Kayne Anderson Rudnick Investment Management LLC

Kayne Anderson Rudnick Investment Management LLC reported 1,198 holdings worth US$32.2B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Kayne Anderson Rudnick Investment Management LLC reported 1,198 holdings worth US$32.2B as of Jun 30, 2026. Largest: Primerica, Inc., Rbc Bearings Incorporated and Watts Water Technologies, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
1,198
Value as reported
US$32.2B

The filing in full

CompanySharesValue as reported% of portfolio
Primerica, Inc.2.77MUS$787M2.4%
Rbc Bearings Incorporated1.21MUS$778M2.4%
Watts Water Technologies, Inc.1.98MUS$777M2.4%
Simpson Manufacturing Company, Inc.3.57MUS$747M2.3%
Jack Henry & Associates, Inc.5.21MUS$718M2.2%
Toro Company (the)7.14MUS$695M2.2%
Teledyne Technologies Incorporated1.02MUS$678M2.1%
Acushnet Holdings Corp.5.43MUS$644M2.0%
Landstar System, Inc.3.09MUS$638M2.0%
Interactive Brokers Group, Inc.6.37MUS$554M1.7%
Pool Corporation2.57MUS$553M1.7%
Nordson Corporation1.71MUS$517M1.6%
Emcor Group, Inc.613KUS$509M1.6%
Ul Solutions Inc.4.69MUS$478M1.5%
Watsco, Inc.1.13MUS$473M1.5%
W.r. Berkley Corporation6.38MUS$450M1.4%
Zurn Elkay Water Solutions Corporation8.89MUS$449M1.4%
Fti Consulting, Inc.3MUS$447M1.4%
Lennox International, Inc.740KUS$424M1.3%
Installed Building Products, Inc.1.84MUS$423M1.3%
Lpl Financial Holdings Inc.1.43MUS$404M1.3%
Rli Corp.6.74MUS$398M1.2%
The Cooper Companies, Inc.5.43MUS$389M1.2%
Moelis & Company5.41MUS$354M1.1%
Saia, Inc.814KUS$343M1.1%
Rollins, Inc.8.21MUS$343M1.1%
First Hawaiian, Inc.11.5MUS$338M1.1%
Globus Medical, Inc.4.28MUS$338M1.1%
Kadant Inc1.08MUS$338M1.0%
Houlihan Lokey, Inc.2.43MUS$325M1.0%
Equifax, Inc.1.89MUS$300M0.93%
Align Technology, Inc.1.73MUS$292M0.91%
Graco Inc.3.83MUS$290M0.90%
Ametek, Inc.1.2MUS$289M0.90%
Monolithic Power Systems, Inc.206KUS$285M0.89%
Corvel Corp.4.55MUS$285M0.88%
West Pharmaceutical Services, Inc.761KUS$273M0.85%
Thor Industries, Inc.3.62MUS$272M0.85%
Ufp Industries, Inc.2.99MUS$271M0.84%
Bancfirst Corporation2.39MUS$266M0.83%
Servicetitan, Inc.3.75MUS$265M0.82%
Zebra Technologies Corporation986KUS$259M0.81%
Bj's Wholesale Club Holdings, Inc.2.97MUS$259M0.81%
Westinghouse Air Brake Technologies Corporation932KUS$251M0.78%
Donaldson Company, Inc.2.78MUS$250M0.78%
Hamilton Lane Incorporated3.05MUS$241M0.75%
Exponent, Inc.4MUS$235M0.73%
Siteone Landscape Supply, Inc.2.05MUS$234M0.73%
Alliance Laundry Holdings Inc.7.9MUS$210M0.65%
Bright Horizons Family Solutions Inc.2.88MUS$204M0.63%
Hawkins, Inc.1.43MUS$203M0.63%
Heico Corporation765KUS$197M0.61%
Trimble Inc.3.83MUS$196M0.61%
Universal Display Corporation2.17MUS$188M0.58%
Lci Industries1.74MUS$184M0.57%
Construction Partners, Inc.1.53MUS$181M0.56%
Nvidia Corporation895KUS$179M0.56%
Artisan Partners Asset Management Inc.5.17MUS$179M0.55%
Ross Stores, Inc.822KUS$175M0.54%
Amphenol Corporation984KUS$174M0.54%
Advanced Drainage Systems, Inc.1.04MUS$162M0.50%
Alphabet Inc (google) Class C449KUS$161M0.50%
Wd-40 Company629KUS$153M0.48%
Old Dominion Freight Line, Inc.698KUS$151M0.47%
Bank Of Hawaii Corporation1.83MUS$149M0.46%
Armstrong World Industries Inc894KUS$143M0.45%
Jbt Marel Corporation986KUS$143M0.44%
The Cheesecake Factory Incorporated1.79MUS$143M0.44%
Manhattan Associates, Inc.1.02MUS$141M0.44%
Verisk Analytics, Inc.757KUS$136M0.42%
Msci Inc.224KUS$125M0.39%
Amazon.com, Inc.496KUS$118M0.37%
H. B. Fuller Company2MUS$117M0.36%
C.h. Robinson Worldwide, Inc.603KUS$114M0.35%
Aaon, Inc.879KUS$112M0.35%
Enerpac Tool Group Corp.3.03MUS$109M0.34%
Triumph Financial, Inc.1.42MUS$109M0.34%
Getty Realty Corporation3.18MUS$106M0.33%
Goosehead Insurance, Inc.2.17MUS$105M0.33%
First Financial Bankshares, Inc.3.02MUS$104M0.32%
Visa Inc.300KUS$103M0.32%
Choice Hotels International, Inc.917KUS$101M0.31%
Stock Yards Bancorp, Inc.1.29MUS$98.8M0.31%
Kla Corporation327KUS$98.7M0.31%
Datadog, Inc.373KUS$97M0.30%
Csw Industrials, Inc.348KUS$96.9M0.30%
Hillman Solutions Corp.11.4MUS$96.5M0.30%
Kinsale Capital Group, Inc.287KUS$94.6M0.29%
Servisfirst Bancshares, Inc.1.08MUS$93.3M0.29%
Unifirst Corporation346KUS$91.4M0.28%
Comfort Systems Usa, Inc.45,608US$90.4M0.28%
Cloudflare, Inc.368KUS$90.2M0.28%
Ryan Specialty Holdings, Inc.2.34MUS$88.5M0.27%
Prestige Consumer Healthcare Inc.1.87MUS$88.5M0.27%
Kforce, Inc.1.83MUS$85.9M0.27%
Brady Corporation933KUS$85.4M0.27%
Eli Lilly And Company65,338US$78.4M0.24%
Marvell Technology, Inc.261KUS$77.9M0.24%
Bbb Foods Inc.1.85MUS$77.3M0.24%
Ollie's Bargain Outlet Holdings, Inc.975KUS$74.9M0.23%

Every holding of Kayne Anderson Rudnick Investment Management LLC

Source

View original at SEC

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