EdgeMarket › What Kayne Anderson Rudnick Investment Management Llc reported owning
What Kayne Anderson Rudnick Investment Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
34.0BPositions
957Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| JKHY JACK HENRY & ASSOCIATES INC | 862.8M | 2.5% | 5.5M | 166.20 | +1.5% |
| PRI Primerica, Inc. | 769.4M | 2.3% | 3.1M | 295.82 | +10.6% |
| TTC TORO CO | 740.3M | 2.2% | 7.9M | 99.44 | +30.8% |
| TDY TELEDYNE TECHNOLOGIES INC | 726.1M | 2.1% | 1.2M | 636.15 | +17.4% |
| RBC RBC Bearings INC | 719.4M | 2.1% | 1.3M | 505.63 | +28.7% |
| IBKR Interactive Brokers Group, Inc. | 671.8M | 2.0% | 10.0M | 93.87 | +50.3% |
| SSD Simpson Manufacturing Co., Inc. | 666.8M | 2.0% | 3.9M | 188.77 | +0.2% |
| WTS WATTS WATER TECHNOLOGIES INC | 617.5M | 1.8% | 2.1M | 375.57 | +35.9% |
| POOL POOL CORP | 576.7M | 1.7% | 2.9M | 187.98 | -40.3% |
| FCN FTI CONSULTING, INC | 575.7M | 1.7% | 3.3M | 155.74 | -7.5% |
| GOLF Acushnet Holdings Corp. | 553.9M | 1.6% | 5.9M | 88.82 | +13.6% |
| LSTR LANDSTAR SYSTEM INC | 550.2M | 1.6% | 3.4M | 186.58 | +44.6% |
| NDSN NORDSON CORP | 544.1M | 1.6% | 2.0M | 332.24 | +55.6% |
| ALLE Allegion plc | 528.2M | 1.6% | 3.6M | 162.31 | -3.7% |
| EME EMCOR Group, Inc. | 522.0M | 1.5% | 707.0K | 776.62 | +28.3% |
| ROL ROLLINS INC | 518.2M | 1.5% | 9.7M | 36.91 | -36.8% |
| WRB BERKLEY W R CORP | 515.1M | 1.5% | 7.8M | 68.60 | -5.6% |
| LPLA LPL Financial Holdings Inc. | 505.4M | 1.5% | 1.7M | 361.35 | +1.7% |
| ZWS Zurn Elkay Water Solutions Corp | 486.5M | 1.4% | 10.9M | 49.01 | +8.4% |
| WSO WATSCO INC | 483.6M | 1.4% | 1.3M | 311.94 | -25.5% |
| IBP Installed Building Products, Inc. | 480.7M | 1.4% | 1.8M | 246.81 | -6.3% |
| COO COOPER COMPANIES, INC. | 473.1M | 1.4% | 6.6M | 76.22 | +3.7% |
| ULS UL Solutions Inc. | 462.7M | 1.4% | 5.4M | 75.06 | +12.2% |
| EFX EQUIFAX INC | 411.3M | 1.2% | 2.3M | 192.62 | -22.4% |
| LII LENNOX INTERNATIONAL INC | 406.2M | 1.2% | 875.2K | 402.87 | -31.6% |
| RLI RLI CORP | 399.5M | 1.2% | 7.0M | 65.38 | -3.7% |
| HLI HOULIHAN LOKEY, INC. | 379.5M | 1.1% | 2.6M | 129.05 | -33.1% |
| GGG GRACO INC | 350.7M | 1.0% | 4.1M | 80.64 | -5.5% |
| BJ BJ's Wholesale Club Holdings, Inc. | 349.0M | 1.0% | 3.5M | 96.42 | -10.2% |
| SAIA SAIA INC | 346.7M | 1.0% | 986.8K | 362.15 | +23.4% |
| THO THOR INDUSTRIES INC | 342.7M | 1.0% | 4.3M | 79.49 | -24.8% |
| KAI KADANT INC | 339.6M | 1.0% | 1.2M | 313.41 | -5.2% |
| HLNE Hamilton Lane INC | 339.5M | 1.0% | 3.4M | 105.35 | -30.0% |
| CHH CHOICE HOTELS INTERNATIONAL INC /DE | 333.5M | 1.0% | 3.2M | 109.62 | -8.0% |
| SITE SiteOne Landscape Supply, Inc. | 331.0M | 1.0% | 2.5M | 95.94 | -30.4% |
| MC Moelis & Co | 329.3M | 1.0% | 5.8M | 68.29 | -2.9% |
| ALGN ALIGN TECHNOLOGY INC | 326.2M | 1.0% | 1.9M | 162.55 | +13.2% |
| BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC. | 315.7M | 0.9% | 3.8M | 72.88 | -40.5% |
| TTAN ServiceTitan, Inc. | 309.0M | 0.9% | 4.9M | 94.87 | -7.5% |
| FHB FIRST HAWAIIAN, INC. | 302.8M | 0.9% | 12.3M | 26.32 | +6.9% |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | 302.7M | 0.9% | 3.3M | 76.07 | -43.6% |
| OLED UNIVERSAL DISPLAY CORP \PA\ | 294.9M | 0.9% | 3.2M | 85.84 | -38.8% |
| UFPI UFP INDUSTRIES INC | 293.6M | 0.9% | 3.2M | 88.80 | -11.0% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 291.6M | 0.9% | 266.7K | 1,316.28 | +59.3% |
| AME AMETEK INC/ | 282.9M | 0.8% | 1.3M | 239.55 | +30.7% |
| BANF BANCFIRST CORP /OK/ | 281.0M | 0.8% | 2.6M | 112.91 | -10.7% |
| CRVL CORVEL CORP | 266.2M | 0.8% | 4.9M | 70.15 | -21.1% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 264.1M | 0.8% | 1.1M | 297.57 | +54.3% |
| EXPO EXPONENT INC | 253.6M | 0.7% | 3.9M | 70.21 | +0.3% |
| DCI DONALDSON Co INC | 248.2M | 0.7% | 2.9M | 93.25 | +25.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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