KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings581 positions
BILL.COM HOLDINGS INC | 5.8M | $1.1B | 2.6% | $79.26 | +135.16% | 7 qtrssince 2019-Q4 | Decreased 0 |
| 6.8M | $929M | 2.3% | — | — | 11 qtrssince 2018-Q4 | Increased 55 | |
SCOTTS MIRACLE GRO CO | 4.6M | $888.3M | 2.2% | $91.42 | +71.87% | 11 qtrssince 2018-Q4 | Increased 61 |
SITEONE LANDSCAPE SUPPLY INC | 4.6M | $772.4M | 1.9% | $77.39 | +118.70% | 11 qtrssince 2018-Q4 | Increased 51 |
FOX FACTORY HLDG CORP | 4.8M | $744.9M | 1.8% | $60.78 | +157.57% | 11 qtrssince 2018-Q4 | Decreased 0 |
DUCK CREEK TECHNOLOGIES INC | 15.8M | $686.6M | 1.7% | — | — | 4 qtrssince 2020-Q3 | Increased 53 |
AUTOHOME INC-ADR | 10.7M | $684.9M | 1.7% | $67.07 | -15.35% | 11 qtrssince 2018-Q4 | Increased 55 |
ZEBRA TECHNOLOGIES CORP-CL A | 1.2M | $659.3M | 1.6% | $295.83 | +81.21% | 9 qtrssince 2019-Q2 | Increased 55 |
PRIMERICA INC | 4.1M | $634.1M | 1.6% | $94.48 | +51.93% | 11 qtrssince 2018-Q4 | Increased 51 |
GRACO INC | 7.9M | $597.7M | 1.5% | $41.12 | +72.26% | 11 qtrssince 2018-Q4 | Increased 52 |
THOR INDUSTRIES INC | 5.2M | $588.1M | 1.4% | $73.25 | +38.19% | 11 qtrssince 2018-Q4 | Increased 55 |
INTERACTIVE BROKERS GROUP IN | 8.8M | $575.3M | 1.4% | $13.59 | +17.58% | 11 qtrssince 2018-Q4 | Increased 52 |
LANDSTAR SYSTEM INC | 3.6M | $563.6M | 1.4% | $130.56 | +9.28% | 11 qtrssince 2018-Q4 | Increased 62 |
OLLIE'S BARGAIN OUTLET HOLDI | 6.6M | $551.6M | 1.4% | $58.60 | +43.57% | 11 qtrssince 2018-Q4 | Increased 51 |
TELEDYNE TECHNOLOGIES INC | 1.3M | $542.2M | 1.3% | $218.60 | +91.60% | 11 qtrssince 2018-Q4 | Decreased 0 |
POOL CORPORATION | 1.2M | $531.6M | 1.3% | $189.28 | +124.87% | 11 qtrssince 2018-Q4 | Increased 54 |
AVALARA INC | 3.2M | $522.3M | 1.3% | — | — | 11 qtrssince 2018-Q4 | Decreased 0 |
FTI CONSULTING INC | 3.8M | $519.2M | 1.3% | $118.35 | +15.42% | 3 qtrssince 2020-Q4 | Increased 49 |
CHARLES RIVER LABORATORIES | 1.4M | $516.8M | 1.3% | $200.60 | +84.41% | 11 qtrssince 2018-Q4 | Increased 55 |
EQUIFAX INC | 2.1M | $510.7M | 1.3% | $152.71 | +50.55% | 8 qtrssince 2019-Q3 | Increased 54 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC manages $40.6B across 581 positions as of Q2 2021. Top holdings: BILL (2.6%), AST (2.3%), SMG (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 32 new positions, 18 exits, 252 increased. Top move: LSTR (INCREASED, conviction 62). Portfolio: $40.6B across 581 positions.
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Portfolio allocation by GICS sector
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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
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