John Rogers runs Ariel Investments, an asset manager overseeing $9.26B in disclosed equity holdings (SEC CIK 0000936753). The latest portfolio (2025Q4) discloses 108 positions across 11 sectors, with the largest positions in MSGE, AMG and NORWEGIAN CRUISE LINE HLDG L. On a mark-to-market basis the tracked portfolio has returned 21.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
We mark John Rogers (Ariel Investments)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). John’s portfolio is 21.4% over the last 12 months · 119.4% since 2016Q1.