John Rogers - Ariel Appreciation Fund – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by John Rogers - Ariel Appreciation Fund during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CRL | 192,824 | $199.48 | Increased | 1.79% | 4.35% | $38.46M | 2025 Q4 |
| NCLH | 1,321,822 | $22.32 | Increased | 7.68% | 3.33% | $29.5M | 2025 Q4 |
| MIDD | 186,941 | $148.67 | Increased | 13.08% | 3.14% | $27.79M | 2025 Q4 |
| OMC | 339,963 | $80.75 | Buy | 100.00% | 3.10% | $27.45M | 2025 Q4 |
| GNRC | 191,725 | $136.37 | Increased | 1.17% | 2.95% | $26.15M | 2025 Q4 |
| LAZ | 500,130 | $48.56 | Increased | 8.34% | 2.74% | $24.29M | 2025 Q4 |
| PBH | 379,209 | $61.69 | Increased | 30.42% | 2.64% | $23.39M | 2025 Q4 |
| AXTA | 711,354 | $32.31 | Increased | 21.40% | 2.60% | $22.98M | 2025 Q4 |
| OSW | 1,080,447 | $20.74 | Increased | 4.03% | 2.53% | $22.41M | 2025 Q4 |
| KKR | 148,809 | $127.48 | Increased | 5.15% | 2.14% | $18.97M | 2025 Q4 |
| MANU | 938,949 | $15.92 | Increased | 6.27% | 1.69% | $14.95M | 2025 Q4 |
| SJM | 152,747 | $97.81 | Increased | 13.05% | 1.69% | $14.94M | 2025 Q4 |
| TAP | 314,144 | $46.68 | Increased | 13.86% | 1.66% | $14.66M | 2025 Q4 |
| FISV | 140,425 | $67.17 | Increased | 4.84% | 1.07% | $9.43M | 2025 Q4 |
| FDS | 25,777 | $290.18 | Buy | 100.00% | 0.85% | $7.48M | 2025 Q4 |
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