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Institutional Investment Manager
MOODY ALDRICH & SULLIVAN LLC
MOODY ALDRICH & SULLIVAN LLC (CIK: 0000936941). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 88 holdings with a total value of $155,100,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BANK OF THE OZARKS 86,875 4,569,000 2.95%
2 BROOKLINE BANCORP INC DEL COM 254,832 4,179,000 2.69%
3 INVESTORS BANCORP INC NEW 283,715 3,958,000 2.55%
4 SILICON LABORATORIES INC 58,480 3,801,000 2.45%
5 INDEPENDENT BK CORP MASS COM 53,025 3,736,000 2.41%
6 GRAMERCY PPTY TR COM NEW 365,875 3,359,000 2.17%
7 MICROSEMI CORP 59,860 3,231,000 2.08%
8 CABOT MICROELECTRONICS CP 51,010 3,222,000 2.08%
9 COLUMBIA SPORTSWEAR CO 50,940 2,970,000 1.91%
10 AMERICAN WOODMARK CORPORATION COM 38,550 2,901,000 1.87%
11 LITTELFUSE INC COM 18,600 2,823,000 1.82%
12 ESSENT GROUP LTD 87,010 2,817,000 1.82%
13 STIFEL FINANCIAL CP 54,180 2,706,000 1.74%
14 INTERXION HOLDING N.V 76,735 2,691,000 1.74%
15 WESTERN ALLIANCE BANCORP COM 54,840 2,671,000 1.72%
16 ENTEGRIS INC 143,260 2,564,000 1.65%
17 MARRIOTT VACATIONS WORLDWIDE C COM 29,880 2,535,000 1.63%
18 ADVANCEPIERRE FOODS HLDGS IN COM 83,200 2,478,000 1.60%
19 HEXCEL CORP NEW COM 46,430 2,388,000 1.54%
20 STANDEX INTL CORP 26,745 2,350,000 1.52%
21 NAVIGATORS GROUP INC 19,250 2,267,000 1.46%
22 CAMBREX CORP 41,610 2,245,000 1.45%
23 SPIRIT AIRLS INC 38,760 2,243,000 1.45%
24 Integrated Device Technology I 91,875 2,165,000 1.40%
25 CHEESECAKE FACTORY INC 35,865 2,148,000 1.38%
26 DORMAN PRODS INC COM 29,330 2,143,000 1.38%
27 ADVANCED ENERGY INDS COM 35,922 1,967,000 1.27%
28 Terreno Realty Corp 68,880 1,962,000 1.26%
29 ALBANY INTL CORP CL A 42,265 1,957,000 1.26%
30 KAISER ALUMINUM CORP COM PAR $0.01 24,865 1,932,000 1.25%
31 FAIR ISAAC CORP 16,050 1,913,000 1.23%
32 KENNAMETAL INC 58,670 1,834,000 1.18%
33 BANKUNITED INC 48,445 1,826,000 1.18%
34 MKS INSTRS INC COM 30,375 1,804,000 1.16%
35 BRUNSWICK CORP 32,715 1,784,000 1.15%
36 RPC INC 89,610 1,775,000 1.14%
37 ARMSTRONG WORLD INDS INC NEW COM 41,825 1,748,000 1.13%
38 PROVIDENT FINL SVCS INC COM 60,740 1,719,000 1.11%
39 UNIFIRST CORP MASS COM 11,895 1,709,000 1.10%
40 SMART SAND INC COM ADDED 102,265 1,692,000 1.09%
41 MAXIMUS INC 30,320 1,692,000 1.09%
42 NATUS MEDICAL INC. 48,525 1,689,000 1.09%
43 INGEVITY CORP COM 30,665 1,682,000 1.08%
44 AZZ INC COM 25,775 1,647,000 1.06%
45 EAGLE MATERIALS INC 16,630 1,639,000 1.06%
46 SOUTH JERSEY INDS INC COM 48,355 1,629,000 1.05%
47 MONOLITHIC PWR SYS INC COM 19,830 1,625,000 1.05%
48 WINTRUST FINL CORP COM 22,380 1,624,000 1.05%
49 KNOLL INC 57,730 1,612,000 1.04%
50 ALLETE INC COM NEW 24,785 1,591,000 1.03%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000936941-17-000002, filed 2017.01.17).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.