$718 Million is the total value of MOODY ALDRICH PARTNERS LLC's 158 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ZURN WATER SOLUTIONS CORP | $6,392,000 | – | 175,591 | +100.0% | 0.89% | – | |
| HHC | New | HOWARD HUGHES CORP | $5,026,000 | – | 49,382 | +100.0% | 0.70% | – |
| EBC | New | EASTERN BANKSHARES INC | $4,690,000 | – | 232,518 | +100.0% | 0.65% | – |
| DBRG | New | DIGITALBRIDGE GROUP INC | $3,294,000 | – | 395,469 | +100.0% | 0.46% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,261,000 | – | 5,668 | +100.0% | 0.18% | – |
| WSM | New | WILLIAMS SONOMA INC | $1,154,000 | – | 6,824 | +100.0% | 0.16% | – |
| RBC | New | REGAL REXNORD CORPORATION | $347,000 | – | 2,038 | +100.0% | 0.05% | – |
| BC | New | BRUNSWICK CORP | $209,000 | – | 2,071 | +100.0% | 0.03% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $206,000 | – | 576 | +100.0% | 0.03% | – |
| GGAL | New | GRUPO FINANCIERO GALICIA S.Asponsored adr | $117,000 | – | 12,287 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
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.