John Rogers's LESL Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 2.84 M shares of Leslie's, Inc. (LESL) worth $4.68 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in LESL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 580,924 shares. Largest reduction occurred in Q1 2024, reducing 212,427 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Leslie's (LESL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Leslie's (LESL) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -107,590 | Reduce 3.65% | 2.84 M | $1.65 |
| Q3 2025 | -101,207 | Reduce 3.32% | 2.94 M | $5.50 |
| Q2 2025 | +136,299 | Add 4.69% | 3.05 M | $8.40 |
| Q1 2025 | +382,482 | Add 15.14% | 2.91 M | $14.71 |
| Q4 2024 | +198,763 | Add 8.54% | 2.53 M | $44.60 |
| Q3 2024 | +497,558 | Add 27.19% | 2.33 M | $63.20 |
| Q2 2024 | +580,924 | Add 46.51% | 1.83 M | $83.80 |
| Q1 2024 | -212,427 | Reduce 14.53% | 1.25 M | $130.00 |
| Q4 2023 | +212,200 | Add 16.98% | 1.46 M | $138.20 |
| Q3 2023 | +419,925 | Add 50.63% | 1.25 M | $113.20 |
| Q2 2023 | +237,108 | Add 40.03% | 829,446 | $187.80 |
| Q1 2023 | +502,148 | Add 556.77% | 592,338 | $220.20 |
| Q4 2022 | +90,190 | New Buy | 90,190 | $244.20 |
John Rogers's Leslie's Investment FAQs
John Rogers first purchased Leslie's, Inc. (LESL) in Q4 2022, acquiring 90,190 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Leslie's, Inc. (LESL) for 13 quarters since Q4 2022.
John Rogers's largest addition to Leslie's, Inc. (LESL) was in Q2 2024, adding 1,830,068 shares worth $153.36 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 2,836,373 shares of Leslie's, Inc. (LESL), valued at approximately $4.68 M.
As of the Q4 2025 filing, Leslie's, Inc. (LESL) represents approximately 0.05% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Leslie's, Inc. (LESL) was 3,045,170 shares, as reported at the end of Q2 2025.