FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q2 2021
Top Holdings73 positions
BERKSHIRE HATHAWAY INC DEL | 2.7M | $737.2M | 5.4% | $204.44 | +35.94% | 10 qtrssince 2019-Q1 | Decreased 0 |
MASCO CORP | 9.2M | $541.1M | 4.0% | $35.21 | +51.79% | 10 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 8.9M | $506.9M | 3.7% | $33.18 | +38.54% | 7 qtrssince 2019-Q4 | Decreased 0 |
DOLLAR GEN CORP NEW | 2.3M | $503.9M | 3.7% | $115.31 | +74.40% | 10 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB CHARLES CORP | 6.5M | $472.7M | 3.5% | $37.92 | +79.14% | 8 qtrssince 2019-Q3 | Decreased 0 |
BOOKING HOLDINGS INC | 206,273 | $451.3M | 3.3% | $65.98 | +29.58% | 9 qtrssince 2019-Q2 | Decreased 0 |
QUEST DIAGNOSTICS INC | 3.4M | $450.5M | 3.3% | $78.54 | +51.20% | 10 qtrssince 2019-Q1 | Decreased 0 |
SONY GROUP CORP | 4.3M | $415.3M | 3.1% | $13.33 | +46.21% | 5 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1M | $411.6M | 3.0% | $216.00 | +68.78% | 10 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 2.6M | $405.3M | 3.0% | $84.09 | +62.38% | 10 qtrssince 2019-Q1 | Decreased 0 |
| 6.5M | $381.9M | 2.8% | — | — | 10 qtrssince 2019-Q1 | Decreased 0 | |
DOLLAR TREE INC | 3.8M | $379.4M | 2.8% | $103.91 | -4.24% | 10 qtrssince 2019-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N V | 6.9M | $342.6M | 2.5% | $37.94 | +21.69% | 6 qtrssince 2020-Q1 | Increased 56 |
PPG INDS INC | 1.9M | $328.2M | 2.4% | $97.98 | +57.01% | 10 qtrssince 2019-Q1 | Decreased 0 |
NORTHERN TR CORP | 2.8M | $323.2M | 2.4% | $73.07 | +36.82% | 8 qtrssince 2019-Q3 | Decreased 0 |
FRESENIUS MED CARE AG&CO KGA | 7.6M | $317.1M | 2.3% | $33.17 | +11.91% | 2 qtrssince 2021-Q1 | Increased 62 |
MICRON TECHNOLOGY INC | 3.6M | $309M | 2.3% | $70.83 | +14.24% | 3 qtrssince 2020-Q4 | Increased 57 |
CHUBB LIMITED | 1.9M | $304.6M | 2.2% | $127.28 | +17.05% | 10 qtrssince 2019-Q1 | Decreased 0 |
OMNICOM GROUP INC | 3.8M | $301.1M | 2.2% | $58.52 | +15.21% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 856,697 | $297.9M | 2.2% | $349.45 | 0.00% | 1 qtr | New 80 |
FIDUCIARY MANAGEMENT INC /WI/ manages $13.6B across 73 positions as of Q2 2021. Top holdings: BRK/B (5.4%), MAS (4.0%), CMCSA (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 3 exits, 11 increased. Top move: META (NEW, conviction 80). Portfolio: $13.6B across 73 positions.
Top holdings by portfolio weight
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