FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q2 2025
Top Holdings67 positions
FERGUSON ENTERPRISES INC COMMON STOCK NEW | 2.7M | $591.4M | 5.7% | $188.38 | +13.42% | 5 qtrssince 2024-Q2 | Decreased 0 |
Booking Holdings Inc | 98,127 | $568.1M | 5.5% | $67.11 | +241.34% | 25 qtrssince 2019-Q2 | Decreased 0 |
ARAMARK | 12.7M | $530M | 5.1% | $35.21 | +17.59% | 5 qtrssince 2024-Q2 | Decreased 0 |
SCHWAB CHARLES CORP | 4.4M | $400.1M | 3.8% | $46.64 | +92.61% | 24 qtrssince 2019-Q3 | Decreased 0 |
CARRIER GLOBAL CORPORATION | 3.5M | $256.1M | 2.5% | $49.48 | +45.25% | 9 qtrssince 2023-Q2 | Decreased 0 |
Berkshire Hathaway Inc. | 449,290 | $218.3M | 2.1% | $204.44 | +137.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
ARROW ELECTRS INC | 1.7M | $216.8M | 2.1% | $103.42 | +23.22% | 26 qtrssince 2019-Q1 | Increased 58 |
SONY CORP | 8.3M | $216.7M | 2.1% | $15.75 | +66.98% | 21 qtrssince 2020-Q2 | Decreased 0 |
The Progressive Corporation | 810,300 | $216.2M | 2.1% | $77.40 | +223.47% | 21 qtrssince 2020-Q2 | Decreased 0 |
Avery Dennison Corporation | 1.2M | $215.1M | 2.1% | $160.59 | +6.23% | 14 qtrssince 2022-Q1 | Decreased 0 |
QUEST DIAGNOSTICS INC | 1.2M | $212.9M | 2.0% | $126.44 | +38.47% | 6 qtrssince 2024-Q1 | Decreased 0 |
| 3.3M | $201.1M | 1.9% | — | — | 26 qtrssince 2019-Q1 | Decreased 0 | |
CSX CORP | 6M | $196.8M | 1.9% | $31.30 | +4.35% | 3 qtrssince 2024-Q4 | Decreased 0 |
CARLISLE COS INC | 522,337 | $195M | 1.9% | $189.52 | +94.59% | 26 qtrssince 2019-Q1 | Decreased 0 |
MASCO CORP | 3M | $194.1M | 1.9% | $35.21 | +78.65% | 26 qtrssince 2019-Q1 | Decreased 0 |
CARMAX INC | 2.9M | $193.1M | 1.9% | $83.09 | -19.85% | 14 qtrssince 2022-Q1 | Increased 52 |
GENPACT LIMITED | 4.2M | $186.5M | 1.8% | $35.93 | +20.71% | 26 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1M | $184.3M | 1.8% | $121.62 | +44.40% | 17 qtrssince 2021-Q2 | Decreased 0 |
SCHLUMBERGER LTD | 5.4M | $182.8M | 1.8% | $36.77 | -9.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 4.8M | $180.9M | 1.7% | $34.89 | +9.50% | 8 qtrssince 2023-Q3 | Increased 48 |
FIDUCIARY MANAGEMENT INC /WI/ manages $10.4B across 67 positions as of Q2 2025. Top holdings: FERG (5.7%), BKNG (5.5%), ARMK (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 4, increased 15, trimmed 47. Top move: ARW (INCREASED, conviction 58). Portfolio: $10.4B across 67 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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Top Losers
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