13F value (AUM)
$32.2B
Kayne Anderson Rudnick Investment Management
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$32.2B
13F long value · 2026-Q2Positions967
CategoryAsset Manager
Quarters tracked9
● #252 of 581 by 13F value
Size rank 6/10
8 NEW72 ADD77 2×+62 TRIM36 NEAR EXIT1 EXIT
Snapshot
Kayne Anderson Rudnick Investment Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
967 (50 unmapped)
Top 100 weight
85.2%
Quarters tracked
9
Latest 13F filed
Aug 13, 2026
New positions
8
Exits / near-exits
37
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 85.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| PRI | PRIMERICA INC | 2.4% | $786.8M | 2.8M | -1.7% |
| RBC | RBC BEARINGS INC | 2.4% | $778.4M | 1.2M | — |
| WTS | WATTS WATER TECH | 2.4% | $776.7M | 2.0M | -22.4% |
| SSD | SIMPSON MANUFACTURIN | 2.3% | $747.0M | 3.6M | -10.9% |
| JKHY | JACK HENRY & ASSOCIA | 2.2% | $718.1M | 5.2M | +9.6% |
| TTC | TORO CO | 2.2% | $695.4M | 7.1M | -1.8% |
| TDY | TELEDYNE TECH INC | 2.1% | $677.8M | 1.0M | -1.7% |
| GOLF | ACUSHNET HOLDINGS | 2.0% | $643.7M | 5.4M | -18.3% |
| LSTR | LANDSTAR SYS INC | 2.0% | $638.5M | 3.1M | -12.9% |
| IBKR | INTERACTIVE BROKERS | 1.7% | $554.1M | 6.4M | -10.9% |
| POOL | POOL CORPORATION | 1.7% | $553.2M | 2.6M | +4.8% |
| NDSN | NORDSON CORP | 1.6% | $517.0M | 1.7M | -6.1% |
| EME | EMCOR GROUP INC | 1.6% | $508.7M | 613.0K | +6.7% |
| ULS | UL SOLUTIONS INC. | 1.5% | $478.2M | 4.7M | -13.0% |
| — | ALLEGION PLC | 1.5% | $476.3M | 3.4M | — |
Quarterly changes — 2026-Q2
What Kayne Anderson Rudnick Investment Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | GMED | GLOBUS MED INC | — | 4.3M | — | +$338.1M |
| TRIM | CHH | CHOICE HOTELS INTL | 3.2M | 917.2K | -71.5% | -$232.3M |
| TRIM | OLLI | OLLIES BARGAIN OUT | 3.3M | 974.8K | -70.4% | -$227.7M |
| TRIM | BSY | BENTLEY SYS INC | 7.1M | 1.8M | -74.5% | -$194.2M |
| TRIM | IBKR | INTERACTIVE BROKERS | 10.0M | 6.4M | -36.4% | -$117.7M |
| TRIM | BFAM | BRIGHT HORIZONS FA | 3.8M | 2.9M | -25.1% | -$111.6M |
| NEAR EXIT | BR | BROADRIDGE FINL SOLN | 688.7K | 10.1K | -98.5% | -$110.5M |
| TRIM | OLED | UNIVERSAL DISPLAY CP | 3.2M | 2.2M | -32.7% | -$107.3M |
| 2×+ | MRVL | MARVELL TECHNOLOGY | 46.4K | 261.4K | +463.1% | +$73.3M |
| NEAR EXIT | CHE | CHEMED CORP NEW | 185.1K | 72 | -100.0% | -$69.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.