John Rogers - Ariel Appreciation Fund – Largest Position Reductions (2025 Q4)
This report summarizes the most meaningful reductions and sell-offs made by John Rogers - Ariel Appreciation 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 |
|---|---|---|---|---|---|---|---|
| MSGE | 648,775 | $53.89 | Reduced | -3.96% | 3.95% | $34.96M | 2025 Q4 |
| MAT | 1,498,598 | $19.84 | Reduced | -7.59% | 3.36% | $29.73M | 2025 Q4 |
| BIO | 83,756 | $302.99 | Reduced | -6.77% | 2.87% | $25.38M | 2025 Q4 |
| KN | 1,135,163 | $21.43 | Reduced | -3.42% | 2.75% | $24.33M | 2025 Q4 |
| CG | 394,133 | $59.11 | Reduced | -8.54% | 2.63% | $23.3M | 2025 Q4 |
| SPHR | 236,705 | $95.08 | Reduced | -52.09% | 2.54% | $22.51M | 2025 Q4 |
| JLL | 66,783 | $336.46 | Reduced | -18.11% | 2.54% | $22.47M | 2025 Q4 |
| BOKF | 177,693 | $118.46 | Reduced | -9.52% | 2.38% | $21.05M | 2025 Q4 |
| CBRE | 100,951 | $160.79 | Reduced | -12.05% | 1.83% | $16.23M | 2025 Q4 |
| REZI | 459,422 | $35.12 | Reduced | -13.36% | 1.82% | $16.13M | 2025 Q4 |
| NVT | 155,669 | $101.97 | Reduced | -28.49% | 1.79% | $15.87M | 2025 Q4 |
| KMT | 152,755 | $28.41 | Reduced | -59.13% | 0.49% | $4.34M | 2025 Q4 |
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