdAdd 13828.00%5,600,0581.14
≡ZBRA – Zebra Technologies CorpAdd 1437.00%285,3040.96
≡KN – Knowles CorpAdd 24408.00%5,050,5530.94
≡LH – Labcorp Holdings IncBuy414,5340.91
≡LFUS – Littelfuse IncAdd 22531.00%326,0190.90
≡GS – Goldman Sachs Group Inc/TheAdd 14866.00%179,4360.88
≡LIND – Lindblad Expeditions Holdings IncAdd 10557.00%8,405,3950.88
≡Stericycle IncAdd 1880.00%1,370,2370.87
≡NVT – nVent Electric PLCAdd 1600.00%862,7540.72
≡MIDD – Middleby Corp/TheAdd 26805.00%506,3390.67
≡MAS – Masco CorpAdd 1388.00%915,9250.66
≡KMX – CarMax IncAdd 22681.00%703,7800.56
≡KFY – Korn FerryAdd 23435.00%734,2220.53
≡AFL – Aflac IncAdd 16449.00%510,7470.49
≡ALL – Allstate Corp/TheBuy240,0420.41
≡DNB – Dun & Bradstreet Holdings IncAdd 14655.00%4,135,8520.41
≡CBRE – CBRE Group IncAdd 897.00%371,7410.36
≡KKR – KKR & Co IncAdd 4456.00%308,4610.35
≡ZBH – Zimmer Biomet Holdings IncAdd 10294.00%291,7180.34
≡KEYS – Keysight Technologies IncAdd 1005.00%227,7390.34
≡BWA – BorgWarner IncAdd 12424.00%911,4590.32
≡COF – Capital One Financial CorpAdd 65.00%172,6110.27
≡BIO – Bio-Rad Laboratories IncAdd 2240.00%88,8450.26
≡LEN – Lennar CorpBuy156,9240.25
≡DHI – DR Horton IncBuy165,6260.25
≡SSD – Simpson Manufacturing Co IncAdd 1394.00%131,1870.24
≡BRC – Brady CorpAdd 7381.00%271,6300.19
≡MGPI – MGP Ingredients IncAdd 93.00%248,0760.19
≡HCKT – Hackett Group Inc/TheAdd 6803.00%641,4460.15
≡WBA – Walgreens Boots Alliance IncAdd 11.00%198,891−0.13
≡OSW – OneSpaWorld Holdings LtdAdd 63.00%416,5720.09
≡RCL – Royal Caribbean Cruises LtdAdd 37.00%28,0770.08
≡LH – Labcorp Holdings IncBuy28,5430.06
≡SNA – Snap-on IncAdd 311.00%21,7000.06
≡PHIN – Phinia IncAdd 9638.00%141,4900.06
≡VXUS – Vanguard Total International Stock ETFBuy79,6370.05
≡CLB – Core Laboratories IncAdd 76.00%174,3640.05
≡CVS – CVS Health CorpAdd 10.00%62,475−0.05
≡BCO – Brink's Co/TheAdd 63.00%32,1540.05
≡SJM – J M Smucker Co/TheAdd 485.00%38,4640.04
≡PBH – Prestige Consumer Healthcare IncAdd 94.00%56,1790.04
≡FAF – First American Financial CorpAdd 124.00%76,0050.04
≡GNRC – Generac Holdings IncAdd 54.00%22,2270.04
≡ADT – ADT IncAdd 62.00%354,1690.04
≡KMT – Kennametal IncAdd 75.00%134,8560.04
≡AMG – Affiliated Managers Group IncAdd 63.00%20,2820.04
≡JLL – Jones Lang LaSalle IncAdd 63.00%13,2020.04
≡IPG – Interpublic Group of Cos Inc/TheAdd 71.00%114,3270.04
≡NTRS – Northern Trust CorpAdd 63.00%35,0200.03
≡KEYS – Keysight Technologies IncAdd 99.00%22,3430.03
≡CG – Carlyle Group Inc/TheAdd 62.00%80,2370.03
≡GNTX – Gentex CorpAdd 63.00%79,5490.03
≡REZI – Resideo Technologies IncAdd 63.00%149,5100.03
≡MAT – Mattel IncAdd 63.00%190,8720.03
≡MAS – Masco CorpAdd 63.00%41,5140.03
≡Leslie's IncAdd 136.00%828,5750.03
≡AXTA – Axalta Coating Systems LtdAdd 50.00%59,7450.03
≡MANU – Manchester United PlcAdd 80.00%115,2530.03
≡CBRE – CBRE Group IncAdd 63.00%25,9880.03
≡LAZ – Lazard IncAdd 63.00%60,4390.03
≡MSGS – Madison Square Garden Sports CorpAdd 62.00%10,1300.02
≡BOKF – BOK Financial CorpAdd 48.00%20,1490.02
≡CVSA – Adtalem Global Education IncAdd 49.00%18,6470.02
≡MSGE – Madison Square Garden Entertainment CorpAdd 62.00%65,1460.02
≡BYD – Boyd Gaming CorpAdd 63.00%44,1210.02
≡MHK – Mohawk Industries IncAdd 62.00%19,0400.02
≡VEA – Vanguard FTSE Developed Markets ETFAdd 17.00%26,3750.02
≡ZBRA – Zebra Technologies CorpAdd 18.00%3,6350.02
≡CRL – Charles River Laboratories International IncAdd 63.00%11,6790.02
≡BIO – Bio-Rad Laboratories IncAdd 168.00%6,6600.02
≡0VVB – Paramount GlobalAdd 85.00%159,1100.02
≡TAP – Molson Coors Beverage CoAdd 13.00%51,944−0.02
≡NVT – nVent Electric PLCAdd 25.00%13,6130.02
≡Stericycle IncAdd 10.00%7,2230.01
≡SPHR – Sphere Entertainment CoAdd 62.00%57,9520.01
≡SNA – Snap-on IncAdd 62.00%4,3130.01
≡NVST – Envista Holdings CorpAdd 63.00%72,7040.01
≡SSD – Simpson Manufacturing Co IncAdd 62.00%5,8680.01
≡MTN – Vail Resorts IncAdd 11.00%23,674−0.01
≡KSPI – Kaspi.KZ JSCBuy2,2100.00
≡LH – Labcorp Holdings IncBuy1,3540.00
≡APA – APA CorpAdd 10.00%18,4060.00
≡CNH – CNH Industrial NVAdd 17.00%417,0980.00