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  NOV Inc. (NOV)
← All NOV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.36 $13.78–16.66 · VW $14.98i SEC
2024   Q4 2,294,639 0.36 Reduce 6.51% 0.03 $13.95–16.86 · VW $15.51i $33,501,729 SEC
2024   Q3 2,454,416 0.41 Add 15.89% 0.06 $15.47–21.20 · VW $18.10i $39,197,024 SEC
2024   Q2 2,117,843 0.44 Reduce 0.23% <0.01 $17.15–20.74 · VW $18.82i $40,260,195 SEC
2024   Q1 2,122,818 0.41 Add 33.53% 0.10 $16.77–21.23 · VW $18.69i $41,437,407 SEC
2023   Q4 1,589,766 0.33 Reduce 7.00% 0.03 $18.29–21.53 · VW $19.73i $32,240,454 SEC
2023   Q3 1,709,509 0.38 Reduce 0.99% <0.01 $15.72–21.91 · VW $20.03i $35,728,738 SEC
2023   Q2 1,726,683 0.27 Add 69.68% 0.11 $14.05–19.78 · VW $15.90i $27,695,996 SEC
2023   Q1 1,017,602 0.18 Add 0.28% <0.01 $16.79–24.83 · VW $21.29i $18,835,813 SEC
2022   Q4 1,014,769 0.22 Reduce 0.34% <0.01 $16.74–24.25 · VW $21.38i $21,198,524 SEC
2022   Q3 1,018,276 0.18 Reduce 0.14% <0.01 $13.98–19.17 · VW $17.07i $16,475,000 SEC
2022   Q2 1,019,697 0.17 Add 75.66% 0.07 $15.39–21.87 · VW $18.64i $17,243,000 SEC
2022   Q1 580,510 0.10 Reduce 75.09% 0.20 $13.62–24.06 · VW $17.82i $11,384,000 SEC
2021   Q4 2,330,216 0.27 Reduce 1.64% <0.01 $11.46–15.85 · VW $13.45i $31,574,000 SEC
2021   Q3 2,369,062 0.28 Add 5.81% 0.02 $11.84–15.93 · VW $13.48i $31,058,000 SEC
2021   Q2 2,238,973 0.32 Add 2.15% <0.01 $12.38–18.02 · VW $15.57i $34,301,000 SEC
2021   Q1 2,191,907 0.30 Add 48.48% 0.10 $12.11–17.50 · VW $14.26i $30,073,000 SEC
2020   Q4 1,476,193 0.23 Reduce 6.24% 0.01 $7.70–15.00 · VW $11.19i $20,268,000 SEC
2020   Q3 1,574,412 0.21 Reduce 14.78% 0.05 $8.96–13.37 · VW $11.37i $14,264,000 SEC
2020   Q2 1,847,467 0.34 Add 0.56% <0.01 $8.89–16.53 · VW $12.35i $22,631,000 SEC
2020   Q1 1,837,185 0.32 Add 2.10% <0.01 $8.00–25.81 · VW $16.73i $18,060,000 SEC
2019   Q4 1,799,310 0.57 Add 63.80% 0.22 $19.91–25.54 · VW $22.98i $45,073,000 SEC
2019   Q3 1,098,512 0.31 Reduce 0.00% $18.05–24.96 · VW $21.85i $23,288,000 SEC
2019   Q2 1,098,548 0.31 Add 28.60% 0.07 $19.57–29.37 · VW $23.49i $24,421,000 SEC
2019   Q1 854,224 0.28 Reduce 2.48% <0.01 $25.11–32.63 · VW $28.32i $22,757,000 SEC
2018   Q4 875,953 0.32 Reduce 19.54% 0.10 $24.27–46.64 · VW $33.25i $22,512,000 SEC
2018   Q3 1,088,679 0.52 Reduce 22.88% 0.16 $41.98–49.08 · VW $45.84i $46,900,000 SEC
2018   Q2 1,411,604 0.71 Reduce 28.68% 0.24 $35.11–45.08 · VW $40.61i $61,264,000 SEC
2018   Q1 1,979,168 0.85 Reduce 6.03% 0.05 $31.77–39.30 · VW $36.09i $72,853,000 SEC
2017   Q4 2,106,100 0.88 Reduce 2.98% 0.03 $31.47–36.22 · VW $34.14i $75,862,000 SEC
2017   Q3 2,170,763 0.93 Reduce 0.39% <0.01 $29.90–36.48 · VW $32.82i $77,561,000 SEC
2017   Q2 2,179,285 0.87 Add 38.11% 0.24 $31.39–40.33 · VW $34.28i $71,786,000 SEC
2017   Q1 1,577,892 0.77 Reduce 9.37% 0.07 $36.44–41.90 · VW $39.23i $63,258,000 SEC
2016   Q4 1,740,985 0.80 Add 1.74% 0.01 $31.03–43.63 · VW $36.11i $65,182,000 SEC
2016   Q3 1,711,291 0.80 Reduce 3.67% 0.03 $29.79–38.55 · VW $33.90i $62,873,000 SEC
2016   Q2 1,776,400 0.79 Add 0.15% <0.01 $26.86–37.49 · VW $33.48i $59,776,000 SEC
2016   Q1 1,773,823 0.70 Add 5.83% 0.04 $25.74–35.20 · VW $30.87i $55,166,000 SEC
2015   Q4 1,676,053 0.70 Add 0.60% <0.01 $32.89–42.62 · VW $36.89i $56,131,000 SEC
2015   Q3 1,666,128 0.83 Add 3.51% 0.03 $34.54–48.47 · VW $40.68i $62,730,000 SEC
2015   Q2 1,609,630 0.94 Add 21.70% 0.17 $47.47–56.64 · VW $51.51i $77,713,000 SEC
2015   Q1 1,322,575 0.82 Add 82.95% 0.37 $46.08–66.02 · VW $53.79i $66,116,000 SEC
2014   Q4 722,935 0.60 Add 427.14% 0.49 $60.88–76.73 · VW $68.71i $47,374,000 SEC
2014   Q3 137,143 0.15 Add 0.32% <0.01 $75.23–86.55 · VW $81.90i $10,437,000 SEC
2014   Q2 136,710 0.15 Reduce 1.00% <0.01 $69.38–82.75 · VW $74.60i $11,258,000 SEC
2014   Q1 138,092 0.13 Add 17.00% 0.02 $65.53–72.43 · VW $68.68i $9,696,000 SEC
2013   Q4 118,025 0.12 Reduce 4.05% <0.01 $69.07–76.38 · VW $72.74i $8,464,000 SEC
2013   Q3 123,005 0.14 $70.43 $8,664,000 SEC
2013   Q2 123,005 0.14 Add 44.23% 0.04 $56.88–64.92 · VW $61.23i $7,642,000 SEC
2013   Q1 85,282 0.11 Add 89.08% 0.05 $59.12–67.63 · VW $63.14i $5,441,000 SEC
2012   Q4 45,103 0.07 Buy 0.07 $58.45–74.36 · VW $63.84i $2,780,000 SEC
Price snapshot:
Current price$19.13
52-week low$11.50
52-week high$21.46