FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2024
Top Holdings70 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BOOKING HOLDINGS INC | 112,365 | $558.3M | 5.2% | $67.44 | +191.84% | 23 qtrssince 2019-Q2 | Decreased 0 |
FERGUSON ENTERPRISES INC | 2.8M | $484.4M | 4.5% | $192.68 | -11.40% | 3 qtrssince 2024-Q2 | Decreased 0 |
ARAMARK | 11.5M | $427.4M | 4.0% | $35.44 | +3.91% | 3 qtrssince 2024-Q2 | Increased 62 |
GENPACT LIMITED | 9.1M | $392.8M | 3.7% | $35.93 | +17.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB (CHARLES) CORP | 4.8M | $353.8M | 3.3% | $46.64 | +55.22% | 22 qtrssince 2019-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 685,182 | $310.6M | 2.9% | $204.33 | +121.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.4M | $266.9M | 2.5% | $97.50 | +95.38% | 15 qtrssince 2021-Q2 | Decreased 0 |
AVERY DENNISON CORP | 1.3M | $250.2M | 2.3% | $164.38 | +11.52% | 12 qtrssince 2022-Q1 | Decreased 0 |
MASCO CORP | 3.3M | $237.6M | 2.2% | $35.68 | +99.55% | 24 qtrssince 2019-Q1 | Decreased 0 |
CARMAX INC | 2.8M | $225.6M | 2.1% | $84.47 | -2.85% | 12 qtrssince 2022-Q1 | Decreased 0 |
CARRIER GLOBAL CORP | 3.2M | $220M | 2.1% | $47.72 | +40.00% | 7 qtrssince 2023-Q2 | Decreased 0 |
SONY CORP-SPONSORED ADR | 10.3M | $218.4M | 2.0% | $20.02 | +5.65% | 19 qtrssince 2020-Q2 | Increased 85 |
PROGRESSIVE CORP | 885,038 | $212.1M | 2.0% | $76.45 | +188.81% | 19 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 417,624 | $211.3M | 2.0% | $282.50 | +75.44% | 24 qtrssince 2019-Q1 | Increased 53 |
HOULIHAN LOKEY INC | 1.2M | $210M | 2.0% | $61.32 | +179.55% | 21 qtrssince 2019-Q4 | Decreased 0 |
| 3.6M | $206.2M | 1.9% | — | — | 24 qtrssince 2019-Q1 | Decreased 0 | |
CARLISLE COS INC | 540,938 | $199.5M | 1.9% | $192.17 | +89.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 2.6M | $196.7M | 1.8% | $66.16 | +11.52% | 6 qtrssince 2023-Q3 | Decreased 0 |
QUEST DIAGNOSTICS INC | 1.3M | $196.5M | 1.8% | $127.98 | +15.25% | 4 qtrssince 2024-Q1 | Decreased 0 |
BJ'S WHOLESALE CLUB HOLDINGS | 2M | $179.4M | 1.7% | $65.36 | +37.09% | 14 qtrssince 2021-Q3 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $10.7B across 70 positions as of Q4 2024. Top holdings: BKNG (5.2%), FERG (4.5%), ARMK (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 8 new positions, 7 exits, 17 increased. Top move: SONY (INCREASED, conviction 85). Portfolio: $10.7B across 70 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