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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 8, 2024 | Middle Coast Investing | 0.0% | 0.0% | ATRO, GOGO, LULU, MTTR, PGR, SJM | - | View | ||
| 2025 Q2 | Jul 17, 2025 | Ariel Focus Fund | 4.8% | - | APA, CLB, GNRC, MOS, ORCL, REZI, SJM | Concentration, conviction, downside protection, fundamentals, Quality | The letter focuses on running a concentrated portfolio of high-conviction ideas where downside risk is carefully managed. Management stresses deep fundamental research, strong balance sheets, and management alignment. The outlook favors selective concentration over broad diversification in an inefficient market. | CLB APA SJM REZI MOS ORCL |
View |
| 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 Q1 | Apr 15, 2024 | Ariel Focus Fund | 10.6% | 0.0% | APA, CLB, Gold, MHK, MOS, PHIN, REZI, SJM | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Focus Fund | -3.9% | -3.9% | BIO, CVX, Gold, NTRS, ORCL, REZI, SJM | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Ariel Fund | -8.0% | -8.0% | ATGE, BIO, LESL, OSW, PARA, RCL, SJM, SPHR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | John W. Rogers | The J.M. Smucker Co. | Consumer Staples | Packaged Foods & Meats | Bull | NYSE | Branded staples, Cost synergies, dividend, Free Cash Flow, Hostess, Integration, Margin recovery, Pet snacks | View Pitch |
| Dec 3, 2025 | Fund Letters | Charles K. Bobrinskoy | The J. M. Smucker Company | Consumer Staples | Food Products | Bull | NYSE | brands, Commodities, dividend, Margins, Pricing power, Sku-rationalization, Staples | 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. | ||||||||