AA
| |
Ariel Appreciation Fund | CAAPXMutual Fund | |
| ARIEL INVESTMENT TRUST | |
| Last update 2025-06-25 | 42 Stocks (4 new) |
| Value $847.00 Mil | Turnover 12 % |
Ariel Appreciation Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAT | Mattel Inc | 1,752,125 | 34,043.8 | -13.75% | 4.020 | -0.54% | 0.540 | +32.46% | +13.93% | 6,522.8 | Travel & Leisure | |
NTRS | Northern Trust Corp | 335,344 | 33,081.7 | -2.64% | 3.900 | -0.10% | 0.170 | +38.09% | +23.02% | 23,756.9 | Asset Management | |
IPG |
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
| 1,060,737 | 28,809.6 | +7.62% | 3.400 | +0.24% | 0.290 | +12.17% | -2.79% | 9,812.8 | Media - Diversified | |
GNRC | Generac Holdings Inc | 220,287 | 27,899.3 | +36.69% | 3.290 | +0.88% | 0.370 | +38.94% | -1.37% | 9,034.8 | Industrial Products | |
SCHW | Charles Schwab Corp | 335,659 | 26,275.4 | 0% | 3.100 | 0% | 0.020 | +22.61% | +29.40% | 172,884.7 | Capital Markets | |
KMX | CarMax Inc | 330,197 | 25,729.0 | -6.47% | 3.040 | -0.20% | 0.220 | -4.51% | -23.15% | 9,429.0 | Vehicles & Parts | |
FAF | First American Financial Corp | 387,434 | 25,427.3 | -10.73% | 3.000 | -0.32% | 0.380 | -2.55% | -6.03% | 5,929.1 | Insurance | |
CG | The Carlyle Group Inc | 558,294 | 24,336.0 | 0% | 2.870 | 0% | 0.150 | +68.09% | +22.64% | 22,047.3 | Asset Management | |
MIDD | The Middleby Corp | 159,153 | 24,188.1 | -7.02% | 2.850 | -0.18% | 0.300 | +16.71% | +10.42% | 7,999.2 | Industrial Products | |
JLL | Jones Lang LaSalle Inc | 94,689 | 23,474.3 | 0% | 2.770 | 0% | 0.200 | +19.03% | +3.03% | 12,381.2 | Real Estate |
Ariel Appreciation Fund's Historical Top Holdings Breakdowns
Ariel Appreciation Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GS | The Goldman Sachs Group Inc | 2025-03-31 | Sold Out Sold Out | -3.70% | 524.81 ($601.74) 672.19 | $717.52 | 19.24% | Sold Out | 0 | -59,472 | |
LH | Labcorp Holdings Inc | 2025-03-31 | New Buy New Buy | +2.75% | 228.19 ($242.67) 256.81 | $250.51 | 3.23% | New holding | 100,026 | 100,026 | |
SLB | Schlumberger Ltd | 2025-03-31 | New Buy New Buy | +2.49% | 38.4 ($40.98) 43.74 | $35.14 | -14.25% | New holding | 505,033 | 505,033 | |
NOV | NOV Inc | 2025-03-31 | Sold Out Sold Out | -2.14% | 13.99 ($14.96) 16.43 | $13.71 | -8.36% | Sold Out | 0 | -1,345,112 | |
NCLH | Norwegian Cruise Line Holdings Ltd | 2025-03-31 | New Buy New Buy | +2.02% | 18.53 ($24.08) 29.07 | $24.32 | 1.00% | New holding | 902,583 | 902,583 | |
MTN | Vail Resorts Inc | 2025-03-31 | Sold Out Sold Out | -1.69% | 153.58 ($166.2) 184.72 | $161.21 | -3.00% | Sold Out | 0 | -82,718 | |
OSW | OneSpaWorld Holdings Ltd | 2025-03-31 | New Buy New Buy | +1.24% | 16.4 ($19.45) 22.98 | $22.11 | 13.68% | New holding | 625,213 | 625,213 | |
GNRC | Generac Holdings Inc | 2025-03-31 | Add Add | +0.88% | 126.65 ($143.47) 164.06 | $152.92 | 6.59% | Add 36.69% | 220,287 | 59,128 | |
CBRE | CBRE Group Inc | 2025-03-31 | Reduce Reduce | -0.77% | 121.79 ($135.89) 147.13 | $144.63 | 6.43% | Reduce -27.65% | 140,194 | -53,580 | |
AFL | Aflac Inc | 2025-03-31 | Reduce Reduce | -0.71% | 100.99 ($106.07) 111.19 | $102.89 | -3.00% | Reduce -35.28% | 115,387 | -62,897 |
Ariel Appreciation Fund Total Holding History ($B)
Ariel Appreciation Fund's Asset Allocation
Ariel Appreciation Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ariel Appreciation Fund's Hypothetical Growth since 2025-03-31
Ariel Appreciation Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ariel Appreciation Fund's Holdings Heat Map
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Ariel Appreciation Fund's Holdings Bubble Chart
Ariel Appreciation Fund News
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