Kayne Anderson Rudnick Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Kayne Anderson Rudnick Investment Management LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/04/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Jack Henry & Associates Inc  JKHY US      112,410,058    3,878,884     -281,236
Tempur-Pedic International   TPX US       105,065,642    1,997,066     -431,037
Landstar System Inc          LSTR US       97,726,294    2,470,331     -193,616
Owens & Minor Inc            OMI US        97,379,329    3,419,218     -221,497
Federated Investors Inc-Cl B FII US        86,810,488    4,952,110     -333,194
RLI Corp                     RLI US        84,593,953    1,330,512      -83,736
Copart Inc                   CPRT US       83,631,714    2,137,825      -73,130
ANSYS Inc                    ANSS US       77,824,028    1,586,950      -40,126
Techne Corp                  TECH US       77,058,118    1,133,041      -29,957
Lincoln Electric Holdings    LECO US       69,819,527    2,406,740     -256,002
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Badger Meter Inc             BMI US        16,847,270      582,346      582,346
QUALCOMM Inc                 QCOM US       12,059,900      247,993      247,993
Celgene Corp                 CELG US       11,261,553      181,902      181,902
eBay Inc                     EBAY US        9,737,244      330,188      330,188
EMC Corp/Mass                EMC US         9,700,633      462,155      462,155
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Hansen Natural Corp          HANS US       -5,764,045            0      -71,205
Medtronic Inc                MDT US        -5,585,232            0     -144,958
Avon Products Inc            AVP US        -5,276,264            0     -188,438
Nucor Corp                   NUE US        -4,990,918            0     -121,080
AT&T Inc                     T US            -555,486            0      -17,685
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Apple Inc                    AAPL US       23,094,357       61,419       60,448
Google Inc-Cl A              GOOG US       13,044,380       25,732       25,320
Oracle Corp                  ORCL US       12,027,659      604,958      442,125
Intl Business Machines Corp  IBM US        10,849,313       64,479       61,995
Microsoft Corp               MSFT US        9,415,017    1,002,194      404,902
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Tempur-Pedic International   TPX US       -59,608,303    1,997,066     -431,037
CARBO Ceramics Inc           CRR US       -43,674,760      412,444     -115,096
Federated Investors Inc-Cl B FII US       -39,191,159    4,952,110     -333,194
First Cash Finl Svcs Inc     FCFS US      -33,701,947    1,104,789     -801,566
Owens & Minor Inc            OMI US       -28,188,931    3,419,218     -221,497
 
 
SOURCE: SEC 13F-HR 
FILER: Kayne Anderson Rudnick Investment Management LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/04/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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