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John W. Rogers Jr. Portfolio

Ariel Investments LLC Holdings

John W. Rogers Jr.'s investment portfolio showcases a diverse range of top stock investments that reflect his confidence in media, entertainment, manufacturing, private equity, and the toy industry.
Madison Square Garden Entertainment Corp. (MSGE) leads his selections, indicating an interest in a company with iconic venues and entertainment offerings, suggesting a bet on live event and entertainment resilience post-pandemic.
ViacomCBS Inc Class B now known as Paramount Global (after rebranding), reveals Rogers’s stake in mass media, tapping into a vast library of content and streaming growth potential, understanding its significance in the competitive landscape of digital media consumption.
Generac Holdings Inc represents his move towards industrial firms specializing in power generation equipment, a nod to increasing demand for energy solutions and perhaps a foresight into the expansion of backup power technologies amid climate change implications.
Investment in The Carlyle Group Inc reflects Rogers's strategic approach towards an internationally recognized asset management firm, likely aiming at diversification benefits and exposure to alternative investment strategies and global financial markets.
Mattel, Inc., reveals he also sees value in established toy manufacturers, banking on enduring brands and intellectual properties that have the potential for new revenue streams through digital transformation and entertainment tie-ins.
These stocks collectively provide insights into John W. Rogers Jr.’s targeted investment framework focusing on robust businesses poised for long-term success across multiple economic sectors.

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$9.65 Billion Total portoflio value

Portfolio 102 Options 0 Performance