FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q3 2024
Top Holdings69 positions
FERGUSON ENTERPRISES INC COMMON STOCK NEW | 3M | $586.6M | 5.1% | $189.11 | +1.63% | 2 qtrssince 2024-Q2 | Increased 93 |
Booking Holdings Inc | 130,226 | $548.5M | 4.8% | $67.11 | +147.01% | 22 qtrssince 2019-Q2 | Decreased 0 |
CARLISLE COS INC | 1.1M | $476.7M | 4.2% | $189.52 | +132.64% | 23 qtrssince 2019-Q1 | Decreased 0 |
ARAMARK | 10.6M | $410.3M | 3.6% | $35.26 | +7.74% | 2 qtrssince 2024-Q2 | Increased 86 |
GENPACT LIMITED | 9.5M | $372.3M | 3.3% | $35.93 | +6.26% | 23 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 728,355 | $335.2M | 2.9% | $204.44 | +125.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB CHARLES CORP | 5M | $326.2M | 2.9% | $46.64 | +35.46% | 21 qtrssince 2019-Q3 | Increased 59 |
Avery Dennison Corporation | 1.4M | $309M | 2.7% | $160.59 | +31.74% | 11 qtrssince 2022-Q1 | Increased 59 |
MASCO CORP | 3.4M | $289.5M | 2.5% | $35.21 | +130.08% | 23 qtrssince 2019-Q1 | Decreased 0 |
CARRIER GLOBAL CORPORATION | 3.4M | $274.1M | 2.4% | $47.72 | +64.10% | 6 qtrssince 2023-Q2 | Decreased 0 |
Alphabet Inc. | 1.5M | $246.7M | 2.2% | $121.62 | +35.42% | 14 qtrssince 2021-Q2 | Decreased 0 |
| 3.8M | $246.3M | 2.2% | — | — | 23 qtrssince 2019-Q1 | Decreased 0 | |
The Progressive Corporation | 934,043 | $237M | 2.1% | $77.40 | +201.56% | 18 qtrssince 2020-Q2 | Decreased 0 |
CARMAX INC | 2.9M | $227.1M | 2.0% | $84.47 | -8.46% | 11 qtrssince 2022-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 381,601 | $223.1M | 2.0% | $257.79 | +116.23% | 23 qtrssince 2019-Q1 | Decreased 0 |
QUEST DIAGNOSTICS INC | 1.4M | $215.3M | 1.9% | $126.44 | +17.93% | 3 qtrssince 2024-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 6.5M | $211.6M | 1.9% | $32.73 | -3.81% | 19 qtrssince 2020-Q1 | Decreased 0 |
SYSCO CORP | 2.7M | $209.4M | 1.8% | $64.81 | +13.17% | 5 qtrssince 2023-Q3 | Increased 54 |
SONY CORP | 2.2M | $208.9M | 1.8% | $15.75 | +21.33% | 18 qtrssince 2020-Q2 | Increased 66 |
HOULIHAN LOKEY INC | 1.2M | $191.8M | 1.7% | $61.35 | +149.94% | 20 qtrssince 2019-Q4 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $11.4B across 69 positions as of Q3 2024. Top holdings: FERG (5.1%), BKNG (4.8%), CSL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 3 new positions, exited 4, increased 18, trimmed 45. Top move: FERG (INCREASED, conviction 93). Portfolio: $11.4B across 69 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
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