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
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
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| SPHR | Sphere Entertainment Co. | Communication Services | Jun 2020 | ACTIVE | $81.02K | $372.36M | $372.28M | +9,999%+ |
| AMG | Affiliated Managers Group, Inc. | Financial Services | Sep 2018 | ACTIVE | $36.63K | $301.33M | $301.30M | +9,999%+ |
| NCLH | Norwegian Cruise Line | N/A | Mar 2020 | ACTIVE | $7.32K | $297.64M | $297.63M | +9,999%+ |
| REZI | Resideo Technologies, Inc. | Industrials | Sep 2021 | ACTIVE | $50.22K | $289.21M | $289.16M | +9,999%+ |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | Jun 2013 | ACTIVE | $169.92K | $283.62M | $283.45M | +9,999%+ |
| OSW | OneSpaWorld | N/A | Mar 2020 | ACTIVE | $7.00K | $278.83M | $278.82M | +9,999%+ |
| GNRC | Generac Holdlings Inc. | Industrials | Mar 2019 | ACTIVE | $16.63K | $245.61M | $245.60M | +9,999%+ |
| NVST | Envista Holdings Corporation | Healthcare | Mar 2020 | ACTIVE | $52.10K | $244.53M | $244.47M | +9,999%+ |
| FAF | First American Corporation (New | Financial Services | Jun 2013 | ACTIVE | $190.65K | $239.31M | $239.12M | +9,999%+ |
| CRL | Charles River Laboratories Inte | Healthcare | Jun 2013 | ACTIVE | $112.19K | $233.14M | $233.03M | +9,999%+ |
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.