Tracking John Rogers' Ariel Investments Portfolio – Q1 2023 Update

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Summary

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.

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