Kayne Anderson Rudnick Investment Management LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,231
Total Value: 36179608682
Accession Number: 0001398344-25-009401
Form Type: 13F-HR
CIK: 0001021223
Manager Name: Kayne Anderson Rudnick Investment Management LLC

Data Enrichment

90% identified

1,113 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,231 positions • $36,179,608.682K total value

1,231 positions

Manager:

SEC FilingSEC DataHachi Filing

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EXPONENT INC

EXPO|30214U102

4791747(+1.2%)

Value:

$388.4B(-8.0%)

SiteOne Landscape Supply, Inc.

SITE|82982L103

3171508(-4.7%)

Value:

$385.1B(-12.1%)

CHEMED CORP

CHE|16359R103

597175(+2.6%)

Value:

$367.5B(+19.1%)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

729106(-41.1%)

Value:

$331.5B(-44.3%)

FIRST HAWAIIAN, INC.

FHB|32051X108

13104695(+0.2%)

Value:

$320.3B(-5.6%)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

CRL|159864107

1950273(+8.0%)

Value:

$293.6B(-11.9%)

Goosehead Insurance, Inc.

GSHD|38267D109

2475834(-11.6%)

Value:

$292.3B(-2.6%)

FAIR ISAAC CORP

FICO|303250104

150979(-42.5%)

Value:

$278.4B(-46.7%)

Morningstar, Inc.

MORN|617700109

910156(-6.7%)

Value:

$272.9B(-16.9%)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

10042284(-9.0%)

Value:

$269.1B(-11.4%)

Artisan Partners Asset Management Inc.

APAM|04316A108

6543446(-0.3%)

Value:

$255.8B(-9.4%)

BANCFIRST CORP /OK/

BANF|05945F103

2158264(-0.2%)

Value:

$237.1B(-6.4%)

ENERPAC TOOL GROUP CORP

EPAC|292765104

5094430(+2.3%)

Value:

$228.5B(+11.7%)

DONALDSON Co INC

DCI|257651109

3330602(+75.3%)

Value:

$223.4B(+74.5%)

MANHATTAN ASSOCIATES INC

MANH|562750109

1272599(-0.9%)

Value:

$220.2B(-36.6%)

ServiceTitan, Inc.

TTAN|81764X103

2055736(+1545.2%)

Value:

$195.5B(+1421.0%)

ServisFirst Bancshares, Inc.

SFBS|81768T108

2349747(-5.2%)

Value:

$194.1B(-7.6%)

LCI INDUSTRIES

LCII|50189K103

2209260(-1.1%)

Value:

$193.2B(-16.4%)

ARMSTRONG WORLD INDUSTRIES INC

AWI|04247X102

1338833(+0.7%)

Value:

$188.6B(+0.3%)

Construction Partners, Inc.

ROAD|21044C107

2592079(+0.5%)

Value:

$186.3B(-18.4%)

Instrument	Shares		Other Manager	Value
Exponent Inc(EXPOcusip30214U102)	4.8M	QoQ +1.16% (-55.2K) YoY +9.99% (+435.3K)	All Managers (Combined)	$388.4M	QoQ -7.96% (-$33.6M) YoY +7.82% (+$28.2M)
Siteone Landscape Supply, Inc.(SITEcusip82982L103)	3.2M	QoQ -4.65% (-155.0K) YoY -8.57% (-297.4K)	All Managers (Combined)	$385.1M	QoQ -12.13% (-$53.2M) YoY -36.39% (-$220.3M)
Chemed Corp(CHEcusip16359R103)	597.2K	QoQ +2.58% (+15.0K) YoY +5.57% (+31.5K)	All Managers (Combined)	$367.5M	QoQ +19.14% (+$59.0M) YoY +1.19% (+$4.3M)
Factset Research Systems Inc(FDScusip303075105)	729.1K	QoQ -41.13% (-509.4K) YoY -37.32% (-434.2K)	All Managers (Combined)	$331.5M	QoQ -44.27% (-$263.4M) YoY -37.29% (-$197.1M)
First Hawaiian, Inc.(FHBcusip32051X108)	13.1M	QoQ +0.18% (-24.3K) YoY -1.42% (-190.0K)	All Managers (Combined)	$320.3M	QoQ -5.64% (-$19.2M) YoY +9.70% (-$28.3M)
Charles River Laboratories International, Inc.(CRLcusip159864107)	2.0M	QoQ +8.01% (-144.7K) YoY +3.86% (-72.6K)	All Managers (Combined)	$293.6M	QoQ -11.92% (-$39.7M) YoY -42.29% (-$215.2M)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	2.5M	QoQ -11.55% (-323.5K) YoY -2.86% (-73.1K)	All Managers (Combined)	$292.3M	QoQ -2.61% (-$7.8M) YoY +72.13% (-$122.5M)
Fair Isaac Corp(FICOcusip303250104)	151.0K	QoQ -42.46% (-111.4K) YoY -67.79% (-317.8K)	All Managers (Combined)	$278.4M	QoQ -46.70% (-$244.0M) YoY -52.46% (-$307.3M)
Morningstar, Inc.(MORNcusip617700109)	910.2K	QoQ -6.66% (-65.0K) YoY -25.81% (-316.7K)	All Managers (Combined)	$272.9M	QoQ -16.89% (-$55.5M) YoY -27.85% (-$105.4M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	10.0M	QoQ -8.99% (-992.7K) YoY -10.70% (-1.2M)	All Managers (Combined)	$269.1M	QoQ -11.37% (-$34.6M) YoY +35.27% (-$70.2M)
Artisan Partners Asset Management Inc.(APAMcusip04316A108)	6.5M	QoQ -0.27% (-18.2K) YoY +1.18% (-76.8K)	All Managers (Combined)	$255.8M	QoQ -9.42% (-$26.6M) YoY -13.55% (-$40.1M)
Bancfirst Corp /Ok/(BANFcusip05945F103)	2.2M	QoQ -0.19% (-4.1K) YoY +0.38% (+8.3K)	All Managers (Combined)	$237.1M	QoQ -6.41% (-$16.3M) YoY +25.28% (+$47.9M)
Enerpac Tool Group Corp(EPACcusip292765104)	5.1M	QoQ +2.27% (+113.5K) YoY +289.49% (+3.8M)	All Managers (Combined)	$228.5M	QoQ +11.66% (+$23.9M) YoY +389.97% (+$181.9M)
Donaldson Co Inc(DCIcusip257651109)	3.3M	QoQ +75.25% (+1.4M) YoY +79.91% (+1.5M)	All Managers (Combined)	$223.4M	QoQ +74.49% (+$95.4M) YoY +61.55% (+$85.1M)
Manhattan Associates Inc(MANHcusip562750109)	1.3M	QoQ -0.93% (-12.0K) YoY -28.07% (-496.8K)	All Managers (Combined)	$220.2M	QoQ -36.56% (-$126.9M) YoY -50.26% (-$222.6M)
Servicetitan, Inc.(TTANcusip81764X103)	2.1M	QoQ +1545.15% (+1.9M) YoY NEW(+2.1M)	All Managers (Combined)	$195.5M	QoQ +1421.05% (+$182.7M) YoY NEW(+$195.5M)
Servisfirst Bancshares, Inc.(SFBScusip81768T108)	2.3M	QoQ -5.16% (-128.1K) YoY -27.03% (-870.6K)	All Managers (Combined)	$194.1M	QoQ -7.56% (-$15.9M) YoY -9.17% (-$19.6M)
Lci Industries(LCIIcusip50189K103)	2.2M	QoQ -1.15% (-25.9K) YoY -6.56% (-155.3K)	All Managers (Combined)	$193.2M	QoQ -16.41% (-$37.9M) YoY -33.61% (-$97.8M)
Armstrong World Industries Inc(AWIcusip04247X102)	1.3M	QoQ +0.65% (+8.8K) YoY -6.42% (-91.9K)	All Managers (Combined)	$188.6M	QoQ +0.33% (+$635.9K) YoY +6.12% (-$10.9M)
Construction Partners, Inc.(ROADcusip21044C107)	2.6M	QoQ +0.49% (-12.8K) YoY -29.41% (-1.1M)	All Managers (Combined)	$186.3M	QoQ -18.35% (-$41.9M) YoY -9.65% (-$19.9M)