Arkolith/Funds/Aristotle Capital Boston, LLC

Aristotle Capital Boston, LLC

CIK 1633911
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Aristotle Capital Boston, LLC holds a diversified book of 118 stocks worth $1.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ENVISTA HOLDINGS CORP and trimmed ADVANCED ENERGY INDS. Their largest long position is ADVANCED ENERGY INDS at 3% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
13
existing
Trimmed
104
reduced
Sold out
4
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
22%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Financials
7%
Industrials
5%
Health Care
4%
Energy
3%
Materials
2%
Utilities
2%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • DYCOM INDS INC
    −73%$30.5M
  • CIENA CORP
    −96%$12.3M
  • ADVANCED ENERGY INDS
    −19%$11.8M
  • MACOM TECH SOLUTIONS HLDGS I
    −20%$11.2M
  • ALAMOS GOLD INC
    −21%$9.2M
  • −31%$8.1M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Advanced Energy Inds
COM
$48.9M151.4K
3.0%
−19%
Reduced · −36K sh
2Macom Tech Solutions Hldgs I
COM
$45.8M206.1K
2.8%
−20%
Reduced · −50K sh
3Ha Sustainable Infra Cap Inc
COM
$37.7M1.03M
2.3%
−14%
Reduced · −164K sh
4Aercap Holdings NV
SHS
$34.5M251.6K
2.1%
−16%
Reduced · −46K sh
5Alamos Gold Inc
COM CL A
$33.9M759.0K
2.1%
−21%
Reduced · −207K sh
6Healthequity Inc
COM
$33.2M397.2K
2.1%
−8.2%
Reduced · −36K sh
7Huron Consulting Group Inc
COM
$31.9M249.9K
2.0%
−14%
Reduced · −40K sh
8Littelfuse Inc
COM
$29.5M87.0K
1.8%
−13%
Reduced · −13K sh
9Aci Worldwide Inc
COM
$27.1M660.8K
1.7%
−14%
Reduced · −106K sh
10Itron Inc
COM
$26.3M292.8K
1.6%
−0.9%
Reduced · −3K sh
11Merit Med Sys Inc
COM
$26.1M377.6K
1.6%
−0.1%
Reduced · −281 sh
12Knowles Corp
COM
$25.8M1.00M
1.6%
−14%
Reduced · −163K sh
13Scotts Miracle-Gro Co
CL A
$22.8M374.4K
1.4%
−13%
Reduced · −55K sh
14National BK Hldgs Corp
CL A
$22.8M581.2K
1.4%
−14%
Reduced · −92K sh
15Perella Weinberg Partners
CLASS A COM
$22.4M1.23M
1.4%
+153%
Added · +746K sh
16Belden Inc
COM
$22.0M191.0K
1.4%
−13%
Reduced · −29K sh
17Tko Group Holdings Inc
CL A
$21.7M107.5K
1.3%
−13%
Reduced · −16K sh
18Byline Bancorp Inc
COM
$21.3M674.8K
1.3%
−16%
Reduced · −126K sh
19Silgan Hldgs Inc
COM
$20.9M537.0K
1.3%
−7.5%
Reduced · −44K sh
20Stag Industrial Inc
COM
$20.8M577.7K
1.3%
−15%
Reduced · −100K sh
21Hexcel Corp New
COM
$20.4M251.2K
1.3%
−14%
Reduced · −39K sh
22Chemed Corp New
COM
$20.0M52.8K
1.2%
−13%
Reduced · −8K sh
23Customers Bancorp Inc
COM
$19.7M284.4K
1.2%
+5.3%
Added · +14K sh
24Novanta Inc
COM
$19.6M165.9K
1.2%
−6.1%
Reduced · −11K sh
25Haemonetics Corp Mass
COM
$19.5M346.4K
1.2%
−6.5%
Reduced · −24K sh
26Mercury Sys Inc
COM
$19.5M266.4K
1.2%
−4.6%
Reduced · −13K sh
27Atlantic Un Bankshares Corp
COM
$19.4M541.9K
1.2%
−14%
Reduced · −86K sh
28Guardian Pharmacy Svcs Inc
CL A
$18.7M495.9K
1.2%
−16%
Reduced · −93K sh
29Valvoline Inc
COM
$18.5M549.0K
1.1%
−13%
Reduced · −79K sh
30Bankunited Inc
COM
$18.4M407.4K
1.1%
−12%
Reduced · −56K sh
31Charles Riv Labs Intl Inc
COM
$16.8M97.4K
1.0%
+13%
Added · +11K sh
32Pursuit Attractions And Hosp
COM
$16.7M457.2K
1.0%
−16%
Reduced · −86K sh
33Voya Financial Inc
COM
$16.7M244.2K
1.0%
−14%
Reduced · −39K sh
34Liquidity Svcs Inc
COM
$16.5M539.5K
1.0%
−16%
Reduced · −101K sh
35Aptargroup Inc
COM
$16.5M130.5K
1.0%
−13%
Reduced · −19K sh
36Knight-Swift Transn Hldgs In
CL A
$16.5M285.5K
1.0%
−12%
Reduced · −41K sh
37Box Inc
CL A
$16.4M695.5K
1.0%
−14%
Reduced · −110K sh
38Euronet Worldwide Inc
COM
$16.4M247.2K
1.0%
−14%
Reduced · −39K sh
39Range Res Corp
COM
$16.2M358.3K
1.0%
−3.8%
Reduced · −14K sh
40James Hardie Inds PLC
ORD SHS
$16.1M847.5K
1.0%
−1.9%
Reduced · −17K sh
41KBR Inc
COM
$15.7M424.5K
1.0%
−9.4%
Reduced · −44K sh
42Casella Waste Sys Inc
CL A
$15.5M196.0K
1.0%
+14%
Added · +24K sh
43Prestige Consmr Healthcare I
COM
$15.0M253.1K
0.9%
−14%
Reduced · −42K sh
44The Baldwin Insurance Grp In
COM CL A
$15.0M682.1K
0.9%
−7.6%
Reduced · −56K sh
45Gxo Logistics Incorporated
COMMON STOCK
$14.9M287.0K
0.9%
−5.8%
Reduced · −18K sh
46Benchmark Electrs Inc
COM
$14.9M265.4K
0.9%
−16%
Reduced · −50K sh
47Wolverine World Wide Inc
COM
$14.5M888.6K
0.9%
+27%
Added · +187K sh
48Agree Rlty Corp
COM
$14.4M191.4K
0.9%
−14%
Reduced · −30K sh
49Ardmore Shipping Corp
COM
$14.3M938.7K
0.9%
−7.9%
Reduced · −80K sh
50LKQ Corp
COM
$14.3M485.0K
0.9%
−13%
Reduced · −71K sh
Showing 50 of 122 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026122$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026125$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025127$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025127$2.0B13F-HR
Q1 2025Mar 31, 2025May 15, 2025125$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025127$2.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024127$3.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024126$3.0B13F-HR
Q1 2024Mar 31, 2024May 15, 2024128$3.3B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024131$3.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023129$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023133$3.3B13F-HR
Q1 2023Mar 31, 2023May 15, 2023132$3.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023133$3.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022133$3.0B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022133$3.4B13F-HR
Q1 2022Mar 31, 2022May 16, 2022133$4.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022134$4.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021136$4.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021138$4.4B13F-HR
Q1 2021Mar 31, 2021May 17, 2021137$4.5B13F-HR
Q4 2020Dec 31, 2020Feb 22, 2021135$4.2B13F-HR/A
Q3 2020Sep 30, 2020Nov 16, 2020137$3.5B13F-HR
Amended / restated
  • Q4 2020 · filed Feb 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.