MOODY ALDRICH PARTNERS LLC — 13F Holdings & Portfolio
CIK 936941 · latest 13F-HR filed 2026-04-20
MOODY ALDRICH PARTNERS LLC manages $554.5M in 13F-reported U.S. long-equity assets across 190 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are INDB (1.95%), ESI (1.71%), CASH (1.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 25, added to 67, and trimmed 63.
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.
$554.5M
Long-equity book
190
Distinct positions
2026-03-31
Filed 2026-04-20
+29 / −25 / ↑67 / ↓63
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIANTHUS THERAPEUTICS INC$5.2M +304.9%
- NEKTAR THERAPEUTICS$4.1M +171.9%
- SANMINA CORP$3.4M +125.4%
- SM ENERGY COMPANY$3.0M +121.8%
- CORE SCIENTIFIC INC NEW$2.9M +141.8%
Top Trims
- PRAXIS PRECISION MEDICINES I-$5.3M -43.2%
- KARMAN HLDGS INC-$4.7M -65.8%
- BRIDGEBIO PHARMA INC-$4.4M -43.8%
- CARGURUS INC-$3.8M -59.1%
- KRATOS DEFENSE & SEC SOLUTIO-$3.3M -53.2%
New Positions
- OLD NATL BANCORP IND$9.3M
- PIPER SANDLER COMPANIES$7.0M
- FIRST INTST BANCSYSTEM INC$5.7M
- CHORD ENERGY CORPORATION$5.5M
- TEREX CORP NEW$4.7M
Exited Positions
- CADENCE BANK$11.9M
- PIPER SANDLER COMPANIES$7.9M
- ARROW ELECTRS INC$5.3M
- REV GROUP INC$5.0M
- MOLSON COORS BEVERAGE CO$3.2M
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 | INDEPENDENT BK CORP MASS | INDB | 453836108 | $10.8M | 1.95% | 144,008 | SH |
| 2 | ELEMENT SOLUTIONS INC | ESI | 28618M106 | $9.5M | 1.71% | 278,433 | SH |
| 3 | PATHWARD FINANCIAL INC | CASH | 59100U108 | $9.4M | 1.70% | 105,336 | SH |
| 4 | OLD NATL BANCORP IND | ONB | 680033107 | $9.3M | 1.67% | 419,031 | SH |
| 5 | WINTRUST FINL CORP | WTFC | 97650W108 | $9.1M | 1.63% | 65,156 | SH |
| 6 | COLUMBIA BKG SYS INC | COLB | 197236102 | $9.0M | 1.62% | 327,350 | SH |
| 7 | PORTLAND GEN ELEC CO | POR | 736508847 | $7.9M | 1.42% | 148,821 | SH |
| 8 | SOUTHWEST GAS HLDGS INC | SWX | 844895102 | $7.3M | 1.32% | 84,002 | SH |
| 9 | PIPER SANDLER COMPANIES | PIPR | 724078209 | $7.0M | 1.27% | 91,815 | SH |
| 10 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $7.0M | 1.26% | 21,688 | SH |
| 11 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $6.9M | 1.24% | 82,129 | SH |
| 12 | CAPRICOR THERAPEUTICS INC | CAPR | 14070B309 | $6.9M | 1.24% | 226,028 | SH |
| 13 | CHESAPEAKE UTILS CORP | CPK | 165303108 | $6.9M | 1.24% | 54,242 | SH |
| 14 | AVISTA CORP | AVA | 05379B107 | $6.8M | 1.22% | 169,211 | SH |
| 15 | VSE CORP | VSEC | 918284100 | $6.8M | 1.22% | 36,719 | SH |
| 16 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $6.7M | 1.20% | 183,438 | SH |
| 17 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $6.6M | 1.19% | 135,061 | SH |
| 18 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $6.4M | 1.16% | 89,527 | SH |
| 19 | SPX TECHNOLOGIES INC | SPXC | 78473E103 | $6.4M | 1.16% | 32,158 | SH |
| 20 | MAREX GROUP PLC | MRX | G5S37H101 | $6.2M | 1.12% | 139,793 | SH |
| 21 | HUT 8 CORP | HUT | 44812J104 | $6.2M | 1.12% | 132,584 | SH |
| 22 | SANMINA CORP | SANM | 801056102 | $6.1M | 1.10% | 47,006 | SH |
| 23 | VIATRIS INC | VTRS | 92556V106 | $6.1M | 1.10% | 450,292 | SH |
| 24 | MAGNOLIA OIL & GAS CORP | MGY | 559663109 | $6.1M | 1.10% | 192,627 | SH |
| 25 | BANKUNITED INC | BKU | 06652K103 | $5.9M | 1.06% | 130,332 | SH |
| 26 | ACUSHNET HLDGS CORP | GOLF | 005098108 | $5.8M | 1.05% | 62,179 | SH |
| 27 | RIOT PLATFORMS INC | RIOT | 767292105 | $5.8M | 1.04% | 466,924 | SH |
| 28 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $5.7M | 1.04% | 33,973 | SH |
| 29 | MYR GROUP INC | MYRG | 55405W104 | $5.7M | 1.03% | 20,236 | SH |
| 30 | FIRST INTST BANCSYSTEM INC | FIBK | 32055Y201 | $5.7M | 1.03% | 170,347 | SH |
| 31 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $5.7M | 1.02% | 53,893 | SH |
| 32 | SCORPIO TANKERS INC | STNG | Y7542C130 | $5.7M | 1.02% | 76,037 | SH |
| 33 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $5.6M | 1.02% | 75,948 | SH |
| 34 | CHORD ENERGY CORPORATION | CHRD | 674215207 | $5.5M | 1.00% | 38,807 | SH |
| 35 | SM ENERGY COMPANY | SM | 78454L100 | $5.5M | 0.99% | 176,512 | SH |
| 36 | COEUR MNG INC | CDE | 192108504 | $5.5M | 0.98% | 290,920 | SH |
| 37 | CSW INDUSTRIALS INC | CSW | 126402106 | $5.4M | 0.98% | 20,806 | SH |
| 38 | NEXTPOWER INC | NXT | 65290E101 | $5.3M | 0.95% | 43,700 | SH |
| 39 | SOLARIS ENERGY INFRAS INC | SEI | 83418M103 | $5.3M | 0.95% | 93,129 | SH |
| 40 | SIGNET JEWELERS LIMITED | SIG | G81276100 | $5.2M | 0.95% | 62,004 | SH |
| 41 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 04956D107 | $5.2M | 0.94% | 92,132 | SH |
| 42 | ARGAN INC | AGX | 04010E109 | $5.2M | 0.94% | 9,535 | SH |
| 43 | ALLIANCEBERNSTEIN HLDG L P | AB | 01881G106 | $5.1M | 0.93% | 137,341 | SH |
| 44 | ARCHROCK INC | AROC | 03957W106 | $5.1M | 0.92% | 146,373 | SH |
| 45 | CORE SCIENTIFIC INC NEW | CORZ | 21874A106 | $5.0M | 0.90% | 334,373 | SH |
| 46 | MODINE MFG CO | MOD | 607828100 | $5.0M | 0.90% | 23,029 | SH |
| 47 | SEMTECH CORP | SMTC | 816850101 | $4.9M | 0.89% | 64,326 | SH |
| 48 | OSI SYSTEMS INC | OSIS | 671044105 | $4.8M | 0.87% | 18,233 | SH |
| 49 | BLOOM ENERGY CORP | BE | 093712107 | $4.8M | 0.86% | 35,285 | SH |
| 50 | TEREX CORP NEW | TEX | 880779103 | $4.7M | 0.86% | 80,253 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $554.5M | 190 | 0000936941-26-000003 |
| 2025-12-31 | 2026-01-30 | $535.8M | 186 | 0000936941-26-000002 |