Ariel Investments
Ariel Investments Small, Small Concentrated, Small/Mid and Mid Cap Value Strategies
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Ariel Investments for every strategy.
What it bought and sold
Stanley Black & Decker Sold in order to redeploy capital into higher conviction opportunities.
- ExitedKennametal, Inc.Jun 2026
Kennametal, Inc. Sold on valuation.
New positions for quarter ending June 30, 2026: Company Name Company Description Small Cap Value Small Cap Value Con. Small/Mid Cap Value Mid Cap Value Haemonetics Corporation Developer and distributor of a broad portfolio of hematology products and solutions.
ADT, Inc. Sold in order to redeploy capital into higher conviction opportunities.
Hackett Group, Inc. Sold to pursue other opportunities.
nVent Electric plc Sold as the name grew beyond the upper limit of Ariel Small Cap Value and Ariel Small Cap Value Concentrated’s capitalization range.
Molson Coors Beverage Company Sold in order to redeploy capital into higher conviction opportunities.
- ExitedParamount Skydance CorporationJun 2026
Paramount Skydance Corporation Sold as the name approached our estimate of private market value.