John W. Rogers Jr. Portfolio: Analysis of Top Holdings in June 2026
John W. Rogers Jr.'s top holdings (June 2026) include Madison Square Garden Entertainment Corp (MSGE), a company that operates a diverse collection of live entertainment venues and creates original productions.
John W. Rogers Jr. serves as the Chairman and Co-CEO of Ariel Investments, an investment firm he established in 1983. Based in Chicago, he focuses on a value-oriented investment philosophy that emphasizes patience and a long-term view of the markets.
Madison Square Garden Entertainment Corp (MSGE)
The company manages iconic entertainment venues including Madison Square Garden, Radio City Music Hall, and the Beacon Theatre. Its operations revolve around live sports events, concerts, and the presentation of the Radio City Rockettes. The current value of John W. Rogers Jr.'s position is $604.29M, while the company's total market cap is $3.34B. Analysts have established a price target of $72.71 for the stock, and its discounted cash flow is calculated at $88.08.
Here's an overview of John W. Rogers Jr.'s trades in Madison Square Garden Entertainment Corp:
OneSpaWorld Holdings Limited (OSW)
OneSpaWorld Holdings Limited operates as a global provider of health and wellness services on cruise ships and at destination resorts. The company provides comprehensive spa and fitness services, retail products, and related wellness programming. This holding in John W. Rogers Jr.'s portfolio is currently worth $366.52M. OneSpaWorld carries a market capitalization of $2.41B. The analyst price target is set at $28.5, and the discounted cash flow value is listed at -1.21 per share.
Here's an overview of John W. Rogers Jr.'s trades in OneSpaWorld Holdings Limited:
Generac Holdings Inc (GNRC)
Generac Holdings Inc specializes in the design and manufacture of power generation equipment and energy technology solutions. Their product catalog includes standby generators for homes and businesses, as well as energy storage systems and industrial power tools. Generac has a market capitalization of $16.36B, with John W. Rogers Jr.'s position currently valued at $359.83M. Investment analysts maintain a price target of $274.38, and the DCF analysis suggests a value of $71.02.
Here's an overview of John W. Rogers Jr.'s trades in Generac Holdings Inc:
Affiliated Managers Group Inc. (AMG)
Affiliated Managers Group Inc. is an investment holding company that acquires equity stakes in various boutique asset management firms. The organization provides its affiliates with centralized support in areas like global distribution and strategic development while allowing them to maintain independent investment processes. The company's market cap stands at $8.0B, while the current value of John W. Rogers Jr.'s holding is $322.24M. A price target of $404.33 has been set by analysts, and the discounted cash flow is valued at $466.37.
Here's an overview of John W. Rogers Jr.'s trades in Affiliated Managers Group Inc.:
Jones Lang Lasalle Inc. (JLL)
Jones Lang Lasalle Inc. is a professional services firm that specializes in real estate and investment management on a global scale. The company provides a range of services including property leasing, capital markets advice, and facility management for corporate and institutional clients. Jones Lang Lasalle's market cap is $13.1B. This specific position in John W. Rogers Jr.'s portfolio is currently valued at $289.16M. Analysts have issued a price target of $379.67, with a discounted cash flow value of $265.98.
Here's an overview of John W. Rogers Jr.'s trades in Jones Lang Lasalle Inc.: