Moody Aldrich Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), Moody Aldrich Partners LLC reported 192 stock positions worth $549.7 million. Its top holding was Wintrust Financial (WTFC) at 2.3% of the portfolio, followed by Southwest Gas (SWX, 1.8%) and Ati (ATI, 1.8%). Compared with Q2 2024, it opened 24 new positions, sold out of 26, added to 33 and reduced 115. The biggest buy was a new position in Clearwater Analytics HDS-A (CWAN) and the biggest sale Light & Wonder (LNWO, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- MARBLEHEAD, MA
- CIK
- 0000936941
- Portfolio Value
- $549.7M (Q3 2024)
- SEC Filing
- 0001085146-24-005046 ↗ filed Oct 22, 2024
Holdings Value
Holdings 192 stocks · $549.7M
| WTFC Wintrust Financial Corp. | 2.27% | 114,847 | $12.5M | Reduce -1.0% |
| SWX Southwest Gas Holdings Inc. | 1.81% | 134,573 | $9.9M | Add +14.7% |
| ATI Ati Inc. | 1.77% | 145,563 | $9.7M | Reduce -1.9% |
| CADE Cadence Bank | 1.71% | 294,932 | $9.4M | Add +28.6% |
| POR Portland General Electric Co. | 1.53% | 175,157 | $8.4M | Add +35.0% |
| COLB Columbia Banking System Inc. | 1.50% | 314,999 | $8.2M | Add +12.1% |
| SLG SL Green Realty Corp. | 1.49% | 117,926 | $8.2M | Add +12.8% |
| CASH Pathward Financial Inc. | 1.49% | 124,117 | $8.2M | Add +31.7% |
| INDB Independent Bank Corp. | 1.44% | 133,538 | $7.9M | Add +39.8% |
| VIRT Virtu Financial Inc. Class A | 1.42% | 255,649 | $7.8M | Reduce -6.0% |
| ESI Element Solutions Inc. | 1.39% | 282,321 | $7.7M | Reduce -1.9% |
| WD Walker & Dunlop Inc. | 1.39% | 67,122 | $7.6M | Add +92.2% |
| SPSC SPS Commerce Inc. | 1.38% | 39,094 | $7.6M | Reduce -1.7% |
| DRS Leonardo DRS Inc. | 1.37% | 267,805 | $7.6M | Reduce -1.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.37% | 309,433 | $7.6M | Add +15.2% |
| ICFI Icf International Inc. | 1.37% | 45,263 | $7.5M | Reduce -1.9% |
| WHD Cactus Inc. Class A | 1.35% | 124,025 | $7.4M | Reduce -1.8% |
| COOP Mr Cooper Group Inc. | 1.34% | 80,169 | $7.4M | Reduce -1.9% |
| CWAN Clearwater Analytics HDS-A | 1.34% | 291,970 | $7.4M | New |
| VRNA Verona Pharma Ltd. | 1.32% | 252,752 | $7.3M | Reduce -14.6% |
| ALTR Altair Engineering Inc. Class A | 1.31% | 75,233 | $7.2M | Add +15.2% |
| TRNO Terreno Realty Corp. | 1.30% | 106,741 | $7.1M | Add +34.9% |
| CRNX Crinetics Pharmaceuticals Inc. | 1.29% | 139,130 | $7.1M | Reduce -7.4% |
| FOR Forestar Group Inc. | 1.27% | 216,354 | $7.0M | Add +27.2% |
| PIPR Piper Sandler Cos | 1.25% | 24,202 | $6.9M | Add +14.8% |
| ITCI Intra-Cellular Therapies Inc. | 1.21% | 91,104 | $6.7M | Reduce -8.0% |
| CRDO Credo Technology Group Holdi | 1.17% | 208,908 | $6.4M | Add +38.8% |
| ROAD Construction Partners Inc. Class A | 1.16% | 91,369 | $6.4M | Reduce -20.6% |
| HALO Halozyme Therapeutics Inc. | 1.15% | 110,558 | $6.3M | Reduce -18.4% |
| SKWD Skyward Specialty Insurance | 1.15% | 154,867 | $6.3M | Add +66.9% |
| MTH Meritage Homes Corp. | 1.14% | 30,505 | $6.3M | Add +6.9% |
| PCVX Vaxcyte Inc. | 1.13% | 54,169 | $6.2M | Reduce -46.0% |
| KNF Knife River Corp. | 1.09% | 66,877 | $6.0M | Reduce -1.7% |
| ATMU Atmus Filtration Technologie | 1.07% | 156,154 | $5.9M | Reduce -1.9% |
| MOD Modine Manufacturing Co. | 1.01% | 41,996 | $5.6M | Reduce -21.8% |
| COCO The Vita Coco Co. Inc. | 1.01% | 196,847 | $5.6M | Reduce -1.9% |
| LOAR Loar Holdings Inc. | 1.01% | 74,404 | $5.5M | Reduce -21.0% |
| CPRX Catalyst Pharmaceuticals Inc. | 1.00% | 276,647 | $5.5M | Reduce -1.9% |
| AXSM Axsome Therapeutics Inc. | 0.99% | 60,644 | $5.5M | Reduce -1.8% |
| VRNS Varonis Systems Inc. | 0.98% | 95,728 | $5.4M | Reduce -1.9% |
| PTGX Protagonist Therapeutics Inc. | 0.98% | 119,287 | $5.4M | Reduce -11.1% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.97% | 30,089 | $5.3M | Reduce -1.9% |
| BCPC Balchem Corp. | 0.95% | 29,662 | $5.2M | Reduce -2.1% |
| SSD Simpson Manufacturing Co. Inc. | 0.93% | 26,839 | $5.1M | Add +27.5% |
| OSIS Osi Systems Inc. | 0.92% | 33,274 | $5.1M | Add +10.1% |
| IPAR Interparfums Inc. | 0.90% | 38,157 | $4.9M | Add +34.4% |
| CSW CSW Industrials Inc. | 0.89% | 13,311 | $4.9M | Reduce -20.7% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.89% | 100,340 | $4.9M | Add +80.0% |
| FTDR Frontdoor Inc. | 0.87% | 100,227 | $4.8M | New |
| EPAC Enerpac Tool Group Corp. | 0.87% | 114,638 | $4.8M | Reduce -1.9% |
| TDW Tidewater Inc. | 0.87% | 66,637 | $4.8M | Reduce -1.8% |
| AVA Avista Corp. | 0.86% | 121,926 | $4.7M | New |
| GTLS Chart Industries Inc. | 0.86% | 38,040 | $4.7M | Reduce -1.8% |
| HQY Healthequity Inc. | 0.85% | 56,895 | $4.7M | Reduce -2.0% |
| FTAI Ftai Aviation Ltd. | 0.83% | 34,501 | $4.6M | Reduce -54.2% |
| ARCB Arcbest Corp. | 0.83% | 42,265 | $4.6M | Add +24.3% |
| SUM Summit Materials Inc. Class A | 0.81% | 114,130 | $4.5M | Reduce -8.0% |
| GOLF Acushnet Holdings Corp. | 0.79% | 67,810 | $4.3M | Add +34.0% |
| AEIS Advanced Energy Industries | 0.78% | 40,779 | $4.3M | Reduce -1.7% |
| ITRI Itron Inc. | 0.78% | 40,108 | $4.3M | Reduce -1.8% |
| LNTH Lantheus Holdings Inc. | 0.77% | 38,371 | $4.2M | New |
| TMDX Transmedics Group Inc. | 0.73% | 25,733 | $4.0M | Reduce -1.7% |
| EWTX Edgewise Therapeutics Inc. | 0.73% | 151,157 | $4.0M | New |
| SM SM Energy Co. | 0.73% | 100,685 | $4.0M | New |
| IBP Installed Building Products | 0.72% | 16,161 | $4.0M | New |
| NOVT Novanta Inc. | 0.71% | 21,726 | $3.9M | Reduce -1.8% |
| LAZ Lazard Inc. | 0.67% | 73,365 | $3.7M | New |
| NCNO Ncino Inc. | 0.67% | 116,573 | $3.7M | New |
| BOOT Boot Barn Holdings Inc. | 0.66% | 21,531 | $3.6M | Reduce -57.9% |
| NAMS Newamsterdam Pharma Co. NV | 0.65% | 216,493 | $3.6M | Reduce -1.9% |
| AIN Albany Intl Corp. Class A | 0.64% | 39,663 | $3.5M | Reduce -1.0% |
| SMPL The Simply Good Foods Co. | 0.61% | 95,672 | $3.3M | Reduce -1.7% |
| FN Fabrinet | 0.60% | 13,952 | $3.3M | Reduce -32.5% |
| AMWD American Woodmark Corp. | 0.60% | 35,193 | $3.3M | Reduce -2.0% |
| OSCR Oscar Health Inc. Class A | 0.57% | 148,318 | $3.1M | Reduce -1.9% |
| BBIO Bridgebio Pharma Inc. | 0.57% | 123,509 | $3.1M | Reduce -1.8% |
| FELE Franklin Electric Co. Inc. | 0.55% | 28,943 | $3.0M | Reduce -2.1% |
| NSSC Napco Security Technologies | 0.53% | 72,428 | $2.9M | Add +11.1% |
| EBAY eBay Inc. | 0.51% | 43,311 | $2.8M | No change |
| ACLS Axcelis Technologies Inc. | 0.51% | 26,874 | $2.8M | Add +14.0% |
| ABG Asbury Automotive Group | 0.47% | 10,830 | $2.6M | Add +17.7% |
| QLYS Qualys Inc. | 0.47% | 19,937 | $2.6M | Reduce -2.0% |
| PLMR Palomar Holdings Inc. | 0.47% | 27,052 | $2.6M | New |
| WVE Wave Life Sciences Ltd. | 0.45% | 303,062 | $2.5M | Add +69.0% |
| HGV Hilton Grand Vacations Inc. | 0.45% | 68,136 | $2.5M | Reduce -37.9% |
| CYTK Cytokinetics Inc. | 0.45% | 46,731 | $2.5M | Reduce -33.1% |
| ATKR Atkore Inc. | 0.44% | 28,840 | $2.4M | Reduce -1.9% |
| AFL Aflac Inc. | 0.44% | 21,509 | $2.4M | No change |
| ALKS Alkermes PLC | 0.43% | 84,907 | $2.4M | Add +36.8% |
| GNW Genworth Financial Inc. | 0.42% | 339,172 | $2.3M | No change |
| WERN Werner Enterprises Inc. | 0.42% | 60,019 | $2.3M | New |
| KBH KB Home | 0.41% | 26,458 | $2.3M | No change |
| JHG Janus Henderson Group PLC | 0.41% | 58,828 | $2.2M | New |
| ACLX Arcellx Inc. | 0.41% | 26,805 | $2.2M | Reduce -1.9% |
| ACT Enact Holdings Inc. | 0.40% | 60,904 | $2.2M | New |
| STNG Scorpio Tankers Inc. | 0.40% | 30,600 | $2.2M | Reduce -72.8% |
| HIG Hartford Insurance Group Inc. | 0.40% | 18,494 | $2.2M | No change |
| TOL Toll Brothers Inc. | 0.40% | 14,059 | $2.2M | No change |
| BBY Best Buy Co. Inc. | 0.39% | 20,661 | $2.1M | No change |
| AB Alliancebernstein Holding LP | 0.38% | 59,294 | $2.1M | New |
Portfolio Sells Q2 2024 → Q3 2024
| LNWO Light & Wonder Inc. | Reduce -92.9% | 0.09% | −1.51 |
| STNG Scorpio Tankers Inc. | Reduce -72.8% | 0.40% | −1.39 |
| EVR Evercore Inc. Class A | Reduce -92.3% | 0.12% | −1.21 |
| CHRD Chord Energy Corp. | Reduce -94.0% | 0.04% | −0.91 |
| APPF Appfolio Inc. Class A | Reduce -87.8% | 0.10% | −0.84 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.72 |
| BRBR Bellring Brands Inc. | Reduce -94.0% | 0.05% | −0.72 |
| FTAI Ftai Aviation Ltd. | Reduce -54.2% | 0.83% | −0.68 |
| OXM Oxford Industries Inc. | Sold out | 0.00% | −0.65 |
| BOOT Boot Barn Holdings Inc. | Reduce -57.9% | 0.66% | −0.63 |
| ASO Academy Sports & Outdoors Inc. | Sold out | 0.00% | −0.61 |
| TRIP Tripadvisor Inc. | Sold out | 0.00% | −0.52 |
| MTSI Macom Technology Solutions H | Sold out | 0.00% | −0.50 |
| VC Visteon Corp. | Sold out | 0.00% | −0.43 |
| ALE Allete Inc. | Sold out | 0.00% | −0.42 |
| HGV Hilton Grand Vacations Inc. | Reduce -37.9% | 0.45% | −0.41 |
| TDW Tidewater Inc. | Reduce -1.8% | 0.87% | −0.39 |
| FN Fabrinet | Reduce -32.5% | 0.60% | −0.39 |
| AMKR Amkor Technology Inc. | Reduce -87.2% | 0.04% | −0.37 |
| TMHC Taylor Morrison Home Corp. | Sold out | 0.00% | −0.36 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.35 |
| PCVX Vaxcyte Inc. | Reduce -46.0% | 1.13% | −0.35 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.35 |
| ATKR Atkore Inc. | Reduce -1.9% | 0.44% | −0.33 |
| CRC California Resources Corp. | Sold out | 0.00% | −0.33 |
| CYTK Cytokinetics Inc. | Reduce -33.1% | 0.45% | −0.29 |
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −0.26 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.26 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.25 |
| HALO Halozyme Therapeutics Inc. | Reduce -18.4% | 1.15% | −0.23 |
| GTLS Chart Industries Inc. | Reduce -1.8% | 0.86% | −0.23 |
| RMBS Rambus Inc. | Reduce -7.1% | 0.36% | −0.22 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −0.21 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -1.9% | 0.65% | −0.17 |
| MZTI The Marzetti Company | Reduce -1.9% | 0.97% | −0.16 |
| HQY Healthequity Inc. | Reduce -2.0% | 0.85% | −0.13 |
| ESI Element Solutions Inc. | Reduce -1.9% | 1.39% | −0.13 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -8.0% | 1.21% | −0.11 |
| QLYS Qualys Inc. | Reduce -2.0% | 0.47% | −0.10 |
| AEIS Advanced Energy Industries | Reduce -1.7% | 0.78% | −0.10 |
| MSFT Microsoft Corp. | Reduce -30.1% | 0.16% | −0.10 |
| MOMO Hello Group Inc. -SPN ADR | Sold out | 0.00% | −0.08 |
| SMPL The Simply Good Foods Co. | Reduce -1.7% | 0.61% | −0.08 |
| ARWR Arrowhead Pharmaceuticals Inc. | Reduce -1.8% | 0.17% | −0.08 |
| ROAD Construction Partners Inc. Class A | Reduce -20.6% | 1.16% | −0.08 |
| SPSC SPS Commerce Inc. | Reduce -1.7% | 1.38% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
| STE Steris PLC | Sold out | 0.00% | −0.08 |
| COCO The Vita Coco Co. Inc. | Reduce -1.9% | 1.01% | −0.08 |
| SUM Summit Materials Inc. Class A | Reduce -8.0% | 0.81% | −0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| CWAN Clearwater Analytics HDS-A | New | 1.34% | +1.34 |
| FTDR Frontdoor Inc. | New | 0.87% | +0.87 |
| AVA Avista Corp. | New | 0.86% | +0.86 |
| LNTH Lantheus Holdings Inc. | New | 0.77% | +0.77 |
| EWTX Edgewise Therapeutics Inc. | New | 0.73% | +0.73 |
| SM SM Energy Co. | New | 0.73% | +0.73 |
| IBP Installed Building Products | New | 0.72% | +0.72 |
| WD Walker & Dunlop Inc. | Add +92.2% | 1.39% | +0.72 |
| LAZ Lazard Inc. | New | 0.67% | +0.67 |
| NCNO Ncino Inc. | New | 0.67% | +0.67 |
| SKWD Skyward Specialty Insurance | Add +66.9% | 1.15% | +0.49 |
| INDB Independent Bank Corp. | Add +39.8% | 1.44% | +0.49 |
| PLMR Palomar Holdings Inc. | New | 0.47% | +0.47 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +80.0% | 0.89% | +0.45 |
| CASH Pathward Financial Inc. | Add +31.7% | 1.49% | +0.45 |
| CADE Cadence Bank | Add +28.6% | 1.71% | +0.44 |
| POR Portland General Electric Co. | Add +35.0% | 1.53% | +0.43 |
| WERN Werner Enterprises Inc. | New | 0.42% | +0.42 |
| JHG Janus Henderson Group PLC | New | 0.41% | +0.41 |
| COLB Columbia Banking System Inc. | Add +12.1% | 1.50% | +0.41 |
| ACT Enact Holdings Inc. | New | 0.40% | +0.40 |
| TRNO Terreno Realty Corp. | Add +34.9% | 1.30% | +0.38 |
| AB Alliancebernstein Holding LP | New | 0.38% | +0.38 |
| SLG SL Green Realty Corp. | Add +12.8% | 1.49% | +0.34 |
| PIPR Piper Sandler Cos | Add +14.8% | 1.25% | +0.30 |
| MRUS Merus NV | New | 0.28% | +0.28 |
| WVE Wave Life Sciences Ltd. | Add +69.0% | 0.45% | +0.28 |
| EVH Evolent Health Inc. Class A | New | 0.26% | +0.26 |
| IPAR Interparfums Inc. | Add +34.4% | 0.90% | +0.26 |
| SSD Simpson Manufacturing Co. Inc. | Add +27.5% | 0.93% | +0.24 |
| MTH Meritage Homes Corp. | Add +6.9% | 1.14% | +0.24 |
| CRDO Credo Technology Group Holdi | Add +38.8% | 1.17% | +0.23 |
| FOR Forestar Group Inc. | Add +27.2% | 1.27% | +0.21 |
| SWX Southwest Gas Holdings Inc. | Add +14.7% | 1.81% | +0.20 |
| GOLF Acushnet Holdings Corp. | Add +34.0% | 0.79% | +0.16 |
| ALKS Alkermes PLC | Add +36.8% | 0.43% | +0.14 |
| PRAX Praxis Precision Medicines I | Add +29.6% | 0.33% | +0.13 |
| ARCB Arcbest Corp. | Add +24.3% | 0.83% | +0.12 |
| OSIS Osi Systems Inc. | Add +10.1% | 0.92% | +0.11 |
| JEF Jefferies Financial Group Inc. | New | 0.06% | +0.06 |
| PRU Prudential Financial Inc. | New | 0.06% | +0.06 |
| ABG Asbury Automotive Group | Add +17.7% | 0.47% | +0.06 |
| JOYY Joyy Inc.-ADR | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| ALTR Altair Engineering Inc. Class A | Add +15.2% | 1.31% | +0.06 |
| TMUS T-Mobile US Inc. | New | 0.05% | +0.05 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +15.2% | 1.37% | +0.05 |
| JLL Jones Lang Lasalle Inc. | New | 0.05% | +0.05 |
| RGEN Repligen Corp. | New | 0.04% | +0.04 |
| CRUS Cirrus Logic Inc. | New | 0.04% | +0.04 |
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 |