John Rogers - Ariel Appreciation Fund – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by John Rogers - Ariel Appreciation Fund in 2025 Q3. 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 |
|---|---|---|---|---|---|---|---|
| GNRC | 189,517 | $167.4 | Reduced | -21.78% | 3.59% | $31.73M | 2025 Q3 |
| SPHR | 494,037 | $62.12 | Reduced | -16.29% | 3.47% | $30.69M | 2025 Q3 |
| KN | 1,175,335 | $23.31 | Reduced | -7.08% | 3.10% | $27.4M | 2025 Q3 |
| CG | 430,929 | $62.7 | Reduced | -11.50% | 3.06% | $27.02M | 2025 Q3 |
| BIO | 89,842 | $280.39 | Reduced | -3.61% | 2.85% | $25.19M | 2025 Q3 |
| LAZ | 461,635 | $52.78 | Reduced | -9.51% | 2.76% | $24.37M | 2025 Q3 |
| JLL | 81,550 | $298.28 | Reduced | -4.00% | 2.75% | $24.32M | 2025 Q3 |
| NVST | 1,150,573 | $20.37 | Reduced | -3.60% | 2.65% | $23.44M | 2025 Q3 |
| REZI | 530,283 | $43.18 | Reduced | -29.25% | 2.59% | $22.9M | 2025 Q3 |
| NTRS | 156,598 | $134.6 | Reduced | -11.52% | 2.38% | $21.08M | 2025 Q3 |
| SCHW | 193,841 | $95.47 | Reduced | -13.19% | 2.09% | $18.51M | 2025 Q3 |
| KKR | 141,527 | $129.95 | Reduced | -15.11% | 2.08% | $18.39M | 2025 Q3 |
| ADT | 1,881,141 | $8.71 | Reduced | -5.15% | 1.85% | $16.38M | 2025 Q3 |
| MANU | 883,528 | $15.14 | Reduced | -5.30% | 1.51% | $13.38M | 2025 Q3 |
| LFUS | 51,029 | $259.01 | Reduced | -15.94% | 1.50% | $13.22M | 2025 Q3 |
| KMT | 373,802 | $20.93 | Reduced | -37.58% | 0.89% | $7.82M | 2025 Q3 |
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