Ariel Appreciation Fund - Performance Analysis

Investment performance metrics based on historical 13F filings data.

📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.00B

Performance calculated from first filing in our database. This may not represent the investor's entire career.

Portfolio Growth (Since First Filing)

+9.27B

+9,999%+

Winning Positions

+66.21%

194 wins / 293 positions

Average Gain (Winners)

$44.81M

+9,999%+ avg per position

Active Positions

105

81 losing positions

Portfolio Value Over Time

Current: $9.3B
Change: +$9.3B (311082.55%)
$10.2B$5.1B$3.0M
Jun 2013Sep 2019Sep 2025

Total Positions Tracked

293

All holdings over time

Win/Loss Ratio

2.40

194 gains / 81 losses

Active vs. Exited

105 / 188

Current positions / Exited

Position Performance

194 Gains / 81 Losses

Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.

SymbolCompanySectorEntryStatusInitial ValueCurrent ValueGain/LossReturn %
SPHRSphere Entertainment Co.Communication ServicesJun 2020ACTIVE$81.02K$372.36M$372.28M+9,999%+
AMGAffiliated Managers Group, Inc.Financial ServicesSep 2018ACTIVE$36.63K$301.33M$301.30M+9,999%+
NCLHNorwegian Cruise LineN/AMar 2020ACTIVE$7.32K$297.64M$297.63M+9,999%+
REZIResideo Technologies, Inc.IndustrialsSep 2021ACTIVE$50.22K$289.21M$289.16M+9,999%+
JLLJones Lang LaSalle IncorporatedReal EstateJun 2013ACTIVE$169.92K$283.62M$283.45M+9,999%+
OSWOneSpaWorldN/AMar 2020ACTIVE$7.00K$278.83M$278.82M+9,999%+
GNRCGenerac Holdlings Inc.IndustrialsMar 2019ACTIVE$16.63K$245.61M$245.60M+9,999%+
NVSTEnvista Holdings CorporationHealthcareMar 2020ACTIVE$52.10K$244.53M$244.47M+9,999%+
FAFFirst American Corporation (NewFinancial ServicesJun 2013ACTIVE$190.65K$239.31M$239.12M+9,999%+
CRLCharles River Laboratories InteHealthcareJun 2013ACTIVE$112.19K$233.14M$233.03M+9,999%+
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Important Note: Data Limitations

These metrics are based on 13F filing data which has significant limitations:

  • Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
  • No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
  • Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
  • Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
  • Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns

Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.

john w rogers ariel investment Performance & Trading Statistics | InsiderSet