Activity — Kayne Anderson Rudnick Investment Management, LLC
23 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | CH Robinson Worldwide Inc Common stock | $107.02M | +644K | 644,401 0.31% of portfolio | high |
| Q1 2026 as of | New | Brady Corp Common stock | $78.02M | +960K | 960,424 0.23% of portfolio | high |
| Q1 2026 as of | New | New York Times Co Common stock | $49.64M | +593K | 592,823 0.15% of portfolio | medium |
| Q1 2026 as of | New | Karman Holdings Inc. Common stock | $28.06M | +350K | 350,478 0.08% of portfolio | medium |
| Q1 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $26.22M | +173K | 173,336 0.08% of portfolio | medium |
| Q1 2026 as of | New | Hinge Health, Inc. Common stock | $14.00M | +363K | 363,102 0.04% of portfolio | medium |
| Q1 2026 as of | New | G8068L108 Common stock | $12.76M | +121K | 120,524 0.04% of portfolio | medium |
| Q1 2026 as of | New | Avery Dennison Corp Common stock | $10.57M | +61K | 61,187 0.03% of portfolio | medium |
| Q1 2026 as of | New | 78463X889 Common stock | $8.06M | +176K | 176,491 0.02% of portfolio | medium |
| Q1 2026 as of | New | G0593M107 Common stock | $2.84M | +14K | 14,416 <0.01% of portfolio | low |
| Q1 2026 as of | New | Nutanix, Inc. Common stock | $2.01M | +53K | 52,804 <0.01% of portfolio | low |
| Q1 2026 as of | New | Occidental Petroleum Corp /De Common stock | $1.54M | +24K | 23,739 <0.01% of portfolio | low |
| Q1 2026 as of | New | 808524706 Common stock | $1.19M | +36K | 36,000 <0.01% of portfolio | low |
| Q1 2026 as of | New | 82889N277 Common stock | $922.4K | +36K | 36,335 <0.01% of portfolio | low |
| Q1 2026 as of | New | 962879102 Common stock | $403.8K | +3K | 3,082 <0.01% of portfolio | low |
| Q1 2026 as of | New | 496902404 Common stock | $375.5K | +12K | 12,305 <0.01% of portfolio | low |
| Q1 2026 as of | New | 15135U109 Common stock | $291.8K | +11K | 10,997 <0.01% of portfolio | low |
| Q1 2026 as of | New | 921946406 Common stock | $204.2K | +1K | 1,379 <0.01% of portfolio | low |
| Q1 2026 as of | New | 921946810 Common stock | $65.8K | +745 | 745 <0.01% of portfolio | low |
| Q1 2026 as of | New | 92206C680 Common stock | $49.9K | +455 | 455 <0.01% of portfolio | low |
| Q1 2026 as of | New | Nuveen S&P 500 Dynamic Overwrite Fund Common stock | $6.2K | +390 | 390 <0.01% of portfolio | low |
| Q1 2026 as of | New | 78464A664 Common stock | $3.9K | +150 | 150 <0.01% of portfolio | low |
| Q1 2026 as of | New | Versant Media Group, Inc. Common stock | $740 | +20 | 20 <0.01% of portfolio | low |