FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2021
Top Holdings75 positions
BERKSHIRE HATHAWAY INC DEL | 2.4M | $727.4M | 5.4% | $204.44 | +46.26% | 12 qtrssince 2019-Q1 | Decreased 0 |
MASCO CORP | 8.5M | $595.4M | 4.4% | $35.21 | +82.27% | 12 qtrssince 2019-Q1 | Decreased 0 |
SONY GROUP CORP | 4.2M | $531.5M | 3.9% | $13.92 | +77.52% | 7 qtrssince 2020-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 212,224 | $509.2M | 3.7% | $66.88 | +40.17% | 11 qtrssince 2019-Q2 | Increased 59 |
DOLLAR GEN CORP | 2.1M | $505.8M | 3.7% | $115.31 | +90.30% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 947,346 | $475.7M | 3.5% | $216.00 | +113.08% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 4.7M | $441.3M | 3.2% | $73.14 | +25.44% | 5 qtrssince 2020-Q4 | Increased 65 |
CHARLES SCHWAB CORP (THE) | 5M | $424.1M | 3.1% | $37.92 | +107.88% | 10 qtrssince 2019-Q3 | Decreased 0 |
QUEST DIAGNOSTICS INC | 2.4M | $412.7M | 3.0% | $78.54 | +100.01% | 12 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 8.2M | $410.9M | 3.0% | $31.66 | +25.21% | 9 qtrssince 2019-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.4M | $379.4M | 2.8% | $84.09 | +68.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
| 6.6M | $352.6M | 2.6% | — | — | 12 qtrssince 2019-Q1 | Increased 53 | |
DOLLAR TREE INC | 2.5M | $349.4M | 2.6% | $103.91 | +35.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 110,300 | $319.5M | 2.4% | $121.05 | +18.53% | 3 qtrssince 2021-Q2 | Decreased 0 |
PACCAR INC | 3.6M | $316.4M | 2.3% | $38.32 | +30.53% | 12 qtrssince 2019-Q1 | Decreased 0 |
NORTHERN TR CORP | 2.6M | $308.4M | 2.3% | $73.07 | +43.87% | 10 qtrssince 2019-Q3 | Decreased 0 |
PPG INDS INC | 1.8M | $307.2M | 2.3% | $96.08 | +61.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 2.9M | $293.1M | 2.2% | $71.24 | +30.90% | 7 qtrssince 2020-Q2 | Decreased 0 |
CHUBB LIMITED | 1.5M | $292.1M | 2.1% | $127.28 | +43.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
SMITH & NEPHEW PLC | 8.1M | $281.4M | 2.1% | $32.61 | -7.30% | 12 qtrssince 2019-Q1 | Increased 63 |
FIDUCIARY MANAGEMENT INC /WI/ manages $13.6B across 75 positions as of Q4 2021. Top holdings: BRK/B (5.4%), MAS (4.4%), SONY (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 7 new positions, 4 exits, 12 increased. Top move: MU (INCREASED, conviction 65). Portfolio: $13.6B across 75 positions.
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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