CSWI β€” CSW INDUSTRIALS INC

Ownership history in MOODY ALDRICH PARTNERS LLC  Β·  7 quarters on record

AI Ownership Summary

MOODY ALDRICH PARTNERS LLC reported CSW INDUSTRIALS INC (CSWI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.96% in 2025 Q4. The latest visible filing shows CSWI at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY ALDRICH PARTNERS LLC's position in CSW INDUSTRIALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSWI was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY ALDRICH PARTNERS LLC held CSWI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 17,540 +9,427 +116.2% 0.96% $5.1M 2026-02-14 (Est.) β€”
2025 Q3 REDUCED 8,113 -8,570 -51.4% 0.37% $2.0M 2025-10-21 β€”
2025 Q2 ADDED 16,683 +3,836 +29.9% 0.93% $4.8M 2025-08-04 β€”
2025 Q1 REDUCED 12,847 -175 -1.3% 0.78% $3.7M 2025-04-29 β€”
2024 Q4 REDUCED 13,022 -289 -2.2% 0.85% $4.6M 2025-01-23 β€”
2024 Q3 REDUCED 13,311 -3,473 -20.7% 0.89% $4.9M 2024-10-22 β€”
2024 Q2 INITIATED 16,784 β€” β€” 0.87% $4.5M 2024-07-24 β€”

FAQ About MOODY ALDRICH PARTNERS LLC and CSWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY ALDRICH PARTNERS LLC reported owning CSWI?

MOODY ALDRICH PARTNERS LLC reported CSWI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CSWI position in MOODY ALDRICH PARTNERS LLC's portfolio?

The largest reported portfolio weight for CSWI was 0.96% in 2025 Q4.

What is the latest reported CSWI position on this page?

The most recent filing on this page is 2025 Q4, when MOODY ALDRICH PARTNERS LLC reported 17,540 shares, equal to 0.96% of portfolio, with an estimated market value of $5.1M.

What does the chart on this CSWI ownership page compare?

The chart compares MOODY ALDRICH PARTNERS LLC's quarterly CSWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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