Funds › Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC
13F for Q3 2026, filed Nov 13, 2026. 1,235 positions worth $26.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$26.8B
−$5.4B (16.9%) vs Q2 2026
Positions
1,235
964 in Q2 2026
Top 10 share
21.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | JKHY Jack Henry & Associates, Inc. | 5.67M | $812.3M | 3.0% | +8.8% | 13F ↗ |
| 2 | PRI Primerica, Inc. | 2.62M | $713.2M | 2.7% | -5.4% | 13F ↗ |
| 3 | WTS Watts Water Technologies, Inc. | 1.89M | $668.7M | 2.5% | -4.8% | 13F ↗ |
| 4 | TTC Toro Company | 6.77M | $652.4M | 2.4% | -5.2% | 13F ↗ |
| 5 | SSD Simpson Manufacturing Company, Inc. | 3.43M | $585.7M | 2.2% | -3.9% | 13F ↗ |
| 6 | RBC RBC Bearings Incorporated | 1.13M | $565.9M | 2.1% | -6.2% | 13F ↗ |
| 7 | TDY Teledyne Technologies Incorporated | 823,527 | $499.7M | 1.9% | -19.0% | 13F ↗ |
| 8 | LSTR Landstar System, Inc. | 2.96M | $498.6M | 1.9% | -4.2% | 13F ↗ |
| 9 | NDSN Nordson Corporation | 1.35M | $442.6M | 1.7% | -21.2% | 13F ↗ |
| 10 | GOLF Acushnet Holdings Corp. | 5.22M | $430.6M | 1.6% | -3.9% | 13F ↗ |
| 11 | ALLE Allegion plc | 2.71M | $417.2M | 1.6% | -20.0% | 13F ↗ |
| 12 | POOL Pool Corporation | 2.52M | $407.7M | 1.5% | -2.2% | 13F ↗ |
| 13 | IBP Installed Building Products, Inc. | 2.08M | $399.7M | 1.5% | +13.2% | 13F ↗ |
| 14 | IBKR Interactive Brokers Group, Inc. | 4.55M | $389.0M | 1.5% | -28.5% | 13F ↗ |
| 15 | FCN FTI Consulting, Inc. | 2.86M | $384.7M | 1.4% | -4.7% | 13F ↗ |
| 16 | RLI RLI Corp. | 6.45M | $357.0M | 1.3% | -4.2% | 13F ↗ |
| 17 | WSO Watsco, Inc. | 1.17M | $352.8M | 1.3% | +2.7% | 13F ↗ |
| 18 | LPLA LPL Financial Holdings Inc. | 1.15M | $350.6M | 1.3% | -20.1% | 13F ↗ |
| 19 | CRVL CorVel Corp. | 4.39M | $327.1M | 1.2% | -3.6% | 13F ↗ |
| 20 | EME EMCOR Group, Inc. | 433,126 | $326.8M | 1.2% | -29.3% | 13F ↗ |
| 21 | WRB W.R. Berkley Corporation | 4.80M | $324.5M | 1.2% | -24.7% | 13F ↗ |
| 22 | ZWS Zurn Elkay Water Solutions Corporation | 6.71M | $311.8M | 1.2% | -24.5% | 13F ↗ |
| 23 | MC Moelis & Company | 5.17M | $297.1M | 1.1% | -4.6% | 13F ↗ |
| 24 | HLI Houlihan Lokey, Inc. | 2.25M | $284.6M | 1.1% | -7.2% | 13F ↗ |
| 25 | GGG Graco Inc. | 3.64M | $280.1M | 1.0% | -4.9% | 13F ↗ |
| 26 | ZBRA Zebra Technologies Corporation | 749,269 | $279.7M | 1.0% | -24.0% | 13F ↗ |
| 27 | AME AMETEK, Inc. | 1.10M | $272.1M | 1.0% | -8.2% | 13F ↗ |
| 28 | FHB First Hawaiian, Inc. | 11.01M | $271.0M | 1.0% | -4.6% | 13F ↗ |
| 29 | KAI Kadant Inc | 1.02M | $267.2M | 1.0% | -5.0% | 13F ↗ |
| 30 | MPWR Monolithic Power Systems, Inc. | 190,158 | $256.2M | 1.0% | -7.7% | 13F ↗ |
| 31 | WST West Pharmaceutical Services, Inc. | 687,781 | $255.0M | 1.0% | -9.6% | 13F ↗ |
| 32 | MANH Manhattan Associates, Inc. | 1.28M | $254.6M | 1.0% | +26.2% | 13F ↗ |
| 33 | WAB Westinghouse Air Brake Technologies Corporation | 855,538 | $245.7M | 0.9% | -8.2% | 13F ↗ |
| 34 | BANF BancFirst Corporation | 2.29M | $241.6M | 0.9% | -4.0% | 13F ↗ |
| 35 | GMED Globus Medical, Inc. | 3.20M | $239.4M | 0.9% | -25.3% | 13F ↗ |
| 36 | HWKN Hawkins, Inc. | 1.90M | $239.0M | 0.9% | +32.8% | 13F ↗ |
| 37 | ULS UL Solutions Inc. | 3.64M | $238.8M | 0.9% | -22.5% | 13F ↗ |
| 38 | TRMB Trimble Inc. | 4.12M | $235.1M | 0.9% | +7.6% | 13F ↗ |
| 39 | COO The Cooper Companies, Inc. | 4.13M | $233.2M | 0.9% | -24.0% | 13F ↗ |
| 40 | DCI Donaldson Company, Inc. | 2.67M | $232.3M | 0.9% | -4.1% | 13F ↗ |
| 41 | iShares Tr Core S&P500 Etf | 296,308 | $226.9M | 0.8% | +0.2% | 13F ↗ |
| 42 | HLNE Hamilton Lane Incorporated | 2.60M | $225.5M | 0.8% | -15.0% | 13F ↗ |
| 43 | UFPI UFP Industries, Inc. | 2.84M | $219.6M | 0.8% | -4.9% | 13F ↗ |
| 44 | EXPO Exponent, Inc. | 3.29M | $215.5M | 0.8% | -17.6% | 13F ↗ |
| 45 | BJ BJ's Wholesale Club Holdings, Inc. | 2.28M | $210.2M | 0.8% | -23.2% | 13F ↗ |
| 46 | EFX Equifax, Inc. | 1.52M | $208.0M | 0.8% | -19.7% | 13F ↗ |
| 47 | NVDA NVIDIA Corporation | 893,590 | $204.1M | 0.8% | -0.2% | 13F ↗ |
| 48 | SAIA Saia, Inc. | 606,431 | $202.4M | 0.8% | -25.5% | 13F ↗ |
| 49 | ROL Rollins, Inc. | 6.49M | $195.6M | 0.7% | -20.9% | 13F ↗ |
| 50 | ALGN Align Technology, Inc. | 1.30M | $189.0M | 0.7% | -25.0% | 13F ↗ |
Showing the top 50 of 1,235 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
296 new, 310 added to, 408 trimmed, 25 exited, 223 unchanged. By estimated dollars.
New positions (296)
| LECO Lincoln Electric Holdings, Inc. | 594,480 | New | $157.3M |
| ATAT Atour Lifestyle Holdings Limited · ADR | 711,122 | New | $23.2M |
| Fidelity Covington Trust Msci Indl Indx | 196,624 | New | $17.4M |
| Spdr Series Trust St Str Sp Home | 138,407 | New | $13.3M |
| Vanguard World Fd Industrial Etf | 38,018 | New | $12.2M |
| Vanguard Wellington Fd Etf | 44,158 | New | $10.0M |
| iShares Tr | 290,945 | New | $9.6M |
| PLPC Preformed Line Products Company | 19,992 | New | $8.1M |
| Invesco Exchange Traded Fd T Etf | 48,157 | New | $7.1M |
| EWBC East West Bancorp, Inc. | 31,585 | New | $3.9M |
Added to (310)
| JKHY Jack Henry & Associates, Inc. | 5.67M | +8.8% | $65.5M |
| APG APi Group Corporation | 2.17M | +274% | $61.3M |
| HWKN Hawkins, Inc. | 1.90M | +32.8% | $59.0M |
| MANH Manhattan Associates, Inc. | 1.28M | +26.2% | $52.8M |
| IBP Installed Building Products, Inc. | 2.08M | +13.2% | $46.5M |
| INTC Intel Corporation | 365,880 | +28642% | $43.8M |
| iShares Tr U.S. Med Dvc Etf | 800,271 | +33810% | $40.8M |
| FLEX Flex Ltd. | 286,528 | +440712% | $31.5M |
| iShares Tr Us Home Cons Etf | 346,104 | +72307% | $30.1M |
| ANDG Andersen Group Inc. | 1.44M | +60.0% | $29.3M |
Trimmed (408)
| LII Lennox International, Inc. · Common Stocks | 10,507 | -98.6% | -$259.0M |
| OLED Universal Display Corporation | 218 | -100.0% | -$166.9M |
| IBKR Interactive Brokers Group, Inc. | 4.55M | -28.5% | -$154.7M |
| EME EMCOR Group, Inc. | 433,126 | -29.3% | -$135.7M |
| NDSN Nordson Corporation | 1.35M | -21.2% | -$119.2M |
| TDY Teledyne Technologies Incorporated | 823,527 | -19.0% | -$117.0M |
| WRB W.R. Berkley Corporation | 4.80M | -24.7% | -$106.2M |
| ALLE Allegion plc | 2.71M | -20.0% | -$104.2M |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 126,042 | -55.5% | -$103.1M |
| ZWS Zurn Elkay Water Solutions Corporation | 6.71M | -24.5% | -$101.4M |
Exited (25)
| Topbuild Corp | 37,656 | Exited | -$16.1M |
| Spdr Index Shs Fds St Str Po Ex Etf | 176,491 | Exited | -$8.9M |
| TPL Texas Pacific Land Corporation | 3,906 | Exited | -$1.7M |
| Exxon Mobil Corp | 7,667 | Exited | -$1.0M |
| Avalonbay Communities Inc Reit | 3,482 | Exited | -$657.0K |
| iShares Inc Em Mkt SM-CP Etf | 3,616 | Exited | -$274.8K |
| DPZ Domino's Pizza Inc | 666 | Exited | -$197.2K |
| Invesco Exch Traded Fd Tr II Kbw Ppty Casut | 783 | Exited | -$99.2K |
| Vanguard Scottsdale Fds Short Term Treas | 598 | Exited | -$34.9K |
| INTA Intapp, Inc. | 973 | Exited | -$24.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 1,241 | $26.8B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 967 | $32.2B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 957 | $34.0B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 1,017 | $37.3B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 1,038 | $41.0B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 1,094 | $41.9B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 963 | $40.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer