Institutions / Kayne Anderson Rudnick Investment Management, LLC
Kayne Anderson Rudnick Investment Management, LLC
CIK 1021223 · Institution · as of Mar 31, 2026
Portfolio value
$34.05B
Positions
957
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$34.05B-8.6%Positions
957-5.9%Top holdings
Mar 31, 2026View all 957 →
| Company | Value | % of portfolio |
|---|---|---|
| Jack Henry & Associates Inc | $862.84M | 2.5% |
| Primerica, Inc. | $769.37M | 2.3% |
| Toro Co | $740.34M | 2.2% |
| Teledyne Technologies Inc | $726.07M | 2.1% |
| RBC Bearings Inc | $719.35M | 2.1% |
| Interactive Brokers Group Inc | $671.79M | 2.0% |
| Simpson Manufacturing Co., Inc. | $666.82M | 2.0% |
| Watts Water Technologies, Inc. | $617.54M | 1.8% |
| Pool Corp | $576.68M | 1.7% |
| Fti Consulting, Inc | $575.72M | 1.7% |
| Acushnet Holdings Corp. | $553.85M | 1.6% |
| Landstar System Inc | $550.22M | 1.6% |
| Nordson Corp | $544.12M | 1.6% |
| Allegion plc | $528.17M | 1.6% |
| EMCOR Group Inc | $521.96M | 1.5% |
| Rollins Inc | $518.15M | 1.5% |
| W. R. Berkley Corporation | $515.14M | 1.5% |
| LPL Financial Holdings Inc. | $505.42M | 1.5% |
| Zurn Elkay Water Solutions Corp | $486.54M | 1.4% |
| Watsco, Inc. | $483.55M | 1.4% |
| Installed Building Products, Inc. | $480.66M | 1.4% |
| Cooper Companies, Inc. | $473.09M | 1.4% |
| UL Solutions Inc. | $462.71M | 1.4% |
| Equifax Inc | $411.32M | 1.2% |
| Lennox International Inc | $406.19M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Pool Corp | $220.52M | +1.1M +61.92% | 2,850,195 1.69% of portfolio | high |
| Q1 2026 as of | Trim | 78467Y107 | $-206.20M | -335K -52.82% | 298,766 0.54% of portfolio | high |
| Q1 2026 as of | Trim | Bentley Systems Inc | $-203.98M | -5.8M -45.14% | 7,059,346 0.73% of portfolio | high |
| Q1 2026 as of | Add | Align Technology, Inc. | $195.79M | +1.1M +150.11% | 1,902,905 0.96% of portfolio | high |
| Q1 2026 as of | Trim | LPL Financial Holdings Inc. | $-186.05M | -618K -26.91% | 1,680,090 1.48% of portfolio | high |
| Q1 2026 as of | Trim | Domino's Pizza Inc. | $-131.96M | -368K -88.26% | 48,911 0.05% of portfolio | high |
| Q1 2026 as of | Trim | Onestream, Inc. | $-116.82M | -4.9M -100.00% | 67 <0.01% of portfolio | high |
| Q1 2026 as of | New | CH Robinson Worldwide Inc | $107.02M | +644K | 644,401 0.31% of portfolio | high |
| Q1 2026 as of | Trim | Chemed Corp | $-105.58M | -280K -60.16% | 185,138 0.21% of portfolio | high |
| Q1 2026 as of | Add | Bright Horizons Family Solutions Inc. | $90.21M | +1.1M +40.01% | 3,843,922 0.93% of portfolio | high |