13F
中
← All fund report cards

Aristotle Capital Boston, LLC

13F equity value
$1.6B
Positions
122
Top 10 concentration
21.7%
Quarters / total new picks
26 / 71
13F equity value over time
$0M$2B$4B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 26 quarters, returned +1.3% per quarter — versus +3.6% per quarter from simply owning every 13F stock. It beat that baseline in only 30.8% of quarters (excess t = -1.36, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-4.2%
t-stat
-1.36
Quarterly win rate
31%
Annualized excess
-12.0%
$1 → follow vs universe
$1.10 vs $2.26
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920181231: universe 0.94920190331: universe 0.93220190630: universe 1.00220190930: universe 1.07720200331: universe 1.29920200630: universe 1.43520200930: universe 1.76020201231: universe 1.84020210331: universe 1.85620210630: universe 2.00520210930: universe 1.80020211231: universe 1.53120221231: universe 1.42220230331: universe 1.49920230630: universe 1.44520230930: universe 1.64020231231: universe 1.71320240630: universe 1.86920240930: universe 1.85320241231: universe 1.72920250331: universe 1.88520250630: universe 1.94520250930: universe 2.18720251231: universe 2.262 20180331: follow 1.26420180630: follow 1.41720181231: follow 1.07520190331: follow 1.02420190630: follow 1.06920190930: follow 1.24320200331: follow 1.39720200630: follow 1.59220200930: follow 1.88720201231: follow 2.04320210331: follow 1.83020210630: follow 1.91920210930: follow 1.96820211231: follow 1.56120221231: follow 1.33720230331: follow 1.13420230630: follow 0.98720230930: follow 1.00720231231: follow 1.05220240630: follow 1.28420240930: follow 1.19820241231: follow 1.03720250331: follow 1.11220250630: follow 1.04920250930: follow 1.18120251231: follow 1.097 0.86 1.65 2.44 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 122 · 2026 Q1

Ticker Value Weight QoQ
AEIS $49M
3.0%
TRIM
MTSI $46M
2.9%
TRIM
HASI $38M
2.3%
TRIM
AER $35M
2.1%
TRIM
AGI $34M
2.1%
TRIM
HQY $33M
2.1%
TRIM
HURN $32M
2.0%
TRIM
LFUS $30M
1.8%
TRIM
ACIW $27M
1.7%
TRIM
ITRI $26M
1.6%
HOLD
MMSI $26M
1.6%
HOLD
KN $26M
1.6%
TRIM
SMG $23M
1.4%
TRIM
NBHC $23M
1.4%
TRIM
PWP $22M
1.4%
ADD
BDC $22M
1.4%
TRIM
TKO $22M
1.4%
TRIM
BY $21M
1.3%
TRIM
SLGN $21M
1.3%
TRIM
STAG $21M
1.3%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

NVST

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.