Kayne Anderson Rudnick Investment Management LLC New Holdings in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIIB
Biogen Inc.

Healthcare
9
New
$113.38 - $135.49 $1.02K - $1.22K
9 $1K
MSTR
Microstrategy Inc

Technology
3
New
$237.95 - $421.61 $714 - $1.26K
3 $1K
LITE
Lumentum Holdings Inc.

Technology
15
New
$49.56 - $95.06 $743 - $1.43K
15 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
New
$225.56 - $335.19 $1.35K - $2.01K
6 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
8
New
$215.78 - $270.12 $1.73K - $2.16K
8 $1K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
16
New
$67.02 - $83.8 $1.07K - $1.34K
16 $1K
GLW
Corning Inc

Technology
37
New
$39.07 - $52.59 $1.45K - $1.95K
37 $1K
CAR
Avis Budget Group, Inc.

Industrials
10
New
$62.86 - $179.3 $629 - $1.79K
10 $1K
NTR
Nutrien Ltd.

Basic Materials
29
New
$46.88 - $62.89 $1.36K - $1.82K
29 $1K
Viper Energy Inc
5
New
N/A
5 $0
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
68
New
N/A
68 $0
PR
Permian Resources Corporation

Energy
63
New
$10.36 - $14.93 $653 - $941
63 $0
WSM
Williams Sonoma Inc

Consumer Cyclical
6
New
$137.62 - $174.44 $826 - $1.05K
6 $0
MRNA
Moderna, Inc.

Healthcare
19
New
$23.65 - $28.54 $449 - $542
19 $0
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
20
New
$22.25 - $30.3 $445 - $606
20 $0
OGE
Oge Energy Corp.

Utilities
16
New
$42.23 - $46.38 $676 - $742
16 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
New
$66.1 - $97.75 $264 - $391
4 $0
MSA
Msa Safety Inc

Industrials
1
New
$130.21 - $169.16 $130 - $169
1 $0
OGN
Organon & Co.

Healthcare
36
New
$8.04 - $14.72 $289 - $530
36 $0
MOH
Molina Healthcare, Inc.

Healthcare
1
New
$290.25 - $353.24 $290 - $353
1 $0
WOLF
Wolfspeed, Inc.

Technology
54
New
$0.4 - $4.46 $21.6 - $241
54 $0
MOS
Mosaic CO

Basic Materials
24
New
$22.76 - $36.95 $546 - $887
24 $0
OC
Owens Corning

Industrials
1
New
$126.32 - $147.75 $126 - $148
1 $0
PLNT
Planet Fitness, Inc.

Consumer Cyclical
3
New
$90.58 - $109.05 $272 - $327
3 $0
PLTK
Playtika Holding Corp.

Communication Services
24
New
$4.51 - $5.44 $108 - $131
24 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3
New
$60.29 - $71.77 $181 - $215
3 $0
Standardaero Inc
10
New
N/A
10 $0
UAL
United Airlines Holdings, Inc.

Industrials
6
New
$56.15 - $84.23 $337 - $505
6 $0
STLD
Steel Dynamics Inc

Basic Materials
2
New
N/A
2 $0
SUI
Sun Communities Inc

Real Estate
2
New
$114.62 - $132.25 $229 - $265
2 $0
Super Micro Computer
6
New
N/A
6 $0
SYF
Synchrony Financial

Financial Services
6
New
$43.81 - $66.74 $263 - $400
6 $0
Ralliant Corp
33
New
N/A
33 $0
TRGP
Targa Resources Corp.

Energy
2
New
$157.32 - $205.72 $315 - $411
2 $0
SNX
Td Synnex Corp

Technology
2
New
$95.81 - $137.79 $192 - $276
2 $0
TRNO
Terreno Realty Corp

Real Estate
0
New
$51.18 - $63.89 $0 - $0
0 $0
LUV
Southwest Airlines CO

Industrials
16
New
$24.04 - $34.36 $385 - $550
16 $0
UTHR
United Therapeutics Corp

Healthcare
2
New
$276.47 - $328.4 $553 - $657
2 $0
QDEL
Quidel Ortho Corp

Healthcare
4
New
$24.46 - $37.42 $97.8 - $150
4 $0
W
Wayfair Inc.

Consumer Cyclical
6
New
$24.14 - $51.22 $145 - $307
6 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
28
New
$10.59 - $11.48 $297 - $321
28 $0
RRC
Range Resources Corp

Energy
7
New
$32.1 - $43.23 $225 - $303
7 $0
SBAC
Sba Communications Corp

Real Estate
4
New
$208.57 - $243.4 $834 - $974
4 $0
RSG
Republic Services, Inc.

Industrials
2
New
$227.2 - $258.07 $454 - $516
2 $0
PKI
Perkinelmer Inc

Healthcare
6
New
N/A
6 $0
UHS
Universal Health Services Inc

Healthcare
1
New
$157.05 - $197.94 $157 - $198
1 $0
RGLD
Royal Gold Inc

Basic Materials
2
New
$155.48 - $186.71 $311 - $373
2 $0
ST
Sensata Technologies Holding PLC

Technology
14
New
$17.69 - $30.11 $248 - $422
14 $0
SON
Sonoco Products CO

Consumer Cyclical
3
New
$40.6 - $47.93 $122 - $144
3 $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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