KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings963 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PRIMERICA INC | 3.6M | $1B | 2.5% | $96.70 | +189.57% | 26 qtrssince 2018-Q4 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 2.7M | $877.3M | 2.1% | $173.70 | +87.36% | 17 qtrssince 2021-Q1 | Increased 55 |
JACK HENRY & ASSOCIATES INC | 4.8M | $872.6M | 2.1% | $143.55 | +23.15% | 26 qtrssince 2018-Q4 | Increased 64 |
WR BERKLEY CORP | 11.8M | $838.8M | 2.1% | $41.44 | +67.70% | 26 qtrssince 2018-Q4 | Increased 55 |
WATSCO INC | 1.6M | $791.7M | 1.9% | $209.27 | +132.20% | 26 qtrssince 2018-Q4 | Increased 50 |
EQUIFAX INC | 3.1M | $759.4M | 1.9% | $186.27 | +28.22% | 23 qtrssince 2019-Q3 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 1.5M | $726.4M | 1.8% | $349.93 | +41.60% | 26 qtrssince 2018-Q4 | Increased 55 |
POOL CORP | 2.3M | $716.4M | 1.8% | $273.26 | +12.75% | 26 qtrssince 2018-Q4 | Increased 51 |
SIMPSON MFG INC | 4.5M | $712.3M | 1.7% | $80.61 | +93.84% | 23 qtrssince 2019-Q3 | Increased 50 |
COOPER COS INC/THE | 8M | $673.6M | 1.6% | $97.85 | -14.39% | 26 qtrssince 2018-Q4 | Decreased 0 |
CORVEL CORP | 5.7M | $639M | 1.6% | $86.06 | +30.11% | 20 qtrssince 2020-Q2 | Decreased 0 |
BENTLEY SYSTEMS INC-CLASS B | 16.2M | $636M | 1.6% | $43.03 | -8.16% | 19 qtrssince 2020-Q3 | Increased 50 |
LENNOX INTERNATIONAL INC | 1.1M | $634.6M | 1.6% | $290.44 | +88.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALLEGION PLC | 4.8M | $623.1M | 1.5% | $110.74 | +16.45% | 21 qtrssince 2020-Q1 | Increased 60 |
UNIVERSAL DISPLAY CORP | 4.4M | $614.8M | 1.5% | $177.30 | -18.94% | 4 qtrssince 2024-Q2 | Increased 75 |
LANDSTAR SYSTEM INC | 4.1M | $613.4M | 1.5% | $139.38 | +3.37% | 26 qtrssince 2018-Q4 | Increased 54 |
TORO CO | 8.2M | $595.6M | 1.5% | $70.56 | +1.73% | 26 qtrssince 2018-Q4 | Increased 57 |
RBC BEARINGS INC | 1.8M | $576M | 1.4% | $140.65 | +131.50% | 26 qtrssince 2018-Q4 | Decreased 0 |
FTI CONSULTING INC | 3.4M | $560.4M | 1.4% | $123.00 | +31.77% | 18 qtrssince 2020-Q4 | Increased 50 |
ROLLINS INC | 10.2M | $553.5M | 1.4% | $33.12 | +59.87% | 23 qtrssince 2019-Q3 | Increased 50 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC manages $40.9B across 963 positions as of Q1 2025. Top holdings: PRI (2.5%), LPLA (2.1%), JKHY (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 45 new positions, 67 exits, 247 increased. Top move: OLED (INCREASED, conviction 75). Portfolio: $40.9B across 963 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer