Filed: 10/21/2025ACC: 0000936941-25-000013
📋 What this filing means
MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 188 equity positions with a total reported market value of $527.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
188
Positions
$527.18M
Total AUM (reported)
11.53M
Total Shares
Allocation by class
COM$368.60M69.9%
COM NEW$41.92M8.0%
CL A$29.79M5.7%
COM CL A$21.77M4.1%
SHS$13.92M2.6%
COMMON STOCK$10.08M1.9%
UNIT LTD PARTN$5.25M1.0%
Portfolio Concentration
Top 3$30.98M5.9%
4–10$55.44M10.5%
11–25$94.55M17.9%
Rest$346.20M65.7%
Top 3 weight
5.9%
Top 10 weight
16.4%
Voting Authority Distribution
Total shares with voting rights: 11.53M
Sole
Full voting authority
5.58M
shares
% of voting shares48.4%
Shared
Joint voting authority
2.85M
shares
% of voting shares24.8%
None
No voting authority
3.10M
shares
% of voting shares26.9%
Investment Discretion (by position count)
Sole188
Shared0
Other0
Dominant voting typeSole · 48.4% of voting shares
Institutional Holdings188
Rows:
CADENCE BANK
SOLEShares291.39K
TypeSH
Market value$10.94M
2.07%
Sole
98.64K
Shared
93.59K
None
99.17K
INDEPENDENT BK CORP MASS
SOLEShares152.38K
TypeSH
Market value$10.54M
2.00%
Sole
55.33K
Shared
47.14K
None
49.91K
PROTAGONIST THERAPEUTICS INC
SOLEShares143.06K
TypeSH
Market value$9.50M
1.80%
Sole
53.56K
Shared
43.52K
None
45.98K
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares103.58K
TypeSH
Market value$9.46M
1.80%
Sole
37.78K
Shared
31.95K
None
33.84K
PIPER SANDLER COMPANIES
SOLEShares24.32K
TypeSH
Market value$8.44M
1.60%
Sole
8.21K
Shared
7.82K
None
8.29K
PATHWARD FINANCIAL INC
SOLEShares111.57K
TypeSH
Market value$8.26M
1.57%
Sole
37.84K
Shared
35.93K
None
37.80K
MODINE MFG CO
SOLEShares52.80K
TypeSH
Market value$7.51M
1.42%
Sole
19.75K
Shared
16.04K
None
17.02K
ELEMENT SOLUTIONS INC
SOLEShares294.45K
TypeSH
Market value$7.41M
1.41%
Sole
108.63K
Shared
90.25K
None
95.57K
MERUS N V
SOLEShares76.44K
TypeSH
Market value$7.20M
1.37%
Sole
25.88K
Shared
24.55K
None
26.02K
CORE SCIENTIFIC INC NEW
SOLEShares399.71K
TypeSH
Market value$7.17M
1.36%
Sole
149.69K
Shared
121.21K
None
128.80K
RIOT PLATFORMS INC
SOLEShares373.93K
TypeSH
Market value$7.12M
1.35%
Sole
139.15K
Shared
113.81K
None
120.97K
COLUMBIA BKG SYS INC
SOLEShares271.72K
TypeSH
Market value$6.99M
1.33%
Sole
92.11K
Shared
87.58K
None
92.02K
SCORPIO TANKERS INC
SOLEShares120.86K
TypeSH
Market value$6.77M
1.29%
Sole
120.86K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares175.45K
TypeSH
Market value$6.53M
1.24%
Sole
59.33K
Shared
56.37K
None
59.76K
VSE CORP
SOLEShares38.87K
TypeSH
Market value$6.46M
1.23%
Sole
13.18K
Shared
12.47K
None
13.22K
SPX TECHNOLOGIES INC
SOLEShares33.48K
TypeSH
Market value$6.25M
1.19%
Sole
11.97K
Shared
10.42K
None
11.08K
AXSOME THERAPEUTICS INC
SOLEShares51.48K
TypeSH
Market value$6.25M
1.19%
Sole
19.29K
Shared
15.65K
None
16.54K
CLEARWATER ANALYTICS HLDGS I
SOLEShares342.71K
TypeSH
Market value$6.18M
1.17%
Sole
120.75K
Shared
107.80K
None
114.17K
SOUTHWEST GAS HLDGS INC
SOLEShares78.39K
TypeSH
Market value$6.14M
1.16%
Sole
27.91K
Shared
24.51K
None
25.97K
VARONIS SYS INC
SOLEShares106.16K
TypeSH
Market value$6.10M
1.16%
Sole
35.94K
Shared
34.10K
None
36.13K
KARMAN HLDGS INC
SOLEShares84.06K
TypeSH
Market value$6.07M
1.15%
Sole
28.46K
Shared
26.96K
None
28.64K
PORTLAND GEN ELEC CO
SOLEShares136.40K
TypeSH
Market value$6.00M
1.14%
Sole
51.02K
Shared
41.66K
None
43.73K
ADVANCED ENERGY INDS
SOLEShares34.93K
TypeSH
Market value$5.94M
1.13%
Sole
11.81K
Shared
11.21K
None
11.91K
OSI SYSTEMS INC
SOLEShares23.71K
TypeSH
Market value$5.91M
1.12%
Sole
7.99K
Shared
7.63K
None
8.09K
ARROW ELECTRS INC
SOLEShares48.17K
TypeSH
Market value$5.83M
1.11%
Sole
48.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CADENCE BANKSOLE | COM | 291.39K | SH | $10.94M 2.07% | 98.64K | 93.59K | 99.17K |
INDEPENDENT BK CORP MASSSOLE | COM | 152.38K | SH | $10.54M 2.00% | 55.33K | 47.14K | 49.91K |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 143.06K | SH | $9.50M 1.80% | 53.56K | 43.52K | 45.98K |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 103.58K | SH | $9.46M 1.80% | 37.78K | 31.95K | 33.84K |
PIPER SANDLER COMPANIESSOLE | COM | 24.32K | SH | $8.44M 1.60% | 8.21K | 7.82K | 8.29K |
PATHWARD FINANCIAL INCSOLE | COM | 111.57K | SH | $8.26M 1.57% | 37.84K | 35.93K | 37.80K |
MODINE MFG COSOLE | COM | 52.80K | SH | $7.51M 1.42% | 19.75K | 16.04K | 17.02K |
ELEMENT SOLUTIONS INCSOLE | COM | 294.45K | SH | $7.41M 1.41% | 108.63K | 90.25K | 95.57K |
MERUS N VSOLE | COM | 76.44K | SH | $7.20M 1.37% | 25.88K | 24.55K | 26.02K |
CORE SCIENTIFIC INC NEWSOLE | COM | 399.71K | SH | $7.17M 1.36% | 149.69K | 121.21K | 128.80K |
RIOT PLATFORMS INCSOLE | COM | 373.93K | SH | $7.12M 1.35% | 139.15K | 113.81K | 120.97K |
COLUMBIA BKG SYS INCSOLE | COM | 271.72K | SH | $6.99M 1.33% | 92.11K | 87.58K | 92.02K |
SCORPIO TANKERS INCSOLE | SHS | 120.86K | SH | $6.77M 1.29% | 120.86K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 175.45K | SH | $6.53M 1.24% | 59.33K | 56.37K | 59.76K |
VSE CORPSOLE | COM | 38.87K | SH | $6.46M 1.23% | 13.18K | 12.47K | 13.22K |
SPX TECHNOLOGIES INCSOLE | COM | 33.48K | SH | $6.25M 1.19% | 11.97K | 10.42K | 11.08K |
AXSOME THERAPEUTICS INCSOLE | COM | 51.48K | SH | $6.25M 1.19% | 19.29K | 15.65K | 16.54K |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 342.71K | SH | $6.18M 1.17% | 120.75K | 107.80K | 114.17K |
SOUTHWEST GAS HLDGS INCSOLE | COM | 78.39K | SH | $6.14M 1.16% | 27.91K | 24.51K | 25.97K |
VARONIS SYS INCSOLE | COM | 106.16K | SH | $6.10M 1.16% | 35.94K | 34.10K | 36.13K |
KARMAN HLDGS INCSOLE | COMMON STOCK | 84.06K | SH | $6.07M 1.15% | 28.46K | 26.96K | 28.64K |
PORTLAND GEN ELEC COSOLE | COM NEW | 136.40K | SH | $6.00M 1.14% | 51.02K | 41.66K | 43.73K |
ADVANCED ENERGY INDSSOLE | COM | 34.93K | SH | $5.94M 1.13% | 11.81K | 11.21K | 11.91K |
OSI SYSTEMS INCSOLE | COM | 23.71K | SH | $5.91M 1.12% | 7.99K | 7.63K | 8.09K |
ARROW ELECTRS INCSOLE | COM | 48.17K | SH | $5.83M 1.11% | 48.17K | 0.00 | 0.00 |
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