FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q1 2023
Top Holdings59 positions
Priceline Group Inc/The | 226,730 | $601.4M | 6.1% | $67.11 | +54.43% | 16 qtrssince 2019-Q2 | Decreased 0 |
SONY CORPORATION-SPONSORED ADR | 3.7M | $333.3M | 3.4% | $14.17 | +24.41% | 12 qtrssince 2020-Q2 | Increased 60 |
Berkshire Hathaway Inc | 1M | $319.9M | 3.2% | $204.44 | +51.04% | 17 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 662,180 | $312.9M | 3.2% | $257.79 | +70.79% | 17 qtrssince 2019-Q1 | Increased 69 |
Alphabet Inc | 3M | $310.4M | 3.1% | $121.62 | -15.51% | 8 qtrssince 2021-Q2 | Decreased 0 |
| 2.3M | $306.6M | 3.1% | — | — | 4 qtrssince 2022-Q2 | Decreased 0 | |
Carlisle Cos Inc | 1.3M | $303.3M | 3.1% | $188.79 | +15.45% | 17 qtrssince 2019-Q1 | Increased 67 |
The Charles Schwab Corp | 5.5M | $288.5M | 2.9% | $43.59 | +14.26% | 15 qtrssince 2019-Q3 | Increased 62 |
CDW Corp/DE | 1.4M | $278.7M | 2.8% | $154.89 | +20.11% | 5 qtrssince 2022-Q1 | Decreased 0 |
Dollar General Corp | 1.3M | $278.4M | 2.8% | $115.31 | +69.43% | 17 qtrssince 2019-Q1 | Decreased 0 |
Micron Technology Inc | 4.3M | $261.4M | 2.6% | $71.65 | -13.20% | 10 qtrssince 2020-Q4 | Increased 58 |
Masco Corp | 5M | $249.6M | 2.5% | $35.21 | +32.58% | 17 qtrssince 2019-Q1 | Decreased 0 |
Avery Dennison Corp | 1.4M | $248M | 2.5% | $153.40 | +9.02% | 5 qtrssince 2022-Q1 | Increased 58 |
SAP SE SPONSORED ADR | 1.9M | $246.6M | 2.5% | $100.84 | +20.36% | 5 qtrssince 2022-Q1 | Decreased 0 |
Omnicom Group Inc | 2.6M | $245.8M | 2.5% | $58.52 | +44.58% | 17 qtrssince 2019-Q1 | Decreased 0 |
Dollar Tree Inc | 1.7M | $238M | 2.4% | $103.91 | +38.15% | 17 qtrssince 2019-Q1 | Decreased 0 |
Northern Trust Corp | 2.7M | $235M | 2.4% | $74.18 | +6.89% | 15 qtrssince 2019-Q3 | Increased 59 |
Genpact Ltd | 5M | $232.4M | 2.3% | $37.65 | +16.26% | 17 qtrssince 2019-Q1 | Increased 59 |
Schlumberger Ltd | 4.5M | $223.4M | 2.3% | $34.48 | +30.96% | 17 qtrssince 2019-Q1 | Decreased 0 |
Arch Capital Group Ltd | 3.3M | $221.1M | 2.2% | $38.49 | +67.67% | 9 qtrssince 2021-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $9.9B across 59 positions as of Q1 2023. Top holdings: BKNG (6.1%), SONY (3.4%), BRK/B (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 0 new positions, 11 exits, 18 increased. Top move: UNH (INCREASED, conviction 69). Portfolio: $9.9B across 59 positions.
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Portfolio allocation by GICS sector
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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
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