Copy Invest | Sonar Terminal

John Rogers - Ariel Investments

676 trades · 579 closed · 97 open · Win rate: 54.3% · Avg return: +35.7% · Median return: +3.6%

⚠ 90 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MSFT - Microsoft Corp.	Q2 2011	$26.00	Open	$384.93	+1,380.50%	Open	History

KEYS - Keysight Technologies, Inc.	Q4 2016	$36.57	Open	$325.73	+790.70%	Open	History

CBRE - CBRE Group, Inc.	Q4 2011	$15.22	Open	$133.13	+774.70%	Open	History

PGR - The Progressive Corp.	Q3 2015	$30.64	Q3 2024	$253.76	+728.20%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q3 2011	$28.62	Open	$231.21	+707.86%	Open	History

GS - The Goldman Sachs Group, Inc.	Q2 2010	$131.27	Q4 2025	$879.00	+569.61%	Closed	History

SNA - Snap-on Inc.	Q1 2012	$60.97	Open	$404.62	+563.64%	Open	History

OSW - OneSpaWorld Holdings Ltd.	Q1 2020	$4.06	Open	$26.51	+552.96%	Open	History

SSD - Simpson Manufacturing Co., Inc.	Q2 2011	$29.87	Open	$189.18	+533.34%	Open	History

RCL - Royal Caribbean Cruises Ltd.	Q2 2011	$37.64	Q4 2024	$230.69	+512.89%	Closed	History

NVT - nVent Electric plc	Q1 2021	$27.91	Open	$161.78	+479.65%	Open	History

GGG - Graco Inc.	Q1 1999	$2.18	Q4 2004	$12.45	+471.42%	Closed	History

TURN - 180 Degree Capital Corp	Q1 2017	$1.45	Q2 2021	$8.05	+455.17%	Closed	History

AFL - Aflac Inc.	Q4 2009	$23.13	Open	$122.05	+427.78%	Open	History

GILD - Gilead Sciences, Inc.	Q2 2012	$25.64	Open	$130.04	+407.28%	Open	History

ZBRA - Zebra Technologies Corp.	Q4 2013	$54.08	Open	$260.11	+380.97%	Open	History

IGT - International Game Tech Com	Q1 1999	$14.62	Q3 2002	$69.14	+372.91%	Closed	History

FAF - First American Financial Corp.	Q2 2011	$15.65	Open	$69.76	+345.75%	Open	History

JNJ - Johnson & Johnson	Q1 2007	$60.26	Open	$253.85	+321.25%	Open	History

TSM - Taiwan Semiconductor	Q4 2023	$104.00	Open	$420.39	+304.22%	Open	History

SPHR - Sphere Entertainment Co.	Q2 2020	$34.64	Open	$137.02	+295.53%	Open	History

BX - Blackstone Inc.	Q3 2011	$11.98	Q1 2020	$45.57	+280.38%	Closed	History

GNRC - Generac Holdings Inc.	Q1 2019	$51.23	Q3 2020	$193.64	+277.98%	Closed	History

KKR - KKR & Co. Inc.	Q3 2018	$27.27	Open	$97.21	+256.47%	Open	History

ORBC - ORBCOMM Inc.	Q3 2010	$2.27	Q1 2021	$7.63	+236.12%	Closed	History

ORCL - Oracle Corp.	Q4 2013	$38.26	Open	$127.94	+234.40%	Open	History

MSGS - Madison Square Garden Sports Corp.	Q4 2015	$115.41	Open	$384.23	+232.94%	Open	History

JWN - Nordstrom, Inc.	Q4 2008	$13,310.00	Q4 2010	$42,380.00	+218.41%	Closed	History

JPM - JPMorgan Chase & Co.	Q3 2005	$33.95	Q4 2017	$106.94	+214.99%	Closed	History

ATGE -	Q2 2017	$37.95	Open	$115.25	+203.69%	Open	History

CRWS - Crown Crafts, Inc.	Q4 2009	$2.55	Q4 2016	$7.75	+203.33%	Closed	History

OSS - One Stop Systems Inc	Q3 2020	$2.10	Q1 2021	$6.36	+202.86%	Closed	History

HLI - Houlihan Lokey, Inc.	Q1 2016	$24.90	Q3 2022	$75.38	+202.73%	Closed	History

NMG.A - Neiman Marcus Group	Q4 2002	$30.39	Q1 2005	$91.51	+201.12%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2020	$33.62	Open	$101.10	+200.71%	Open	History

ESIO - Electro Scientific Industries, Inc.	Q3 2015	$4.64	Q3 2017	$13.92	+200.00%	Closed	History

MIDD - The Middleby Corp.	Q1 2020	$45.76	Open	$134.59	+194.12%	Open	History

BAP - Credicorp Ltd.	Q2 2020	$133.68	Open	$392.24	+193.42%	Open	History

PHIN - PHINIA Inc.	Q3 2023	$26.79	Open	$78.25	+192.09%	Open	History

KB - KB Financial Group Inc.	Q4 2023	$41.37	Open	$120.72	+191.81%	Open	History

GLUU - Glu Mobile Inc.	Q2 2016	$2.20	Q2 2018	$6.41	+191.36%	Closed	History

TYC - Tyco International Ltd.	Q1 2009	$19,560.00	Q1 2012	$56,180.00	+187.22%	Closed	History

15R - Rubicon Project Inc.	Q2 2018	$2.85	Q4 2019	$8.15	+185.96%	Closed	History

MKL - Markel Group Inc.	Q1 2001	$187.00	Q2 2013	$526.96	+181.80%	Closed	History

EVR - Evercore Inc.	Q4 2019	$74.76	Q2 2024	$208.43	+178.80%	Closed	History

KN - Knowles Corp.	Q4 2018	$13.31	Open	$36.78	+176.33%	Open	History

GRBK - Green Brick Partners, Inc.	Q3 2016	$8.26	Q1 2021	$22.66	+174.33%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q3 2013	$113.58	Q1 2023	$308.77	+171.85%	Closed	History

ARC - ARC Document Solutions Inc.	Q1 2013	$2.98	Q3 2014	$8.10	+171.81%	Closed	History

SCVL - Shoe Carnival, Inc.	Q2 2009	$3,976.66	Q2 2012	$10,745.00	+170.20%	Closed	History

AMG - Affiliated Managers Group, Inc.	Q3 2018	$136.72	Open	$366.00	+167.70%	Open	History

CRAI - CRA International, Inc.	Q1 2016	$19.64	Q1 2018	$52.29	+166.24%	Closed	History

MAS - Masco Corp.	Q4 2018	$29.24	Open	$77.85	+166.24%	Open	History

FICO - Fair Isaac Corp.	Q1 2022	$465.95	Open	$1,210.52	+159.80%	Open	History

73HK - Ryanair Holdings plc ADR	Q2 2012	$30.37	Q3 2015	$78.30	+157.82%	Closed	History

HAR - Harman Intl Industries Inc.	Q1 2013	$44.58	Q4 2016	$111.16	+149.35%	Closed	History

LFCR - Landec Corp.	Q4 2010	$5.98	Q2 2018	$14.90	+149.16%	Closed	History

COST - Costco Wholesale Corp.	Q2 2014	$115.09	Q1 2020	$285.12	+147.74%	Closed	History

HCZ - HCC Insurance Holdings, Inc.	Q2 2011	$31.50	Q3 2015	$77.47	+145.94%	Closed	History

SYD - Sybron Dental Specialties Inco	Q4 2000	$16.88	Q1 2006	$41.24	+144.31%	Closed	History

TW6 - Towers Watson	Q3 2012	$53.05	Q4 2015	$128.46	+142.15%	Closed	History

NTAP - NetApp, Inc.	Q2 2020	$44.37	Q4 2025	$107.09	+141.36%	Closed	History

AZTA - Azenta, Inc.	Q3 2013	$9.31	Q1 2017	$22.40	+140.60%	Closed	History

HMN - Horace Mann Educators Corp.	Q2 2011	$15.61	Q1 2024	$36.99	+136.96%	Closed	History

MBFI - MB Financial, Inc.	Q4 2012	$19.78	Q2 2018	$46.70	+136.10%	Closed	History

COWN - Cowen Group, Inc.	Q4 2016	$15.50	Q1 2021	$35.16	+126.84%	Closed	History

RST - Rosetta Stone Inc.	Q4 2011	$7.63	Q2 2020	$16.86	+120.97%	Closed	History

BOKF - BOK Financial Corp.	Q2 2016	$62.73	Open	$138.45	+120.71%	Open	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2009	$41.36	Open	$91.03	+120.10%	Open	History

MSGE - Madison Square Garden Entertainment Corp.	Q2 2023	$33.62	Open	$73.65	+119.07%	Open	History

AXTI - AXT, Inc.	Q4 2014	$2.80	Q3 2020	$6.12	+118.57%	Closed	History

STJ - St. Jude Medical, Inc.	Q4 2009	$36.78	Q3 2016	$79.76	+116.86%	Closed	History

INTC - Intel Corp.	Q4 2023	$50.25	Open	$107.76	+114.45%	Open	History

603944Q - Rouse Co.	Q1 1999	$22.19	Q2 2004	$47.50	+114.06%	Closed	History

AMB - Fortune Brands Inc Com	Q1 2000	$25.00	Q1 2002	$52.26	+109.04%	Closed	History

XOXO - XO Group Inc.	Q2 2011	$9.95	Q1 2018	$20.75	+108.54%	Closed	History

AMRI - Albany Molecular Research, Inc.	Q2 2012	$2.55	Q4 2012	$5.28	+107.06%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q4 2025	$24.02	Open	$49.56	+106.33%	Open	History

MBFI - MB Financial, Inc.	Q2 2009	$10,189.99	Q3 2009	$20,994.48	+106.03%	Closed	History

IFS - Intercorp Financial Services Inc.	Q4 2024	$29.34	Open	$59.97	+104.40%	Open	History

OCR - Omnicare Inc Com	Q1 2003	$27.21	Q1 2006	$54.99	+102.09%	Closed	History

MKC - McCormick & Co., Inc.	Q2 2011	$24.79	Q3 2016	$49.97	+101.59%	Closed	History

BAC - Bank of America Corp.	Q3 2022	$30.20	Open	$60.62	+100.73%	Open	History

2835605Q - Edwards A G Inc Com	Q3 2004	$34.62	Q1 2007	$69.18	+99.83%	Closed	History

CRAI - CRA International, Inc.	Q3 2020	$37.48	Q1 2021	$74.66	+99.20%	Closed	History

CSPI - CSP Inc.	Q2 2009	$1.78	Q3 2013	$3.54	+99.15%	Closed	History

MDP - Meredith Corporation	Q3 2008	$28.04	Q3 2021	$55.70	+98.64%	Closed	History

PRCP - Perceptron, Inc.	Q2 2009	$3.44	Q3 2020	$6.80	+97.67%	Closed	History

MSI - Motorola Solutions, Inc.	Q2 2022	$209.89	Open	$413.71	+97.11%	Open	History

LAKE - Lakeland Industries, Inc.	Q2 2018	$14.15	Q1 2021	$27.85	+96.82%	Closed	History

AXE - Anixter Intl Inc.	Q4 2009	$47.10	Q4 2019	$92.10	+95.54%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q1 2016	$118.66	Q1 2021	$228.88	+92.89%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q1 2017	$59.85	Q4 2020	$115.29	+92.63%	Closed	History

IBM - International Business Machines Corp.	Q3 2005	$76.70	Q4 2017	$146.66	+91.21%	Closed	History

BWA - BorgWarner Inc.	Q1 2016	$33.80	Open	$64.04	+89.45%	Open	History

ACN - Accenture plc	Q2 2014	$80.81	Q4 2017	$153.09	+89.44%	Closed	History

HCZ - Hcc Ins Hldgs Inc Com	Q4 1999	$13.19	Q4 2002	$24.60	+86.50%	Closed	History

EDGW - Edgewater Technology Inc.	Q2 2011	$2.70	Q3 2018	$5.02	+85.93%	Closed	History

OESX - Orion Energy Systems, Inc.	Q2 2009	$37.50	Q1 2021	$69.60	+85.60%	Closed	History

CVS - CVS Health Corp.	Q3 2013	$56.75	Q2 2015	$104.88	+84.81%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.