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
DOW
Dow Inc.

Basic Materials
9
+ 56.25%
$25.81 - $34.89 $232 - $314
25 $0
Ul Solutions Inc.
5.63M
+ 547.7%
N/A
6.66M $0
Coherent Corp
1.29K
+ 442.81%
N/A
1.59K $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
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 12.86%
$220.99 - $268.54 $1.99K - $2.42K
79 $18K
Bbb Foods Inc
446
+ 0.12%
N/A
367K $0
CFG
Citizens Financial Group Inc

Financial Services
3
+ 8.57%
$34.27 - $44.75 $103 - $134
38 $1K
PVH
Pvh Corp.

Consumer Cyclical
2
+ 40.0%
$60.5 - $87.28 $121 - $175
7 $0
OVV
Ovintiv Inc.

Energy
7
+ 16.67%
$31.18 - $44.14 $218 - $309
49 $1K
Labcorp Holdings Inc
2
+ 18.18%
N/A
13 $0
Lam Research Corpora
1.12K
+ 6.71%
N/A
17.7K $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
LBRDK
Liberty Broadband Corp

Communication Services
5
+ 100.0%
$73.65 - $101.29 $368 - $506
10 $0
Liberty Media Corp
5
+ 0.68%
N/A
736 $0
Linde PLC
3.85K
+ 5.66%
N/A
71.8K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
14
+ 93.33%
$53.23 - $70.65 $745 - $989
29 $1K
RHI
Robert Half International Inc.

Industrials
14
+ 140.0%
$40.31 - $54.71 $564 - $766
24 $0
MAS
Masco Corp

Industrials
12
+ 16.0%
$58.73 - $71.06 $705 - $853
87 $5K
Bunge Global Sa
3
+ 75.0%
N/A
7 $0
Natwest Group PLC
76.5K
+ 941.65%
N/A
84.7K $0
Sandisk Corp
200
+ 8.89%
N/A
2.45K $0
Onestream Inc
497K
+ 7.79%
N/A
6.88M $0
OTIS
Otis Worldwide Corp

Industrials
4
+ 4.35%
$90.88 - $104.3 $364 - $417
96 $9K
KHC
Kraft Heinz CO

Consumer Defensive
22
+ 59.46%
$25.61 - $30.81 $563 - $678
59 $1K
Kenvue Inc.
433
+ 492.05%
N/A
521 $0
Servicetitan
231K
+ 11.24%
N/A
2.29M $0
INVH
Invitation Homes Inc.

Real Estate
19
+ 63.33%
$30.53 - $35.47 $580 - $674
49 $1K
Smurfit Westrock LTD
15
+ 50.0%
N/A
45 $0
Solventum Corporatin
415
+ 69.17%
N/A
1.02K $0
HBAN
Huntington Bancshares Inc

Financial Services
6
+ 300.0%
$12.49 - $16.76 $74.9 - $101
8 $0
SWK
Stanley Black & Decker, Inc.

Industrials
8
+ 53.33%
$55.86 - $76.98 $447 - $616
23 $1K
Jacobs Solutions Inc
2
+ 50.0%
N/A
6 $0
EOG
Eog Resources Inc

Energy
1
+ 1.59%
$104.61 - $129.97 $105 - $130
64 $7K
FTV
Fortive Corp

Technology
20
+ 24.1%
$52.13 - $74.29 $1.04K - $1.49K
103 $5K
EXC
Exelon Corp

Utilities
18
+ 3.31%
$42.2 - $47.37 $760 - $853
562 $24K
OKTA
Okta, Inc.

Technology
12
+ 1.88%
$91.24 - $127.3 $1.09K - $1.53K
652 $65K
PSX
Phillips 66

Energy
18
+ 1.81%
$92.87 - $125.73 $1.67K - $2.26K
1.01K $120K
EIX
Edison International

Utilities
16
+ 3.13%
$48.32 - $59.92 $773 - $959
527 $27K
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 0.4%
$47.86 - $55.77 $239 - $279
1.26K $66K
BDX
Becton Dickinson & CO

Healthcare
11
+ 12.79%
$165.15 - $226.42 $1.82K - $2.49K
97 $16K
XEL
Xcel Energy Inc

Utilities
15
+ 0.67%
$65.65 - $72.39 $985 - $1.09K
2.25K $153K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.51%
$394.72 - $440.39 $789 - $881
398 $167K
SLB
Schlumberger Limited

Energy
16
+ 1.52%
$31.95 - $42.2 $511 - $675
1.07K $36K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
7
+ 0.59%
$41.37 - $53.28 $290 - $373
1.19K $53K
HAL
Halliburton CO

Energy
80
+ 3.86%
$19.26 - $25.7 $1.54K - $2.06K
2.15K $43K
SBUX
Starbucks Corp

Consumer Cyclical
33
+ 1.86%
$79.69 - $99.41 $2.63K - $3.28K
1.81K $165K
IQV
Iqvia Holdings Inc.

Healthcare
2
+ 0.36%
$137.0 - $174.37 $274 - $349
560 $88K
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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