view original post
- Ariel Investments’ 13F portfolio value increased from $9.85B to $10.41B this quarter.
- They increased Jones Lang LaSalle, Credicorp, Generac Holdings, and Leslie’s while decreasing Philip Morris, Microsoft, and Interpublic Group.
- The top three positions are Baidu, Madison Square Garden Entertainment, and Mattel, and they add up to ~11% of the portfolio.
Read the full article on Seeking Alpha