KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,094 positions
LPL FINL HLDGS 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 |
HENRY JACK & ASSOC INC | 4.7M | $848.6M | 2.0% | $143.25 | +23.45% | 27 qtrssince 2018-Q4 | Decreased 0 |
BENTLEY SYS INC | 15.2M | $820.9M | 2.0% | $43.07 | +24.21% | 20 qtrssince 2020-Q3 | Decreased 0 |
BERKLEY W R CORP | 11.1M | $815.3M | 1.9% | $30.35 | +135.25% | 27 qtrssince 2018-Q4 | Decreased 0 |
EQUIFAX INC | 3.1M | $799.9M | 1.9% | $184.36 | +38.82% | 24 qtrssince 2019-Q3 | Decreased 0 |
TELEDYNE TECHNOLOGIES INC | 1.5M | $753.1M | 1.8% | $353.12 | +45.08% | 27 qtrssince 2018-Q4 | Increased 50 |
SIMPSON MFG INC | 4.5M | $706.3M | 1.7% | $81.05 | +89.68% | 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 GROUP IN | 12.5M | $692.1M | 1.7% | $14.21 | +287.77% | 27 qtrssince 2018-Q4 | Increased 80 |
UNIVERSAL DISPLAY CORP | 4.4M | $680.1M | 1.6% | $173.56 | -13.14% | 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 INTL INC | 1.1M | $638.9M | 1.5% | $287.89 | +96.30% | 27 qtrssince 2018-Q4 | Decreased 0 |
RBC BEARINGS INC | 1.5M | $595M | 1.4% | $141.03 | +172.85% | 27 qtrssince 2018-Q4 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 4.4M | $585.9M | 1.4% | $91.06 | +44.73% | 27 qtrssince 2018-Q4 | Decreased 0 |
WATTS WATER TECHNOLOGIES INC | 2.4M | $585.5M | 1.4% | $119.25 | +104.34% | 20 qtrssince 2020-Q3 | Decreased 0 |
CORVEL CORP | 5.6M | $571.3M | 1.4% | $37.25 | +175.91% | 21 qtrssince 2020-Q2 | Decreased 0 |
ROLLINS INC | 10.1M | $570.5M | 1.4% | $31.47 | +76.19% | 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 Score: 3/5.0.
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
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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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