FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2025
Top Holdings67 positions
Aramark | 11.5M | $423M | 4.7% | $35.21 | +4.13% | 7 qtrssince 2024-Q2 | Decreased 0 |
Priceline Group Inc/The | 73,097 | $391.5M | 4.3% | $67.11 | +216.90% | 27 qtrssince 2019-Q2 | Decreased 0 |
The Charles Schwab Corp | 3.9M | $386.9M | 4.3% | $46.64 | +112.11% | 26 qtrssince 2019-Q3 | Decreased 0 |
FERGUSON ENTERPRISES INC | 1.5M | $330.9M | 3.6% | $188.38 | +16.39% | 7 qtrssince 2024-Q2 | Decreased 0 |
Avery Dennison Corp | 1.4M | $254.8M | 2.8% | $160.21 | +11.60% | 16 qtrssince 2022-Q1 | Decreased 0 |
Alphabet Inc | 802,679 | $251.2M | 2.8% | $121.62 | +156.86% | 19 qtrssince 2021-Q2 | Decreased 0 |
Becton Dickinson and Co | 1.1M | $214.1M | 2.4% | $134.41 | +11.35% | 3 qtrssince 2025-Q2 | Decreased 0 |
Carrier Global Corp | 4M | $209.9M | 2.3% | $50.26 | +3.94% | 11 qtrssince 2023-Q2 | Increased 55 |
DONALDSON INC | 2.3M | $205.7M | 2.3% | $51.68 | +69.89% | 28 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 711,815 | $191M | 2.1% | $270.00 | 0.00% | 1 qtr | New 79 |
OneMain Holdings Inc | 2.8M | $190M | 2.1% | $42.63 | +50.16% | 7 qtrssince 2024-Q2 | Decreased 0 |
PLEXUS CORP | 1.3M | $189.7M | 2.1% | $99.97 | +162.61% | 23 qtrssince 2020-Q2 | Decreased 0 |
WHITE MTNS INS GROUP LTD | 90,333 | $187.7M | 2.1% | $1,468.38 | +41.56% | 28 qtrssince 2019-Q1 | Decreased 0 |
Quest Diagnostics Inc | 1M | $181.7M | 2.0% | $126.44 | +34.98% | 8 qtrssince 2024-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS N.V. | 6.5M | $177.2M | 1.9% | $31.29 | -12.46% | 24 qtrssince 2020-Q1 | Decreased 0 |
Arrow Electronics Inc | 1.6M | $176.8M | 1.9% | $103.42 | +6.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 346,000 | $173.9M | 1.9% | $204.44 | +145.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
Henry Schein Inc | 2.3M | $173.4M | 1.9% | $65.23 | +15.87% | 24 qtrssince 2020-Q1 | Decreased 0 |
Carlisle Cos Inc | 535,581 | $171.3M | 1.9% | $199.83 | +59.11% | 28 qtrssince 2019-Q1 | Decreased 0 |
Zions Bancorp NA | 2.9M | $169.5M | 1.9% | $36.34 | +57.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $9.1B across 67 positions as of Q4 2025. Top holdings: ARMK (4.7%), BKNG (4.3%), SCHW (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 8 new positions, 9 exits, 11 increased. Top move: ACN (NEW, conviction 79). Portfolio: $9.1B across 67 positions.
Top holdings by portfolio weight
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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