Charles Bobrinskoy - Ariel Focus Fund – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by Charles Bobrinskoy - Ariel Focus Fund in 2025 Q4. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| B | 98,508 | $43.55 | Reduced | -12.23% | 5.80% | $4.29M | 2025 Q4 |
| AMG | 14,218 | $288.3 | Reduced | -13.33% | 5.54% | $4.1M | 2025 Q4 |
| BOKF | 34,542 | $118.46 | Reduced | -3.47% | 5.53% | $4.09M | 2025 Q4 |
| JNJ | 19,674 | $206.97 | Reduced | -17.48% | 5.50% | $4.07M | 2025 Q4 |
| LMT | 6,399 | $483.67 | Reduced | -2.39% | 4.18% | $3.1M | 2025 Q4 |
| REZI | 74,529 | $35.11 | Reduced | -22.94% | 3.54% | $2.62M | 2025 Q4 |
| MSGE | 21,317 | $53.9 | Reduced | -36.93% | 1.55% | $1.15M | 2025 Q4 |
| GNRC | 3,588 | $136.29 | Reduced | -21.52% | 0.66% | $489.01K | 2025 Q4 |
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