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

Search and click to pin securities to the top

Page 5 of 49

Sort by:

SPS COMMERCE INC

SPSC|78463M107

887615(+34.1%)

Value:

$117.8B(-3.2%)

GETTY REALTY CORP /MD/

GTY|374297109

3770092(+1.1%)

Value:

$117.6B(+4.6%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

217984(-42.4%)

Value:

$116.3B(-46.0%)

KFORCE INC

KFRC|493732101

2271022(+0.4%)

Value:

$111.0B(-13.4%)

NATIONAL BEVERAGE CORP

FIZZ|635017106

2591933(+1.0%)

Value:

$107.7B(-1.6%)

UNIFIRST CORP

UNF|904708104

608245(+3.0%)

Value:

$105.8B(+4.7%)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

461057(-27.1%)

Value:

$103.2B(-50.2%)

Verisk Analytics, Inc.

VRSK|92345Y106

344061(-45.6%)

Value:

$102.4B(-41.3%)

SCOTTS MIRACLE-GRO CO

SMG|810186106

1861941(-64.2%)

Value:

$102.2B(-70.3%)

Meta Platforms, Inc.

META|30303M102

175409(-5.3%)

Value:

$101.1B(-6.7%)

Revolve Group, Inc.

RVLV|76156B107

4669682(-5.7%)

Value:

$100.4B(-39.5%)

AMAZON COM INC

AMZN|023135106

521908(-6.0%)

Value:

$99.3B(-18.4%)

MERCADOLIBRE INC

MELI|58733R102

50296(-19.4%)

Value:

$98.1B(-7.5%)

NVIDIA CORP

NVDA|67066G104

900875(-24.3%)

Value:

$97.6B(-38.9%)

ROSS STORES, INC.

ROST|778296103

758785(-59.9%)

Value:

$97.0B(-66.1%)

GARTNER INC

IT|366651107

229279(-2.2%)

Value:

$96.2B(-15.2%)

CSW INDUSTRIALS, INC.

CSWI|126402106

316464(+34.5%)

Value:

$92.3B(+11.1%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

497182(-54.9%)

Value:

$90.2B(-56.9%)

BROWN & BROWN, INC.

BRO|115236101

723381(-55.1%)

Value:

$90.0B(-45.3%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

152888(-57.9%)

Value:

$88.7B(-58.7%)

Instrument	Shares		Other Manager	Value
Sps Commerce Inc(SPSCcusip78463M107)	887.6K	QoQ +34.12% (-225.8K) YoY +2.13% (-18.6K)	All Managers (Combined)	$117.8M	QoQ -3.24% (-$3.9M) YoY -26.68% (-$42.9M)
Getty Realty Corp /Md/(GTYcusip374297109)	3.8M	QoQ +1.07% (+40.1K) YoY +17.05% (+549.3K)	All Managers (Combined)	$117.6M	QoQ +4.59% (+$5.2M) YoY +33.44% (+$29.5M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	218.0K	QoQ -42.36% (-160.3K) YoY +336.63% (+168.1K)	All Managers (Combined)	$116.3M	QoQ -46.02% (-$99.1M) YoY +318.57% (+$88.5M)
Kforce Inc(KFRCcusip493732101)	2.3M	QoQ +0.40% (-9.1K) YoY -4.91% (-117.3K)	All Managers (Combined)	$111.0M	QoQ -13.42% (-$17.2M) YoY -34.07% (-$57.4M)
National Beverage Corp(FIZZcusip635017106)	2.6M	QoQ +1.02% (-26.3K) YoY -5.77% (-158.9K)	All Managers (Combined)	$107.7M	QoQ -1.65% (-$1.8M) YoY -17.53% (-$22.9M)
Unifirst Corp(UNFcusip904708104)	608.2K	QoQ +2.96% (+17.5K) YoY -7.35% (-48.3K)	All Managers (Combined)	$105.8M	QoQ +4.71% (+$4.8M) YoY -7.05% (-$8.0M)
West Pharmaceutical Services Inc(WSTcusip955306105)	461.1K	QoQ -27.08% (-171.3K) YoY -17.07% (-94.9K)	All Managers (Combined)	$103.2M	QoQ -50.16% (-$103.9M) YoY -53.08% (-$116.8M)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	344.1K	QoQ -45.64% (-289.0K) YoY -40.15% (-230.9K)	All Managers (Combined)	$102.4M	QoQ -41.27% (-$72.0M) YoY -24.44% (-$33.1M)
Scotts Miracle-Gro Co(SMGcusip810186106)	1.9M	QoQ -64.15% (-3.3M) YoY -63.86% (-3.3M)	All Managers (Combined)	$102.2M	QoQ -70.34% (-$242.4M) YoY -73.40% (-$282.1M)
Meta Platforms, Inc.(METAcusip30303M102)	175.4K	QoQ -5.25% (-9.7K) YoY -10.25% (-20.0K)	All Managers (Combined)	$101.1M	QoQ -6.73% (-$7.3M) YoY +6.52% (-$6.2M)
Revolve Group, Inc.(RVLVcusip76156B107)	4.7M	QoQ -5.66% (-280.3K) YoY -27.70% (-1.8M)	All Managers (Combined)	$100.4M	QoQ -39.46% (-$65.4M) YoY -26.61% (-$36.4M)
Amazon Com Inc(AMZNcusip023135106)	521.9K	QoQ -5.96% (-33.1K) YoY -13.68% (-82.8K)	All Managers (Combined)	$99.3M	QoQ -18.45% (-$22.5M) YoY -8.95% (-$9.8M)
Mercadolibre Inc(MELIcusip58733R102)	50.3K	QoQ -19.35% (-12.1K) YoY -28.00% (-19.6K)	All Managers (Combined)	$98.1M	QoQ -7.47% (-$7.9M) YoY -7.10% (-$7.5M)
Nvidia Corp(NVDAcusip67066G104)	900.9K	QoQ -24.33% (-289.8K) YoY +334.52% (-693.6K)	All Managers (Combined)	$97.6M	QoQ -38.93% (-$62.3M) YoY -47.87% (-$89.7M)
Ross Stores, Inc.(ROSTcusip778296103)	758.8K	QoQ -59.90% (-1.1M) YoY -58.08% (-1.1M)	All Managers (Combined)	$97.0M	QoQ -66.12% (-$189.3M) YoY -63.50% (-$168.7M)
Gartner Inc(ITcusip366651107)	229.3K	QoQ -2.17% (-5.1K) YoY -20.48% (-59.1K)	All Managers (Combined)	$96.2M	QoQ -15.24% (-$17.3M) YoY -29.97% (-$41.2M)
Csw Industrials, Inc.(CSWIcusip126402106)	316.5K	QoQ +34.47% (+81.1K) YoY NEW(+316.5K)	All Managers (Combined)	$92.3M	QoQ +11.12% (+$9.2M) YoY NEW(+$92.3M)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	497.2K	QoQ -54.94% (-606.3K) YoY -47.89% (-456.9K)	All Managers (Combined)	$90.2M	QoQ -56.90% (-$119.0M) YoY -35.13% (-$48.8M)
Brown & Brown, Inc.(BROcusip115236101)	723.4K	QoQ -55.10% (-887.9K) YoY -48.65% (-685.6K)	All Managers (Combined)	$90.0M	QoQ -45.25% (-$74.4M) YoY -27.04% (-$33.4M)
Monolithic Power Systems Inc(MPWRcusip609839105)	152.9K	QoQ -57.85% (-209.9K) YoY -36.67% (-88.5K)	All Managers (Combined)	$88.7M	QoQ -58.68% (-$126.0M) YoY -45.78% (-$74.9M)