HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SIMPSON MANUFACTURIN |
4,643,151 | +28,173 | $919,251 |
| SSD | 4,643,151 | +28,173 | $919,251 |
| ASPEN TECHNOLOGY INC |
3,797,271 | +75,315 | $835,969 |
| AZPN | 3,797,271 | +75,315 | $835,969 |
| PRIMERICA INC |
3,689,894 | -69,417 | $759,233 |
| PRI | 3,689,894 | -69,417 | $759,233 |
| POOL CORPORATION |
1,897,820 | +52,616 | $756,680 |
| POOL | 1,897,820 | +52,616 | $756,680 |
| BENTLEY SYS INC |
14,035,081 | +518,601 | $732,351 |
| BSY | 14,035,081 | +518,601 | $732,351 |
| EMCOR GROUP INC |
3,379,041 | -67,458 | $727,947 |
| EME | 3,379,041 | -67,458 | $727,947 |
| WATSCO INC |
1,655,950 | +4 | $709,525 |
| WSO | 1,655,950 | +4 | $709,525 |
| FTI CONSULTING INC |
3,384,515 | -71,014 | $674,026 |
| FCN | 3,384,515 | -71,014 | $674,026 |
| LENNOX INTL INC |
1,491,347 | +44,548 | $667,408 |
| LII | 1,491,347 | +44,548 | $667,408 |
| COOPER COMPANIES INC |
1,739,896 | +112,300 | $658,446 |
| COO | 1,739,896 | +112,300 | $658,446 |
| EQUIFAX INC |
2,582,490 | +77,152 | $638,624 |
| EFX | 2,582,490 | +77,152 | $638,624 |
| LANDSTAR SYS INC |
3,228,000 | +35,038 | $625,102 |
| LSTR | 3,228,000 | +35,038 | $625,102 |
| THOR INDS INC |
5,198,882 | -24,617 | $614,768 |
| THO | 5,198,882 | -24,617 | $614,768 |
| HENRY JACK & ASSOC |
3,742,457 | -89 | $611,555 |
| JKHY | 3,742,457 | -89 | $611,555 |
| NORDSON CORP |
2,309,708 | +73,780 | $610,133 |
| NDSN | 2,309,708 | +73,780 | $610,133 |
| MANHATTAN ASSOCS IN |
2,609,226 | -54,978 | $561,819 |
| MANH | 2,609,226 | -54,978 | $561,819 |
| RBC BEARINGS INC |
1,931,233 | -67,379 | $550,189 |
| RBC | 1,931,233 | -67,379 | $550,189 |
| SITEONE LANDSCAPE |
3,384,314 | -511 | $549,951 |
| SITE | 3,384,314 | -511 | $549,951 |
| FAIR ISAAC INC |
465,408 | +7,670 | $541,740 |
| FICO | 465,408 | +7,670 | $541,740 |
| FACTSET RESH SYS INC |
1,131,060 | +96,791 | $539,573 |
| FDS | 1,131,060 | +96,791 | $539,573 |
| INTERACTIVE BROKERS |
6,307,902 | -63,697 | $522,925 |
| IBKR | 6,307,902 | -63,697 | $522,925 |
| LPL FINANCIAL HLDGS |
2,193,821 | +48,041 | $499,358 |
| LPLA | 2,193,821 | +48,041 | $499,358 |
| BERKLEY W R CORP |
7,013,442 | +194,318 | $495,991 |
| WRB | 7,013,442 | +194,318 | $495,991 |
| ACUSHNET HOLDINGS |
7,786,347 | -153,194 | $491,864 |
| GOLF | 7,786,347 | -153,194 | $491,864 |
| TERADYNE INC |
4,475,833 | +43,680 | $485,717 |
| TER | 4,475,833 | +43,680 | $485,717 |
| GRACO INC |
5,550,830 | -158,848 | $481,590 |
| GGG | 5,550,830 | -158,848 | $481,590 |
| CORVEL CORP |
1,905,305 | -60,050 | $471,011 |
| CRVL | 1,905,305 | -60,050 | $471,011 |
| DOLBY LABORATORIES |
5,421,020 | +174,898 | $467,184 |
| DLB | 5,421,020 | +174,898 | $467,184 |
| ANSYS INC |
1,285,354 | +19,983 | $466,429 |
| ANSS | 1,285,354 | +19,983 | $466,429 |
| TORO CO |
4,634,449 | +454,203 | $444,861 |
| TTC | 4,634,449 | +454,203 | $444,861 |
| RYAN SPECIALTY HLD |
10,136,768 | -55,587 | $436,084 |
| RYAN | 10,136,768 | -55,587 | $436,084 |
| TELEDYNE TECH INC |
948,241 | +18,246 | $423,190 |
| TDY | 948,241 | +18,246 | $423,190 |
| ALLEGION PLC |
3,305,348 | +86,433 | $418,755 |
| ALLE | 3,305,348 | +86,433 | $418,755 |
| WATTS WATER TECH |
2,006,903 | -58,014 | $418,118 |
| WTS | 2,006,903 | -58,014 | $418,118 |
| CHARLES RIV LABS INT |
1,753,238 | +7,137 | $414,465 |
| CRL | 1,753,238 | +7,137 | $414,465 |
| ROLLINS INC |
9,434,256 | +140,837 | $411,994 |
| ROL | 9,434,256 | +140,837 | $411,994 |
| EXPONET INC |
4,672,978 | -12,494 | $411,409 |
| EXPO | 4,672,978 | -12,494 | $411,409 |
| MOELIS & COMPANY |
7,081,890 | -197,319 | $397,507 |
| MC | 7,081,890 | -197,319 | $397,507 |
| UFP INDUSTRIES INC |
3,151,662 | +1,590,377 | $395,691 |
| UFPI | 3,151,662 | +1,590,377 | $395,691 |
| KADANT |
1,328,960 | +837,497 | $372,521 |
| KAI | 1,328,960 | +837,497 | $372,521 |
| ZEBRA TECHNOLOGIES |
1,333,941 | -312,360 | $364,606 |
| ZBRA | 1,333,941 | -312,360 | $364,606 |
| ZURN ELKAY WATER SOL |
12,310,358 | +5,099,911 | $362,048 |
| ZWS | 12,310,358 | +5,099,911 | $362,048 |
| MORNINGSTAR INC |
1,246,569 | -6,092 | $356,818 |
| MORN | 1,246,569 | -6,092 | $356,818 |
| SAIA INC |
810,045 | +21,848 | $354,978 |
| SAIA | 810,045 | +21,848 | $354,978 |
| HOULIHAN LOKEY INC |
2,785,812 | +25,668 | $334,047 |
| HLI | 2,785,812 | +25,668 | $334,047 |
| RLI CORP |
2,447,163 | -64,828 | $325,766 |
| RLI | 2,447,163 | -64,828 | $325,766 |
| CHEMED CORP NEW |
543,494 | +9,371 | $317,808 |
| CHE | 543,494 | +9,371 | $317,808 |
| SCOTTS MIRACLE GRO |
4,883,494 | -16,404 | $311,323 |
| SMG | 4,883,494 | -16,404 | $311,323 |
| AAON INC |
4,160,140 | -225,166 | $307,310 |
| AAON | 4,160,140 | -225,166 | $307,310 |
| AZENTA INC |
4,623,310 | +91,571 | $301,162 |
| AZTA | 4,623,310 | +91,571 | $301,162 |
See Full List: All Stocks Held By Kayne Anderson Rudnick Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kayne Anderson Rudnick Investment Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $39,950,976 At 09/30/2023: $35,045,529 Combined Holding Report Includes:
Kayne Anderson Rudnick Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kayne Anderson Rudnick Investment Management LLC 13F filings. Link to 13F filings: SEC filings |
