FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q1 2025
Top Holdings66 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BOOKING HOLDINGS INC | 109,030 | $502.3M | 4.9% | $67.44 | +171.16% | 24 qtrssince 2019-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.9M | $457.4M | 4.4% | $191.91 | -17.33% | 4 qtrssince 2024-Q2 | Increased 59 |
ARAMARK | 13M | $450.1M | 4.3% | $35.26 | -3.82% | 4 qtrssince 2024-Q2 | Increased 65 |
SCHWAB (CHARLES) CORP | 4.6M | $362.6M | 3.5% | $46.64 | +64.72% | 23 qtrssince 2019-Q3 | Decreased 0 |
GENPACT LIMITED | 7M | $350.5M | 3.4% | $35.93 | +38.08% | 25 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 656,270 | $349.5M | 3.4% | $204.33 | +157.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
SONY CORP-SPONSORED ADR | 9.9M | $250.2M | 2.4% | $20.02 | +24.98% | 20 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 472,710 | $247.6M | 2.4% | $308.52 | +63.94% | 25 qtrssince 2019-Q1 | Increased 60 |
SCHLUMBERGER LTD | 5.8M | $243.3M | 2.4% | $36.77 | +10.54% | 25 qtrssince 2019-Q1 | Increased 75 |
PROGRESSIVE CORP | 857,938 | $242.8M | 2.3% | $76.45 | +242.60% | 20 qtrssince 2020-Q2 | Decreased 0 |
CARRIER GLOBAL CORP | 3.7M | $232.9M | 2.2% | $49.48 | +25.42% | 8 qtrssince 2023-Q2 | Increased 60 |
AVERY DENNISON CORP | 1.3M | $230M | 2.2% | $164.38 | +5.20% | 13 qtrssince 2022-Q1 | Decreased 0 |
MASCO CORP | 3.2M | $220.7M | 2.1% | $35.68 | +89.74% | 25 qtrssince 2019-Q1 | Decreased 0 |
QUEST DIAGNOSTICS INC | 1.3M | $211.7M | 2.0% | $127.98 | +28.36% | 5 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.4M | $210.7M | 2.0% | $97.50 | +57.85% | 16 qtrssince 2021-Q2 | Decreased 0 |
CARMAX INC | 2.7M | $206.6M | 2.0% | $84.47 | -10.04% | 13 qtrssince 2022-Q1 | Decreased 0 |
| 3.5M | $206.5M | 2.0% | — | — | 25 qtrssince 2019-Q1 | Decreased 0 | |
BJ'S WHOLESALE CLUB HOLDINGS | 1.7M | $191.1M | 1.8% | $65.36 | +71.22% | 15 qtrssince 2021-Q3 | Decreased 0 |
KONINKLIJKE PHILIPS NVR- NY | 7.5M | $190.9M | 1.8% | $31.29 | -21.22% | 21 qtrssince 2020-Q1 | Increased 58 |
SYSCO CORP | 2.5M | $186.1M | 1.8% | $66.16 | +8.95% | 7 qtrssince 2023-Q3 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $10.4B across 66 positions as of Q1 2025. Top holdings: BKNG (4.9%), FERG (4.4%), ARMK (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 2 new positions, 6 exits, 25 increased. Top move: SLB (INCREASED, conviction 75). Portfolio: $10.4B across 66 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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