13F Portfolios

ARIEL INVESTMENTS, LLC: MADISON SQUARE GARDEN ENTMT (MSGE): Quarterly 13F Position History

As of Q1 2026, ARIEL INVESTMENTS, LLC reported 12,211,166 shares of MADISON SQUARE GARDEN ENTMT (MSGE), worth $719.4M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: 1,551,464 (-11.3%) . The position first appeared in Q2 2023 and has been disclosed across 12 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 12,211,166 1,551,464 -11.3% $719.4M 4.0% $58.9
Q4 2025 13,762,630 1,712,510 -11.1% $741.7M 4.0% $53.9
Q3 2025 15,475,140 316,876 -2.0% $700.1M 3.7% $45.2
Q2 2025 15,792,016 +241,270 +1.6% $631.2M 3.6% $40.0
Q1 2025 15,550,746 +341,660 +2.2% $509.1M 3.0% $32.7
Q4 2024 15,209,086 +1,929,314 +14.5% $541.4M 2.9% $35.6
Q3 2024 13,279,772 +179,716 +1.4% $564.8M 2.9% $42.5
Q2 2024 13,100,056 881,832 -6.3% $448.4M 2.4% $34.2
Q1 2024 13,981,888 441,030 -3.1% $548.2M 2.7% $39.2
Q4 2023 14,422,918 +29,450 +0.2% $458.5M 2.3% $31.8
Q3 2023 14,393,468 +399,308 +2.9% $473.7M 2.5% $32.9
Q2 2023 13,994,160 $470.5M 2.2% $33.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did ARIEL INVESTMENTS, LLC first disclose a MSGE position in 13F-HR filings?

ARIEL INVESTMENTS, LLC first reported MADISON SQUARE GARDEN ENTMT (MSGE) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.

What was ARIEL INVESTMENTS, LLC's most recent quarter-over-quarter share-count change in MSGE?

Between Q4 2025 and Q1 2026, ARIEL INVESTMENTS, LLC reduced its MSGE position by 1,551,464 shares (-11.3%), leaving 12,211,166 shares at a market value of $719.4M.

Does the implied price-per-share represent ARIEL INVESTMENTS, LLC's cost basis in MSGE?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.