John Rogers
John RogersAriel Investments13F · 14 May 2026
持仓 40前十集中度 33%本季新建/加仓 20减持/清仓 20
14.0%减持24.0%加仓33.5%加仓43.3%减持53.2%减持63.1%减持73.1%加仓82.8%加仓92.8%减持102.8%加仓112.8%加仓122.6%减持132.6%减持142.5%加仓152.5%减持162.5%加仓172.4%减持182.3%加仓192.3%减持202.2%加仓212.2%加仓222.1%减持232.0%加仓242.0%加仓251.9%加仓261.8%加仓271.8%减持281.7%加仓291.4%减持301.4%加仓311.1%减持321.1%减持331.1%减持341.1%减持350.9%加仓360.8%加仓370.8%减持380.8%减持390.7%减持400.7%加仓
MSGEMadison Square Garden Entertainment Corp.均 42
OSWOneSpaWorld Holdings Ltd均 67
JLLJones Lang Lasalle Inc.均 48
AMGAffiliated Managers Group均 39
SPHRSphere Entertainment Co.均 38
NVSTEnvista Holdings Corp.均 45
NCLHNorwegian Cruise Line Hlgs Ltd.均 39
PBHPrestige Consumer Healthcare均 58
GNRCGenerac Holdings Inc.均 60
CRLCharles River Labs均 61
LAZLazard Inc.均 42
FAFFirst Amer'n Corp.均 57
MSGSMadison Square Garden Sports Corp.均 52
ATGEAdtalem Global Education
CLBCore Laboratories Inc.均 41
BIOBio-Rad Laboratories Inc.均 54
BOKFBOK Financial Corp.均 45
MIDDMiddleby Corp.均 51
REZIResideo Technologies Inc.均 43
MATMattel Inc.均 35
CGCarlyle Group均 53
BYDBoyd Gaming Corp.均 54
GNTXGentex Corp.均 61
SJMJ.M. Smucker Co均 34
MHKMohawk Industries均 45
ZBRAZebra Technologies Corp.均 54
NTRSNorthern Trust Corp.均 49
MANUManchester United plc均 40
ADTADT Inc.均 39
AQNAlgonquin Power & Utilities均 39
KNKnowles Corp.均 45
AXTAAxalta Coating Systems Ltd.均 49
BCOBrink's Co.均 42
LHLabcorp Holdings Inc.均 58
OMCOmnicom Group均 45
XRAYDENTSPLY SIRONA Inc.均 31
LFUSLittelfuse Inc.均 60
NVTnVent Electric plc均 65
INTCIntel Corp.均 50
DISWalt Disney Co.均 55
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。