SDHC |
Smith Douglas Homes Corp |
Smith Douglas Homes Ord Shs Class A |
17.8% |
$31.5M |
-$3.93M |
1.6M |
-11.1% |
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
DAVA |
Endava PLC |
Endava American Depository Shares Representing 1 Class A Ord Shs |
16.5% |
$138M |
$18M |
6.91M |
+15.1% |
Kayne Anderson Rudnick Investment Management, LLC |
May 30, 2025 |
DFH |
Dream Finders Homes, Inc. |
Common Stock |
16.36% |
$130M |
-$3.69M |
5.84M |
-2.77% |
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
FCN |
FTI Consulting, Inc |
Common Stock |
16.07% |
$542M |
|
3.37M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Apr 30, 2025 |
RVLV |
Revolve Group Inc |
Revolve Group Class A Ord Shs |
14.7% |
$128M |
$30.2M |
5.93M |
+31% |
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
NRC |
National Research Corp |
Common Stock |
12.92% |
$37.9M |
|
2.96M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
TFIN |
Triumph Financial, Inc. |
Common Stock |
12.51% |
$143M |
|
2.93M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
LSTR |
LANDSTAR SYSTEM INC |
Common Stock |
10.66% |
$531M |
|
3.76M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
ULS |
UL Solutions Inc. |
Common Stock |
10.51% |
$360M |
|
6.52M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Apr 30, 2025 |
USPH |
US Physical Therapy Inc |
US Physical Therapy Ord Shs |
9.8% |
$126M |
$46.6M |
1.49M |
+58.9% |
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
OFLX |
Omega Flex, Inc. |
Common Stock |
9.64% |
$31.3M |
|
973K |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
GSHD |
Goosehead Insurance, Inc. |
Common Stock |
9.63% |
$272M |
-$44.4M |
2.41M |
-14% |
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
OLED |
Universal Display Corp |
Common Stock |
9.24% |
$467M |
|
4.38M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
MC |
Moelis & Co. |
Moelis Ord Shs Class A |
9.1% |
$462M |
|
6.74M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
WTS |
WATTS WATER TECHNOLOGIES INC |
Class A Common Stock |
9% |
$477M |
|
2.46M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
FONR |
Fonar Corp |
Fonar Ord Shs |
8.8% |
$8.22M |
|
544K |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
EPAC |
Enerpac Tool Group Corp |
Enerpac Tool Group Ord Shs Class A |
8.6% |
$199M |
|
4.64M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
OS |
OneStream, Inc |
Common Stock |
8.47% |
$126M |
|
6.2M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
TTC |
TORO CO |
Common Stock |
8.19% |
$526M |
$73.7M |
8.18M |
+16.3% |
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
BANF |
BancFirst Corp |
BancFirst Ord Shs |
7.6% |
$337M |
|
2.54M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
OLLI |
Ollie's Bargain Outlet Holdings, Inc. |
Common Stock |
7.58% |
$531M |
|
4.64M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
HLMN |
Hillman Solutions Corp |
Hillman Solutions Ord Shs |
6.6% |
$131M |
|
13.1M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
JKHY |
Jack Henry & Associates Inc |
Common Stock |
6.5% |
$818M |
|
4.74M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
HLNE |
Hamilton Lane Inc |
Hamilton Lane Ord Shs Class A |
6.5% |
$416M |
|
2.67M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
NVEC |
NVE Corp |
NVE Ord Shs |
6.4% |
$18.9M |
|
308K |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
UFPI |
UFP Industries Inc |
Common Stock |
6.16% |
$406M |
|
3.75M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
ALLE |
Allegion plc |
Ordinary Shares, $0.01 par value per share |
5.51% |
$574M |
|
4.75M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
BOH |
Bank of Hawaii Corp |
Common Stock |
5.2% |
$131M |
|
2.07M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
SYBT |
Stock Yards Bancorp Inc |
Stock Yards Bancorp Ord Shs |
5.2% |
$127M |
|
1.54M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
RTMVY |
Rightmove PLC |
Rightmove ADR |
4.9% |
$821M |
|
38.8M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
RBC |
RBC Bearings Inc |
RBC Bearings Ord Shs |
4.9% |
$615M |
-$88.3M |
1.54M |
-12.6% |
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
HLLY |
Holley Inc |
Holley Ord Shs |
4.7% |
$22.8M |
-$8.68M |
5.66M |
-27.6% |
Kayne Anderson Rudnick Investment Management, LLC |
Jun 30, 2025 |
CWAN |
Clearwater Analytics Holdings, Inc. |
Class A Common Stock, par value $0.001 per share |
4.55% |
$231M |
-$23.3M |
10M |
-9.17% |
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
FOXF |
FOX FACTORY HOLDING CORP |
Common Stock |
4.32% |
$37.7M |
|
1.8M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
RYAN |
RYAN SPECIALTY HOLDINGS, INC. |
Class A Common Stock, par value $0.001 per share |
3.4% |
$301M |
|
4.26M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
SMG |
Scotts Miracle-Gro Co |
Common Stock |
3.15% |
$95.3M |
|
1.81M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |
EME |
EMCOR Group, Inc. |
Common Stock |
2.75% |
$487M |
|
1.26M |
|
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
TORO |
Toro Corp. |
Common Stock |
0% |
$0 |
-$18.7M |
0 |
-100% |
Kayne Anderson Rudnick Investment Management, LLC |
Dec 31, 2024 |
AZPN |
Aspen Technology Inc |
Common Stock |
0% |
$0 |
|
0 |
|
Kayne Anderson Rudnick Investment Management, LLC |
Mar 31, 2025 |