MOODY ALDRICH PARTNERS LLC

Filed: 1/26/2024ACC: 0001085146-24-000501

📋 What this filing means

MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $555.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

195

Positions

$555.94M

Total AUM (reported)

11.40M

Total Shares

Allocation by class

COM$414.41M74.5%

CL A$31.35M5.6%

COM NEW$22.71M4.1%

CLASS A COM$16.84M3.0%

COMMON STOCK$12.77M2.3%

SHS$11.56M2.1%

COM CL A$11.56M2.1%

Portfolio Concentration

Top 3$32.04M5.8%

4–10$63.68M11.5%

11–25$109.81M19.8%

Rest$350.42M63.0%

Top 3 weight

5.8%

Top 10 weight

17.2%

Voting Authority Distribution

Total shares with voting rights: 11.40M

Sole

Full voting authority

% of voting shares52.6%

Shared

Joint voting authority

2.79M

% of voting shares24.4%

None

No voting authority

2.62M

% of voting shares22.9%

Investment Discretion (by position count)

Sole195

Shared0

Other0

Dominant voting typeSole · 52.6% of voting shares

Institutional Holdings195

Rows:

EVERCORE INC

SOLE

CLASS A

Shares67.23K

TypeSH

Market value$11.50M

2.07%

Sole

37.09K

Shared

15.72K

None

14.41K

COHEN & STEERS INC

SOLE

COM

Shares135.85K

TypeSH

Market value$10.29M

1.85%

Sole

66.98K

Shared

35.71K

None

33.16K

TERRENO RLTY CORP

SOLE

COM

Shares163.54K

TypeSH

Market value$10.25M

1.84%

Sole

80.15K

Shared

43.60K

None

39.79K

WINTRUST FINL CORP

SOLE

COM

Shares105.01K

TypeSH

Market value$9.74M

1.75%

Sole

51.06K

Shared

28.18K

None

25.77K

VAXCYTE INC

SOLE

COM

Shares147.93K

TypeSH

Market value$9.29M

1.67%

Sole

75.23K

Shared

37.93K

None

34.77K

LEONARDO DRS INC

SOLE

COM

Shares462.52K

TypeSH

Market value$9.27M

1.67%

Sole

212.77K

Shared

130.31K

None

119.44K

INDEPENDENT BK CORP MASS

SOLE

COM

Shares139.01K

TypeSH

Market value$9.15M

1.65%

Sole

68.63K

Shared

36.54K

None

33.84K

SOUTHWEST GAS HLDGS INC

SOLE

COM

Shares141.54K

TypeSH

Market value$8.97M

1.61%

Sole

66.88K

Shared

38.73K

None

35.92K

COLUMBIA BKG SYS INC

SOLE

COM

Shares335.75K

TypeSH

Market value$8.96M

1.61%

Sole

154.59K

Shared

94.35K

None

86.81K

SIMPLY GOOD FOODS CO

SOLE

COM

Shares209.77K

TypeSH

Market value$8.31M

1.49%

Sole

100.26K

Shared

57.38K

None

52.13K

KNIFE RIVER CORP

SOLE

COMMON STOCK

Shares121.88K

TypeSH

Market value$8.07M

1.45%

Sole

59.88K

Shared

32.34K

None

29.66K

SUMMIT MATLS INC

SOLE

CL A

Shares206.19K

TypeSH

Market value$7.93M

1.43%

Sole

102.77K

Shared

54.32K

None

49.09K

BWX TECHNOLOGIES INC

SOLE

COM

Shares98.10K

TypeSH

Market value$7.53M

1.35%

Sole

48.66K

Shared

25.79K

None

23.66K

CHART INDS INC

SOLE

COM

Shares55.03K

TypeSH

Market value$7.50M

1.35%

Sole

27.22K

Shared

14.45K

None

13.36K

SCORPIO TANKERS INC

SOLE

SHS

Shares123.19K

TypeSH

Market value$7.49M

1.35%

Sole

60.36K

Shared

32.77K

None

30.07K

WALKER & DUNLOP INC

SOLE

COM

Shares67.10K

TypeSH

Market value$7.45M

1.34%

Sole

30.87K

Shared

18.90K

None

17.33K

SHARKNINJA INC

SOLE

COM SHS

Shares145.36K

TypeSH

Market value$7.44M

1.34%

Sole

71.20K

Shared

38.66K

None

35.50K

SPS COMM INC

SOLE

COM

Shares37.92K

TypeSH

Market value$7.35M

1.32%

Sole

18.75K

Shared

10.01K

None

9.17K

SKYWARD SPECIALTY INS GROUP

SOLE

COM

Shares212.55K

TypeSH

Market value$7.20M

1.30%

Sole

97.74K

Shared

59.99K

None

54.82K

BANCORP INC DEL

SOLE

COM

Shares186.30K

TypeSH

Market value$7.18M

1.29%

Sole

85.70K

Shared

52.48K

None

48.12K

ATI INC

SOLE

COM

Shares157.17K

TypeSH

Market value$7.15M

1.29%

Sole

72.28K

Shared

44.30K

None

40.59K

ICF INTL INC

SOLE

COM

Shares52.77K

TypeSH

Market value$7.08M

1.27%

Sole

25.54K

Shared

14.20K

None

13.03K

SL GREEN RLTY CORP

SOLE

COM

Shares151.82K

TypeSH

Market value$6.86M

1.23%

Sole

73.15K

Shared

41.01K

None

37.66K

LIGHT & WONDER INC

SOLE

COM

Shares83.41K

TypeSH

Market value$6.85M

1.23%

Sole

39.16K

Shared

23.07K

None

21.17K

PATHWARD FINANCIAL INC

SOLE

COM

Shares127.32K

TypeSH

Market value$6.74M

1.21%

Sole

58.59K

Shared

35.83K

None

32.89K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
EVERCORE INCSOLE	CLASS A	67.23K	SH	$11.50M 2.07%	37.09K	15.72K	14.41K
COHEN & STEERS INCSOLE	COM	135.85K	SH	$10.29M 1.85%	66.98K	35.71K	33.16K
TERRENO RLTY CORPSOLE	COM	163.54K	SH	$10.25M 1.84%	80.15K	43.60K	39.79K
WINTRUST FINL CORPSOLE	COM	105.01K	SH	$9.74M 1.75%	51.06K	28.18K	25.77K
VAXCYTE INCSOLE	COM	147.93K	SH	$9.29M 1.67%	75.23K	37.93K	34.77K
LEONARDO DRS INCSOLE	COM	462.52K	SH	$9.27M 1.67%	212.77K	130.31K	119.44K
INDEPENDENT BK CORP MASSSOLE	COM	139.01K	SH	$9.15M 1.65%	68.63K	36.54K	33.84K
SOUTHWEST GAS HLDGS INCSOLE	COM	141.54K	SH	$8.97M 1.61%	66.88K	38.73K	35.92K
COLUMBIA BKG SYS INCSOLE	COM	335.75K	SH	$8.96M 1.61%	154.59K	94.35K	86.81K
SIMPLY GOOD FOODS COSOLE	COM	209.77K	SH	$8.31M 1.49%	100.26K	57.38K	52.13K
KNIFE RIVER CORPSOLE	COMMON STOCK	121.88K	SH	$8.07M 1.45%	59.88K	32.34K	29.66K
SUMMIT MATLS INCSOLE	CL A	206.19K	SH	$7.93M 1.43%	102.77K	54.32K	49.09K
BWX TECHNOLOGIES INCSOLE	COM	98.10K	SH	$7.53M 1.35%	48.66K	25.79K	23.66K
CHART INDS INCSOLE	COM	55.03K	SH	$7.50M 1.35%	27.22K	14.45K	13.36K
SCORPIO TANKERS INCSOLE	SHS	123.19K	SH	$7.49M 1.35%	60.36K	32.77K	30.07K
WALKER & DUNLOP INCSOLE	COM	67.10K	SH	$7.45M 1.34%	30.87K	18.90K	17.33K
SHARKNINJA INCSOLE	COM SHS	145.36K	SH	$7.44M 1.34%	71.20K	38.66K	35.50K
SPS COMM INCSOLE	COM	37.92K	SH	$7.35M 1.32%	18.75K	10.01K	9.17K
SKYWARD SPECIALTY INS GROUPSOLE	COM	212.55K	SH	$7.20M 1.30%	97.74K	59.99K	54.82K
BANCORP INC DELSOLE	COM	186.30K	SH	$7.18M 1.29%	85.70K	52.48K	48.12K
ATI INCSOLE	COM	157.17K	SH	$7.15M 1.29%	72.28K	44.30K	40.59K
ICF INTL INCSOLE	COM	52.77K	SH	$7.08M 1.27%	25.54K	14.20K	13.03K
SL GREEN RLTY CORPSOLE	COM	151.82K	SH	$6.86M 1.23%	73.15K	41.01K	37.66K
LIGHT & WONDER INCSOLE	COM	83.41K	SH	$6.85M 1.23%	39.16K	23.07K	21.17K
PATHWARD FINANCIAL INCSOLE	COM	127.32K	SH	$6.74M 1.21%	58.59K	35.83K	32.89K

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