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
TKR
Timken CO

Industrials
4
New
$57.34 - $74.03 $229 - $296
4 $0
ALGM
Allegro Microsystems, Inc.

Technology
9
New
$16.53 - $34.19 $149 - $308
9 $0
Chagee Hldgs LTD
21.2K
New
N/A
21.2K $0
CC
Chemours CO

Basic Materials
36
New
$9.4 - $13.06 $338 - $470
36 $0
CHRD
Oasis Petroleum Inc.

Energy
2
New
$82.03 - $113.54 $164 - $227
2 $0
CIEN
Ciena Corp

Technology
3
New
$53.5 - $83.89 $161 - $252
3 $0
CRUS
Cirrus Logic, Inc.

Technology
4
New
$77.43 - $107.58 $310 - $430
4 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
46
New
$5.83 - $8.88 $268 - $408
46 $0
CGNX
Cognex Corp

Technology
14
New
$23.27 - $32.07 $326 - $449
14 $0
COLB
Columbia Banking System, Inc.

Financial Services
23
New
$20.71 - $25.63 $476 - $589
23 $0
CW
Curtiss Wright Corp

Industrials
1
New
$283.18 - $488.55 $283 - $489
1 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
3
New
N/A
3 $0
DELL
Dell Technologies Inc.

Technology
6
New
$71.63 - $125.98 $430 - $756
6 $0
EQR
Equity Residential

Real Estate
11
New
$61.82 - $71.72 $680 - $789
11 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
4
New
$205.81 - $234.23 $823 - $937
4 $0
Cava Group Inc
15
New
N/A
15 $0
CRI
Carters Inc

Consumer Cyclical
8
New
$29.83 - $42.12 $239 - $337
8 $0
LNT
Alliant Energy Corp

Utilities
1
New
$58.79 - $64.85 $58.8 - $64.9
1 $0
Amer Sports Inc
71
New
N/A
71 $0
COLD
Americold Realty Trust

Real Estate
36
New
$16.31 - $21.47 $587 - $773
36 $0
AMKR
Amkor Technology, Inc.

Technology
40
New
$14.88 - $21.18 $595 - $847
40 $0
ARW
Arrow Electronics Inc

Technology
1
New
$90.32 - $128.28 $90.3 - $128
1 $0
Astera Labs Inc
3
New
N/A
3 $0
AN
Autonation, Inc.

Consumer Cyclical
2
New
$155.71 - $201.03 $311 - $402
2 $0
AVY
Avery Dennison Corp

Industrials
4
New
$159.58 - $183.97 $638 - $736
4 $0
BALL
Ball Corp

Consumer Cyclical
1
New
$44.94 - $56.99 $44.9 - $57
1 $0
BBY
Best Buy CO Inc

Consumer Cyclical
4
New
$56.17 - $75.73 $225 - $303
4 $0
BYD
Boyd Gaming Corp

Consumer Cyclical
9
New
$60.8 - $79.02 $547 - $711
9 $0
BFB
Brown Forman Corp Cl B
19
New
N/A
19 $0
BFA
Brown Forman Corp Cl A
11
New
N/A
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
IDA
Idacorp Inc

Utilities
6
New
$111.01 - $119.72 $666 - $718
6 $0
BWA
Borgwarner Inc

Consumer Cyclical
7
New
$24.84 - $33.92 $174 - $237
7 $0
INFA
Informatica Inc.

Technology
7
New
$15.86 - $24.35 $111 - $170
7 $0
IVZ
Invesco Ltd.

Financial Services
36
New
$12.14 - $15.77 $437 - $568
36 $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
7
New
$25.51 - $40.0 $179 - $280
7 $0
IPGP
Ipg Photonics Corp

Technology
5
New
$49.68 - $69.26 $248 - $346
5 $0
JBL
Jabil Inc

Technology
2
New
$116.88 - $218.1 $234 - $436
2 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2
New
$97.78 - $126.44 $196 - $253
2 $0
JLL
Jones Lang Lasalle Inc

Real Estate
1
New
$204.57 - $256.96 $205 - $257
1 $0
KEX
Kirby Corp

Industrials
2
New
$87.32 - $114.99 $175 - $230
2 $0
LFUS
Littelfuse Inc

Technology
3
New
$149.72 - $227.31 $449 - $682
3 $0
Matthews Intl Funds
1.71K
New
N/A
1.71K $0
MKC
Mccormick & CO Inc

Consumer Defensive
6
New
$71.11 - $82.25 $427 - $494
6 $0
ICUI
Icu Medical Inc

Healthcare
3
New
$127.74 - $151.04 $383 - $453
3 $0
JBHT
Hunt J B Transport Services Inc

Industrials
6
New
$124.73 - $152.78 $748 - $917
6 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
37
New
$12.7 - $16.07 $470 - $595
37 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
New
$136.63 - $176.62 $137 - $177
1 $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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