Aristotle Capital Boston, LLC — 13F Holdings & Portfolio

CIK 1633911 · latest 13F-HR filed 2026-05-15

Aristotle Capital Boston, LLC manages $1.61B in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AEIS (3.04%), MTSI (2.85%), HASI (2.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 4, added to 21, and trimmed 81.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.61B

Long-equity book

Holdings

122

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+1 / −4 / ↑21 / ↓81

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PERELLA WEINBERG PARTNERS$14.0M +165.7%
  • ADVANCED ENERGY INDS$9.5M +24.3%
  • LITTELFUSE INC$4.3M +16.9%
  • ACADIA HEALTHCARE COMPANY IN$3.7M +42.9%
  • ARDMORE SHIPPING CORP$3.5M +32.7%
Show all 21

Top Trims

  • DYCOM INDS INC-$30.2M -72.8%
  • HURON CONSULTING GROUP INC-$18.3M -36.4%
  • HAEMONETICS CORP MASS-$10.1M -34.1%
  • ACI WORLDWIDE INC-$9.6M -26.1%
  • AERCAP HOLDINGS NV-$8.3M -19.4%
Show all 81

New Positions

  • ENVISTA HOLDINGS CORPORATION$8.2M
Show all 1

Exited Positions

  • ALIGHT INC$5.7M
  • TITAN MACHY INC$2.3M
  • NU SKIN ENTERPRISES INC$2.1M
  • TREEHOUSE FOODS INC$699.7K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ADVANCED ENERGY INDS AEIS 007973100 $48.9M 3.04% 151,391 SH
2 MACOM TECH SOLUTIONS HLDGS I MTSI 55405Y100 $45.8M 2.85% 206,116 SH
3 HA SUSTAINABLE INFRA CAP INC HASI 41068X100 $37.7M 2.34% 1,026,245 SH
4 AERCAP HOLDINGS NV AER N00985106 $34.5M 2.14% 251,561 SH
5 ALAMOS GOLD INC AGI 011532108 $33.9M 2.10% 759,020 SH
6 HEALTHEQUITY INC HQY 42226A107 $33.2M 2.06% 397,229 SH
7 HURON CONSULTING GROUP INC HURN 447462102 $31.9M 1.98% 249,912 SH
8 LITTELFUSE INC LFUS 537008104 $29.5M 1.83% 86,993 SH
9 ACI WORLDWIDE INC ACIW 004498101 $27.1M 1.68% 660,819 SH
10 ITRON INC ITRI 465741106 $26.3M 1.63% 292,844 SH
11 MERIT MED SYS INC MMSI 589889104 $26.1M 1.62% 377,580 SH
12 KNOWLES CORP KN 49926D109 $25.8M 1.60% 1,004,205 SH
13 SCOTTS MIRACLE-GRO CO SMG 810186106 $22.8M 1.42% 374,428 SH
14 NATIONAL BK HLDGS CORP NBHC 633707104 $22.8M 1.41% 581,191 SH
15 PERELLA WEINBERG PARTNERS PWP 71367G102 $22.4M 1.39% 1,233,458 SH
16 BELDEN INC BDC 077454106 $22.0M 1.37% 191,038 SH
17 TKO GROUP HOLDINGS INC TKO 87256C101 $21.7M 1.35% 107,470 SH
18 BYLINE BANCORP INC BY 124411109 $21.3M 1.32% 674,784 SH
19 SILGAN HLDGS INC SLGN 827048109 $20.9M 1.30% 536,977 SH
20 STAG INDUSTRIAL INC STAG 85254J102 $20.8M 1.29% 577,706 SH
21 HEXCEL CORP NEW HXL 428291108 $20.4M 1.26% 251,159 SH
22 CHEMED CORP NEW CHE 16359R103 $20.0M 1.24% 52,811 SH
23 CUSTOMERS BANCORP INC CUBI 23204G100 $19.7M 1.23% 284,407 SH
24 NOVANTA INC NOVT 67000B104 $19.6M 1.22% 165,939 SH
25 HAEMONETICS CORP MASS HAE 405024100 $19.5M 1.21% 346,386 SH
26 MERCURY SYS INC MRCY 589378108 $19.5M 1.21% 266,417 SH
27 ATLANTIC UN BANKSHARES CORP AUB 04911A107 $19.4M 1.20% 541,900 SH
28 GUARDIAN PHARMACY SVCS INC GRDN 40145W101 $18.7M 1.16% 495,856 SH
29 VALVOLINE INC VVV 92047W101 $18.5M 1.15% 548,983 SH
30 BANKUNITED INC BKU 06652K103 $18.4M 1.14% 407,414 SH
31 CHARLES RIV LABS INTL INC CRL 159864107 $16.8M 1.04% 97,434 SH
32 PURSUIT ATTRACTIONS AND HOSP PRSU 92552R406 $16.7M 1.04% 457,170 SH
33 VOYA FINANCIAL INC VOYA 929089100 $16.7M 1.04% 244,219 SH
34 LIQUIDITY SVCS INC LQDT 53635B107 $16.5M 1.02% 539,539 SH
35 APTARGROUP INC ATR 038336103 $16.5M 1.02% 130,508 SH
36 KNIGHT-SWIFT TRANSN HLDGS IN KNX 499049104 $16.5M 1.02% 285,525 SH
37 BOX INC BOX 10316T104 $16.4M 1.02% 695,549 SH
38 EURONET WORLDWIDE INC EEFT 298736109 $16.4M 1.02% 247,230 SH
39 RANGE RES CORP RRC 75281A109 $16.2M 1.00% 358,281 SH
40 JAMES HARDIE INDS PLC JHX G4253H101 $16.1M 1.00% 847,492 SH
41 KBR INC KBR 48242W106 $15.7M 0.97% 424,483 SH
42 CASELLA WASTE SYS INC CWST 147448104 $15.5M 0.97% 195,954 SH
43 PRESTIGE CONSMR HEALTHCARE I PBH 74112D101 $15.0M 0.93% 253,119 SH
44 THE BALDWIN INSURANCE GRP IN BWIN 05589G102 $15.0M 0.93% 682,060 SH
45 GXO LOGISTICS INCORPORATED GXO 36262G101 $14.9M 0.93% 287,018 SH
46 BENCHMARK ELECTRS INC BHE 08160H101 $14.9M 0.92% 265,417 SH
47 WOLVERINE WORLD WIDE INC WWW 978097103 $14.5M 0.90% 888,626 SH
48 AGREE RLTY CORP ADC 008492100 $14.4M 0.90% 191,357 SH
49 ARDMORE SHIPPING CORP ASC Y0207T100 $14.3M 0.89% 938,662 SH
50 LKQ CORP LKQ 501889208 $14.3M 0.89% 484,993 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.61B 122 0001398344-26-009206
2025-12-31 2026-02-17 $1.82B 125 0001398344-26-003238
2025-09-30 2025-11-14 $1.94B 127 0001398344-25-020922