Kayne Anderson Rudnick Investment Management LLC Reduced Holdings in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRL
Charles River Laboratories International, Inc.

Healthcare
-1.95M
- 100.0%
$99.75 - $151.89 $195M - $296M
90 $13K
WSO
Watsco Inc

Industrials
-24.9K
- 1.6%
$421.84 - $520.66 $10.5M - $13M
1.53M $677M
SMG
Scotts Miracle Gro CO

Basic Materials
-1.84M
- 99.02%
$48.21 - $66.48 $88.9M - $123M
18.3K $1.21M
CHE
Chemed Corp

Healthcare
-7.34K
- 1.23%
$486.93 - $619.21 $3.57M - $4.54M
590K $287M
ROST
Ross Stores, Inc.

Consumer Cyclical
-590K
- 32.04%
$126.62 - $154.26 $74.7M - $91M
1.25M $160M
AZTA
Azenta, Inc.

Healthcare
-2.12M
- 99.22%
$25.03 - $35.41 $53M - $75M
16.7K $513K
POOL
Pool Corp

Industrials
-40.6K
- 1.81%
$285.0 - $325.66 $11.6M - $13.2M
2.21M $644M
CRVL
Corvel Corp

Financial Services
-148K
- 2.6%
$102.11 - $118.66 $15.1M - $17.6M
5.56M $571M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-632K
- 15.68%
$64.31 - $75.93 $40.7M - $48M
3.4M $231M
BRO
Brown & Brown, Inc.

Financial Services
-386K
- 23.83%
$104.48 - $124.43 $40.3M - $48M
1.23M $137M
ROLL
Rbc Bearings Inc

Industrials
-244K
- 13.63%
N/A
1.55M $380M
LSTR
Landstar System Inc

Industrials
-97.2K
- 2.38%
$131.55 - $151.93 $12.8M - $14.8M
3.99M $554M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-276K
- 2.75%
$21.27 - $26.73 $5.87M - $7.38M
9.77M $214M
GSHD
Goosehead Insurance, Inc.

Financial Services
-153K
- 6.17%
$93.19 - $121.83 $14.2M - $18.6M
2.32M $245M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-95.5K
- 43.82%
$468.22 - $566.51 $44.7M - $54.1M
122K $69.4M
EPAC
Enerpac Tool Group Corp

Industrials
-450K
- 8.83%
$37.39 - $46.15 $16.8M - $20.8M
4.64M $188M
UFPI
Ufp Industries Inc

Basic Materials
-101K
- 2.7%
$94.93 - $109.1 $9.6M - $11M
3.65M $363M
ZTS
Zoetis Inc.

Healthcare
-209K
- 37.68%
$144.41 - $170.3 $30.2M - $35.7M
346K $54M
KAI
Kadant Inc

Industrials
-26.8K
- 2.01%
$286.24 - $350.17 $7.68M - $9.4M
1.31M $415M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-54.7K
- 1.25%
$107.83 - $119.94 $5.9M - $6.56M
4.31M $465M
AME
Ametek Inc

Industrials
-270K
- 15.08%
$151.41 - $182.75 $40.9M - $49.3M
1.52M $275M
HLMN
Hillman Solutions Corp.

Industrials
-1.08M
- 7.63%
$6.66 - $8.99 $7.22M - $9.75M
13.1M $93.7M
EXPO
Exponent Inc

Industrials
-923
- 0.02%
$72.88 - $81.75 $67.3K - $75.5K
4.79M $358M
SFBS
Servis First Bancshares, Inc.

Financial Services
-213K
- 9.06%
$68.48 - $82.21 $14.6M - $17.5M
2.14M $166M
CHH
Choice Hotels International Inc

Consumer Cyclical
-28.8K
- 0.72%
$117.49 - $134.0 $3.38M - $3.85M
3.95M $502M
TTC
Toro CO

Industrials
-137K
- 1.67%
$63.51 - $77.8 $8.68M - $10.6M
8.05M $569M
HLNE
Hamilton Lane Inc

Financial Services
-38.9K
- 1.34%
$126.65 - $175.49 $4.92M - $6.82M
2.87M $408M
JKHY
Henry Jack & Associates Inc

Technology
-68.7K
- 1.44%
$163.54 - $186.02 $11.2M - $12.8M
4.71M $849M
WRB
Berkley W R Corp

Financial Services
-691K
- 5.86%
$64.28 - $75.17 $44.4M - $52M
11.1M $815M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-49.6K
- 99.74%
$388.56 - $520.27 $19.3M - $25.8M
129 $52K
SITE
Site One Landscape Supply, Inc.

Industrials
-173K
- 5.47%
$104.79 - $127.3 $18.2M - $22.1M
3M $363M
CSM
Proshares Large Cap Core Plus

ETFs
-379K
- 48.76%
$56.33 - $70.47 $21.3M - $26.7M
398K $28M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-890K
- 99.97%
$18.37 - $27.72 $16.3M - $24.7M
250 $6K
KFRC
Kforce Inc

Industrials
-43.8K
- 1.93%
$36.59 - $49.86 $1.6M - $2.18M
2.23M $91.6M
FCN
Fti Consulting, Inc

Industrials
-63K
- 1.84%
$152.87 - $168.51 $9.62M - $10.6M
3.35M $541M
FICO
Fair Isaac Corp

Technology
-8.23K
- 3.54%
$1503.62 - $2206.01 $12.4M - $18.2M
224K $410M
UNH
Unitedhealth Group Inc

Healthcare
-25.7K
- 59.31%
$274.35 - $599.47 $7.04M - $15.4M
17.6K $5.49M
EMN
Eastman Chemical CO

Basic Materials
-171K
- 78.48%
$72.7 - $88.29 $12.4M - $15.1M
46.9K $3.5M
AAON
Aaon, Inc.

Industrials
-110K
- 6.33%
$71.78 - $106.87 $7.87M - $11.7M
1.62M $120M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-30K
- 0.94%
$110.23 - $131.5 $3.31M - $3.94M
3.17M $392M
MTD
Mettler Toledo International Inc

Healthcare
-11.9K
- 25.83%
$970.15 - $1216.57 $11.5M - $14.5M
34.1K $40.1M
LKFN
Lakeland Financial Corp

Financial Services
-240K
- 99.28%
$51.45 - $61.84 $12.3M - $14.8M
1.73K $106K
GTY
Getty Realty Corp

Real Estate
-23.6K
- 0.63%
$27.38 - $30.93 $647K - $731K
3.75M $104M
APPF
Appfolio Inc

Technology
-87.1K
- 11.26%
$192.02 - $234.65 $16.7M - $20.4M
686K $158M
FDS
Factset Research Systems Inc

Financial Services
-7.13K
- 0.66%
$398.85 - $473.32 $2.85M - $3.38M
1.07M $478M
IT
Gartner Inc

Technology
-16.9K
- 7.39%
$377.5 - $449.52 $6.39M - $7.61M
212K $85.8M
WDFC
Wd 40 CO

Basic Materials
-4.26K
- 0.75%
$217.49 - $248.93 $927K - $1.06M
564K $129M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-18.3K
- 7.12%
$419.99 - $501.97 $7.68M - $9.18M
239K $115M
HLLY
Holley Inc.

Consumer Cyclical
-2.42M
- 29.97%
$1.77 - $2.57 $4.29M - $6.22M
5.66M $11.3M
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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