FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q1 2026
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ARAMARK | 10.6M | $429.2M | 5.3% | $35.26 | +15.89% | 8 qtrssince 2024-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 93,911 | $395.4M | 4.9% | $89.82 | +87.50% | 28 qtrssince 2019-Q2 | Increased 71 |
SCHWAB (CHARLES) CORP | 3.5M | $325.7M | 4.0% | $46.64 | +100.19% | 27 qtrssince 2019-Q3 | Decreased 0 |
FERGUSON ENTERPRISES INC | 1.3M | $311.9M | 3.9% | $191.91 | +29.20% | 8 qtrssince 2024-Q2 | Decreased 0 |
AVERY DENNISON CORP | 1.3M | $216.3M | 2.7% | $163.48 | +16.61% | 17 qtrssince 2022-Q1 | Decreased 0 |
CARRIER GLOBAL CORP | 3.6M | $200.9M | 2.5% | $50.26 | +11.24% | 12 qtrssince 2023-Q2 | Decreased 0 |
BECTON DICKINSON AND CO | 1.2M | $194.9M | 2.4% | $139.84 | +24.58% | 4 qtrssince 2025-Q2 | Increased 59 |
ACCENTURE PLC-CL A | 962,367 | $190.8M | 2.4% | $254.35 | -17.48% | 2 qtrssince 2025-Q4 | Increased 68 |
WHITE MTNS INS GROUP LTD | 85,066 | $186.9M | 2.3% | $1,468.38 | +50.85% | 29 qtrssince 2019-Q1 | Decreased 0 |
CDW CORP/DE | 1.4M | $174.7M | 2.2% | $157.47 | -20.44% | 17 qtrssince 2022-Q1 | Increased 70 |
PRIMERICA INC | 692,022 | $173.3M | 2.2% | $178.51 | +46.29% | 23 qtrssince 2020-Q3 | Increased 59 |
FIRSTCASH HOLDINGS INC | 912,051 | $171.5M | 2.1% | $85.25 | +119.68% | 18 qtrssince 2021-Q4 | Decreased 0 |
CARLISLE COS INC | 493,744 | $164.7M | 2.0% | $202.82 | +91.68% | 29 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 4.8M | $162.6M | 2.0% | $34.65 | +8.24% | 11 qtrssince 2023-Q3 | Decreased 0 |
ZIONS BANCORP NA | 2.8M | $160.6M | 2.0% | $36.34 | +56.32% | 29 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.3M | $157.8M | 2.0% | $116.62 | +7.26% | 15 qtrssince 2022-Q3 | Increased 48 |
Gates Industrial Corporation plc | 6.7M | $150.4M | 1.9% | $14.01 | +98.12% | 18 qtrssince 2021-Q4 | Decreased 0 |
ARROW ELECTRONICS INC | 1M | $150.4M | 1.9% | $103.24 | +113.45% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALLEGION PLC | 1M | $150.1M | 1.9% | $137.28 | +15.35% | 6 qtrssince 2024-Q4 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 304,648 | $146M | 1.8% | $204.33 | +135.58% | 29 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $8.1B across 62 positions as of Q1 2026. Top holdings: ARMK (5.3%), BKNG (4.9%), SCHW (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 4 new positions, 9 exits, 19 increased. Top move: BKNG (INCREASED, conviction 71). Portfolio: $8.1B across 62 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