Kayne Anderson Rudnick Investment Management LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$34B
Holdings
956
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JKHY
JACK HENRY & ASSOCIA
Q1 2026: Exited (was 13.91M shares)
2.5%
02
$PRI
PRIMERICA INC
Q1 2026: Exited (was 5.00M shares)
2.3%
03
$TTC
TORO CO
Q1 2026: Exited (was 17.55M shares)
2.2%
04
$TDY
TELEDYNE TECH INC
Q1 2026: Exited (was 1.95M shares)
2.1%
05
$RBC
RBC BEARINGS INC
Q1 2026: Exited (was 3.43M shares)
2.1%
06
$IBKR
INTERACTIVE BROKERS
Q1 2026: Sold 98.6% (18.84M → 272.3k shares)
2.0%
07
$SSD
SIMPSON MANUFACTURIN
Q1 2026: Exited (was 6.44M shares)
2.0%
08
$WTS
WATTS WATER TECH
Q1 2026: Exited (was 3.44M shares)
1.8%
09
$POOL
POOL CORPORATION
Q1 2026: Exited (was 3.74M shares)
1.7%
10
$FCN
FTI CONSULTING INC
Q1 2026: Exited (was 5.08M shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.