Filed: 8/14/2025ACC: 0001398344-25-015416
๐ What this filing means
ARISTOTLE CAPITAL BOSTON, LLC filed this quarterly 13FโHR report disclosing 127 equity positions with a total reported market value of $1.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$1.96B
Total AUM (reported)
50.92M
Total Shares
Allocation by class
COM$1.48B75.5%
CL A$248.57M12.7%
COM CL A$75.81M3.9%
SHS$62.56M3.2%
COM NEW$32.72M1.7%
COMMON STOCK$16.64M0.8%
CL A COM STK$9.56M0.5%
Portfolio Concentration
Top 3$166.06M8.5%
4โ10$310.77M15.8%
11โ25$450.39M22.9%
Rest$1.04B52.8%
Top 3 weight
8.5%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 50.92M
Sole
Full voting authority
50.66M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
253.72K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeSole ยท 99.5% of voting shares
Institutional Holdings127
Rows:
DYCOM INDS INC
SOLEShares239.66K
TypeSH
Market value$58.57M
2.98%
Sole
238.16K
Shared
0.00
None
1.50K
ITRON INC
SOLEShares426.68K
TypeSH
Market value$56.16M
2.86%
Sole
424.40K
Shared
0.00
None
2.28K
HURON CONSULTING GROUP INC
SOLEShares373.17K
TypeSH
Market value$51.33M
2.61%
Sole
371.15K
Shared
0.00
None
2.01K
AERCAP HOLDINGS NV
SOLEShares427.39K
TypeSH
Market value$50.00M
2.55%
Sole
424.86K
Shared
0.00
None
2.53K
MACOM TECH SOLUTIONS HLDGS I
SOLEShares331.52K
TypeSH
Market value$47.50M
2.42%
Sole
329.35K
Shared
0.00
None
2.17K
HEALTHEQUITY INC
SOLEShares443.32K
TypeSH
Market value$46.44M
2.36%
Sole
440.77K
Shared
0.00
None
2.55K
TKO GROUP HOLDINGS INC
SOLEShares249.20K
TypeSH
Market value$45.34M
2.31%
Sole
247.73K
Shared
0.00
None
1.47K
ADVANCED ENERGY INDS
SOLEShares320.10K
TypeSH
Market value$42.41M
2.16%
Sole
318.12K
Shared
0.00
None
1.98K
MERIT MED SYS INC
SOLEShares423.66K
TypeSH
Market value$39.60M
2.02%
Sole
421.20K
Shared
0.00
None
2.47K
ACI WORLDWIDE INC
SOLEShares859.57K
TypeSH
Market value$39.46M
2.01%
Sole
854.70K
Shared
0.00
None
4.88K
AZEK CO INC
SOLEShares711.60K
TypeSH
Market value$38.68M
1.97%
Sole
707.17K
Shared
0.00
None
4.43K
BELDEN INC
SOLEShares325.99K
TypeSH
Market value$37.75M
1.92%
Sole
323.69K
Shared
0.00
None
2.31K
ALAMOS GOLD INC NEW
SOLEShares1.22M
TypeSH
Market value$32.43M
1.65%
Sole
1.21M
Shared
0.00
None
10.87K
CHART INDS INC
SOLEShares194.53K
TypeSH
Market value$32.03M
1.63%
Sole
193.31K
Shared
0.00
None
1.22K
BOX INC
SOLEShares904.08K
TypeSH
Market value$30.89M
1.57%
Sole
898.80K
Shared
0.00
None
5.28K
HA SUSTAINABLE INFRA CAP INC
SOLEShares1.15M
TypeSH
Market value$30.77M
1.57%
Sole
1.14M
Shared
0.00
None
7.30K
CHEMED CORP NEW
SOLEShares60.35K
TypeSH
Market value$29.39M
1.50%
Sole
59.99K
Shared
0.00
None
369.00
KNOWLES CORP
SOLEShares1.64M
TypeSH
Market value$28.92M
1.47%
Sole
1.63M
Shared
0.00
None
9.07K
NATIONAL BK HLDGS CORP
SOLEShares755.79K
TypeSH
Market value$28.43M
1.45%
Sole
751.34K
Shared
0.00
None
4.45K
EURONET WORLDWIDE INC
SOLEShares274.19K
TypeSH
Market value$27.80M
1.42%
Sole
272.70K
Shared
0.00
None
1.49K
STAG INDL INC
SOLEShares761.73K
TypeSH
Market value$27.64M
1.41%
Sole
758.99K
Shared
0.00
None
2.73K
HAEMONETICS CORP MASS
SOLEShares362.95K
TypeSH
Market value$27.08M
1.38%
Sole
360.69K
Shared
0.00
None
2.26K
SILGAN HLDGS INC
SOLEShares493.65K
TypeSH
Market value$26.75M
1.36%
Sole
491.41K
Shared
0.00
None
2.24K
PRESTIGE CONSMR HEALTHCARE I
SOLEShares330.24K
TypeSH
Market value$26.37M
1.34%
Sole
328.79K
Shared
0.00
None
1.45K
SUPERNUS PHARMACEUTICALS INC
SOLEShares808.39K
TypeSH
Market value$25.48M
1.30%
Sole
808.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DYCOM INDS INCSOLE | COM | 239.66K | SH | $58.57M 2.98% | 238.16K | 0.00 | 1.50K |
ITRON INCSOLE | COM | 426.68K | SH | $56.16M 2.86% | 424.40K | 0.00 | 2.28K |
HURON CONSULTING GROUP INCSOLE | COM | 373.17K | SH | $51.33M 2.61% | 371.15K | 0.00 | 2.01K |
AERCAP HOLDINGS NVSOLE | SHS | 427.39K | SH | $50.00M 2.55% | 424.86K | 0.00 | 2.53K |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 331.52K | SH | $47.50M 2.42% | 329.35K | 0.00 | 2.17K |
HEALTHEQUITY INCSOLE | COM | 443.32K | SH | $46.44M 2.36% | 440.77K | 0.00 | 2.55K |
TKO GROUP HOLDINGS INCSOLE | CL A | 249.20K | SH | $45.34M 2.31% | 247.73K | 0.00 | 1.47K |
ADVANCED ENERGY INDSSOLE | COM | 320.10K | SH | $42.41M 2.16% | 318.12K | 0.00 | 1.98K |
MERIT MED SYS INCSOLE | COM | 423.66K | SH | $39.60M 2.02% | 421.20K | 0.00 | 2.47K |
ACI WORLDWIDE INCSOLE | COM | 859.57K | SH | $39.46M 2.01% | 854.70K | 0.00 | 4.88K |
AZEK CO INCSOLE | CL A | 711.60K | SH | $38.68M 1.97% | 707.17K | 0.00 | 4.43K |
BELDEN INCSOLE | COM | 325.99K | SH | $37.75M 1.92% | 323.69K | 0.00 | 2.31K |
ALAMOS GOLD INC NEWSOLE | COM CL A | 1.22M | SH | $32.43M 1.65% | 1.21M | 0.00 | 10.87K |
CHART INDS INCSOLE | COM | 194.53K | SH | $32.03M 1.63% | 193.31K | 0.00 | 1.22K |
BOX INCSOLE | CL A | 904.08K | SH | $30.89M 1.57% | 898.80K | 0.00 | 5.28K |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 1.15M | SH | $30.77M 1.57% | 1.14M | 0.00 | 7.30K |
CHEMED CORP NEWSOLE | COM | 60.35K | SH | $29.39M 1.50% | 59.99K | 0.00 | 369.00 |
KNOWLES CORPSOLE | COM | 1.64M | SH | $28.92M 1.47% | 1.63M | 0.00 | 9.07K |
NATIONAL BK HLDGS CORPSOLE | CL A | 755.79K | SH | $28.43M 1.45% | 751.34K | 0.00 | 4.45K |
EURONET WORLDWIDE INCSOLE | COM | 274.19K | SH | $27.80M 1.42% | 272.70K | 0.00 | 1.49K |
STAG INDL INCSOLE | COM | 761.73K | SH | $27.64M 1.41% | 758.99K | 0.00 | 2.73K |
HAEMONETICS CORP MASSSOLE | COM | 362.95K | SH | $27.08M 1.38% | 360.69K | 0.00 | 2.26K |
SILGAN HLDGS INCSOLE | COM | 493.65K | SH | $26.75M 1.36% | 491.41K | 0.00 | 2.24K |
PRESTIGE CONSMR HEALTHCARE ISOLE | COM | 330.24K | SH | $26.37M 1.34% | 328.79K | 0.00 | 1.45K |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 808.39K | SH | $25.48M 1.30% | 808.39K | 0.00 | 0.00 |
Page 1 of 6
โฆ