Elite Manager Tracking

The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Home Letters Funds Account

Julie Biel — Institutional Investor Profile | Buyside Digest

Julie Biel

Institutional Investor • Kayne Anderson Rudnick

Value

$0M

Stocks

49 Stocks (1 new)

Turnover

3.9%

CIK

0001021223EDGAR ↗

Website ↗

Top Holdings

PRI(4.00%) ROLL(3.94%) WTS(3.89%) SSD(3.80%) JKHY(3.44%)

About Investor

The founding and current leadership of KAR demonstrates a consistent commitment to preservation of wealth through innovative ideas, meticulous research, and dedicated focus on quality in business practices and investment strategies. The firm's core values include 'Do the right thing' as a commitment to maintain the highest level of integrity and honesty, 'Clients come first' where success depends on client trust and confidence, 'Ask more questions' recognizing analysis as the most important part of their work, and 'Open and honest Communication' as key to effective collaboration and decision making. The leadership philosophy emphasizes thinking of themselves as Business Analysts who dig deep to understand relationships between qualitative and quantitative factors. The investment team believes in a different timeline approach, wanting to know if a company will remain prosperous over the next 10 years while other analysts look out only a few years. This long-term orientation, combined with concentrated portfolio construction and emphasis on lower business risk companies, reflects the leadership's conviction in quality over quantity investing approaches.

Investor Philosophy

Investment philosophy details pending verification.

Julie Biel Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
PRI	None	Primerica, Inc.	Financials	$637.7M	4.0%	No Change
ROLL	None	RBC Bearings Incorporated	General	$628.9M	3.9%	+100.0%
WTS	None	Watts Water Technologies Inc.	General	$621.0M	3.9%	No Change
SSD	None	Simpson Manufacturing Co. Inc.	Materials	$606.4M	3.8%	No Change
JKHY	None	Jack Henry & Associates, Inc.	Information Technology	$549.3M	3.4%	No Change
TTC	None	Toro	Industrials	$539.0M	3.4%	No Change
GOLF	None	Acushnet	General	$528.7M	3.3%	No Change
LSTR	None	Landstar System, Inc.	Industrials	$514.6M	3.2%	No Change
IBKR	None	Interactive Brokers Group, Inc.	Financials	$478.3M	3.0%	No Change
POOL	None	Pool Corp.	Industrials	$435.3M	2.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
ROLLRBC Bearings Incorporated	$628.9M	+100.0%	3.9%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
RBCRBC Bearings Incorporated	$628.9M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Industrials35.5%

General25.0%

Financials17.7%

Consumer Discretionary6.1%

Information Technology5.9%

Sector	Stocks	Value	Exposure
Industrials	17	$5661.0M	35.5%
General	12	$3983.4M	25.0%
Financials	8	$2820.5M	17.7%
Consumer Discretionary	4	$967.6M	6.1%
Information Technology	3	$941.9M	5.9%
Health Care	3	$754.5M	4.7%
Materials	1	$606.4M	3.8%
Consumer Staples	1	$224.4M	1.4%