$281 Million is the total value of MOODY ALDRICH PARTNERS LLC's 95 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMED | New | AMEDISYS INC | $5,751,000 | – | 67,299 | +100.0% | 2.04% | – |
| LGND | New | LIGAND PHARMACEUTICALS INC | $5,476,000 | – | 26,432 | +100.0% | 1.95% | – |
| CVGW | New | CALAVO GROWERS INC | $5,282,000 | – | 54,939 | +100.0% | 1.88% | – |
| WBT | New | WELBILT INC | $4,690,000 | – | 210,224 | +100.0% | 1.67% | – |
| STMP | New | STAMPS COM INC | $4,132,000 | – | 16,330 | +100.0% | 1.47% | – |
| EVBG | New | EVERBRIDGE INC | $4,125,000 | – | 86,988 | +100.0% | 1.47% | – |
| EPAY | New | BOTTOMLINE TECH DEL INC | $3,840,000 | – | 77,068 | +100.0% | 1.36% | – |
| COUP | New | COUPA SOFTWARE INC | $3,544,000 | – | 56,944 | +100.0% | 1.26% | – |
| BOX | New | BOX INCcl a | $3,374,000 | – | 135,005 | +100.0% | 1.20% | – |
| IPAR | New | INTER PARFUMS INC | $3,307,000 | – | 61,816 | +100.0% | 1.18% | – |
| KFY | New | KORN FERRY INTL | $3,162,000 | – | 51,062 | +100.0% | 1.12% | – |
| HOME | New | AT HOME GROUP INC | $3,010,000 | – | 76,884 | +100.0% | 1.07% | – |
| MASI | New | MASIMO CORP | $2,919,000 | – | 29,893 | +100.0% | 1.04% | – |
| QUOT | New | QUOTIENT TECHNOLOGY INC | $2,791,000 | – | 213,075 | +100.0% | 0.99% | – |
| UBSH | New | UNION BANKSHARES CORP NEW | $2,648,000 | – | 68,118 | +100.0% | 0.94% | – |
| XNCR | New | XENCOR INC | $2,595,000 | – | 70,109 | +100.0% | 0.92% | – |
| ASGN | New | ASGN INC | $2,514,000 | – | 32,158 | +100.0% | 0.89% | – |
| VG | New | VONAGE HLDGS CORP | $2,329,000 | – | 180,676 | +100.0% | 0.83% | – |
| CPE | New | CALLON PETE CO DEL | $2,271,000 | – | 211,470 | +100.0% | 0.81% | – |
| PUMP | New | PROPETRO HLDG CORP | $2,206,000 | – | 140,686 | +100.0% | 0.78% | – |
| NOMD | New | NOMAD FOODS LTD | $2,180,000 | – | 113,621 | +100.0% | 0.78% | – |
| HAE | New | HAEMONETICS CORP | $2,069,000 | – | 23,066 | +100.0% | 0.74% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $1,631,000 | – | 19,359 | +100.0% | 0.58% | – |
| TTD | New | THE TRADE DESK INC | $1,615,000 | – | 17,215 | +100.0% | 0.57% | – |
| CNMD | New | CONMED CORP | $1,497,000 | – | 20,446 | +100.0% | 0.53% | – |
| OLLI | New | OLLIES BARGAIN OUTLT HLDGS I | $1,492,000 | – | 20,583 | +100.0% | 0.53% | – |
| PRLB | New | PROTO LABS INC | $1,425,000 | – | 11,977 | +100.0% | 0.51% | – |
| MDGL | New | MADRIGAL PHARMACEUTICALS INC | $1,419,000 | – | 5,072 | +100.0% | 0.50% | – |
| SPPI | New | SPECTRUM PHARMACEUTICALS INC | $1,394,000 | – | 66,498 | +100.0% | 0.50% | – |
| CAKE | New | CHEESECAKE FACTORY INC | $1,363,000 | – | 24,759 | +100.0% | 0.48% | – |
| BRKS | New | BROOKS AUTOMATION INC | $1,335,000 | – | 40,911 | +100.0% | 0.48% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $1,332,000 | – | 57,272 | +100.0% | 0.47% | – |
| FATE | New | FATE THERAPEUTICS INC | $946,000 | – | 83,379 | +100.0% | 0.34% | – |
| TRU | New | TRANSUNION | $246,000 | – | 3,430 | +100.0% | 0.09% | – |
| HXL | New | HEXCEL CORP NEW | $228,000 | – | 3,434 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2018-09-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INDEPENDENT BK CORP MASS | 31 | Q3 2023 | 2.7% |
| SILICON LABORATORIES INC | 31 | Q3 2023 | 3.0% |
| Albany Intl Corp Cl A | 30 | Q3 2023 | 1.8% |
| TERRENO RLTY CORP | 29 | Q3 2023 | 3.3% |
| BROOKLINE BANCORP INC DEL | 29 | Q1 2023 | 2.7% |
| VISTEON CORP | 27 | Q3 2023 | 1.3% |
| STIFEL FINL CORP | 27 | Q3 2023 | 2.8% |
| ENTEGRIS INC | 27 | Q3 2023 | 2.3% |
| Marriott Vactions Wrlwd | 26 | Q3 2023 | 1.9% |
| COLUMBIA BKG SYS INC | 24 | Q3 2023 | 2.1% |
View MOODY ALDRICH PARTNERS LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BANCORP RHODE ISLAND INC | August 07, 2008 | 222,645 | 4.9% |
| Mueller Water Products, Inc. | August 07, 2008 | 1,369,705 | 4.7% |
| REDWOOD TRUST INC | January 22, 2008 | 1,406,315 | 5.0% |
| SAFETY INSURANCE GROUP INC | January 22, 2008 | 705,181 | 4.4% |
| INTEGRATED SILICON SOLUTION INC | April 12, 2007 | 1,000 | 0.0% |
View MOODY ALDRICH PARTNERS LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View MOODY ALDRICH PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.