Back to KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Q2 2026 13F filing

Updated 28 days ago

1,198 disclosed positions worth $32.2B

Portfolio value
$32.2B
Total holdings
1,198
New positions
85
Closed positions
75
Increased
302
Decreased
351
Turnover
13.4%
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

P
1.PRI

PRIMERICA INC

-8.0%
Value
$637.7M
Shares
2.24M
% Port
1.98%
R
2.RBC

RBC BEARINGS INC

-9.3%
Value
$628.9M
Shares
976.4K
% Port
1.95%
W
3.WTS

WATTS WATER TECH

-7.9%
Value
$621M
Shares
1.59M
% Port
1.93%
S
4.SSD

SIMPSON MANUFACTURIN

-8.0%
Value
$606.4M
Shares
2.90M
% Port
1.88%
J

JACK HENRY & ASSOCIA

-7.7%
Value
$549.3M
Shares
3.99M
% Port
1.71%
T
6.TTC

TORO CO

-8.2%
Value
$539M
Shares
5.53M
% Port
1.67%
G

ACUSHNET HOLDINGS

-8.2%
Value
$528.7M
Shares
4.46M
% Port
1.64%
L

LANDSTAR SYS INC

-9.8%
Value
$514.6M
Shares
2.49M
% Port
1.60%
T
9.TDY

TELEDYNE TECH INC

-14.4%
Value
$506.7M
Shares
759.7K
% Port
1.57%
I
10.IBKR

INTERACTIVE BROKERS

-35.1%
Value
$478.3M
Shares
5.49M
% Port
1.49%
P
11.POOL

POOL CORPORATION

-8.0%
Value
$435.3M
Shares
2.03M
% Port
1.35%
U
12.ULS

UL SOLUTIONS INC.

-11.0%
Value
$415.2M
Shares
4.08M
% Port
1.29%
N
13.NDSN

NORDSON CORP

-15.1%
Value
$408.3M
Shares
1.35M
% Port
1.27%
W

WATSCO INC

-14.4%
Value
$389.3M
Shares
934.2K
% Port
1.21%
Z
15.ZWS

ZURN ELKAY WATER SOL

-16.9%
Value
$384.9M
Shares
7.62M
% Port
1.20%
W

BERKLEY W R CORP

-17.1%
Value
$384.5M
Shares
5.45M
% Port
1.19%
E
17.EME

EMCOR GROUP INC

-10.8%
Value
$382.2M
Shares
460.6K
% Port
1.19%
A
18.ALLE

ALLEGION PLC

-8.6%
Value
$368.1M
Shares
2.62M
% Port
1.14%
F
19.FCN

FTI CONSULTING INC

-7.1%
Value
$345.5M
Shares
2.32M
% Port
1.07%
L
20.LII

LENNOX INTL INC

-14.3%
Value
$328.9M
Shares
574.0K
% Port
1.02%
R
21.RLI

RLI CORP

-4.7%
Value
$319M
Shares
5.40M
% Port
0.99%
L
22.LPLA

LPL FINANCIAL HLDGS

-13.9%
Value
$315.3M
Shares
1.12M
% Port
0.98%
I
23.IBP

INSTALLED BUILDING

-2.0%
Value
$311.7M
Shares
1.36M
% Port
0.97%
S
24.SAIA

SAIA INC

-16.0%
Value
$294.4M
Shares
698.9K
% Port
0.91%
M
25.MC

MOELIS & COMPANY

-6.6%
Value
$291.5M
Shares
4.46M
% Port
0.91%
C
26.COO

COOPER COMPANIES INC

-17.9%
Value
$289.3M
Shares
4.03M
% Port
0.90%
F
27.FHB

FIRST HAWAIIAN

-6.1%
Value
$275.7M
Shares
9.41M
% Port
0.86%
K
28.KAI

KADANT

-8.6%
Value
$274.7M
Shares
874.1K
% Port
0.85%
R
29.ROL

ROLLINS INC

-15.1%
Value
$260.8M
Shares
6.25M
% Port
0.81%
G
30.GMED

GLOBUS MED INC

Value
$250.1M
Shares
3.17M
% Port
0.78%
G
31.GGG

GRACO INC

-8.3%
Value
$236.3M
Shares
3.13M
% Port
0.73%
C
32.CRVL

CORVEL CORP

-5.7%
Value
$234.3M
Shares
3.75M
% Port
0.73%
B
33.BJ

BJS WHSL CLUB HLDGS

-15.2%
Value
$224.4M
Shares
2.57M
% Port
0.70%
T
34.THO

THOR INDS INC

-15.1%
Value
$224.3M
Shares
2.98M
% Port
0.70%
T
35.TTAN

SERVICETITAN

-23.4%
Value
$222.5M
Shares
3.15M
% Port
0.69%
E
36.ETHA

ISHARES TRUST

-0.8%
Value
$222M
Shares
295.8K
% Port
0.69%
Z
37.ZBRA

ZEBRA TECHNOLOGIES

-11.1%
Value
$221.5M
Shares
841.3K
% Port
0.69%
U
38.UFPI

UFP INDUSTRIES INC

-6.9%
Value
$219.8M
Shares
2.42M
% Port
0.68%
B

BANCFIRST CORP

-7.3%
Value
$217.6M
Shares
1.96M
% Port
0.68%
E
40.EFX

EQUIFAX INC

-17.4%
Value
$216.7M
Shares
1.37M
% Port
0.67%
H
41.HLI

HOULIHAN LOKEY INC

-5.9%
Value
$216.3M
Shares
1.61M
% Port
0.67%
A
42.ALGN

ALIGN TECH INC

-6.5%
Value
$215.1M
Shares
1.28M
% Port
0.67%
D
43.DCI

DONALDSON INC

-4.2%
Value
$205.6M
Shares
2.29M
% Port
0.64%
M
44.MDY

STATE STREET SPDR S&

-5.3%
Value
$198.9M
Shares
283.1K
% Port
0.62%
S
45.SITE

SITEONE LANDSCAPE

-17.7%
Value
$195.1M
Shares
1.71M
% Port
0.61%
H
46.HLNE

HAMILTON LANE INC

-7.6%
Value
$177.9M
Shares
2.26M
% Port
0.55%
E
47.EXPO

EXPONET INC

+3.0%
Value
$172.2M
Shares
2.93M
% Port
0.53%
T
48.TDY

TELEDYNE TECH INC

-71.1%
Value
$171.1M
Shares
256.6K
% Port
0.53%
B
49.BFAM

BRIGHT HORIZONS FA

-25.9%
Value
$170.7M
Shares
2.41M
% Port
0.53%
A
50.AME

AMETEK INC

-4.5%
Value
$168.8M
Shares
697.6K
% Port
0.52%