John W. Rogers Jr.'s top holdings (April 2025) include Madison Square Garden Entertainment Corp (MSGE), a company focused on live entertainment and media experiences.

John W. Rogers Jr. is the founder, chairman, and chief investment officer of Ariel Investments. He is known for his value investing approach and long-term perspective. Rogers focuses on small and medium-sized companies.

Madison Square Garden Entertainment Corp

Madison Square Garden Entertainment Corp. specializes in live entertainment, sports, and media. The company owns and operates iconic venues like Madison Square Garden and Radio City Music Hall, hosting a wide range of events including concerts, sporting events, and theatrical productions. Madison Square Garden Entertainment Corp has a market capitalization of $1.61B, with John W. Rogers Jr.'s position currently valued at $442.11M. The discounted cash flow value is $88.08, while analysts have set a price target of $46.0.

Here's an overview of John W. Rogers Jr.'s trades in Madison Square Garden Entertainment Corp:

ViacomCBS Inc

ViacomCBS Inc, now known as Paramount Global, operates as a global media and entertainment company. Its diverse portfolio includes television networks, film studios, and streaming services. The current value of John W. Rogers Jr.'s position is $433.76M. The discounted cash flow value is $39.72.

Here's an overview of John W. Rogers Jr.'s trades in ViacomCBS Inc:

Mattel, Inc.

Mattel, Inc. is a leading global toy company and home to a vast portfolio of iconic brands, including Barbie, Hot Wheels, and Fisher-Price. Mattel designs, manufactures, and markets a wide range of toys and consumer products. The company's market cap stands at $6.23B, while the current value of John W. Rogers Jr.'s holding is $287.97M. The discounted cash flow analysis suggests a value of $53.14 per share.

Here's an overview of John W. Rogers Jr.'s trades in Mattel, Inc.:

First American Financial Corp

First American Financial Corp provides title insurance and settlement services to the real estate and mortgage industries. The company operates through its direct title insurance and services segment, and its agency operations. John W. Rogers Jr.'s position is currently valued at $265.39M. First American Financial Corp has a market capitalization of $6.77B. The discounted cash flow value is $125.04, and analysts have set a price target of $86.0 for First American Financial Corp.

Here's an overview of John W. Rogers Jr.'s trades in First American Financial Corp:

Check Point Software Technologies Ltd.

Check Point Software Technologies Ltd. develops and markets software and hardware products for IT security, including network, endpoint, mobile, and data security. The company serves corporations, service providers, small businesses, and consumers. Check Point Software Technologies has a market capitalization of $24.75B, with this holding in John W. Rogers Jr.'s portfolio currently worth $262.31M. Analysts have set a price target of $235.0 for Check Point Software Technologies Ltd. The company's discounted cash flow analysis suggests a value of $362.32 per share.

Here's an overview of John W. Rogers Jr.'s trades in Check Point Software Technologies Ltd.: