John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Fabrinet (FN)
← All FN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.01 $51.30–68.22 · VW $61.65i SEC
2020   Q1 11,774 0.01 Reduce 59.92% 0.01 $44.00–71.22 · VW $57.64i $642,000 SEC
2019   Q4 29,376 0.02 $64.85 $1,905,000 SEC
2019   Q3 29,376 0.02 Add 36.28% <0.01 $45.50–57.01 · VW $51.89i $1,536,000 SEC
2019   Q2 21,556 0.01 Reduce 5.09% <0.01 $42.33–62.31 · VW $50.71i $1,071,000 SEC
2019   Q1 22,713 0.01 Reduce 87.88% 0.11 $46.50–59.94 · VW $54.74i $1,189,000 SEC
2018   Q4 187,392 0.13 Add 3.00% <0.01 $40.94–54.70 · VW $48.58i $9,615,000 SEC
2018   Q3 181,933 0.09 Reduce 0.14% <0.01 $36.18–48.97 · VW $44.10i $8,416,000 SEC
2018   Q2 182,189 0.08 Add 212.67% 0.05 $27.69–37.73 · VW $33.00i $6,721,000 SEC
2018   Q1 58,269 0.02 Buy 0.02 $24.02–33.92 · VW $28.71i $1,828,000 SEC
Price snapshot:
Current price$474.64
52-week low$272.49
52-week high$748.89