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  Orion Energy Systems Inc (OESX)
← All OESX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 0.01 $51.90–73.00 · VW $60.80i SEC
2021   Q1 10,397 0.01 Reduce 17.39% <0.01 $63.70–119.80 · VW $91.26i $724,000 SEC
2020   Q4 12,585 0.01 Reduce 54.90% 0.02 $63.10–108.90 · VW $85.87i $1,242,000 SEC
2020   Q3 27,906 0.03 Reduce 0.13% $33.40–84.90 · VW $58.55i $2,112,000 SEC
2020   Q2 27,941 0.01 Add 14.29% <0.01 $30.30–50.90 · VW $40.68i $967,000 SEC
2020   Q1 24,448 0.02 Reduce 43.98% <0.01 $27.00–64.00 · VW $45.80i $905,000 SEC
2019   Q4 43,645 0.02 Reduce 28.48% <0.01 $24.30–38.40 · VW $31.33i $1,462,000 SEC
2019   Q3 61,024 0.02 Reduce 43.38% 0.02 $23.50–34.90 · VW $29.12i $1,739,000 SEC
2019   Q2 107,773 0.04 Reduce 61.08% 0.02 $8.60–30.90 · VW $20.06i $3,201,000 SEC
2019   Q1 276,909 0.03 Reduce 22.08% <0.01 $5.60–11.70 · VW $9.09i $2,452,000 SEC
2018   Q4 355,382 0.03 Reduce 23.55% 0.01 $5.30–11.80 · VW $7.89i $2,029,000 SEC
2018   Q3 464,836 0.05 Reduce 1.20% <0.01 $8.80–11.20 · VW $9.84i $4,462,000 SEC
2018   Q2 470,476 0.06 Reduce 2.92% <0.01 $7.00–12.50 · VW $9.47i $5,175,000 SEC
2018   Q1 484,625 0.05 Reduce 7.99% <0.01 $7.30–9.60 · VW $8.33i $4,119,000 SEC
2017   Q4 526,701 0.05 Add 4.77% <0.01 $8.00–11.30 · VW $9.10i $4,635,000 SEC
2017   Q3 502,742 0.07 Add 0.93% <0.01 $8.50–14.00 · VW $10.63i $5,631,000 SEC
2017   Q2 498,085 0.08 Add 4.60% <0.01 $12.10–20.50 · VW $14.94i $6,375,000 SEC
2017   Q1 476,158 0.12 Reduce 7.78% 0.01 $16.60–23.90 · VW $19.70i $9,428,000 SEC
2016   Q4 516,308 0.14 Reduce 6.37% <0.01 $11.20–25.70 · VW $17.80i $11,204,000 SEC
2016   Q3 551,440 0.09 Add 10.26% <0.01 $11.10–15.10 · VW $13.41i $7,334,000 SEC
2016   Q2 500,108 0.08 Reduce 1.90% <0.01 $10.40–16.60 · VW $13.05i $5,801,000 SEC
2016   Q1 509,804 0.09 Add 18.50% 0.01 $11.80–22.50 · VW $16.58i $7,086,000 SEC
2015   Q4 430,205 0.12 Reduce 1.23% <0.01 $15.80–25.00 · VW $20.64i $9,335,000 SEC
2015   Q3 435,549 0.10 Reduce 1.59% <0.01 $17.30–25.90 · VW $20.64i $7,840,000 SEC
2015   Q2 442,592 0.13 Reduce 0.47% <0.01 $21.70–34.80 · VW $27.38i $11,109,000 SEC
2015   Q1 444,694 0.17 Add 13.47% 0.02 $27.20–55.00 · VW $38.68i $13,963,000 SEC
2014   Q4 391,921 0.27 Reduce 1.22% <0.01 $42.30–59.40 · VW $51.91i $21,556,000 SEC
2014   Q3 396,759 0.30 Add 0.18% <0.01 $40.00–63.20 · VW $49.69i $21,227,000 SEC
2014   Q2 396,036 0.22 Add 4.39% <0.01 $37.50–74.20 · VW $48.89i $16,119,000 SEC
2014   Q1 379,369 0.37 Add 4.47% 0.02 $47.10–81.10 · VW $63.21i $27,504,000 SEC
2013   Q4 363,143 0.34 Add 13.97% 0.04 $35.00–72.20 · VW $56.36i $24,694,000 SEC
2013   Q3 318,622 0.20 Reduce 8.24% 0.01 $23.00–44.40 · VW $34.99i $11,980,000 SEC
2013   Q2 347,220 0.16 Add 45.15% 0.05 $20.00–25.10 · VW $23.44i $8,611,000 SEC
2013   Q1 239,220 0.12 Add 16.84% 0.02 $16.00–30.90 · VW $23.30i $5,933,000 SEC
2012   Q4 204,739 0.08 Add 12.72% <0.01 $11.20–19.80 · VW $15.29i $3,399,000 SEC
2012   Q3 181,632 0.09 Add 22.85% 0.02 $14.00–24.10 · VW $19.08i $3,596,000 SEC
2012   Q2 147,847 0.08 Add 18.69% 0.01 $19.00–25.10 · VW $21.62i $3,253,000 SEC
2012   Q1 124,563 0.07 Add 0.81% <0.01 $22.00–34.60 · VW $26.89i $2,965,000 SEC
2011   Q4 123,558 0.10 Add 21.93% 0.02 $23.40–32.00 · VW $28.58i $3,645,000 SEC
2011   Q3 101,335 0.08 Add 4.99% <0.01 $23.10–41.00 · VW $34.79i $2,685,000 SEC
2011   Q2 96,521 0.08 Add 0.64% <0.01 $29.90–42.90 · VW $38.31i $3,793,000 SEC
2011   Q1 95,911 0.10 Reduce 7.22% <0.01 $32.10–49.40 · VW $40.79i $3,869,989,000 SEC
2010   Q4 103,380 0.08 Add 53.81% 0.03 $31.10–41.40 · VW $34.02i $3,452,892,000 SEC
2010   Q3 67,213 0.05 Add 358.48% 0.04 $21.00–34.30 · VW $28.92i $2,130,665,000 SEC
2010   Q2 14,660 0.01 Add 34.35% <0.01 $28.40–54.30 · VW $38.97i $463,265,000 SEC
2010   Q1 10,912 0.01 Add 7.68% <0.01 $43.70–63.50 · VW $51.39i $534,708,000 SEC
2009   Q4 10,134 0.01 Add 0.37% $30.50–47.60 · VW $38.57i $444,900,000 SEC
2009   Q3 10,097 <0.01 Add 123.34% <0.01 $26.80–39.20 · VW $31.74i $316,000,000 SEC
2009   Q2 4,521 <0.01 Buy <0.01 $32.50–46.60 · VW $37.68i $169,519,000 SEC