Kayne Anderson Rudnick Investment Management LLC Top Holdings and 13F Report (2021) → Elon Musk: THIS will be bigger than Tesla (From Paradigm Press) (Ad) About Kayne Anderson Rudnick Investment Management LLCInvestment ActivityKayne Anderson Rudnick Investment Management LLC has $43.14 billion in total holdings as of September 30, 2021.Kayne Anderson Rudnick Investment Management LLC owns shares of 956 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 6.79% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Kayne Anderson Rudnick Investment Management LLC has purchased 959 new stocks and bought additional shares in 250 stocks.Kayne Anderson Rudnick Investment Management LLC sold shares of 370 stocks and completely divested from 52 stocks this quarter.Largest Holdings EMCOR Group $1,045,777,650Simpson Manufacturing $947,415,106Primerica $919,482,683Aspen Technology $858,488,549Pool $834,827,872 Largest New Holdings this Quarter COOPER COMPANIES INC $770,024,093 HoldingTriumph Financial $58,241,424 HoldingEnerpac Tool Group $46,641,960 HoldingSMITH DOUGLAS HOMES $40,899,306 HoldingCORPAY INC $34,685,758 Holding Largest Purchases this Quarter COOPER COMPANIES INC 7,589,435 shares (about $770.02M)Equifax 391,980 shares (about $104.86M)BJ's Wholesale Club 1,241,367 shares (about $93.91M)Pool 171,146 shares (about $69.06M)Westinghouse Air Brake Technologies 445,938 shares (about $64.96M) Largest Sales this Quarter Medical Properties Trust 23 shares (about $∞T)Manhattan Associates 839,796 shares (about $210.14M)ANSYS 590,772 shares (about $205.09M)BILL 2,093,289 shares (about $143.85M)MarketAxess 655,028 shares (about $143.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKayne Anderson Rudnick Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEMEEMCOR Group$1,045,777,650$137,562,796 ▼-11.6%2,986,2292.4%ConstructionSSDSimpson Manufacturing$947,415,106$5,266,766 ▼-0.6%4,617,4822.2%ConstructionPRIPrimerica$919,482,683$13,913,055 ▼-1.5%3,634,8932.1%FinanceAZPNAspen Technology$858,488,549$48,606,516 ▲6.0%4,025,1712.0%Computer and TechnologyPOOLPool$834,827,872$69,057,419 ▲9.0%2,068,9661.9%Consumer DiscretionaryEFXEquifax$795,730,306$104,862,502 ▲15.2%2,974,4701.8%Business ServicesBSYBentley Systems$793,333,706$60,421,729 ▲8.2%15,192,1421.8%Computer and TechnologyLIILennox International$789,804,483$60,893,638 ▲8.4%1,615,9351.8%ConstructionCOOPER COMPANIES INC$770,024,093$770,024,093 ▲New Holding7,589,4351.8%COMMONWSOWatsco$728,111,931$12,791,066 ▲1.8%1,685,5611.7%ConstructionFCNFTI Consulting$714,660,156$2,930,392 ▲0.4%3,398,4501.7%Business ServicesNDSNNordson$692,530,831$58,423,494 ▲9.2%2,522,5131.6%Industrial ProductsJKHYJack Henry & Associates$675,969,505$25,792,309 ▲4.0%3,890,9191.6%Computer and TechnologyWRBW. R. Berkley$663,242,158$42,973,267 ▲6.9%7,499,3451.5%FinanceTHOTHOR Industries$626,000,524$15,963,639 ▲2.6%5,334,9281.5%ConstructionLPLALPL Financial$622,600,819$42,993,269 ▲7.4%2,356,5511.4%FinanceLSTRLandstar System$620,117,976$2,111,494 ▼-0.3%3,217,0461.4%TransportationSITESiteOne Landscape Supply$605,490,560$14,758,552 ▲2.5%3,468,8661.4%Industrial ProductsFICOFair Isaac$585,764,060$4,184,948 ▲0.7%468,7571.4%Computer and TechnologyIBKRInteractive Brokers Group$573,923,149$130,732,664 ▼-18.6%5,137,6161.3%FinanceRYANRyan Specialty$537,850,794$24,739,847 ▼-4.4%9,691,0051.2%FinanceFDSFactSet Research Systems$528,607,423$14,664,985 ▲2.9%1,163,3341.2%Business ServicesRBCRBC Bearings$518,801,080$3,308,004 ▼-0.6%1,918,9971.2%Industrial ProductsGGGGraco$518,462,605$318,044 ▼-0.1%5,547,4271.2%Industrial ProductsTERTeradyne$512,827,486$7,819,232 ▲1.5%4,545,1341.2%Computer and TechnologyCRLCharles River Laboratories International$508,743,848$33,704,012 ▲7.1%1,877,6301.2%MedicalCRVLCorVel$500,665,979$353,155 ▼-0.1%1,903,9621.2%Business ServicesSAIASaia$495,913,860$22,037,535 ▲4.7%847,7161.1%TransportationALLEAllegion$491,712,303$46,448,822 ▲10.4%3,650,1541.1%Industrial ProductsGOLFAcushnet$465,832,974$47,676,643 ▼-9.3%7,063,4261.1%Consumer DiscretionaryROLRollins$456,914,642$20,391,606 ▲4.7%9,874,9651.1%ConstructionTDYTeledyne Technologies$451,319,452$44,220,412 ▲10.9%1,051,2421.0%AerospaceMANHManhattan Associates$442,764,547$210,142,190 ▼-32.2%1,769,4301.0%Computer and TechnologyKAIKadant$437,660,951$1,629,017 ▲0.4%1,333,9251.0%Industrial ProductsZWSZurn Elkay Water Solutions$430,863,969$18,836,280 ▲4.6%12,873,1391.0%Industrial ProductsTTCToro$430,683,617$6,028,980 ▲1.4%4,700,2461.0%Consumer DiscretionaryZBRAZebra Technologies$429,718,093$27,614,918 ▲6.9%1,425,5511.0%Industrial ProductsWTSWatts Water Technologies$429,508,739$2,941,480 ▲0.7%2,020,7421.0%Computer and TechnologyMCMoelis & Company$405,499,960$3,461,040 ▲0.9%7,142,8560.9%FinanceUFPIUFP Industries$393,139,085$5,453,035 ▲1.4%3,195,9920.9%ConstructionHLIHoulihan Lokey$390,946,632$33,833,322 ▲9.5%3,049,7430.9%FinanceDLBDolby Laboratories$388,782,708$65,336,164 ▼-14.4%4,641,0730.9%Consumer DiscretionarySMGScotts Miracle-Gro$384,319,088$20,059,265 ▲5.5%5,152,4210.9%Basic MaterialsMORNMorningstar$378,314,716$6,090,003 ▼-1.6%1,226,8200.9%Business ServicesCHEChemed$363,117,605$14,232,241 ▲4.1%565,6650.8%MedicalRLIRLI$361,348,592$1,981,778 ▼-0.5%2,433,8150.8%FinanceEXPOExponent$360,232,463$26,176,099 ▼-6.8%4,356,4210.8%Business ServicesAAONAAON$350,126,447$16,381,933 ▼-4.5%3,974,1930.8%ConstructionBFAMBright Horizons Family Solutions$342,809,256$21,373,008 ▲6.6%3,024,0760.8%Consumer DiscretionaryAZTAAzenta$313,288,069$34,594,934 ▲12.4%5,197,2140.7%MedicalAPAMArtisan Partners Asset Management$295,978,149$3,792,228 ▼-1.3%6,466,6400.7%FinanceCHHChoice Hotels International$292,782,435$35,034,839 ▲13.6%2,317,2330.7%Consumer DiscretionaryFHBFirst Hawaiian$291,950,566$7,599,148 ▲2.7%13,294,6520.7%FinanceLCIILCI Industries$290,981,456$5,049,399 ▲1.8%2,364,5490.7%Auto/Tires/TrucksAMEAMETEK$269,570,937$61,446,561 ▲29.5%1,473,8700.6%Computer and TechnologyNCNOnCino$267,178,223$4,574,901 ▼-1.7%7,147,6250.6%Computer and TechnologyROSTRoss Stores$265,661,210$35,291,681 ▲15.3%1,810,1740.6%Retail/WholesaleANSSANSYS$241,131,226$205,092,526 ▼-46.0%694,5820.6%Computer and TechnologyFOXFFox Factory$220,695,310$42,620,284 ▲23.9%4,238,4350.5%Auto/Tires/TrucksWSTWest Pharmaceutical Services$220,010,844$43,691,536 ▲24.8%555,9900.5%MedicalSFBSServisFirst Bancshares$213,700,268$2,438,797 ▼-1.1%3,220,3170.5%FinanceDFHDream Finders Homes$212,926,486$17,343,624 ▼-7.5%4,869,1170.5%ConstructionROADConstruction Partners$206,198,915$3,316,949 ▼-1.6%3,672,2870.5%ConstructionLWLamb Weston$205,766,307$38,435,296 ▲23.0%1,931,5330.5%Consumer StaplesCWANClearwater Analytics$198,946,535$4,193,786 ▲2.2%11,246,2710.5%Computer and TechnologyCELHCelsius$194,371,727$21,205,799 ▼-9.8%2,344,0870.5%Consumer StaplesBANFBancFirst$189,265,321$669,292 ▼-0.4%2,150,0090.4%FinanceDPZDomino's Pizza$188,959,622$30,324,111 ▲19.1%380,2920.4%Retail/WholesaleNVDANVIDIA$187,329,458$93,019,133 ▼-33.2%207,3230.4%Computer and TechnologyAPHAmphenol$187,228,156$4,957,285 ▼-2.6%1,623,1300.4%Computer and TechnologyAWIArmstrong World Industries$177,728,008$2,942,898 ▼-1.6%1,430,7510.4%ConstructionHEI.AHEICO$173,914,886$34,443,016 ▲24.7%1,129,7570.4%AerospaceGSHDGoosehead Insurance$169,810,953$8,613,502 ▼-4.8%2,548,9480.4%FinanceKFRCKforce$168,425,027$517,194 ▲0.3%2,388,3290.4%Business ServicesDAVAEndava$163,572,609$50,433,242 ▲44.6%4,300,0160.4%Computer and TechnologyMPWRMonolithic Power Systems$163,544,220$17,068,965 ▲11.7%241,4220.4%Computer and TechnologyHLMNHillman Solutions$162,087,408$2,728,681 ▲1.7%15,233,7790.4%ConstructionSPSCSPS Commerce$160,686,975$5,122,470 ▼-3.1%869,0480.4%Business ServicesBRBroadridge Financial Solutions$158,172,843$25,592,959 ▲19.3%772,1020.4%Business ServicesOLLIOllie's Bargain Outlet$156,630,680$3,350,215 ▼-2.1%1,968,4640.4%Consumer StaplesFULH.B. Fuller$155,823,690$1,585,231 ▼-1.0%1,954,1470.4%Basic MaterialsWDFCWD-40$150,793,739$2,534,621 ▼-1.7%595,2930.3%Consumer StaplesEVTCEVERTEC$149,829,417$5,239,988 ▼-3.4%3,755,1230.3%Business ServicesUSPHU.S. Physical Therapy$149,426,145$4,723,046 ▼-3.1%1,323,8780.3%MedicalFFINFirst Financial Bankshares$142,558,376$19,603,025 ▲15.9%4,344,9670.3%FinanceWABWestinghouse Air Brake Technologies$138,997,144$64,964,280 ▲87.8%954,1260.3%TransportationDCIDonaldson$138,249,379$150,630 ▲0.1%1,851,2230.3%Industrial ProductsITGartner$137,439,691$3,182,726 ▼-2.3%288,3330.3%Business ServicesRVLVRevolve Group$136,745,138$8,302,641 ▼-5.7%6,459,3830.3%Retail/WholesaleVRSKVerisk Analytics$135,527,554$24,531,952 ▲22.1%574,9270.3%Business ServicesPNRPentair$131,049,898$29,995,776 ▲29.7%1,533,8230.3%Industrial ProductsFIZZNational Beverage$130,556,154$1,592,853 ▼-1.2%2,750,8670.3%Consumer StaplesTTDTrade Desk$126,678,586$1,940,637 ▼-1.5%1,449,0800.3%Computer and TechnologyBROBrown & Brown$123,341,067$28,361,211 ▲29.9%1,408,9680.3%FinanceBOHBank of Hawaii$122,687,964$5,617,722 ▼-4.4%1,966,4680.3%FinanceBJBJ's Wholesale Club$122,418,569$93,909,413 ▲329.4%1,618,2230.3%Consumer DiscretionaryIVViShares Core S&P 500 ETF$122,109,104$7,882,877 ▲6.9%232,1240.3%ETFNRCNational Research$119,876,309$5,741,510 ▲5.0%3,026,4150.3%Business ServicesBLBlackLine$119,399,572$5,536,766 ▼-4.4%1,848,8630.3%Computer and TechnologyUNFUniFirst$113,868,470$28,963 ▲0.0%656,5670.3%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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