John W. Rogers Jr. Portfolio

Ariel Investments LLC Holdings

John W. Rogers Jr. has positioned his investment strategy to diversify across various sectors, with a keen focus on media, entertainment, finance, toy manufacturing, and power generation arenas. The top-tier stock in his portfolio is Madison Square Garden Entertainment Corp. - Ordinary Shares - Class A (MSGE), representing 4.9% of the total investments, showcasing his confidence in the live entertainment sector.
ViacomCBS Inc - Class B (VIAC) holds the second rank with 3.3%, indicating Rogers's investment inclination towards established media and entertainment conglomerates. The Carlyle Group Inc (CG), an asset management firm, at 3.0%, demonstrates his trust in financial companies that have strong potential for growth and profitability.
In addition, Mattel, Inc. (MAT), accounting for 2.9%, reflects John W. Rogers Jr.’s belief in consumer goods, more specifically the longevity and brand strength within the toy industry. Lastly, Generac Holdings Inc (GNRC) also constitutes 2.9% of his investments, signaling Rogers's foresight into energy technology and infrastructure advancements.
Investors analyzing John W. Rogers Jr.'s strategy will note the calculated allocation towards stable companies such as ViacomCBS, alongside dynamic market players like Generac Holdings, blending traditional business models with innovative market entrants. This balanced mixture echoes Rogers’s adeptness at merging conservative investments with those poised for disruption. His choices underscore an investment philosophy curated for resilience and adaptability in changing economic climates.

$9.62 Billion Total portoflio value
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