Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (CIK 1021223) reported $34.05B across 944 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JKHY ($862.8M, 2.53%), PRI ($769.4M, 2.26%), TTC ($740.3M, 2.17%), TDY ($726.1M, 2.13%), RBC ($719.4M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JKHY | JACK HENRY & ASSOCIA | $862.8M | 2.53% | 5.5M | Trimmed |
| 2 | PRI | PRIMERICA INC | $769.4M | 2.26% | 3.1M | Trimmed |
| 3 | TTC | TORO CO | $740.3M | 2.17% | 7.9M | Trimmed |
| 4 | TDY | TELEDYNE TECH INC | $726.1M | 2.13% | 1.2M | Trimmed |
| 5 | RBC | RBC BEARINGS INC | $719.4M | 2.11% | 1.3M | Trimmed |
| 6 | IBKR | INTERACTIVE BROKERS | $671.8M | 1.97% | 10.0M | Trimmed |
| 7 | SSD | SIMPSON MANUFACTURIN | $666.8M | 1.96% | 3.9M | Trimmed |
| 8 | WTS | WATTS WATER TECH | $617.5M | 1.81% | 2.1M | Trimmed |
| 9 | POOL | POOL CORPORATION | $576.7M | 1.69% | 2.9M | Added |
| 10 | FCN | FTI CONSULTING INC | $575.7M | 1.69% | 3.3M | Trimmed |
| 11 | GOLF | ACUSHNET HOLDINGS | $553.9M | 1.63% | 5.9M | Trimmed |
| 12 | LSTR | LANDSTAR SYS INC | $550.2M | 1.62% | 3.4M | Trimmed |
| 13 | NDSN | NORDSON CORP | $544.1M | 1.60% | 2.0M | Trimmed |
| 14 | ALLE | ALLEGION PLC | $528.2M | 1.55% | 3.6M | Trimmed |
| 15 | EME | EMCOR GROUP INC | $522.0M | 1.53% | 706,966 | Trimmed |
| 16 | ROL | ROLLINS INC | $518.2M | 1.52% | 9.7M | Added |
| 17 | WRB | BERKLEY W R CORP | $515.1M | 1.51% | 7.8M | Trimmed |
| 18 | LPLA | LPL FINANCIAL HLDGS | $505.4M | 1.48% | 1.7M | Trimmed |
| 19 | ZWS | ZURN ELKAY WATER SOL | $486.5M | 1.43% | 10.9M | Trimmed |
| 20 | WSO | WATSCO INC | $483.6M | 1.42% | 1.3M | Trimmed |
| 21 | IBP | INSTALLED BUILDING | $480.7M | 1.41% | 1.8M | Trimmed |
| 22 | COO | COOPER COMPANIES INC | $473.1M | 1.39% | 6.6M | Trimmed |
| 23 | ULS | UL SOLUTIONS INC. | $462.7M | 1.36% | 5.4M | Trimmed |
| 24 | EFX | EQUIFAX INC | $411.3M | 1.21% | 2.3M | Trimmed |
| 25 | LII | LENNOX INTL INC | $406.2M | 1.19% | 875,168 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31