John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Houlihan Lokey, Inc. (HLI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 0.12 SEC
2022   Q3 144,158 0.12 Add 1.30% <0.01 $75.38 $10,866,000 SEC
2022   Q2 142,312 0.11 Add 12.84% 0.01 $78.93 $11,232,000 SEC
2022   Q1 126,117 0.10 Add 0.62% <0.01 $87.80 $11,073,000 SEC
2021   Q4 125,341 0.11 Reduce 59.54% 0.15 $103.52 $12,975,000 SEC
2021   Q3 309,809 0.26 Reduce 23.64% 0.07 $92.10 $28,533,000 SEC
2021   Q2 405,703 0.31 Add 1.82% <0.01 $81.79 $33,182,000 SEC
2021   Q1 398,437 0.26 Add 0.05% <0.01 $66.51 $26,500,000 SEC
2020   Q4 398,231 0.30 Reduce 23.73% 0.11 $67.23 $26,773,000 SEC
2020   Q3 522,157 0.45 Reduce 2.36% 0.01 $59.05 $30,833,000 SEC
2020   Q2 534,779 0.45 Reduce 28.11% 0.19 $55.64 $29,755,000 SEC
2020   Q1 743,857 0.68 Reduce 31.18% 0.21 $52.12 $38,770,000 SEC
2019   Q4 1,080,877 0.66 Reduce 1.17% <0.01 $48.87 $52,822,000 SEC
2019   Q3 1,093,722 0.66 Add 0.42% <0.01 $45.10 $49,327,000 SEC
2019   Q2 1,089,117 0.61 Reduce 20.93% 0.17 $44.53 $48,498,000 SEC
2019   Q1 1,377,346 0.79 Reduce 5.23% 0.04 $45.85 $63,151,000 SEC
2018   Q4 1,453,401 0.75 Add 4.67% 0.03 $36.80 $53,485,000 SEC
2018   Q3 1,388,621 0.70 Reduce 6.62% 0.06 $44.93 $62,391,000 SEC
2018   Q2 1,487,106 0.88 Reduce 1.52% 0.01 $51.22 $76,170,000 SEC
2018   Q1 1,510,115 0.79 Reduce 1.50% 0.01 $44.60 $67,351,000 SEC
2017   Q4 1,533,036 0.81 Reduce 0.00% $45.43 $69,646,000 SEC
2017   Q3 1,533,104 0.72 Reduce 0.35% <0.01 $39.13 $59,990,000 SEC
2017   Q2 1,538,508 0.65 Reduce 1.80% 0.01 $34.90 $53,694,000 SEC
2017   Q1 1,566,735 0.66 Add 49.93% 0.22 $34.45 $53,974,000 SEC
2016   Q4 1,044,970 0.40 Reduce 0.70% <0.01 $31.12 $32,519,000 SEC
2016   Q3 1,052,361 0.33 Add 3.55% 0.01 $25.05 $26,362,000 SEC
2016   Q2 1,016,245 0.30 Add 21.18% 0.05 $22.37 $22,733,000 SEC
2016   Q1 838,646 0.26 Buy 0.26 $24.90 $20,882,000 SEC