Moody Aldrich Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Moody Aldrich Partners LLC reported 215 stock positions worth $587.9 million. Its top holding was Scorpio Tankers (STNG) at 2.1% of the portfolio, followed by Evercore Class A (EVR, 2.0%) and Wintrust Financial (WTFC, 1.8%). Compared with Q4 2023, it opened 49 new positions, sold out of 29, added to 43 and reduced 112. The biggest buy was a new position in Modine Manufacturing (MOD) and the biggest sale an exit from Bancorp (TBBK).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $587.9M (Q1 2024)
- SEC Filing
- 0001085146-24-002118 ↗ filed Apr 30, 2024
Holdings Value
Holdings 215 stocks · $587.9M
| STNG Scorpio Tankers Inc. | 2.07% | 170,371 | $12.2M | Add +38.3% |
| EVR Evercore Inc. Class A | 2.00% | 61,130 | $11.8M | Reduce -9.1% |
| WTFC Wintrust Financial Corp. | 1.82% | 102,703 | $10.7M | Reduce -2.2% |
| TRNO Terreno Realty Corp. | 1.81% | 159,896 | $10.6M | Reduce -2.2% |
| DRS Leonardo DRS Inc. | 1.70% | 452,021 | $10.0M | Reduce -2.3% |
| BWXT BWX Technologies Inc. | 1.68% | 96,029 | $9.9M | Reduce -2.1% |
| KNF Knife River Corp. | 1.64% | 119,216 | $9.7M | Reduce -2.2% |
| SWX Southwest Gas Holdings Inc. | 1.62% | 124,995 | $9.5M | Reduce -11.7% |
| CNS Cohen & Steers Inc. | 1.60% | 122,345 | $9.4M | Reduce -9.9% |
| ATI Ati Inc. | 1.55% | 178,188 | $9.1M | Add +13.4% |
| SUM Summit Materials Inc. Class A | 1.53% | 201,599 | $9.0M | Reduce -2.2% |
| LNWO Light & Wonder Inc. | 1.51% | 87,111 | $8.9M | Add +4.4% |
| SN Sharkninja Inc. | 1.51% | 142,156 | $8.9M | Reduce -2.2% |
| PCVX Vaxcyte Inc. | 1.38% | 118,602 | $8.1M | Reduce -19.8% |
| SPSC SPS Commerce Inc. | 1.33% | 42,246 | $7.8M | Add +11.4% |
| ICFI Icf International Inc. | 1.32% | 51,610 | $7.8M | Reduce -2.2% |
| SKWD Skyward Specialty Insurance | 1.32% | 207,680 | $7.8M | Reduce -2.3% |
| SMPL The Simply Good Foods Co. | 1.28% | 221,796 | $7.5M | Add +5.7% |
| MTH Meritage Homes Corp. | 1.26% | 42,375 | $7.4M | Add +26.4% |
| ROAD Construction Partners Inc. Class A | 1.17% | 122,757 | $6.9M | Add +24.8% |
| FOR Forestar Group Inc. | 1.16% | 170,134 | $6.8M | Reduce -2.3% |
| GTLS Chart Industries Inc. | 1.15% | 41,194 | $6.8M | Reduce -25.1% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 1.15% | 32,641 | $6.8M | Reduce -2.2% |
| ESI Element Solutions Inc. | 1.15% | 270,378 | $6.8M | Reduce -1.0% |
| MOD Modine Manufacturing Co. | 1.13% | 70,074 | $6.7M | New |
| STAG Stag Industrial Inc. | 1.12% | 171,412 | $6.6M | Add +14.9% |
| PR Permian Resources Corp. Class A | 1.12% | 371,579 | $6.6M | Reduce -16.6% |
| ATKR Atkore Inc. | 1.02% | 31,388 | $6.0M | Reduce -2.3% |
| HELE Helen of Troy Ltd. | 1.01% | 51,518 | $5.9M | Reduce -2.3% |
| CACI Caci International Inc. Class A | 0.99% | 15,339 | $5.8M | Reduce -3.0% |
| DO Diamond Offshore Drilling Inc. | 0.99% | 424,890 | $5.8M | Add +13.7% |
| AIN Albany Intl Corp. Class A | 0.97% | 61,274 | $5.7M | Reduce -2.3% |
| WHD Cactus Inc. Class A | 0.95% | 111,411 | $5.6M | Add +41.8% |
| CHRD Chord Energy Corp. | 0.94% | 31,058 | $5.5M | Reduce -13.2% |
| SMCI Super Micro Computer Inc. | 0.94% | 5,460 | $5.5M | Reduce -60.6% |
| APPF Appfolio Inc. Class A | 0.93% | 22,043 | $5.4M | Add +803.0% |
| VRNS Varonis Systems Inc. | 0.92% | 114,411 | $5.4M | Reduce -10.2% |
| FIX Comfort Systems USA Inc. | 0.91% | 16,766 | $5.3M | Reduce -24.6% |
| COLB Columbia Banking System Inc. | 0.90% | 274,067 | $5.3M | Reduce -18.4% |
| INDB Independent Bank Corp. | 0.90% | 101,391 | $5.3M | Reduce -27.1% |
| AXSM Axsome Therapeutics Inc. | 0.89% | 65,659 | $5.2M | Reduce -1.8% |
| ARCB Arcbest Corp. | 0.88% | 36,180 | $5.2M | Reduce -2.2% |
| CYTK Cytokinetics Inc. | 0.87% | 72,897 | $5.1M | Add +144.0% |
| CASH Pathward Financial Inc. | 0.86% | 100,555 | $5.1M | Reduce -21.0% |
| VRNA Verona Pharma Ltd. | 0.86% | 314,912 | $5.1M | Reduce -1.9% |
| HALO Halozyme Therapeutics Inc. | 0.86% | 123,924 | $5.0M | New |
| BCPC Balchem Corp. | 0.85% | 32,344 | $5.0M | Reduce -2.4% |
| HGV Hilton Grand Vacations Inc. | 0.85% | 106,138 | $5.0M | Add +29.3% |
| WD Walker & Dunlop Inc. | 0.85% | 49,393 | $5.0M | Reduce -26.4% |
| SLG SL Green Realty Corp. | 0.85% | 90,137 | $5.0M | Reduce -40.6% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.83% | 86,679 | $4.9M | Reduce -35.5% |
| CRDO Credo Technology Group Holdi | 0.83% | 229,661 | $4.9M | Add +13.3% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.82% | 300,951 | $4.8M | Reduce -2.3% |
| POR Portland General Electric Co. | 0.79% | 110,116 | $4.6M | Reduce -2.0% |
| BBIO Bridgebio Pharma Inc. | 0.78% | 149,222 | $4.6M | Add +19.4% |
| SSD Simpson Manufacturing Co. Inc. | 0.78% | 22,465 | $4.6M | Reduce -2.2% |
| ELF Elf Beauty Inc. | 0.78% | 23,332 | $4.6M | Reduce -33.6% |
| VKTX Viking Therapeutics Inc. | 0.78% | 55,735 | $4.6M | New |
| CLH Clean Harbors Inc. | 0.76% | 22,214 | $4.5M | Reduce -2.1% |
| TRIP Tripadvisor Inc. | 0.76% | 159,744 | $4.4M | Reduce -2.3% |
| BRBR Bellring Brands Inc. | 0.73% | 72,654 | $4.3M | Reduce -2.2% |
| FN Fabrinet | 0.71% | 21,962 | $4.2M | New |
| QLYS Qualys Inc. | 0.70% | 24,551 | $4.1M | Reduce -2.3% |
| FTAI Ftai Aviation Ltd. | 0.69% | 59,857 | $4.0M | New |
| OXM Oxford Industries Inc. | 0.68% | 35,493 | $4.0M | Add +55.7% |
| AMWD American Woodmark Corp. | 0.66% | 38,392 | $3.9M | New |
| AZEK The Azek Co. Inc. | 0.66% | 77,406 | $3.9M | Reduce -2.3% |
| BOOT Boot Barn Holdings Inc. | 0.65% | 40,258 | $3.8M | Add +42.5% |
| OPCH Option Care Health Inc. | 0.65% | 113,170 | $3.8M | Reduce -18.8% |
| ASO Academy Sports & Outdoors Inc. | 0.64% | 55,905 | $3.8M | New |
| ONTO Onto Innovation Inc. | 0.63% | 20,610 | $3.7M | Reduce -14.8% |
| COOP Mr Cooper Group Inc. | 0.63% | 47,188 | $3.7M | New |
| VC Visteon Corp. | 0.61% | 30,486 | $3.6M | Reduce -2.2% |
| NOVT Novanta Inc. | 0.60% | 20,349 | $3.6M | Reduce -2.3% |
| WK Workiva Inc. | 0.60% | 41,733 | $3.5M | Reduce -7.8% |
| FELE Franklin Electric Co. Inc. | 0.57% | 31,538 | $3.4M | Reduce -2.3% |
| IOVA Iovance Biotherapeutics Inc. | 0.57% | 224,831 | $3.3M | New |
| RMBS Rambus Inc. | 0.57% | 53,849 | $3.3M | Add +10.3% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.56% | 75,478 | $3.3M | Add +19.6% |
| ALT Altimmune Inc. | 0.53% | 307,318 | $3.1M | New |
| PTGX Protagonist Therapeutics Inc. | 0.49% | 100,519 | $2.9M | Add +61.3% |
| CRNX Crinetics Pharmaceuticals Inc. | 0.45% | 56,402 | $2.6M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.45% | 111,267 | $2.6M | New |
| MTSI Macom Technology Solutions H | 0.45% | 27,500 | $2.6M | Reduce -2.2% |
| TMDX Transmedics Group Inc. | 0.43% | 34,530 | $2.6M | Reduce -25.4% |
| ALTR Altair Engineering Inc. Class A | 0.43% | 29,494 | $2.5M | New |
| COP Conocophillips | 0.43% | 19,855 | $2.5M | Add +5.7% |
| TOL Toll Brothers Inc. | 0.41% | 18,838 | $2.4M | Reduce -24.2% |
| KURA Kura Oncology Inc. | 0.40% | 109,851 | $2.3M | New |
| PAA Plains All Amer Pipeline LP | 0.39% | 132,198 | $2.3M | Reduce -16.5% |
| EBAY eBay Inc. | 0.39% | 43,311 | $2.3M | New |
| SIBN Si-Bone Inc. | 0.38% | 136,257 | $2.2M | Add +18.0% |
| GNW Genworth Financial Inc. | 0.37% | 339,172 | $2.2M | No change |
| ALPN Alpine Immune Sciences Inc. | 0.34% | 50,798 | $2.0M | New |
| AEIS Advanced Energy Industries | 0.34% | 19,663 | $2.0M | Reduce -40.0% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.34% | 23,988 | $2.0M | No change |
| VIRT Virtu Financial Inc. Class A | 0.33% | 93,925 | $1.9M | No change |
| HIG Hartford Insurance Group Inc. | 0.32% | 18,494 | $1.9M | Reduce -17.5% |
| VTRS Viatris Inc. | 0.32% | 157,316 | $1.9M | New |
| KBH KB Home | 0.32% | 26,458 | $1.9M | New |
Portfolio Sells Q4 2023 → Q1 2024
| TBBK The Bancorp Inc. | Sold out | 0.00% | −1.29 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −1.11 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −1.06 |
| ESE Esco Technologies Inc. | Sold out | 0.00% | −0.81 |
| FRSH Freshworks Inc. Class A | Sold out | 0.00% | −0.81 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.77 |
| INDB Independent Bank Corp. | Reduce -27.1% | 0.90% | −0.75 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −0.74 |
| COLB Columbia Banking System Inc. | Reduce -18.4% | 0.90% | −0.71 |
| ROG Rogers Corp. | Sold out | 0.00% | −0.67 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.58 |
| TGNA Tegna Inc. | Sold out | 0.00% | −0.57 |
| WD Walker & Dunlop Inc. | Reduce -26.4% | 0.85% | −0.49 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.45 |
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −0.43 |
| SLG SL Green Realty Corp. | Reduce -40.6% | 0.85% | −0.39 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −0.39 |
| CASH Pathward Financial Inc. | Reduce -21.0% | 0.86% | −0.35 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.34 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.33 |
| NXT Nextpower Inc. | Reduce -35.5% | 0.83% | −0.30 |
| AEIS Advanced Energy Industries | Reduce -40.0% | 0.34% | −0.30 |
| PCVX Vaxcyte Inc. | Reduce -19.8% | 1.38% | −0.29 |
| WFG West Fraser Timber Co. Ltd. | Sold out | 0.00% | −0.29 |
| VRNA Verona Pharma Ltd. | Reduce -1.9% | 0.86% | −0.29 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −0.26 |
| CNS Cohen & Steers Inc. | Reduce -9.9% | 1.60% | −0.25 |
| OC Owens Corning | Sold out | 0.00% | −0.25 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.23 |
| SLAB Silicon Laboratories Inc. | Reduce -55.0% | 0.20% | −0.23 |
| WK Workiva Inc. | Reduce -7.8% | 0.60% | −0.22 |
| TMDX Transmedics Group Inc. | Reduce -25.4% | 0.43% | −0.22 |
| AB Alliancebernstein Holding LP | Sold out | 0.00% | −0.22 |
| OPCH Option Care Health Inc. | Reduce -18.8% | 0.65% | −0.20 |
| SIG Signet Jewelers Ltd. | Reduce -34.4% | 0.27% | −0.20 |
| RCKT Rocket Pharmaceuticals Inc. | Sold out | 0.00% | −0.20 |
| GTLS Chart Industries Inc. | Reduce -25.1% | 1.15% | −0.20 |
| QLYS Qualys Inc. | Reduce -2.3% | 0.70% | −0.19 |
| KRTX Karuna Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| MDGL Madrigal Pharmaceuticals Inc. | Reduce -44.4% | 0.23% | −0.15 |
| POWI Power Integrations Inc. | Reduce -21.8% | 0.26% | −0.14 |
| HELE Helen of Troy Ltd. | Reduce -2.3% | 1.01% | −0.14 |
| ELF Elf Beauty Inc. | Reduce -33.6% | 0.78% | −0.13 |
| AIN Albany Intl Corp. Class A | Reduce -2.3% | 0.97% | −0.13 |
| CHRD Chord Energy Corp. | Reduce -13.2% | 0.94% | −0.13 |
| VRNS Varonis Systems Inc. | Reduce -10.2% | 0.92% | −0.12 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -2.3% | 0.82% | −0.12 |
| VC Visteon Corp. | Reduce -2.2% | 0.61% | −0.09 |
| POR Portland General Electric Co. | Reduce -2.0% | 0.79% | −0.09 |
| SYF Synchrony Financial | Reduce -23.8% | 0.31% | −0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| MOD Modine Manufacturing Co. | New | 1.13% | +1.13 |
| HALO Halozyme Therapeutics Inc. | New | 0.86% | +0.86 |
| APPF Appfolio Inc. Class A | Add +803.0% | 0.93% | +0.85 |
| VKTX Viking Therapeutics Inc. | New | 0.78% | +0.78 |
| STNG Scorpio Tankers Inc. | Add +38.3% | 2.07% | +0.73 |
| FN Fabrinet | New | 0.71% | +0.71 |
| FTAI Ftai Aviation Ltd. | New | 0.69% | +0.69 |
| AMWD American Woodmark Corp. | New | 0.66% | +0.66 |
| ASO Academy Sports & Outdoors Inc. | New | 0.64% | +0.64 |
| COOP Mr Cooper Group Inc. | New | 0.63% | +0.63 |
| IOVA Iovance Biotherapeutics Inc. | New | 0.57% | +0.57 |
| ALT Altimmune Inc. | New | 0.53% | +0.53 |
| CRNX Crinetics Pharmaceuticals Inc. | New | 0.45% | +0.45 |
| NAMS Newamsterdam Pharma Co. NV | New | 0.45% | +0.45 |
| ALTR Altair Engineering Inc. Class A | New | 0.43% | +0.43 |
| CYTK Cytokinetics Inc. | Add +144.0% | 0.87% | +0.42 |
| ROAD Construction Partners Inc. Class A | Add +24.8% | 1.17% | +0.40 |
| KURA Kura Oncology Inc. | New | 0.40% | +0.40 |
| EBAY eBay Inc. | New | 0.39% | +0.39 |
| ALPN Alpine Immune Sciences Inc. | New | 0.34% | +0.34 |
| VTRS Viatris Inc. | New | 0.32% | +0.32 |
| KBH KB Home | New | 0.32% | +0.32 |
| CTRA Coterra Energy Inc. | New | 0.32% | +0.32 |
| AFL Aflac Inc. | New | 0.31% | +0.31 |
| WHD Cactus Inc. Class A | Add +41.8% | 0.95% | +0.31 |
| BRZE Braze Inc. Class A | New | 0.30% | +0.30 |
| BHVN Biohaven Ltd. | New | 0.28% | +0.28 |
| LNWO Light & Wonder Inc. | Add +4.4% | 1.51% | +0.28 |
| OXM Oxford Industries Inc. | Add +55.7% | 0.68% | +0.27 |
| ATI Ati Inc. | Add +13.4% | 1.55% | +0.27 |
| BOOT Boot Barn Holdings Inc. | Add +42.5% | 0.65% | +0.26 |
| HGV Hilton Grand Vacations Inc. | Add +29.3% | 0.85% | +0.26 |
| ACLX Arcellx Inc. | New | 0.24% | +0.24 |
| PTGX Protagonist Therapeutics Inc. | Add +61.3% | 0.49% | +0.24 |
| MTH Meritage Homes Corp. | Add +26.4% | 1.26% | +0.21 |
| SWTX Springworks Therapeutics Inc. | New | 0.15% | +0.15 |
| CRDO Credo Technology Group Holdi | Add +13.3% | 0.83% | +0.12 |
| DO Diamond Offshore Drilling Inc. | Add +13.7% | 0.99% | +0.11 |
| PFE Pfizer Inc. | New | 0.10% | +0.10 |
| MEDP Medpace Holdings Inc. | New | 0.08% | +0.08 |
| STAG Stag Industrial Inc. | Add +14.9% | 1.12% | +0.07 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.06% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.06% | +0.06 |
| KNSL Kinsale Capital Group Inc. | Add +20.6% | 0.14% | +0.06 |
| TREX Trex Company Inc. | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| UTHR United Therapeutics Corp. | Add +71.7% | 0.14% | +0.06 |
| MSA Msa Safety Inc. | New | 0.05% | +0.05 |
| BLD Topbuild Corp. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $556.6M | ESI, ORKA, INDB, WTFC, LGND |
| Q1 2026 | 190 | $554.5M | INDB, ESI, CASH, ONB, WTFC |
| Q4 2025 | 186 | $535.8M | PRAX, CADE, INDB, BBIO, COLB |
| Q3 2025 | 188 | $527.2M | CADE, INDB, PTGX, KTOS, PIPR |
| Q2 2025 | 178 | $516.6M | CASH, PTGX, SRAD, INDB, CWAN |
| Q1 2025 | 168 | $477.6M | WTFC, CWAN, CASH, PLMR, SKWD |
| Q4 2024 | 196 | $539.8M | WTFC, VIRT, CWAN, CASH, CADE |
| Q3 2024 | 192 | $549.7M | WTFC, SWX, ATI, CADE, POR |
| Q2 2024 | 194 | $513.0M | WTFC, STNG, SWX, ATI, LNWO |
| Q1 2024 | 215 | $587.9M | STNG, EVR, WTFC, TRNO, DRS |