Activity — Kayne Anderson Rudnick Investment Management, LLC
724 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Pool Corp Common stock | $220.52M | +1.1M +61.92% | 2,850,195 1.69% of portfolio | high |
| Q1 2026 as of | Trim | 78467Y107 Common stock | $-206.20M | -335K -52.82% | 298,766 0.54% of portfolio | high |
| Q1 2026 as of | Trim | Bentley Systems Inc Common stock | $-203.98M | -5.8M -45.14% | 7,059,346 0.73% of portfolio | high |
| Q1 2026 as of | Add | Align Technology, Inc. Common stock | $195.79M | +1.1M +150.11% | 1,902,905 0.96% of portfolio | high |
| Q1 2026 as of | Trim | LPL Financial Holdings Inc. Common stock | $-186.05M | -618K -26.91% | 1,680,090 1.48% of portfolio | high |
| Q1 2026 as of | Trim | Domino's Pizza Inc. Common stock | $-131.96M | -368K -88.26% | 48,911 0.05% of portfolio | high |
| Q1 2026 as of | Trim | Onestream, Inc. Common stock | $-116.82M | -4.9M -100.00% | 67 <0.01% of portfolio | high |
| 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 | Trim | Chemed Corp Common stock | $-105.58M | -280K -60.16% | 185,138 0.21% of portfolio | high |
| Q1 2026 as of | Add | Bright Horizons Family Solutions Inc. Common stock | $90.21M | +1.1M +40.01% | 3,843,922 0.93% of portfolio | high |
| Q1 2026 as of | Add | ServiceTitan, Inc. Common stock | $89.17M | +1.4M +40.56% | 4,869,029 0.91% of portfolio | high |
| Q1 2026 as of | Trim | Interactive Brokers Group Inc Common stock | $-79.85M | -1.2M -10.62% | 10,016,215 1.97% of portfolio | high |
| Q1 2026 as of | Trim | Teledyne Technologies Inc Common stock | $-79.01M | -131K -9.81% | 1,200,095 2.13% 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 | Add | Hamilton Lane INC Common stock | $68.32M | +687K +25.19% | 3,415,150 1.00% of portfolio | high |
| Q1 2026 as of | Trim | Jack Henry & Associates Inc Common stock | $-63.40M | -401K -6.84% | 5,459,640 2.53% of portfolio | high |
| Q1 2026 as of | Trim | Equifax Inc Common stock | $-62.20M | -345K -13.14% | 2,284,197 1.21% of portfolio | high |
| Q1 2026 as of | Trim | W. R. Berkley Corporation Common stock | $-62.10M | -937K -10.76% | 7,772,213 1.51% of portfolio | high |
| Q1 2026 as of | Trim | Allegion plc Common stock | $-59.04M | -406K -10.05% | 3,635,268 1.55% of portfolio | high |
| Q1 2026 as of | Add | Hawkins Inc Common stock | $58.32M | +380K +33.12% | 1,526,055 0.69% of portfolio | high |
| Q1 2026 as of | Trim | Nordson Corp Common stock | $-58.15M | -219K -9.66% | 2,045,115 1.60% of portfolio | high |
| Q1 2026 as of | Trim | Zurn Elkay Water Solutions Corp Common stock | $-56.04M | -1.2M -10.33% | 10,850,567 1.43% of portfolio | high |
| Q1 2026 as of | Trim | 464287655 Common stock | $-55.15M | -222K -38.09% | 361,651 0.26% of portfolio | high |
| Q1 2026 as of | Add | G38644103 Common stock | $52.48M | +1.2M +1066.22% | 1,264,924 0.17% of portfolio | high |
| Q1 2026 as of | Trim | UL Solutions Inc. Common stock | $-52.27M | -610K -10.15% | 5,398,596 1.36% of portfolio | high |
| Q1 2026 as of | Trim | Trimble Inc. Common stock | $-52.18M | -800K -17.82% | 3,689,460 0.71% of portfolio | high |
| Q1 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-51.42M | -557K -67.81% | 264,368 0.07% 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 | Trim | RBC Bearings Inc Common stock | $-47.22M | -87K -6.16% | 1,324,481 2.11% of portfolio | medium |
| Q1 2026 as of | Trim | Unifirst Corp Common stock | $-45.02M | -179K -32.01% | 380,048 0.28% of portfolio | medium |
| Q1 2026 as of | Trim | 464287630 Common stock | $-44.82M | -236K -50.34% | 233,132 0.13% of portfolio | medium |
| Q1 2026 as of | Trim | Albany International Corp /De Common stock | $-42.11M | -807K -99.99% | 74 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Cooper Companies, Inc. Common stock | $-41.63M | -582K -8.09% | 6,616,677 1.39% of portfolio | medium |
| Q1 2026 as of | Trim | Lennox International Inc Common stock | $-41.55M | -90K -9.28% | 875,168 1.19% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-40.47M | -320K -18.06% | 1,453,296 0.54% of portfolio | medium |
| Q1 2026 as of | Add | Rollins Inc Common stock | $37.49M | +702K +7.80% | 9,701,438 1.52% of portfolio | medium |
| Q1 2026 as of | Trim | Saia Inc Common stock | $-36.52M | -104K -9.53% | 986,821 1.02% of portfolio | medium |
| Q1 2026 as of | Trim | Armstrong World Industries Inc Common stock | $-36.37M | -221K -18.31% | 984,320 0.48% of portfolio | medium |
| Q1 2026 as of | Add | G0896C103 Common stock | $36.19M | +1.0M +158.45% | 1,668,895 0.17% of portfolio | medium |
| Q1 2026 as of | Trim | BJ's Wholesale Club Holdings, Inc. Common stock | $-35.65M | -362K -9.27% | 3,545,709 1.02% of portfolio | medium |
| Q1 2026 as of | Trim | Ollie's Bargain Outlet Holdings, Inc. Common stock | $-35.40M | -385K -10.47% | 3,288,297 0.89% of portfolio | medium |
| Q1 2026 as of | Trim | Thor Industries Inc Common stock | $-32.51M | -407K -8.66% | 4,289,725 1.01% of portfolio | medium |
| Q1 2026 as of | Trim | Ecolab Inc. Common stock | $-30.28M | -114K -99.36% | 737 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Monolithic Power Systems Inc Common stock | $-29.93M | -27K -9.31% | 266,670 0.86% of portfolio | medium |
| Q1 2026 as of | Add | 464287598 Common stock | $29.36M | +137K +92.72% | 285,437 0.18% of portfolio | medium |
| Q1 2026 as of | Trim | Watsco, Inc. Common stock | $-28.26M | -78K -5.52% | 1,329,205 1.42% 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 | Add | ALH Alliance Laundry Holdings Inc. Common Stock | $27.21M | +1.3M +16.10% | 9,456,854 0.58% of portfolio | medium |
| Q1 2026 as of | Add | Cloudflare, Inc. Common stock | $27.17M | +132K +32.53% | 536,384 0.33% of portfolio | medium |
| Q1 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $26.22M | +173K | 173,336 0.08% of portfolio | medium |