| SDHC |
Smith Douglas Homes Corp |
Smith Douglas Homes Ord Shs Class A |
16% |
$26,427,364 |
+$2,140,108 |
1,469,003 |
+8.8% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| FCN |
FTI Consulting, Inc |
Common Stock |
16% |
$546,195,775 |
|
3,373,453 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Apr 2025 |
| DFH |
Dream Finders Homes Inc |
Dream Finders Homes Ord Shs Class A |
13% |
$88,235,073 |
-$17,600,681 |
4,427,249 |
-17% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| NRC |
National Research Corp |
National Research Ord Shs |
12% |
$47,920,711 |
-$5,521,669 |
2,657,832 |
-10% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| KFRC |
Kforce Inc |
Kforce Ord Shs |
11% |
$62,041,013 |
|
1,980,243 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| LSTR |
LANDSTAR SYSTEM INC |
Common Stock |
11% |
$526,751,367 |
|
3,764,661 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2024 |
| GOLF |
Acushnet Holdings Corp |
Acushnet Holdings Ord Shs |
10% |
$486,267,830 |
|
6,092,055 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| KAI |
Kadant Inc |
Kadant Ord Shs |
10% |
$370,689,599 |
|
1,189,442 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| SSD |
Simpson Manufacturing Co Inc |
Simpson Manufacturing Ord Shs |
9.7% |
$719,368,934 |
|
4,017,923 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| CRVL |
CorVel Corp |
CorVel Ord Shs |
9.7% |
$341,439,783 |
|
4,991,080 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| MC |
Moelis & Co. |
Moelis Ord Shs Class A |
9.1% |
$441,974,902 |
|
6,739,477 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| THO |
Thor Industries Inc |
Thor Industries Ord Shs |
8.9% |
$508,436,076 |
|
4,697,737 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| TFIN |
Triumph Financial Inc |
Triumph Financial Ord Shs |
8.9% |
$132,041,451 |
-$38,545,696 |
2,108,278 |
-23% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| TTC |
TORO CO |
Common Stock |
8.2% |
$562,077,494 |
+$78,739,058 |
8,176,862 |
+16% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Mar 2025 |
| JKHY |
Jack Henry and Associates Inc |
Jack Henry and Associates Ord Shs |
8.1% |
$1,087,762,926 |
+$208,342,686 |
5,862,055 |
+24% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| APAM |
Artisan Partners Asset Management Inc |
Artisan Partners Asset Management Ord Shs Class A |
8.1% |
$236,739,189 |
|
5,716,957 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| GSHD |
Goosehead Insurance Inc |
Goosehead Insurance Ord Shs Class A |
8.1% |
$149,938,998 |
-$8,470,426 |
2,012,604 |
-5.3% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| USPH |
US Physical Therapy Inc |
US Physical Therapy Ord Shs |
8% |
$103,934,986 |
-$23,473,565 |
1,212,494 |
-18% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| RLI |
RLI Corp |
RLI Ord Shs |
7.9% |
$455,948,862 |
|
7,297,517 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| WTS |
Watts Water Technologies Inc |
Watts Water Technologies Ord Shs Class A |
7.8% |
$592,434,975 |
-$87,657,328 |
2,146,348 |
-13% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| ULS |
UL Solutions Inc |
UL Solutions Ord Shs Class A |
7.8% |
$498,685,001 |
-$42,764,415 |
6,008,977 |
-7.9% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| BANF |
BancFirst Corp |
BancFirst Ord Shs |
7.6% |
$330,065,730 |
|
2,537,991 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| EPAC |
Enerpac Tool Group Corp |
Enerpac Tool Group Ord Shs Class A |
7.5% |
$158,579,089 |
-$27,979,906 |
3,946,717 |
-15% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| OLED |
Universal Display Corp |
Universal Display Ord Shs |
7.1% |
$396,326,796 |
-$115,694,880 |
3,393,790 |
-23% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| HLMN |
Hillman Solutions Corp |
Hillman Solutions Ord Shs |
6.6% |
$104,340,196 |
|
13,124,553 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| HLNE |
Hamilton Lane Inc |
Hamilton Lane Ord Shs Class A |
6.5% |
$404,790,271 |
|
2,674,001 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| OFLX |
Omega Flex Inc |
Omega Flex Ord Shs |
6.5% |
$19,421,068 |
-$4,741,283 |
659,683 |
-20% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| CHH |
Choice Hotels International Inc |
Choice Hotels International Ord Shs |
6.4% |
$322,726,781 |
-$78,640,522 |
2,977,459 |
-20% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| IBP |
Installed Building Products Inc |
Installed Building Products Ord Shs |
6.3% |
$425,539,065 |
|
1,725,205 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Sep 2025 |
| UFPI |
UFP Industries Inc |
Common Stock |
6.2% |
$375,685,319 |
|
3,746,737 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Mar 2025 |
| SITE |
SiteOne Landscape Supply Inc |
SiteOne Landscape Supply Ord Shs |
6% |
$355,464,265 |
|
2,668,250 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| OLLI |
Ollie's Bargain Outlet Holdings Inc |
Ollie's Bargain Outlet Holdings Ord Shs |
5.9% |
$402,724,020 |
-$106,056,005 |
3,674,154 |
-21% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| HWKN |
Hawkins Inc |
Hawkins Ord Shs |
5.5% |
$174,495,675 |
|
1,146,640 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| OS |
OneStream Inc |
Onestream Ord Shs Class A |
5.4% |
$114,974,767 |
-$31,752,201 |
4,867,687 |
-22% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| NCNO |
nCino Inc |
Ncino Ord Shs |
5.1% |
$150,014,872 |
|
5,903,773 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| RTMVY |
Rightmove PLC |
Rightmove ADR |
4.9% |
$840,120,723 |
|
38,786,737 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| RBC |
RBC Bearings Inc |
RBC Bearings Ord Shs |
4.9% |
$583,215,443 |
-$83,768,056 |
1,541,919 |
-13% |
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| BFAM |
Bright Horizons Family Solutions Inc |
Bright Horizons Family Solutions Ord Shs |
4.9% |
$278,423,613 |
|
2,745,795 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| BOH |
Bank of Hawaii Corp |
Bank of Hawaii Ord Shs |
4.9% |
$135,490,538 |
-$6,055,121 |
1,981,725 |
-4.3% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| CAKE |
Cheesecake Factory Inc |
Cheesecake Factory Ord Shs |
4.8% |
$143,170,859 |
|
2,396,165 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| ALLE |
Allegion PLC |
Allegion Ord Shs |
4.7% |
$642,853,139 |
-$112,747,406 |
4,042,593 |
-15% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| POOL |
Pool Corp |
Pool Ord Shs |
4.7% |
$461,213,694 |
|
1,760,492 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| ROAD |
Construction Partners Inc |
Construction Partners Ord Shs Class A |
4.7% |
$284,216,983 |
|
2,237,929 |
|
Kayne Anderson Rudnick Investment Management, LLC |
30 Sep 2025 |
| SYBT |
Stock Yards Bancorp Inc |
Stock Yards Bancorp Ord Shs |
4.7% |
$92,156,092 |
-$10,358,832 |
1,388,102 |
-10% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| HLLY |
Holley Inc |
Holley Ord Shs |
4.7% |
$11,876,258 |
-$4,524,234 |
5,655,361 |
-28% |
Kayne Anderson Rudnick Investment Management, LLC |
30 Jun 2025 |
| CWAN |
Clearwater Analytics Holdings, Inc. |
Class A Common Stock, par value $0.001 per share |
4.6% |
$227,992,718 |
-$23,008,218 |
10,026,065 |
-9.2% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Mar 2025 |
| EVTC |
Evertec Inc |
Evertec Ord Shs |
4.5% |
$82,287,050 |
|
2,869,144 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| RVLV |
Revolve Group Inc |
Revolve Group Class A Ord Shs |
4.5% |
$56,350,325 |
-$9,707,544 |
1,829,556 |
-15% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| NVEC |
NVE Corp |
NVE Ord Shs |
4.5% |
$14,058,962 |
-$6,018,547 |
215,397 |
-30% |
Kayne Anderson Rudnick Investment Management, LLC |
30 Sep 2025 |
| BSY |
Bentley Systems Inc |
Bentley Systems Ord Shs Class B |
4.4% |
$507,348,172 |
|
12,870,324 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| FOXF |
FOX FACTORY HOLDING CORP |
Common Stock |
4.3% |
$38,111,086 |
|
1,801,091 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2024 |
| FONR |
Fonar Corp |
Fonar Ord Shs |
4.1% |
$4,662,542 |
-$5,429,325 |
251,350 |
-54% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| RYAN |
RYAN SPECIALTY HOLDINGS, INC. |
Class A Common Stock, par value $0.001 per share |
3.4% |
$273,931,660 |
|
4,259,550 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2024 |
| SMG |
Scotts Miracle-Gro Co |
Common Stock |
3.2% |
$97,128,445 |
|
1,812,436 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Mar 2025 |
| EME |
EMCOR Group, Inc. |
Common Stock |
2.8% |
$506,656,502 |
|
1,264,681 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2024 |
| DAVA |
Endava PLC |
Endava American Depository Shares Representing 1 Class A Ord Shs |
0.2% |
$631,474 |
-$39,265,060 |
99,912 |
-98% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2025 |
| TORO |
Toro Corp. |
Common Stock |
0% |
$0 |
-$18,703,524 |
0 |
-100% |
Kayne Anderson Rudnick Investment Management, LLC |
31 Dec 2024 |
| AZPN |
Aspen Technology Inc |
Common Stock |
0% |
$0 |
|
0 |
|
Kayne Anderson Rudnick Investment Management, LLC |
31 Mar 2025 |