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John Rogers founded Ariel Capital Management, LLC in 1983 on the idea that wealth can be created by investing in great companies at bargain prices, whose true value would be realized over time. By adhering to a consistent investment philosophy based on patience and independent thinking, John has transformed Ariel into a widely recognized mutual fund company and money management firm with more than $15.5 billion in assets under management. John specializes in small and mid-cap U.S. equities. Since inception in November 1986, his Ariel Fund has averaged 12.95% annually through November 2007.
John Rogers Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
Microsoft Corp.    (COMMON) MSFT 300,510,000 2,161,476 4.00%
Philip Morris Intl, Inc.    (COMMON) PM 285,623,000 3,761,668 3.80%
First American Financial Corp.    (COMMON) FAF 221,709,000 3,757,150 2.95%
Lazard Ltd.    (COMMON) LAZ 206,194,000 5,891,253 2.74%
Interpublic Group of Cos., Inc.    (COMMON) IPG 195,652,000 9,074,775 2.60%
Baidu, Inc. ADR    (ADR) BIDU 193,402,000 1,882,079 2.57%
Mattel, Inc.    (COMMON) MAT 175,080,000 15,371,387 2.33%
Kennametal, Inc.    (COMMON) KMT 171,447,000 5,577,313 2.28%
Northern Trust Corp.    (COMMON) NTRS 170,200,000 1,823,831 2.26%
Stericycle Inc.    (COMMON) SRCL 167,483,000 3,288,486 2.23%
J.M. Smucker Co.    (COMMON) SJM 166,553,000 1,513,846 2.21%
Gilead Sciences, Inc.    (COMMON) GILD 157,850,000 2,490,526 2.10%
KKR & Co Inc.    (COMMON) 156,980,000 5,846,572 2.09%
Laboratory Corp. of America Holdings    (COMMON) LH 150,933,000 898,411 2.01%
Snap-on, Inc.    (COMMON) SNA 146,211,000 934,020 1.94%
MSG Networks, Inc.    (COMMON) 140,649,000 8,671,320 1.87%
Nielsen Holdings plc    (COMMON) NLSN 122,951,000 5,785,916 1.63%
Johnson & Johnson    (COMMON) JNJ 122,835,000 949,410 1.63%
Berkshire Hathaway Inc.    (COMMON) BRK/B 120,751,000 580,476 1.60%
Keysight Technologies, Inc.    (COMMON) KEYS 118,984,000 1,223,481 1.58%

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