Filed: 1/30/2026ACC: 0000936941-26-000002
📋 What this filing means
MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $535.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
186
Positions
$535.82M
Total AUM (reported)
11.03M
Total Shares
Allocation by class
COM$366.06M68.3%
COM NEW$54.27M10.1%
CL A$20.49M3.8%
SHS$17.68M3.3%
COM CL A$16.98M3.2%
COMMON STOCK$10.58M2.0%
ORDINARY SHARES$8.71M1.6%
Portfolio Concentration
Top 3$34.84M6.5%
4–10$58.49M10.9%
11–25$96.45M18.0%
Rest$346.04M64.6%
Top 3 weight
6.5%
Top 10 weight
17.4%
Voting Authority Distribution
Total shares with voting rights: 11.03M
Sole
Full voting authority
5.33M
shares
% of voting shares48.3%
Shared
Joint voting authority
2.64M
shares
% of voting shares23.9%
None
No voting authority
3.06M
shares
% of voting shares27.8%
Investment Discretion (by position count)
Sole186
Shared0
Other0
Dominant voting typeSole · 48.3% of voting shares
Institutional Holdings186
Rows:
PRAXIS PRECISION MEDICINES I
SOLEShares41.73K
TypeSH
Market value$12.30M
2.30%
Sole
14.38K
Shared
12.91K
None
14.45K
CADENCE BANK
SOLEShares277.92K
TypeSH
Market value$11.91M
2.22%
Sole
89.49K
Shared
89.26K
None
99.17K
INDEPENDENT BK CORP MASS
SOLEShares145.58K
TypeSH
Market value$10.64M
1.99%
Sole
50.72K
Shared
44.95K
None
49.91K
BRIDGEBIO PHARMA INC
SOLEShares131.18K
TypeSH
Market value$10.03M
1.87%
Sole
46.36K
Shared
40.02K
None
44.81K
COLUMBIA BKG SYS INC
SOLEShares330.79K
TypeSH
Market value$9.25M
1.73%
Sole
119.92K
Shared
99.57K
None
111.30K
WINTRUST FINL CORP
SOLEShares65.83K
TypeSH
Market value$9.20M
1.72%
Sole
23.98K
Shared
19.70K
None
22.15K
PIPER SANDLER COMPANIES
SOLEShares23.19K
TypeSH
Market value$7.88M
1.47%
Sole
7.45K
Shared
7.46K
None
8.29K
PATHWARD FINANCIAL INC
SOLEShares106.44K
TypeSH
Market value$7.56M
1.41%
Sole
34.37K
Shared
34.27K
None
37.80K
AXSOME THERAPEUTICS INC
SOLEShares40.27K
TypeSH
Market value$7.36M
1.37%
Sole
14.53K
Shared
12.14K
None
13.60K
PORTLAND GEN ELEC CO
SOLEShares150.40K
TypeSH
Market value$7.22M
1.35%
Sole
53.14K
Shared
46.01K
None
51.25K
VIATRIS INC
SOLEShares578.58K
TypeSH
Market value$7.20M
1.34%
Sole
578.58K
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares96.64K
TypeSH
Market value$7.07M
1.32%
Sole
31.03K
Shared
31.11K
None
34.50K
PROTAGONIST THERAPEUTICS INC
SOLEShares80.62K
TypeSH
Market value$7.04M
1.31%
Sole
29.10K
Shared
24.31K
None
27.21K
ELEMENT SOLUTIONS INC
SOLEShares281.47K
TypeSH
Market value$7.03M
1.31%
Sole
99.82K
Shared
86.08K
None
95.57K
MODINE MFG CO
SOLEShares50.50K
TypeSH
Market value$6.74M
1.26%
Sole
18.20K
Shared
15.29K
None
17.02K
AVISTA CORP
SOLEShares170.89K
TypeSH
Market value$6.59M
1.23%
Sole
54.91K
Shared
54.79K
None
61.20K
SPX TECHNOLOGIES INC
SOLEShares32.49K
TypeSH
Market value$6.50M
1.21%
Sole
11.46K
Shared
9.95K
None
11.08K
CARGURUS INC
SOLEShares167.30K
TypeSH
Market value$6.42M
1.20%
Sole
53.84K
Shared
53.70K
None
59.76K
VSE CORP
SOLEShares37.07K
TypeSH
Market value$6.40M
1.20%
Sole
11.95K
Shared
11.89K
None
13.22K
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares82.33K
TypeSH
Market value$6.25M
1.17%
Sole
28.88K
Shared
25.28K
None
28.17K
CAPRICOR THERAPEUTICS INC
SOLEShares208.75K
TypeSH
Market value$6.02M
1.12%
Sole
66.96K
Shared
66.84K
None
74.95K
SOUTHWEST GAS HLDGS INC
SOLEShares74.87K
TypeSH
Market value$5.99M
1.12%
Sole
25.52K
Shared
23.38K
None
25.97K
BANKUNITED INC
SOLEShares130.33K
TypeSH
Market value$5.81M
1.08%
Sole
130.33K
Shared
0.00
None
0.00
CHESAPEAKE UTILS CORP
SOLEShares45.74K
TypeSH
Market value$5.71M
1.06%
Sole
14.71K
Shared
14.65K
None
16.38K
SCORPIO TANKERS INC
SOLEShares111.49K
TypeSH
Market value$5.67M
1.06%
Sole
111.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 41.73K | SH | $12.30M 2.30% | 14.38K | 12.91K | 14.45K |
CADENCE BANKSOLE | COM | 277.92K | SH | $11.91M 2.22% | 89.49K | 89.26K | 99.17K |
INDEPENDENT BK CORP MASSSOLE | COM | 145.58K | SH | $10.64M 1.99% | 50.72K | 44.95K | 49.91K |
BRIDGEBIO PHARMA INCSOLE | COM | 131.18K | SH | $10.03M 1.87% | 46.36K | 40.02K | 44.81K |
COLUMBIA BKG SYS INCSOLE | COM | 330.79K | SH | $9.25M 1.73% | 119.92K | 99.57K | 111.30K |
WINTRUST FINL CORPSOLE | COM | 65.83K | SH | $9.20M 1.72% | 23.98K | 19.70K | 22.15K |
PIPER SANDLER COMPANIESSOLE | COM | 23.19K | SH | $7.88M 1.47% | 7.45K | 7.46K | 8.29K |
PATHWARD FINANCIAL INCSOLE | COM | 106.44K | SH | $7.56M 1.41% | 34.37K | 34.27K | 37.80K |
AXSOME THERAPEUTICS INCSOLE | COM | 40.27K | SH | $7.36M 1.37% | 14.53K | 12.14K | 13.60K |
PORTLAND GEN ELEC COSOLE | COM NEW | 150.40K | SH | $7.22M 1.35% | 53.14K | 46.01K | 51.25K |
VIATRIS INCSOLE | COM | 578.58K | SH | $7.20M 1.34% | 578.58K | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 96.64K | SH | $7.07M 1.32% | 31.03K | 31.11K | 34.50K |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 80.62K | SH | $7.04M 1.31% | 29.10K | 24.31K | 27.21K |
ELEMENT SOLUTIONS INCSOLE | COM | 281.47K | SH | $7.03M 1.31% | 99.82K | 86.08K | 95.57K |
MODINE MFG COSOLE | COM | 50.50K | SH | $6.74M 1.26% | 18.20K | 15.29K | 17.02K |
AVISTA CORPSOLE | COM | 170.89K | SH | $6.59M 1.23% | 54.91K | 54.79K | 61.20K |
SPX TECHNOLOGIES INCSOLE | COM | 32.49K | SH | $6.50M 1.21% | 11.46K | 9.95K | 11.08K |
CARGURUS INCSOLE | COM CL A | 167.30K | SH | $6.42M 1.20% | 53.84K | 53.70K | 59.76K |
VSE CORPSOLE | COM | 37.07K | SH | $6.40M 1.20% | 11.95K | 11.89K | 13.22K |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 82.33K | SH | $6.25M 1.17% | 28.88K | 25.28K | 28.17K |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 208.75K | SH | $6.02M 1.12% | 66.96K | 66.84K | 74.95K |
SOUTHWEST GAS HLDGS INCSOLE | COM | 74.87K | SH | $5.99M 1.12% | 25.52K | 23.38K | 25.97K |
BANKUNITED INCSOLE | COM | 130.33K | SH | $5.81M 1.08% | 130.33K | 0.00 | 0.00 |
CHESAPEAKE UTILS CORPSOLE | COM | 45.74K | SH | $5.71M 1.06% | 14.71K | 14.65K | 16.38K |
SCORPIO TANKERS INCSOLE | SHS | 111.49K | SH | $5.67M 1.06% | 111.49K | 0.00 | 0.00 |
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