Filed: 1/23/2025ACC: 0001085146-25-000418
📋 What this filing means
MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $539.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
196
Positions
$539.81M
Total AUM (reported)
11.02M
Total Shares
Allocation by class
COM$401.98M74.5%
CL A$47.74M8.8%
SHS$16.33M3.0%
COM NEW$10.49M1.9%
COMMON STOCK$9.77M1.8%
COM CL A$9.55M1.8%
COM SHS$8.62M1.6%
Portfolio Concentration
Top 3$35.65M6.6%
4–10$65.15M12.1%
11–25$106.93M19.8%
Rest$332.09M61.5%
Top 3 weight
6.6%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 11.02M
Sole
Full voting authority
5.82M
shares
% of voting shares52.8%
Shared
Joint voting authority
2.58M
shares
% of voting shares23.5%
None
No voting authority
2.62M
shares
% of voting shares23.7%
Investment Discretion (by position count)
Sole196
Shared0
Other0
Dominant voting typeSole · 52.8% of voting shares
Institutional Holdings196
Rows:
WINTRUST FINL CORP
SOLEShares111.65K
TypeSH
Market value$13.92M
2.58%
Sole
53.44K
Shared
29.31K
None
28.89K
VIRTU FINL INC
SOLEShares310.75K
TypeSH
Market value$11.09M
2.05%
Sole
183.14K
Shared
64.42K
None
63.19K
CLEARWATER ANALYTICS HLDGS I
SOLEShares386.42K
TypeSH
Market value$10.63M
1.97%
Sole
177.88K
Shared
105.33K
None
103.20K
PATHWARD FINANCIAL INC
SOLEShares138.41K
TypeSH
Market value$10.18M
1.89%
Sole
61.98K
Shared
38.63K
None
37.80K
CADENCE BANK
SOLEShares286.66K
TypeSH
Market value$9.88M
1.83%
Sole
128.46K
Shared
80.08K
None
78.12K
INDEPENDENT BK CORP MASS
SOLEShares150.04K
TypeSH
Market value$9.63M
1.78%
Sole
71.69K
Shared
39.57K
None
38.78K
SOUTHWEST GAS HLDGS INC
SOLEShares130.87K
TypeSH
Market value$9.25M
1.71%
Sole
60.29K
Shared
35.68K
None
34.90K
COLUMBIA BKG SYS INC
SOLEShares337.03K
TypeSH
Market value$9.10M
1.69%
Sole
150.90K
Shared
94.11K
None
92.02K
KNIFE RIVER CORP
SOLEShares85.62K
TypeSH
Market value$8.70M
1.61%
Sole
41.39K
Shared
22.32K
None
21.91K
LEONARDO DRS INC
SOLEShares259.82K
TypeSH
Market value$8.39M
1.56%
Sole
116.43K
Shared
72.67K
None
70.72K
SL GREEN RLTY CORP
SOLEShares114.78K
TypeSH
Market value$7.80M
1.44%
Sole
54.75K
Shared
30.39K
None
29.64K
SKYWARD SPECIALTY INS GROUP
SOLEShares150.51K
TypeSH
Market value$7.61M
1.41%
Sole
67.47K
Shared
41.97K
None
41.07K
BOOT BARN HLDGS INC
SOLEShares49.41K
TypeSH
Market value$7.50M
1.39%
Sole
23.50K
Shared
13.08K
None
12.82K
MR COOPER GROUP INC
SOLEShares77.87K
TypeSH
Market value$7.48M
1.38%
Sole
34.90K
Shared
21.77K
None
21.20K
PORTLAND GEN ELEC CO
SOLEShares170.54K
TypeSH
Market value$7.44M
1.38%
Sole
82.03K
Shared
44.79K
None
43.73K
CRINETICS PHARMACEUTICALS IN
SOLEShares144.37K
TypeSH
Market value$7.38M
1.37%
Sole
69.55K
Shared
37.79K
None
37.02K
CHART INDS INC
SOLEShares36.95K
TypeSH
Market value$7.05M
1.31%
Sole
17.87K
Shared
9.67K
None
9.41K
PIPER SANDLER COMPANIES
SOLEShares23.51K
TypeSH
Market value$7.05M
1.31%
Sole
10.54K
Shared
6.57K
None
6.41K
CACTUS INC
SOLEShares120.55K
TypeSH
Market value$7.04M
1.30%
Sole
57.58K
Shared
31.90K
None
31.07K
MAGNOLIA OIL & GAS CORP
SOLEShares300.71K
TypeSH
Market value$7.03M
1.30%
Sole
134.76K
Shared
84.01K
None
81.94K
SPS COMM INC
SOLEShares38.04K
TypeSH
Market value$7.00M
1.30%
Sole
18.35K
Shared
9.96K
None
9.72K
ELEMENT SOLUTIONS INC
SOLEShares274.17K
TypeSH
Market value$6.97M
1.29%
Sole
129.58K
Shared
73.29K
None
71.30K
SUMMIT MATLS INC
SOLEShares131.71K
TypeSH
Market value$6.66M
1.23%
Sole
59.05K
Shared
36.66K
None
36K
PALOMAR HLDGS INC
SOLEShares62.32K
TypeSH
Market value$6.58M
1.22%
Sole
30K
Shared
16.32K
None
15.99K
WALKER & DUNLOP INC
SOLEShares65.19K
TypeSH
Market value$6.34M
1.17%
Sole
29.21K
Shared
18.23K
None
17.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WINTRUST FINL CORPSOLE | COM | 111.65K | SH | $13.92M 2.58% | 53.44K | 29.31K | 28.89K |
VIRTU FINL INCSOLE | CL A | 310.75K | SH | $11.09M 2.05% | 183.14K | 64.42K | 63.19K |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 386.42K | SH | $10.63M 1.97% | 177.88K | 105.33K | 103.20K |
PATHWARD FINANCIAL INCSOLE | COM | 138.41K | SH | $10.18M 1.89% | 61.98K | 38.63K | 37.80K |
CADENCE BANKSOLE | COM | 286.66K | SH | $9.88M 1.83% | 128.46K | 80.08K | 78.12K |
INDEPENDENT BK CORP MASSSOLE | COM | 150.04K | SH | $9.63M 1.78% | 71.69K | 39.57K | 38.78K |
SOUTHWEST GAS HLDGS INCSOLE | COM | 130.87K | SH | $9.25M 1.71% | 60.29K | 35.68K | 34.90K |
COLUMBIA BKG SYS INCSOLE | COM | 337.03K | SH | $9.10M 1.69% | 150.90K | 94.11K | 92.02K |
KNIFE RIVER CORPSOLE | COMMON STOCK | 85.62K | SH | $8.70M 1.61% | 41.39K | 22.32K | 21.91K |
LEONARDO DRS INCSOLE | COM | 259.82K | SH | $8.39M 1.56% | 116.43K | 72.67K | 70.72K |
SL GREEN RLTY CORPSOLE | COM | 114.78K | SH | $7.80M 1.44% | 54.75K | 30.39K | 29.64K |
SKYWARD SPECIALTY INS GROUPSOLE | COM | 150.51K | SH | $7.61M 1.41% | 67.47K | 41.97K | 41.07K |
BOOT BARN HLDGS INCSOLE | COM | 49.41K | SH | $7.50M 1.39% | 23.50K | 13.08K | 12.82K |
MR COOPER GROUP INCSOLE | COM | 77.87K | SH | $7.48M 1.38% | 34.90K | 21.77K | 21.20K |
PORTLAND GEN ELEC COSOLE | COM NEW | 170.54K | SH | $7.44M 1.38% | 82.03K | 44.79K | 43.73K |
CRINETICS PHARMACEUTICALS INSOLE | COM | 144.37K | SH | $7.38M 1.37% | 69.55K | 37.79K | 37.02K |
CHART INDS INCSOLE | COM | 36.95K | SH | $7.05M 1.31% | 17.87K | 9.67K | 9.41K |
PIPER SANDLER COMPANIESSOLE | COM | 23.51K | SH | $7.05M 1.31% | 10.54K | 6.57K | 6.41K |
CACTUS INCSOLE | CL A | 120.55K | SH | $7.04M 1.30% | 57.58K | 31.90K | 31.07K |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 300.71K | SH | $7.03M 1.30% | 134.76K | 84.01K | 81.94K |
SPS COMM INCSOLE | COM | 38.04K | SH | $7.00M 1.30% | 18.35K | 9.96K | 9.72K |
ELEMENT SOLUTIONS INCSOLE | COM | 274.17K | SH | $6.97M 1.29% | 129.58K | 73.29K | 71.30K |
SUMMIT MATLS INCSOLE | CL A | 131.71K | SH | $6.66M 1.23% | 59.05K | 36.66K | 36K |
PALOMAR HLDGS INCSOLE | COM | 62.32K | SH | $6.58M 1.22% | 30K | 16.32K | 15.99K |
WALKER & DUNLOP INCSOLE | COM | 65.19K | SH | $6.34M 1.17% | 29.21K | 18.23K | 17.75K |
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