KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,094 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LPL FINANCIAL HOLDINGS INC | 2.6M | $959M | 2.3% | $173.70 | +114.92% | 18 qtrssince 2021-Q1 | Decreased 0 |
PRIMERICA INC | 3.5M | $953.1M | 2.3% | $96.70 | +175.50% | 27 qtrssince 2018-Q4 | Decreased 0 |
JACK HENRY & ASSOCIATES INC | 4.7M | $848.6M | 2.0% | $143.55 | +23.36% | 27 qtrssince 2018-Q4 | Decreased 0 |
BENTLEY SYSTEMS INC-CLASS B | 15.2M | $820.9M | 2.0% | $43.03 | +21.96% | 20 qtrssince 2020-Q3 | Decreased 0 |
WR BERKLEY CORP | 11.1M | $815.3M | 1.9% | $41.44 | +71.49% | 27 qtrssince 2018-Q4 | Decreased 0 |
EQUIFAX INC | 3.1M | $799.9M | 1.9% | $186.27 | +36.91% | 24 qtrssince 2019-Q3 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 1.5M | $753.1M | 1.8% | $351.07 | +45.18% | 27 qtrssince 2018-Q4 | Increased 50 |
SIMPSON MFG INC | 4.5M | $706.3M | 1.7% | $80.82 | +93.37% | 24 qtrssince 2019-Q3 | Increased 50 |
EMCOR GROUP INC | 1.3M | $698.2M | 1.7% | $91.09 | +485.79% | 22 qtrssince 2020-Q1 | Increased 52 |
INTERACTIVE BROKERS GRO-CL A | 12.5M | $692.1M | 1.7% | $43.71 | +23.13% | 27 qtrssince 2018-Q4 | Increased 80 |
UNIVERSAL DISPLAY CORP | 4.4M | $680.1M | 1.6% | $177.30 | -12.49% | 5 qtrssince 2024-Q2 | Decreased 0 |
WATSCO INC | 1.5M | $676.9M | 1.6% | $209.27 | +102.92% | 27 qtrssince 2018-Q4 | Decreased 0 |
ALLEGION PLC | 4.5M | $646.4M | 1.5% | $110.74 | +29.12% | 22 qtrssince 2020-Q1 | Decreased 0 |
POOL CORP | 2.2M | $644.1M | 1.5% | $273.26 | +3.66% | 27 qtrssince 2018-Q4 | Decreased 0 |
LENNOX INTERNATIONAL INC | 1.1M | $638.9M | 1.5% | $290.44 | +93.95% | 27 qtrssince 2018-Q4 | Decreased 0 |
RBC BEARINGS INC | 1.5M | $595M | 1.4% | $140.65 | +171.14% | 27 qtrssince 2018-Q4 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 4.4M | $585.9M | 1.4% | $91.54 | +45.08% | 27 qtrssince 2018-Q4 | Decreased 0 |
WATTS WATER TECHNOLOGIES-A | 2.4M | $585.5M | 1.4% | $118.93 | +106.03% | 20 qtrssince 2020-Q3 | Decreased 0 |
CORVEL CORP | 5.6M | $571.3M | 1.4% | $86.70 | +19.48% | 21 qtrssince 2020-Q2 | Decreased 0 |
ROLLINS INC | 10.1M | $570.5M | 1.4% | $33.12 | +67.43% | 24 qtrssince 2019-Q3 | Decreased 0 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC manages $41.9B across 1094 positions as of Q2 2025. Top holdings: LPLA (2.3%), PRI (2.3%), JKHY (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 163 new positions, 32 exits, 427 increased. Top move: IBKR (INCREASED, conviction 80). Portfolio: $41.9B across 1094 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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