Is Sphere Entertainment Co. (SPHR) Building the Next Global Entertainment Empire?
Ariel Investments, an investment management company, released its “Ariel Fund" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 2,605,615 | $305,899,201 | 4.52% | |
| 2. | Ariel Investments John W. Rogers | 2,462,309 | $289,075,076 | -23% | 3.24% |
| 3. | 64,504,000 | $216,797,944 | -4% | 2.67% | |
| 4. | GAMCO Investors Mario Gabelli | 794,755 | $93,304,237 | -8% | 0.92% |
| 5. | Steadfast Capital Management Robert Pitts | 711,661 | $83,549,001 | -34% | 2.86% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.60 | 1,251 | $59,548.23 | 630,195 | 2024-03-04 | Filing | |
| $47.19 | 76,079 | $3,590,228.87 | 628,944 | 2024-03-04 | Filing | |
| $46.14 | 32,826 | $1,514,493.16 | 552,865 | 2024-03-04 | Filing | |
| $41.10 | 5,496 | $225,891.65 | 520,039 | 2024-02-28 | Filing | |
| $40.70 | 70,643 | $2,875,042.94 | 514,543 | 2024-02-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.85 | 1,790 | $62,381.50 | 0 | 2025-03-10 | Filing | |
| $33.76 | 53,595 | $1,809,367.20 | 1,790 | 2025-03-10 | Filing | |
| $51.03 | 200 | $10,206.00 | 76,650 | 2024-03-08 | Filing | |
| $51.02 | 200 | $10,204.00 | 76,850 | 2024-03-08 | Filing | |
| $51.01 | 207 | $10,559.07 | 77,050 | 2024-03-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,907,941 | $458,792,273 | 0.01% | |
| 2. | 83,540,000 | $281,221,383 | 1.57% | |
| 3. | 2,046,988 | $240,316,418 | 0.01% | |
| 4. | 1,541,767 | $181,003,446 | 0% | |
| 5. | 1,200,760 | $140,969,224 | 0% |