FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q3 2025
Top Holdings68 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ARAMARK | 12.4M | $475M | 4.8% | $35.26 | +8.66% | 6 qtrssince 2024-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2M | $445M | 4.5% | $191.91 | +16.77% | 6 qtrssince 2024-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 80,215 | $433.1M | 4.4% | $67.44 | +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 CORP | 1.5M | $244.2M | 2.5% | $163.48 | -2.41% | 15 qtrssince 2022-Q1 | Increased 64 |
CARRIER GLOBAL CORP | 3.8M | $225.3M | 2.3% | $50.16 | +17.22% | 10 qtrssince 2023-Q2 | Increased 57 |
BECTON DICKINSON AND CO | 1.2M | $222.8M | 2.3% | $135.59 | +6.11% | 2 qtrssince 2025-Q2 | Increased 67 |
QUEST DIAGNOSTICS INC | 1.1M | $218.7M | 2.2% | $127.98 | +46.23% | 7 qtrssince 2024-Q1 | Decreased 0 |
ALPHABET INC-CL A | 868,089 | $211M | 2.1% | $97.50 | +150.16% | 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 ELECTRONICS INC | 1.7M | $204.8M | 2.1% | $103.24 | +16.80% | 27 qtrssince 2019-Q1 | Decreased 0 |
FIRSTCASH HOLDINGS INC | 1.3M | $203.5M | 2.1% | $85.25 | +84.20% | 16 qtrssince 2021-Q4 | Decreased 0 |
MASCO CORP | 2.9M | $203.4M | 2.1% | $35.68 | +95.34% | 27 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.5M | $202.6M | 2.1% | $52.17 | +54.73% | 27 qtrssince 2019-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS NVR- NY | 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% | $66.16 | +22.00% | 9 qtrssince 2023-Q3 | Decreased 0 |
| 3.2M | $187.2M | 1.9% | — | — | 27 qtrssince 2019-Q1 | Decreased 0 | |
BERKSHIRE HATHAWAY INC-CL B | 371,441 | $186.7M | 1.9% | $204.33 | +144.34% | 27 qtrssince 2019-Q1 | Decreased 0 |
CARLISLE COS INC | 565,068 | $185.9M | 1.9% | $202.82 | +64.13% | 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: Steady Compounder. HoldingsIntel Rating: 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