Kayne Anderson Rudnick Investment Management LLC Purchases in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BWA
Borgwarner Inc

Consumer Cyclical
7
New
$24.84 - $33.92 $174 - $237
7 $0
SUI
Sun Communities Inc

Real Estate
2
New
$114.62 - $132.25 $229 - $265
2 $0
MOS
Mosaic CO

Basic Materials
24
New
$22.76 - $36.95 $546 - $887
24 $0
DELL
Dell Technologies Inc.

Technology
6
New
$71.63 - $125.98 $430 - $756
6 $0
Lam Research Corpora
1.12K
+ 6.71%
N/A
17.7K $0
Labcorp Holdings Inc
2
+ 18.18%
N/A
13 $0
KHC
Kraft Heinz CO

Consumer Defensive
22
+ 59.46%
$25.61 - $30.81 $563 - $678
59 $1K
KEX
Kirby Corp

Industrials
2
New
$87.32 - $114.99 $175 - $230
2 $0
Kenvue Inc.
433
+ 492.05%
N/A
521 $0
JLL
Jones Lang Lasalle Inc

Real Estate
1
New
$204.57 - $256.96 $205 - $257
1 $0
Jacobs Solutions Inc
2
+ 50.0%
N/A
6 $0
JBL
Jabil Inc

Technology
2
New
$116.88 - $218.1 $234 - $436
2 $0
EQR
Equity Residential

Real Estate
11
New
$61.82 - $71.72 $680 - $789
11 $0
EVR
Evercore Inc.

Financial Services
1
New
$163.77 - $271.5 $164 - $272
1 $0
CHK
Chesapeake Energy Corp

Energy
8
New
N/A
8 $0
LDOS
Leidos Holdings, Inc.

Technology
1
+ 10.0%
$132.9 - $160.3 $133 - $160
11 $1K
LEN
Lennar Corp

Consumer Cyclical
4
+ 28.57%
$102.76 - $115.66 $411 - $463
18 $1K
MGM
Mgm Resorts International

Consumer Cyclical
11
New
$25.79 - $34.95 $284 - $384
11 $0
BFB
Brown Forman Corp Cl B
19
New
N/A
19 $0
MDU
Mdu Resources Group Inc

Industrials
30
New
$15.6 - $17.76 $468 - $533
30 $0
MKC
Mccormick & CO Inc

Consumer Defensive
6
New
$71.11 - $82.25 $427 - $494
6 $0
Matthews Intl Funds
1.71K
New
N/A
1.71K $0
MAS
Masco Corp

Industrials
12
+ 16.0%
$58.73 - $71.06 $705 - $853
87 $5K
LYB
Lyondell Basell Industries N.V.

Basic Materials
14
+ 93.33%
$53.23 - $70.65 $745 - $989
29 $1K
DOW
Dow Inc.

Basic Materials
9
+ 56.25%
$25.81 - $34.89 $232 - $314
25 $0
LFUS
Littelfuse Inc

Technology
3
New
$149.72 - $227.31 $449 - $682
3 $0
Linde PLC
3.85K
+ 5.66%
N/A
71.8K $0
Liberty Media Corp
5
+ 0.68%
N/A
736 $0
LBRDK
Liberty Broadband Corp

Communication Services
5
+ 100.0%
$73.65 - $101.29 $368 - $506
10 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
New
$136.63 - $176.62 $137 - $177
1 $0
Ferguson PLC
11
+ 183.33%
N/A
17 $0
FNF
Fidelity National Financial, Inc.

Financial Services
1
+ 2.33%
$53.62 - $66.59 $53.6 - $66.6
44 $2K
GCT
Giga Cloud Technology Inc.

Technology
5.59K
+ 3.89%
N/A
149K $0
GFS
Globalfoundries Inc.

Technology
15
New
$30.37 - $40.03 $456 - $600
15 $0
IDA
Idacorp Inc

Utilities
6
New
$111.01 - $119.72 $666 - $718
6 $0
ICUI
Icu Medical Inc

Healthcare
3
New
$127.74 - $151.04 $383 - $453
3 $0
HBAN
Huntington Bancshares Inc

Financial Services
6
+ 300.0%
$12.49 - $16.76 $74.9 - $101
8 $0
JBHT
Hunt J B Transport Services Inc

Industrials
6
New
$124.73 - $152.78 $748 - $917
6 $0
GL
Globe Life Inc.

Financial Services
7
New
$113.29 - $133.09 $793 - $932
7 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
37
New
$12.7 - $16.07 $470 - $595
37 $0
HRL
Hormel Foods Corp

Consumer Defensive
2
New
$29.11 - $31.44 $58.2 - $62.9
2 $0
HIW
Highwoods Properties, Inc.

Real Estate
17
New
$25.31 - $31.85 $430 - $541
17 $0
HXL
Hexcel Corp

Industrials
5
New
$47.49 - $57.32 $237 - $287
5 $0
Gsk PLC
443
+ 3.28%
N/A
13.9K $0
INFA
Informatica Inc.

Technology
7
New
$15.86 - $24.35 $111 - $170
7 $0
Ge Vernova Inc
51
+ 47.22%
N/A
159 $0
FIS
Fidelity National Information Services, Inc.

Technology
11
New
$68.14 - $82.13 $750 - $903
11 $0
Healthcare Realty Tr
31
New
N/A
31 $0
FR
First Industrial Realty Trust Inc

Real Estate
2
New
$43.07 - $54.05 $86.1 - $108
2 $0
Activity Summary
Buys All Purchases 590 New Holdings 163 Increased Positions 427 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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