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Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Portfolio holdings

AUM $34B
1-Year Est. Return 6.31%
This Fund
S&P 500
This Quarter Est. Return
+2.35%
1 Year Est. Return
+6.31%
3 Year Est. Return
+45.79%
5 Year Est. Return
+60.99%
10 Year Est. Return
+604.27%
AUM
$41B
AUM Growth
-$875M
Cap. Flow
-$831M
Cap. Flow %
-2.02%
Top 10 Hldgs %
19.26%
Holding
1,116
New
23
Increased
247
Reduced
398
Closed
86

Top Buys

Rank Stock Value
1
IBP icon
Installed Building Products
IBP
+$410M
2
TRMB icon
Trimble
TRMB
+$370M
3
HWKN icon
Hawkins
HWKN
+$127M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$67.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$56.4M

Top Sells

Rank Stock Value
1
EME icon
Emcor
EME
+$312M
2
CWAN
Clearwater Analytics
CWAN
+$198M
3
WRB icon
W.R. Berkley
WRB
+$114M
4
OLED icon
Universal Display
OLED
+$57.9M
5
ROP icon
Roper Technologies
ROP
+$52.8M

Sector Composition

Rank Sector Weight
1 Industrials 33.45%
2 Financials 21.79%
3 Technology 18.09%
4 Consumer Discretionary 10.64%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPG
801
DELISTED
Interpublic Group of Companies
IPG
$2.76K ﹤0.01%
99
-22
-18% -$568
FNF icon
802
Fidelity National Financial
FNF
$13.1B
$2.69K ﹤0.01%
44
– –
HRB icon
803
H&R Block
HRB
$6.76B
$2.68K ﹤0.01%
53
– –
UBS icon
804
UBS Group
UBS
$176B
$2.67K ﹤0.01%
65
– –
HUBB icon
805
Hubbell
HUBB
$26.9B
$2.58K ﹤0.01%
6
– –
NDAQ icon
806
Nasdaq
NDAQ
$54.5B
$2.48K ﹤0.01%
28
– –
SLVM icon
807
Sylvamo
SLVM
$1.55B
$2.4K ﹤0.01%
54
+1
+2% +$46
BHP icon
808
BHP
BHP
$222B
$2.4K ﹤0.01%
42
-4,586
-99% -$244K
EQT icon
809
EQT Corp
EQT
$33.8B
$2.4K ﹤0.01%
44
– –
RGA icon
810
Reinsurance Group of America
RGA
$16.3B
$2.37K ﹤0.01%
12
– –
ACGL icon
811
Arch Capital
ACGL
$33.5B
$2.36K ﹤0.01%
26
– –
HOOD icon
812
Robinhood
HOOD
$89.4B
$2.29K ﹤0.01%
16
+4
+33% +$436
LEN icon
813
Lennar Class A
LEN
$21.1B
$2.27K ﹤0.01%
18
– –
DKS icon
814
Dick's Sporting Goods
DKS
$18.1B
$2.22K ﹤0.01%
10
– –
TEL icon
815
TE Connectivity
TEL
$62.5B
$2.19K ﹤0.01%
10
+2
+25% +$401
PCAR icon
816
PACCAR
PCAR
$68.7B
$2.16K ﹤0.01%
22
– –
IR icon
817
Ingersoll Rand
IR
$32.7B
$2.15K ﹤0.01%
26
– –
FCNCA icon
818
First Citizens BancShares
FCNCA
$25.6B
$2.1K ﹤0.01%
1
– –
LDOS icon
819
Leidos
LDOS
$17.9B
$2.08K ﹤0.01%
11
– –
SWKS icon
820
Skyworks Solutions
SWKS
$10.5B
$2.08K ﹤0.01%
27
-11
-29% -$819
DOW icon
821
Dow Inc
DOW
$21.9B
$2.06K ﹤0.01%
90
+65
+260% +$1.62K
NTSX icon
822
WisdomTree US Efficient Core Fund
NTSX
$1.41B
$2.06K ﹤0.01%
38
– –
AER icon
823
AerCap
AER
$23.4B
$2.06K ﹤0.01%
17
– –
CMA
824
DELISTED
Comerica
CMA
$2.06K ﹤0.01%
30
– –
CNO icon
825
CNO Financial Group
CNO
$5.04B
$2.04K ﹤0.01%
51
– –
31 32
33
34 35

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BAMCO Inc
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Alyeska Investment Group
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GAM
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Hotchkis & Wiley Capital Management
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Viking Global Investors
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First Manhattan
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Kayne Anderson Rudnick Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kayne Anderson Rudnick Investment Management held 1,116 positions worth $41B, down 2.1% from $41.9B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Kayne Anderson Rudnick Investment Management's Q3 2025 filing shows 23 new, 247 increased, 398 reduced and 86 closed positions. Its largest new stake was Installed Building Products: 1,725,204 shares worth $426M. The largest sale was Emcor, an estimated $312M.

By sector, the portfolio is most concentrated in Industrials at 33% of assets, up from 33% a quarter earlier, followed by Financials and Technology.

  • Kayne Anderson Rudnick Investment Management's largest Q3 2025 buy was Installed Building Products: 1,725,204 shares worth $426M.
  • Kayne Anderson Rudnick Investment Management added most to Trimble in Q3 2025, an estimated $370M increase.
  • Kayne Anderson Rudnick Investment Management's biggest Q3 2025 reduction was Emcor, cutting an estimated $312M.
  • Kayne Anderson Rudnick Investment Management fully exited Holley in Q3 2025, selling an estimated $11.3M.
  • Kayne Anderson Rudnick Investment Management's ten largest holdings make up 19% of its $41B portfolio in Q3 2025.
  • Kayne Anderson Rudnick Investment Management opened 23 new positions and closed 86 in Q3 2025.
  • Kayne Anderson Rudnick Investment Management's portfolio value fell 2.1% quarter-over-quarter to $41B.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.