FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q1 2021
Top Holdings69 positions
Berkshire Hathaway Inc. | 2.7M | $696.7M | 5.2% | $204.44 | +24.96% | 9 qtrssince 2019-Q1 | Decreased 0 |
MASCO CORP | 9.4M | $563.6M | 4.2% | $35.21 | +53.75% | 9 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 9.2M | $495.3M | 3.7% | $33.18 | +34.11% | 6 qtrssince 2019-Q4 | Decreased 0 |
Booking Holdings Inc | 212,523 | $495.1M | 3.7% | $65.98 | +37.97% | 8 qtrssince 2019-Q2 | Decreased 0 |
DOLLAR GEN CORP NEW | 2.4M | $483.2M | 3.6% | $115.31 | +61.82% | 9 qtrssince 2019-Q1 | Increased 63 |
SONY CORP | 4.4M | $465.7M | 3.5% | $13.33 | +52.96% | 4 qtrssince 2020-Q2 | Decreased 0 |
QUEST DIAGNOSTICS INC | 3.5M | $451M | 3.4% | $78.54 | +46.34% | 9 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR TREE INC | 3.9M | $448.6M | 3.4% | $103.91 | +10.16% | 9 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB CHARLES CORP | 6.7M | $437.2M | 3.3% | $37.92 | +59.95% | 7 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co. | 2.7M | $408.3M | 3.1% | $84.09 | +61.79% | 9 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 1.1M | $393.2M | 2.9% | $216.00 | +56.25% | 9 qtrssince 2019-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 6.5M | $372.3M | 2.8% | $37.48 | +37.30% | 5 qtrssince 2020-Q1 | Decreased 0 |
| 6.7M | $372.3M | 2.8% | — | — | 9 qtrssince 2019-Q1 | Increased 59 | |
CHUBB LIMITED | 2.3M | $368.5M | 2.8% | $127.28 | +18.78% | 9 qtrssince 2019-Q1 | Decreased 0 |
Eaton Corporation PLC | 2.5M | $342.1M | 2.6% | $79.66 | +62.44% | 6 qtrssince 2019-Q4 | Decreased 0 |
NORTHERN TR CORP | 2.9M | $301.7M | 2.3% | $73.07 | +26.66% | 7 qtrssince 2019-Q3 | Decreased 0 |
Micron Technology Inc. | 3.4M | $301.1M | 2.3% | $70.17 | +20.34% | 2 qtrssince 2020-Q4 | Decreased 0 |
PPG INDS INC | 2M | $300.3M | 2.3% | $97.98 | +41.89% | 9 qtrssince 2019-Q1 | Decreased 0 |
OMNICOM GROUP INC | 3.9M | $287.6M | 2.2% | $58.52 | +9.23% | 9 qtrssince 2019-Q1 | Decreased 0 |
The Progressive Corporation | 2.9M | $281.6M | 2.1% | $70.63 | +20.80% | 4 qtrssince 2020-Q2 | Increased 62 |
FIDUCIARY MANAGEMENT INC /WI/ manages $13.3B across 69 positions as of Q1 2021. Top holdings: BRK/B (5.2%), MAS (4.2%), CMCSA (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 4 new positions, 8 exits, 8 increased. Top move: DG (INCREASED, conviction 63). Portfolio: $13.3B across 69 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR