FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2023
Top Holdings67 positions
Booking Holdings Inc | 139,259 | $494M | 4.6% | $67.11 | +106.53% | 19 qtrssince 2019-Q2 | Decreased 0 |
CARLISLE COS INC | 1.3M | $410.9M | 3.8% | $189.52 | +60.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
| 1.9M | $360.3M | 3.4% | — | — | 7 qtrssince 2022-Q2 | Decreased 0 | |
SCHWAB CHARLES CORP | 5.2M | $354.8M | 3.3% | $44.79 | +48.06% | 18 qtrssince 2019-Q3 | Increased 60 |
Alphabet Inc. | 2.4M | $340.9M | 3.2% | $121.62 | +13.78% | 11 qtrssince 2021-Q2 | Decreased 0 |
Micron Technology Inc. | 3.6M | $306.5M | 2.9% | $71.65 | +18.22% | 13 qtrssince 2020-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 845,708 | $301.6M | 2.8% | $204.44 | +74.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
SONY CORP | 3.1M | $293.6M | 2.7% | $14.17 | +32.39% | 15 qtrssince 2020-Q2 | Decreased 0 |
UnitedHealth Group Inc. | 547,400 | $288.2M | 2.7% | $257.79 | +92.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
Avery Dennison Corporation | 1.4M | $286.9M | 2.7% | $154.37 | +24.05% | 8 qtrssince 2022-Q1 | Decreased 0 |
GENPACT LIMITED | 8M | $276.7M | 2.6% | $36.80 | -8.25% | 20 qtrssince 2019-Q1 | Increased 57 |
MASCO CORP | 4.1M | $273.2M | 2.6% | $35.21 | +81.41% | 20 qtrssince 2019-Q1 | Decreased 0 |
CARRIER GLOBAL CORPORATION | 4M | $227.5M | 2.1% | $47.72 | +16.41% | 3 qtrssince 2023-Q2 | Decreased 0 |
ARCH CAP GROUP LTD | 3M | $222.6M | 2.1% | $38.49 | +83.49% | 12 qtrssince 2021-Q1 | Decreased 0 |
SCHLUMBERGER LTD | 4.1M | $213.8M | 2.0% | $34.48 | +41.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
CARMAX INC | 2.6M | $198.1M | 1.9% | $83.82 | -8.45% | 8 qtrssince 2022-Q1 | Decreased 0 |
DOLLAR GEN CORP NEW | 1.4M | $195.9M | 1.8% | $111.85 | +15.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 2.6M | $191.6M | 1.8% | $63.70 | +5.71% | 2 qtrssince 2023-Q3 | Increased 76 |
DOLLAR TREE INC | 1.3M | $191.3M | 1.8% | $103.79 | +36.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
OMNICOM GROUP INC | 2.1M | $181.9M | 1.7% | $58.52 | +38.26% | 20 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $10.7B across 67 positions as of Q4 2023. Top holdings: BKNG (4.6%), CSL (3.8%), FERGL (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 3 new positions, exited 3, increased 33, trimmed 31. Top move: SYY (INCREASED, conviction 76). Portfolio: $10.7B across 67 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
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