Kayne Anderson Rudnick Investment Management LLC 13F Holdings · Q2 2026
Kayne Anderson Rudnick Investment Management LLC reported 966 securities worth $32.20B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PRI (2.44%), RBC (2.42%), WTS (2.41%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRI | PRIMERICA INC | $786.8M | 2.44% | 2.8M | Trimmed |
| 2 | RBC | RBC BEARINGS INC | $778.4M | 2.42% | 1.2M | Trimmed |
| 3 | WTS | WATTS WATER TECH | $776.7M | 2.41% | 2.0M | Trimmed |
| 4 | SSD | SIMPSON MANUFACTURIN | $747.0M | 2.32% | 3.6M | Trimmed |
| 5 | JKHY | JACK HENRY & ASSOCIA | $718.1M | 2.23% | 5.2M | Trimmed |
| 6 | TTC | TORO CO | $695.4M | 2.16% | 7.1M | Trimmed |
| 7 | TDY | TELEDYNE TECH INC | $677.8M | 2.11% | 1.0M | Trimmed |
| 8 | GOLF | ACUSHNET HOLDINGS | $643.7M | 2.00% | 5.4M | Trimmed |
| 9 | LSTR | LANDSTAR SYS INC | $638.5M | 1.98% | 3.1M | Trimmed |
| 10 | IBKR | INTERACTIVE BROKERS | $554.1M | 1.72% | 6.4M | Trimmed |
| 11 | POOL | POOL CORPORATION | $553.2M | 1.72% | 2.6M | Trimmed |
| 12 | NDSN | NORDSON CORP | $517.0M | 1.61% | 1.7M | Trimmed |
| 13 | EME | EMCOR GROUP INC | $508.7M | 1.58% | 613,035 | Trimmed |
| 14 | ULS | UL SOLUTIONS INC. | $478.2M | 1.49% | 4.7M | Trimmed |
| 15 | ALLE | ALLEGION PLC | $476.3M | 1.48% | 3.4M | Trimmed |
| 16 | WSO | WATSCO INC | $472.7M | 1.47% | 1.1M | Trimmed |
| 17 | WRB | BERKLEY W R CORP | $449.8M | 1.40% | 6.4M | Trimmed |
| 18 | ZWS | ZURN ELKAY WATER SOL | $449.3M | 1.40% | 8.9M | Trimmed |
| 19 | FCN | FTI CONSULTING INC | $447.3M | 1.39% | 3.0M | Trimmed |
| 20 | LII | LENNOX INTL INC | $423.9M | 1.32% | 739,856 | Trimmed |
| 21 | IBP | INSTALLED BUILDING | $423.1M | 1.31% | 1.8M | Added |
| 22 | LPLA | LPL FINANCIAL HLDGS | $404.1M | 1.26% | 1.4M | Trimmed |
| 23 | RLI | RLI CORP | $398.0M | 1.24% | 6.7M | Trimmed |
| 24 | COO | COOPER COMPANIES INC | $389.4M | 1.21% | 5.4M | Trimmed |
| 25 | MC | MOELIS & COMPANY | $354.1M | 1.10% | 5.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR