Kayne Anderson Rudnick Investment Management LLC Incresed Positions in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLOB
Globant S.A.

Technology
12
+ 240.0%
$87.63 - $140.36 $1.05K - $1.68K
17 $1K
EQT
Eqt Corp

Energy
24
+ 120.0%
$46.11 - $60.44 $1.11K - $1.45K
44 $2K
DASH
Door Dash, Inc.

Communication Services
1
+ 6.67%
$163.16 - $246.51 $163 - $247
16 $3K
DG
Dollar General Corp

Consumer Defensive
12
+ 600.0%
$86.02 - $114.95 $1.03K - $1.38K
14 $1K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
9
+ 150.0%
$105.8 - $131.55 $952 - $1.18K
15 $1K
CTRA
Coterra Energy Inc.

Energy
60
+ 428.57%
$22.6 - $29.07 $1.36K - $1.74K
74 $1K
ED
Consolidated Edison Inc

Utilities
8
+ 53.33%
$98.05 - $113.3 $784 - $906
23 $2K
EMB
Ishares Tr

ETFs
3
+ 1.37%
$86.54 - $92.62 $260 - $278
222 $20K
FMC
Fmc Corp

Basic Materials
8
+ 40.0%
$33.98 - $44.06 $272 - $352
28 $1K
HUBB
Hubbell Inc

Industrials
2
+ 50.0%
$315.94 - $408.41 $632 - $817
6 $2K
HUBS
Hubspot Inc

Technology
3
+ 18.75%
$487.07 - $672.24 $1.46K - $2.02K
19 $10K
IR
Ingersoll Rand Inc.

Industrials
4
+ 18.18%
$66.75 - $84.94 $267 - $340
26 $2K
IFF
International Flavors & Fragrances Inc

Basic Materials
14
+ 93.33%
$66.85 - $79.33 $936 - $1.11K
29 $2K
GRMN
Garmin LTD

Technology
3
+ 23.08%
$173.63 - $218.07 $521 - $654
16 $3K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
15
+ 214.29%
$45.92 - $50.78 $689 - $762
22 $1K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
10
+ 66.67%
N/A
25 $1K
KEY
Keycorp

Financial Services
19
+ 7.92%
$13.23 - $17.42 $251 - $331
259 $4K
CINF
Cincinnati Financial Corp

Financial Services
6
+ 120.0%
$126.6 - $151.6 $760 - $910
11 $1K
AIG
American International Group, Inc.

Financial Services
11
+ 7.14%
$77.56 - $87.72 $853 - $965
165 $14K
PCAR
Paccar Inc

Industrials
3
+ 15.79%
$86.4 - $99.09 $259 - $297
22 $2K
IP
International Paper CO

Consumer Cyclical
19
+ 211.11%
$43.89 - $54.46 $834 - $1.03K
28 $1K
NDAQ
Nasdaq, Inc.

Financial Services
13
+ 86.67%
$66.4 - $89.42 $863 - $1.16K
28 $2K
CAH
Cardinal Health Inc

Healthcare
4
+ 100.0%
$125.0 - $168.0 $500 - $672
8 $1K
NUE
Nucor Corp

Basic Materials
2
+ 8.7%
$103.22 - $131.43 $206 - $263
25 $3K
MNST
Monster Beverage Corp

Consumer Defensive
11
+ 20.75%
$55.01 - $64.24 $605 - $707
64 $4K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 125.0%
$57.41 - $74.81 $574 - $748
18 $1K
ALL
Allstate Corp

Financial Services
5
+ 15.15%
$180.53 - $212.64 $903 - $1.06K
38 $7K
KMX
Carmax Inc

Consumer Cyclical
6
+ 60.0%
$62.27 - $82.77 $374 - $497
16 $1K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 8.33%
$321.68 - $427.25 $322 - $427
13 $5K
ADSK
Autodesk, Inc.

Technology
4
+ 0.26%
N/A
1.52K $373K
WY
Weyerhaeuser CO

Real Estate
13
+ 144.44%
$24.69 - $29.48 $321 - $383
22 $0
AEP
American Electric Power CO Inc

Utilities
7
+ 3.37%
$98.59 - $109.11 $690 - $764
215 $22K
Ge Vernova Inc
51
+ 47.22%
N/A
159 $0
Aptiv PLC
4.64K
+ 6.71%
N/A
73.8K $0
GCT
Giga Cloud Technology Inc.

Technology
5.59K
+ 3.89%
N/A
149K $0
ZM
Zoom Video Communications, Inc.

Technology
6
+ 150.0%
$66.7 - $84.62 $400 - $508
10 $0
Amentum Holdings Inc
8
+ 200.0%
N/A
12 $0
Gsk PLC
443
+ 3.28%
N/A
13.9K $0
HEIA
Heico Crp Cl A
11.7K
+ 0.9%
N/A
1.31M $0
AES
Aes Corp

Utilities
23
+ 20.18%
$9.63 - $12.55 $221 - $289
137 $1K
Arista Networks In
1.02K
+ 51.34%
N/A
3K $0
FIVE
Five Below, Inc

Consumer Cyclical
2
+ 200.0%
$55.75 - $131.18 $112 - $262
3 $0
Virtus ETF Tr Ii
11.3K
+ 4.35%
N/A
271K $0
Veralto Corporation
5
+ 5.38%
N/A
98 $0
VTR
Ventas, Inc.

Real Estate
11
+ 73.33%
$62.45 - $70.08 $687 - $771
26 $1K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.07K
+ 12.8%
$160.0 - $195.62 $331K - $405K
18.2K $2.97M
CRH.L
Crh PLC

Basic Materials
15
+ 33.33%
N/A
60 $0
Capital Grp Internat
122K
+ 2777.22%
N/A
126K $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
10
+ 43.48%
$23.18 - $30.7 $232 - $307
33 $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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