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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Ariel Fund | 7.0% | - | ATGE, CLB, LESL, NTRS, SJM, SPHR | cyclicals, Recovery, small caps, valuation, value | The letter reiterates a classic value philosophy amid persistent growth outperformance. Management argues that pessimism around cyclical and smaller companies has created attractive entry points. The outlook anticipates improving fundamentals and multiple expansion as sentiment normalizes. | LESL SJM CLB NTRS ATGE SPHR |
View |
| 2024 Q4 | Dec 31, 2024 | Ariel Fund | -0.7% | 11.8% | ATGE, CG, LESL, MHK, MSGE, RCL | - | View | ||
| 2023 Q3 | Nov 18, 2023 | Argosy Investors | 10.6% | 10.6% | BURL, LESL, POST, TSU CN | - | View | ||
| 2023 Q3 | Oct 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BRC, CLB, JLL, LAZ, LESL, LIND, MHK, WEX | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Ariel Fund | 12.1% | 0.0% | BIO, CLB, GNTX, JLL, LAZ, LESL, MHK, MIDD, SRCL | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | AMG, BCO, LESL, LIND, MAT, NCLH, SPHR | - | View | ||
| 2023 Q3 | Sep 30, 2023 | TimesSquare Capital Management U.S. Small Cap Growth Strategy | 6.2% | 0.0% | ALGM, BJ, CWAN, CWST, DRVN, EME, HCP, HLNE, HQY, INSP, KRYS, LESL, MODG, PLNT, PRA, TMCI, VERX | - | View | ||
| 2023 Q3 | Aug 11, 2023 | Jackson Peak Capital | 9.9% | 0.0% | ATVI, EDR, LESL, SAVE, VRT | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Small Cap Value Strategy | 10.1% | 0.0% | BCO, CLB, HMN, LESL, MIDD, OSW, PARA, SPHR | - | View | ||
| 2024 Q2 | Jul 31, 2024 | Ariel Fund | 12.1% | 0.0% | ADT, ATGE, LESL, NVST, RCL, SPHR | - | View | ||
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | ALIT, APPF, BL, FFO GR, GSHD, LESL, PGNY, RVLV | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Ariel Appreciation Fund | 9.9% | 0.0% | CBRE, CG, LESL, MSGE, NTRS, PARA, RCL | - | View | ||
| 2023 Q2 | Jun 30, 2023 | Ariel Fund | 12.1% | 0.0% | CBRE, CG, LESL, MSGE, PARA, RCL | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Fund | -8.0% | -8.0% | ATGE, BIO, LESL, OSW, PARA, RCL, SJM, SPHR | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Small Cap Value Strategy | -10.7% | -10.7% | ADT, BIO, FAF, LESL, LIND, MIDD, NCLH | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Ariel Fund | 12.1% | 0.0% | BOKF, LESL | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Ariel Global Fund | 6.9% | 0.0% | BIDU, LESL, MSGE, SRCL | - | View | ||
| 2023 Q3 | Mar 10, 2023 | Ariel Focus Fund | 10.6% | 0.0% | APA, CVX, GNRC, GS, KVUE, LESL, MHK, PHIN, SPHR | - | View | ||
| 2023 Q3 | Mar 10, 2023 | Ariel Fund | 12.1% | 0.0% | ATGE, GNRC, IPG, LESL, MAT, PBH, SPHR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | John W. Rogers | Leslie's, Inc. | Consumer Discretionary | Specialty Retail | Bull | NASDAQ | Consumables, Gross margin, Inventory, Loyalty, Omnichannel, Pool care, Specialty retail, turnaround | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||