John Rogers

John Rogers

13F
Ariel Investment, LLC
Last update 2025-06-05 106 Stocks (5 new)
Value $8.51 Bil Turnover 6 %
Countries:

John Rogers Profile

John Rogers founded Ariel Investment, LLC in 1983. Rogers manages Ariel's small and mid-cap institutional portfolios as well as the Ariel Fund (ARGFX) and Ariel Appreciation Fund (CAAPX). He is also a long-term Forbes columnist writing a column called "Patient Investor."

John Rogers Investing Philosophy

Rogers has concentrated his investment selection on small and medium-sized companies whose share prices are undervalued. He believes that patience, independent thinking and a long-term outlook are essential to achieving good returns.
His fund seeks to purchase companies whose characteristics include high barriers to entry, sustainable competitive advantages and predictable fundamentals that allow for double digit cash earnings growth. Rogers purchases companies when they are trading at a low valuation relative to potential earnings (p/e less than 13x forward cash earnings) and/or a low valuation relative to intrinsic worth (40% discount to private market value).

John Rogers's Portfolio

John Rogers Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AQN
Algonquin Power & Utilities Corp
6,952,341
35,735.0
New Holding
0.420
+0.42%
0.910
+12.24%
+30.40%
4,405.7
Utilities - Regulated
OC
Owens-Corning Inc
112,578
16,078.4
New Holding
0.190
+0.19%
0.130
-6.20%
-18.25%
11,739.0
Construction
VT
Vanguard Total World Stock ETF
74,824
8,675.8
New Holding
0.100
+0.10%
0.020
+9.10%
+9.83%
44,706.2
 
VXUS
Vanguard Total International Stock
63,386
3,936.3
New Holding
0.050
+0.05%
0.000
+9.74%
+18.13%
89,457.8
 
PGR
Progressive Corp
828
234.3
New Holding
0.000
0%
0.000
-3.85%
+12.34%
154,757.2
Insurance
SLB
Schlumberger Ltd
994,358
41,564.2
+5,096.54%
0.490
+0.48%
0.070
-18.54%
-9.92%
45,946.2
Oil & Gas
BAC
Bank of America Corp
839,929
35,050.2
+409.60%
0.410
+0.33%
0.010
+11.37%
+8.53%
354,902.0
Banks
ZIMV
ZimVie Inc
167,716
1,811.3
+174.37%
0.020
+0.01%
0.600
-19.55%
-33.62%
258.6
Medical Devices & Instruments
NCLH
Norwegian Cruise Line Holdings Ltd
9,081,170
172,179.0
+126.82%
2.020
+1.13%
2.030
+1.46%
-21.57%
9,016.6
Travel & Leisure
KSPI
Kaspi.kz JSC
7,130
662.0
+105.30%
0.010
+0.01%
0.000
-7.18%
-9.04%
16,497.1
Software
IFS
Intercorp Financial Services Inc
18,521
613.6
+103.64%
0.010
+0.01%
0.020
+16.20%
+33.07%
4,234.8
Banks
OSW
OneSpaWorld Holdings Ltd
10,713,305
179,876.4
+37.69%
2.110
+0.58%
10.430
+16.45%
+3.17%
2,099.1
Travel & Leisure
WEX
WEX Inc
412,247
64,731.0
+29.53%
0.760
+0.17%
1.200
-5.43%
-16.22%
5,029.8
Software
BIO
Bio-Rad Laboratories Inc
724,660
176,498.2
+29.28%
2.070
+0.47%
2.660
-1.29%
-25.73%
6,590.8
Medical Devices & Instruments
KKR
KKR & Co Inc
275,025
31,795.6
+16.99%
0.370
+0.05%
0.030
+14.43%
-8.95%
119,604.3
Asset Management
LESL
Leslies Inc
58,177,415
42,789.5
+15.14%
0.500
+0.07%
31.380
-48.24%
-79.82%
83.4
Retail - Cyclical
CNP
CenterPoint Energy Inc
1,654,590
59,945.8
+13.44%
0.700
+0.08%
0.250
+2.58%
+16.07%
23,739.7
Utilities - Regulated
GNTX
Gentex Corp
7,082,055
165,011.9
+10.75%
1.940
+0.19%
3.150
-7.38%
-22.68%
4,943.4
Vehicles & Parts
GNRC
Generac Holdings Inc
1,615,878
204,650.9
+10.12%
2.400
+0.22%
2.740
+8.64%
-8.15%
8,413.8
Industrial Products
CVS
CVS Health Corp
1,020,033
69,107.2
+9.84%
0.810
+0.07%
0.080
+2.38%
+56.10%
86,641.2
Healthcare Plans
100/Page
Total 115

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