Institutions / Kayne Anderson Rudnick Investment Management, LLC / Holdings
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Kayne Anderson Rudnick Investment Management, LLC

All holdings · as of Mar 31, 2026

957 positions

CompanyClassValueShares% of portfolio
EXPAND ENERGY Corp—$87880.0%
Exelon Corp—$896180.0%
Atlanta Braves Holdings, Inc.—$897210.0%
Host Hotels & Resorts Inc—$921480.0%
ROKU, INC—$946100.0%
LEAR CORP—$96980.0%
GLOBE LIFE INC.—$97470.0%
CANADIAN NAT RES LTD—$975200.0%
GENERAC HOLDINGS INC.—$97750.0%
Tapestry Inc—$98870.0%
LITTELFUSE INC /DE—$1.0K30.0%
Toyota Motor CorporationTMADR$1.0K50.0%
ORIX CORPIXADR$1.1K350.0%
ROYALTY PHARMA PLC—$1.1K220.0%
ARCH CAPITAL GROUP LTD.—$1.1K110.0%
RADIAN GROUP INC—$1.1K320.0%
Centene Corp—$1.1K330.0%
Zimmer Biomet Holdings Inc—$1.1K120.0%
INTERNATIONAL FLAVORS & FRAGRANCES INC—$1.1K150.0%
MAGNUM ICE CREAM CO—$1.1K730.0%
WILLIAMS SONOMA INC—$1.1K60.0%
Robinhood Markets, Inc.—$1.1K160.0%
Ralliant Corp—$1.1K270.0%
Cboe Global Markets Inc—$1.1K40.0%
F&G Annuities & Life, Inc.FGCommon Stock$1.1K450.0%
CIENA CORP—$1.2K30.0%
VONTIER CORP—$1.2K330.0%
United Therapeutics Corp—$1.2K20.0%
LAKELAND FINANCIAL CORP—$1.2K210.0%
INGERSOLL-RAND INC—$1.2K150.0%
ATMOS ENERGY CORP—$1.3K70.0%
Mizuho Financial Group, Inc.MFGADR$1.3K1650.0%
UNUM GROUP—$1.3K180.0%
MongoDB, Inc.—$1.3K50.0%
Perrigo Company plc—$1.4K1290.0%
LUMENTUM HLDGS INC—$1.4K20.0%
MARTIN MARIETTA MATERIALS INC—$1.4K20.0%
SKYWORKS SOLUTIONS, INC.—$1.4K270.0%
Sea Ltd—$1.5K180.0%
Estee Lauder Cos Inc/The—$1.5K210.0%
HUNTINGTON INGALLS INDUSTRIES, INC.—$1.5K40.0%
DOLLAR TREE, INC.—$1.5K140.0%
DAVITA INC.—$1.5K100.0%
Regions Financial Corp—$1.5K590.0%
AES CORP—$1.5K1090.0%
PG&E Corp—$1.6K890.0%
HOLOGIC INC—$1.6K210.0%
Toll Brothers Incorporated—$1.6K110.0%
ONESTREAM, INC.—$1.6K670.0%
ELECTRONIC ARTS INC.—$1.6K70.0%
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