KAKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings985 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
LENNOX INTERNATIONAL INC | 1.7M | $1B | 2.4% | $290.44 | +109.00% | 25 qtrssince 2018-Q4 | Increased 55 |
PRIMERICA INC | 3.6M | $968.3M | 2.2% | $96.70 | +174.60% | 25 qtrssince 2018-Q4 | Decreased 0 |
ASPEN TECHNOLOGY INC | 3.8M | $941.7M | 2.2% | — | — | 11 qtrssince 2022-Q2 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 2.7M | $868.8M | 2.0% | $172.51 | +88.11% | 16 qtrssince 2021-Q1 | Increased 51 |
EQUIFAX INC | 3.1M | $796.1M | 1.8% | $186.27 | +35.94% | 22 qtrssince 2019-Q3 | Increased 50 |
POOL CORP | 2.2M | $750M | 1.7% | $272.46 | +20.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
BENTLEY SYSTEMS INC-CLASS B | 16M | $747.5M | 1.7% | $43.07 | +9.81% | 18 qtrssince 2020-Q3 | Decreased 0 |
SIMPSON MFG INC | 4.5M | $745.3M | 1.7% | $79.93 | +105.20% | 22 qtrssince 2019-Q3 | Decreased 0 |
COOPER COS INC/THE | 8.1M | $743.1M | 1.7% | $97.85 | -6.56% | 25 qtrssince 2018-Q4 | Increased 50 |
WATSCO INC | 1.5M | $734.5M | 1.7% | $207.88 | +116.73% | 25 qtrssince 2018-Q4 | Increased 50 |
JACK HENRY & ASSOCIATES INC | 4M | $703.6M | 1.6% | $137.21 | +25.90% | 25 qtrssince 2018-Q4 | Decreased 0 |
INTERACTIVE BROKERS GRO-CL A | 3.9M | $686.9M | 1.6% | $14.00 | +217.88% | 25 qtrssince 2018-Q4 | Increased 50 |
WR BERKLEY CORP | 11.7M | $686M | 1.6% | $41.29 | +38.06% | 25 qtrssince 2018-Q4 | Increased 50 |
FTI CONSULTING INC | 3.4M | $647.2M | 1.5% | $122.66 | +55.22% | 17 qtrssince 2020-Q4 | Decreased 0 |
LANDSTAR SYSTEM INC | 3.8M | $647M | 1.5% | $138.98 | +19.63% | 25 qtrssince 2018-Q4 | Increased 57 |
CORVEL CORP | 5.7M | $635.8M | 1.5% | $86.70 | +29.48% | 19 qtrssince 2020-Q2 | Increased 80 |
TELEDYNE TECHNOLOGIES INC | 1.3M | $611M | 1.4% | $334.11 | +39.25% | 25 qtrssince 2018-Q4 | Increased 50 |
FACTSET RESEARCH SYSTEMS INC | 1.2M | $594.8M | 1.4% | $249.65 | +91.12% | 25 qtrssince 2018-Q4 | Decreased 0 |
ZEBRA TECHNOLOGIES CORP-CL A | 1.5M | $574.1M | 1.3% | $311.71 | +23.14% | 23 qtrssince 2019-Q2 | Decreased 0 |
EMCOR GROUP INC | 1.3M | $574.1M | 1.3% | $76.27 | +492.97% | 20 qtrssince 2020-Q1 | Decreased 0 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC manages $43.5B across 985 positions as of Q4 2024. Top holdings: LII (2.4%), PRI (2.2%), AZPN (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 60 new positions, 54 exits, 297 increased. Top move: CRVL (INCREASED, conviction 80). Portfolio: $43.5B across 985 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