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
VIV - Telefonica Brasil SA	Q1 2021	$7.87	Q3 2024	$10.27	+30.50%	Closed	History

RFIL - RF Industries Ltd	Q2 2020	$4.67	Q1 2021	$6.07	+29.98%	Closed	History

HMN - Horace Mann Educators Corp.	Q1 2000	$18.44	Q1 2002	$23.95	+29.88%	Closed	History

SKUL - Skullcandy, Inc.	Q4 2015	$4.73	Q2 2016	$6.14	+29.81%	Closed	History

IFIN - Investors Finl Svcs Corp	Q3 2005	$32,900.00	Q4 2006	$42,670.00	+29.70%	Closed	History

MAT - Mattel, Inc.	Q3 2004	$18.13	Q3 2007	$23.46	+29.40%	Closed	History

JCN - Johnson Ctls Inc Com	Q1 2005	$55.76	Q3 2006	$71.74	+28.66%	Closed	History

BTN - Ballantyne Strong, Inc.	Q4 2009	$3.73	Q2 2021	$4.79	+28.42%	Closed	History

ARCB - ArcBest Corp.	Q1 2016	$21.59	Q4 2016	$27.65	+28.07%	Closed	History

282996Q - Houghton Mifflin Co	Q1 1999	$46.88	Q2 2001	$59.93	+27.84%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2018	$72.03	Q2 2020	$91.22	+26.64%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q2 2012	$19.95	Q1 2013	$25.21	+26.37%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q3 2011	$71.03	Q4 2012	$89.71	+26.30%	Closed	History

GSK - GSK plc	Q3 2022	$29.43	Q4 2023	$37.06	+25.93%	Closed	History

365164Q - St Paul Cos Inc Com	Q1 2003	$31.80	Q1 2004	$40.01	+25.82%	Closed	History

SLB - Slb N.V.	Q2 2013	$71.63	Q4 2013	$90.10	+25.79%	Closed	History

ACN - Accenture plc	Q2 2011	$60.42	Q1 2013	$75.97	+25.74%	Closed	History

FF - FutureFuel Corp.	Q3 2016	$11.28	Q1 2017	$14.18	+25.71%	Closed	History

OAK - Oaktree Capital Group LLC	Q1 2018	$39.60	Q2 2019	$49.54	+25.10%	Closed	History

ABT - Abbott Laboratories	Q1 2011	$23.53	Q1 2012	$29.41	+24.95%	Closed	History

AXP - American Express Co.	Q3 2014	$87.58	Q1 2019	$109.30	+24.80%	Closed	History

BID - Sotheby Hldgs Inc Cl	Q1 2002	$14.74	Q4 2005	$18.36	+24.56%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q3 2013	$72.48	Q3 2016	$90.09	+24.30%	Closed	History

FRM - Furmanite Corp.	Q4 2012	$5.37	Q4 2015	$6.66	+24.02%	Closed	History

SLB - Slb N.V.	Q4 2024	$38.34	Open	$47.54	+24.00%	Open	History

DIG1 - Directv	Q2 2013	$61.64	Q1 2014	$76.42	+23.98%	Closed	History

CALY - Callaway Golf Co.	Q1 2011	$6.82	Q4 2013	$8.43	+23.61%	Closed	History

APTG - Adaptec, Inc.	Q2 2009	$2,650.02	Q1 2010	$3,269.99	+23.39%	Closed	History

FWD - Forward Industries, Inc.	Q3 2009	$1,703.83	Q4 2009	$2,100.01	+23.25%	Closed	History

FITB - Fifth Third Bancorp	Q1 2026	$46.46	Open	$57.05	+22.79%	Open	History

UNP - Union Pacific Corp.	Q1 2016	$79.53	Q3 2016	$97.53	+22.63%	Closed	History

MBI - MBIA Inc.	Q1 1999	$38.67	Q3 2000	$47.41	+22.62%	Closed	History

VOO - Vanguard S&P 500 ETF	Q4 2014	$188.39	Q3 2017	$230.77	+22.50%	Closed	History

PSTH - Pershing Square Tontine Holdings Ltd	Q3 2020	$22.69	Q4 2020	$27.72	+22.17%	Closed	History

FTRE - Fortrea Holdings Inc	Q3 2023	$28.59	Q4 2023	$34.90	+22.07%	Closed	History

XCEM - Columbia EM Core ex-China ETF	Q1 2026	$40.81	Open	$49.79	+22.00%	Open	History

SO - The Southern Co.	Q2 2014	$45.38	Q2 2019	$55.28	+21.82%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q1 2014	$52.38	Q2 2014	$63.80	+21.80%	Closed	History

BYI - Bally Technologies Inc.	Q1 2014	$66.27	Q3 2014	$80.70	+21.77%	Closed	History

TILE - Interface, Inc.	Q2 2012	$13.63	Q4 2019	$16.59	+21.72%	Closed	History

CEB - CEB Inc.	Q1 2016	$64.73	Q1 2017	$78.60	+21.43%	Closed	History

HDNG - Hardinge Inc.	Q3 2012	$10.25	Q2 2017	$12.42	+21.17%	Closed	History

DHI - D.R. Horton, Inc.	Q2 2024	$140.93	Q3 2025	$169.47	+20.25%	Closed	History

FAST - Fastenal Co.	Q3 2017	$11.40	Q4 2017	$13.67	+19.94%	Closed	History

BAX - Baxter International Inc.	Q4 2009	$31.87	Q4 2015	$38.15	+19.69%	Closed	History

1694289D - Tessera Technologies, Inc.	Q4 2012	$16.48	Q4 2013	$19.71	+19.60%	Closed	History

NVS - Novartis AG	Q4 2015	$77.06	Q1 2023	$92.00	+19.39%	Closed	History

SEC - Specialty Equip Cos Inc Com Ne	Q1 2000	$20.75	Q3 2000	$24.69	+18.99%	Closed	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q1 2025	$115.95	Q3 2025	$137.80	+18.84%	Closed	History

WDR - Waddell & Reed Finl Inc Cl A	Q3 2002	$17.66	Q4 2005	$20.97	+18.74%	Closed	History

IEX - IDEX Corp.	Q1 1999	$10.47	Q3 2000	$12.42	+18.59%	Closed	History

1377691D - Bolt Technology Corp.	Q1 2012	$15.50	Q2 2014	$18.35	+18.39%	Closed	History

LPL - LG Display Co Ltd - ADR	Q1 2017	$13.62	Q2 2017	$16.09	+18.14%	Closed	History

ABBV - AbbVie Inc.	Q4 2024	$177.70	Q1 2025	$209.52	+17.91%	Closed	History

CHD - Church & Dwight Co., Inc.	Q4 2016	$44.18	Q2 2017	$51.88	+17.43%	Closed	History

TYI - Tyco Intl Ltd	Q1 2006	$26,870.00	Q1 2007	$31,552.06	+17.42%	Closed	History

SRE - Sempra	Q3 2016	$53.60	Q1 2019	$62.92	+17.40%	Closed	History

DIS - The Walt Disney Co.	Q2 2012	$48.50	Q1 2013	$56.81	+17.13%	Closed	History

SPL - Schering Plough Corp Com	Q1 2004	$16.22	Q1 2006	$18.99	+17.08%	Closed	History

LAZ - Lazard, Inc.	Q2 2011	$37.10	Open	$43.39	+16.95%	Open	History

PNRA - Panera Bread Co.	Q2 2014	$149.82	Q2 2015	$174.88	+16.73%	Closed	History

M0G - Media General Inc.	Q3 2015	$13.99	Q4 2015	$16.15	+15.44%	Closed	History

VSW - Avago Technologies Ltd.	Q2 2013	$37.32	Q3 2013	$43.02	+15.27%	Closed	History

TLAB - Tellabs, Inc.	Q2 2013	$1.97	Q3 2013	$2.27	+15.23%	Closed	History

829461Q - Orion Cap Corp Com	Q1 1999	$31.25	Q2 1999	$35.88	+14.82%	Closed	History

MBI - MBIA Inc.	Q1 2001	$53.79	Q3 2006	$61.44	+14.23%	Closed	History

MTOX - MEDTOX Scientific, Inc.	Q2 2010	$12,300.04	Q4 2011	$14,050.00	+14.23%	Closed	History

BTTGY - BT Group plc ADR	Q3 2013	$55.31	Q4 2013	$63.09	+14.07%	Closed	History

ITUB - Itaú Unibanco Holdings S.A.	Q4 2022	$4.16	Q3 2023	$4.74	+14.01%	Closed	History

MSFT - Microsoft Corp.	Q3 2010	$24,490.00	Q4 2010	$27,910.00	+13.96%	Closed	History

MANU - Manchester United plc	Q3 2021	$19.37	Open	$22.05	+13.84%	Open	History

IWS - iShares Russell Mid-Cap Value ETF	Q1 2026	$145.74	Open	$165.46	+13.53%	Open	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q1 2026	$138.32	Open	$156.78	+13.35%	Open	History

AUTH - AuthenTec, Inc.	Q4 2009	$2,210.00	Q4 2010	$2,500.00	+13.12%	Closed	History

MRKC - Merck & Co., Inc.	Q2 2009	$27,960.00	Q3 2009	$31,628.65	+13.12%	Closed	History

AQN - Algonquin Power & Utilities Corp.	Q1 2025	$5.14	Open	$5.81	+13.04%	Open	History

IWS - iShares Russell Mid-Cap Value ETF	Q3 2004	$33.27	Q4 2004	$37.61	+13.04%	Closed	History

DVD - Dover Motorsports, Inc.	Q1 2013	$2.00	Q2 2018	$2.25	+12.50%	Closed	History

LEG - Leggett & Platt, Inc.	Q1 1999	$20.00	Q4 2002	$22.44	+12.20%	Closed	History

DCMYY - NTT Docomo Inc. ADR	Q4 2016	$22.74	Q2 2018	$25.48	+12.05%	Closed	History

YNR - Young & Rubicam Inc Com	Q1 1999	$40.75	Q2 1999	$45.44	+11.51%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2003	$15.05	Q1 2004	$16.76	+11.36%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q4 2025	$11.43	Open	$12.70	+11.11%	Open	History

AVHI - AV Homes, Inc.	Q1 2012	$12.18	Q3 2015	$13.52	+11.00%	Closed	History

PPG - PPG Industries, Inc.	Q4 2016	$94.77	Q1 2017	$105.09	+10.89%	Closed	History

VAR - Varian Medical Systems Inc.	Q2 2016	$82.24	Q1 2017	$91.12	+10.80%	Closed	History

PICO - PICO Holdings Inc	Q2 2020	$8.43	Q4 2020	$9.34	+10.79%	Closed	History

GREY - Grey Global Grp	Q1 2001	$648.00	Q1 2002	$716.00	+10.49%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2016	$163.43	Q3 2017	$180.10	+10.20%	Closed	History

ODC - Oil Dri Corp Amer	Q1 1999	$5.82	Q2 1999	$6.40	+9.97%	Closed	History

SMA - SmartStop Self Storage REIT, Inc.	Q4 2009	$8.06	Q2 2014	$8.86	+9.93%	Closed	History

VXUS - Vanguard Total International Stock Index Fund ETF Shares	Q1 2026	$77.11	Open	$84.66	+9.79%	Open	History

IWC - iShares Russell Microcap Index (ETF)	Q3 2013	$68.39	Q4 2013	$75.00	+9.67%	Closed	History

VPL - Vanguard MSCI Pacific ETF	Q2 2013	$55.94	Q1 2015	$61.29	+9.56%	Closed	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q4 2023	$102.88	Q2 2024	$112.63	+9.48%	Closed	History

HCZ - Hcc Insurance Holdings, Inc.	Q2 2003	$29.57	Q1 2004	$32.33	+9.33%	Closed	History

STT - State Street Corp.	Q2 2014	$67.28	Q1 2015	$73.55	+9.32%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q1 2026	$54.05	Open	$59.08	+9.31%	Open	History

NTRS - Northern Trust Corp.	Q1 1999	$44.41	Q2 1999	$48.50	+9.22%	Closed	History

SNY - Sanofi	Q1 2021	$49.49	Q2 2023	$53.90	+8.91%	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.