FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q3 2025
Top Holdings68 positions
ARAMARK | 12.4M | $475M | 4.8% | $35.21 | +8.13% | 6 qtrssince 2024-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC COMMON STOCK NEW | 2M | $445M | 4.5% | $188.38 | +17.41% | 6 qtrssince 2024-Q2 | Decreased 0 |
Booking Holdings Inc | 80,215 | $433.1M | 4.4% | $67.11 | +218.89% | 26 qtrssince 2019-Q2 | Decreased 0 |
SCHWAB CHARLES CORP | 4.2M | $401.6M | 4.1% | $46.64 | +102.11% | 25 qtrssince 2019-Q3 | Decreased 0 |
Avery Dennison Corporation | 1.5M | $244.2M | 2.5% | $160.21 | -1.04% | 15 qtrssince 2022-Q1 | Increased 64 |
CARRIER GLOBAL CORPORATION | 3.8M | $225.3M | 2.3% | $50.16 | +17.22% | 10 qtrssince 2023-Q2 | Increased 57 |
BECTON DICKINSON & CO | 1.2M | $222.8M | 2.3% | $134.41 | +6.81% | 2 qtrssince 2025-Q2 | Increased 67 |
QUEST DIAGNOSTICS INC | 1.1M | $218.7M | 2.2% | $126.44 | +47.58% | 7 qtrssince 2024-Q1 | Decreased 0 |
Alphabet Inc. | 868,089 | $211M | 2.1% | $121.62 | +99.37% | 18 qtrssince 2021-Q2 | Decreased 0 |
CSX CORP | 5.9M | $207.9M | 2.1% | $31.30 | +14.07% | 4 qtrssince 2024-Q4 | Decreased 0 |
ARROW ELECTRS INC | 1.7M | $204.8M | 2.1% | $103.42 | +17.00% | 27 qtrssince 2019-Q1 | Decreased 0 |
FIRSTCASH HOLDINGS INC COM | 1.3M | $203.5M | 2.1% | $85.25 | +84.20% | 16 qtrssince 2021-Q4 | Decreased 0 |
MASCO CORP | 2.9M | $203.4M | 2.1% | $35.21 | +96.27% | 27 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 2.5M | $202.6M | 2.1% | $51.68 | +56.34% | 27 qtrssince 2019-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 7.2M | $195.7M | 2.0% | $31.29 | -13.99% | 23 qtrssince 2020-Q1 | Decreased 0 |
Plexus Corp | 1.4M | $195.5M | 2.0% | $99.97 | +43.31% | 22 qtrssince 2020-Q2 | Increased 65 |
SYSCO CORP | 2.3M | $189.2M | 1.9% | $64.81 | +22.67% | 9 qtrssince 2023-Q3 | Decreased 0 |
| 3.2M | $187.2M | 1.9% | — | — | 27 qtrssince 2019-Q1 | Decreased 0 | |
Berkshire Hathaway Inc. | 371,441 | $186.7M | 1.9% | $204.44 | +145.92% | 27 qtrssince 2019-Q1 | Decreased 0 |
CARLISLE COS INC | 565,068 | $185.9M | 1.9% | $199.83 | +63.06% | 27 qtrssince 2019-Q1 | Increased 52 |
FIDUCIARY MANAGEMENT INC /WI/ manages $9.9B across 68 positions as of Q3 2025. Top holdings: ARMK (4.8%), FERG (4.5%), BKNG (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 4, increased 16, trimmed 47. Top move: BDX (INCREASED, conviction 67). Portfolio: $9.9B across 68 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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