# Ariel Appreciation Fund

Ariel Appreciation Fund is a registered fund series of Ariel Investment Trust (series S000005025). Net assets $875.0M as of 2026-03-31.

## Profile

- Series ID: S000005025
- Registrant: Ariel Investment Trust
- LEI: 5493000LMBDNR1TUL130
- Net assets: $875.0M
- Total assets: $875.2M
- As of: 2026-03-31

## Advisers

- [Ariel Investments, LLC (Advisor)](https://search.stillhousedata.com/firm/108211)

## Top holdings (43 reported)

_Showing 15 of 43 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Madison Square Garden Entertainment Corp New](https://search.stillhousedata.com/security/558256103) | — | $30.9M | 352.79% |
| [Charles River Laboratories International, Inc.](https://search.stillhousedata.com/security/159864107) | — | $29.5M | 337.52% |
| [Madison Square Garden Sports Corp.](https://search.stillhousedata.com/security/55825T103) | — | $29.5M | 336.75% |
| [SLB Ltd.](https://search.stillhousedata.com/security/806857108) | — | $29.2M | 333.94% |
| [Jones Lang LaSalle Incorporated](https://search.stillhousedata.com/security/48020Q107) | — | $28.7M | 327.86% |
| [OneSpaWorld Holdings Ltd.](https://search.stillhousedata.com/security/P73684113) | — | $27.8M | 317.56% |
| [Knowles Corporation](https://search.stillhousedata.com/security/49926D109) | — | $26.3M | 300.39% |
| [Omnicom Group Inc](https://search.stillhousedata.com/security/681919106) | — | $26.0M | 296.60% |
| [Generac Holdings Inc.](https://search.stillhousedata.com/security/368736104) | — | $25.8M | 294.42% |
| [Core Laboratories Inc](https://search.stillhousedata.com/security/21867A105) | — | $25.4M | 290.42% |
| [First American Financial Corporation](https://search.stillhousedata.com/security/31847R102) | — | $25.2M | 288.56% |
| [Labcorp Holdings Inc](https://search.stillhousedata.com/security/504922105) | — | $24.9M | 284.20% |
| [Middleby Corp.](https://search.stillhousedata.com/security/596278101) | — | $24.8M | 283.26% |
| [Envista Holdings Corporation](https://search.stillhousedata.com/security/29415F104) | — | $24.7M | 282.79% |
| [Norwegian Cruise Line Holdings Ltd](https://search.stillhousedata.com/security/G66721104) | — | $24.7M | 282.50% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $875.0M |
| 2025-12-31 | $891.3M |
| 2025-09-30 | $896.9M |
| 2025-06-30 | $847.8M |
| 2025-03-31 | $851.0M |
| 2024-12-31 | $956.2M |
| 2024-09-30 | $1.0B |
| 2024-06-28 | $963.9M |

## More

- [Registrant: Ariel Investment Trust](https://search.stillhousedata.com/registrant/798365)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000005025.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.