John W. Rogers Jr.'s top holdings (April 2026) include Madison Square Garden Entertainment Corp. (MSGE), a company that owns and operates iconic venues and produces live entertainment events.

John W. Rogers Jr. is the founder, chairman, and co-CEO of Ariel Investments, a Chicago-based investment firm. His firm is known for its value-oriented, long-term investment philosophy, focusing on overlooked and undervalued small and mid-cap companies.

Madison Square Garden Entertainment Corp. (MSGE)

Madison Square Garden Entertainment Corp. is a leader in live experiences, operating a diverse portfolio of venues and properties, including Madison Square Garden, Radio City Music Hall, and the Beacon Theatre. The company specializes in creating memorable events ranging from concerts and family shows to sporting events. Madison Square Garden Entertainment Corp. holds a market capitalization of $2.63 billion, with John W. Rogers Jr.'s position currently valued at $592.04 million. Analysts have set a price target of $65.09 for the company, while a discounted cash flow analysis suggests a value of $88.08 per share.
Here's an overview of John W. Rogers Jr.'s trades in Madison Square Garden Entertainment Corp.:

Affiliated Managers Group Inc. (AMG)

Affiliated Managers Group Inc. is a global asset management company that partners with leading boutique investment firms. The company provides a broad range of investment products and services to institutional and retail clients across various strategies. With a market capitalization of $7.57 billion, the current value of John W. Rogers Jr.'s holding in Affiliated Managers Group Inc. is $327.12 million. The company's discounted cash flow analysis indicates a value of $472.35 per share, and analysts have a price target of $374.5.
Here's an overview of John W. Rogers Jr.'s trades in Affiliated Managers Group Inc.:

OneSpaWorld Holdings Limited (OSW)

OneSpaWorld Holdings Limited is a prominent provider of health and wellness services and products onboard cruise ships and in destination resorts globally. The company offers a comprehensive suite of services, including spa, fitness, and beauty treatments. This holding in John W. Rogers Jr.'s portfolio is currently worth $321.56 million, and the company carries a market capitalization of $2.28 billion. Analysts have set a price target of $26.0 for OneSpaWorld Holdings Limited, with a discounted cash flow valuation suggesting a value of -$1.19 per share.
Here's an overview of John W. Rogers Jr.'s trades in OneSpaWorld Holdings Limited:

Envista Holdings Corp (NVST)

Envista Holdings Corp is a global dental products company with a portfolio of respected brands, offering a wide array of dental consumables, equipment, and services. The company's products are used by dental professionals worldwide to diagnose, treat, and prevent dental conditions. The current value of John W. Rogers Jr.'s position in Envista Holdings Corp is $303.69 million. Envista Holdings Corp has a market capitalization of $4.04 billion. A discounted cash flow analysis for the company points to a value of $37.29 per share, while the analyst price target is $26.64.
Here's an overview of John W. Rogers Jr.'s trades in Envista Holdings Corp:

Generac Holdings Inc (GNRC)

Generac Holdings Inc is a leading global designer and manufacturer of a wide range of power generation equipment and other engine-powered products. Their offerings include residential, commercial, and industrial standby generators, as well as portable generators and power washers. Generac Holdings Inc. has a market capitalization of $11.41 billion, with John W. Rogers Jr.'s position currently valued at $278.14 million. The company's discounted cash flow analysis suggests a value of $82.28 per share, and analysts have a price target of $232.1.
Here's an overview of John W. Rogers Jr.'s trades in Generac Holdings Inc: