In its Q2 2026 investor letter, Ariel Small Cap Value Fund highlighted Masco, a manufacturer of home improvement and building products. The fund noted Masco's portfolio of brands like Behr paint and Delta faucets, its sharpened focus on higher-quality segments after divesting cyclical businesses, and its strong brand equity and operational advantages. Masco's stock closed at approximately $72.11 per share on July 31, 2026.