FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2025
Top Holdings67 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ARAMARK | 11.5M | $423M | 4.7% | $35.21 | +4.13% | 7 qtrssince 2024-Q2 | Decreased 0 |
BOOKING HOLDINGS INC | 73,097 | $391.5M | 4.3% | $67.27 | +216.90% | 27 qtrssince 2019-Q2 | Decreased 0 |
SCHWAB (CHARLES) 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% | $191.91 | +17.07% | 7 qtrssince 2024-Q2 | Decreased 0 |
AVERY DENNISON CORP | 1.4M | $254.8M | 2.8% | $161.14 | +11.60% | 16 qtrssince 2022-Q1 | Decreased 0 |
ALPHABET INC-CL A | 802,679 | $251.2M | 2.8% | $97.50 | +221.91% | 19 qtrssince 2021-Q2 | Decreased 0 |
BECTON DICKINSON AND CO | 1.1M | $214.1M | 2.4% | $135.20 | +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 CO INC | 2.3M | $205.7M | 2.3% | $52.17 | +72.61% | 28 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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 | +174.27% | 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% | $127.98 | +36.50% | 8 qtrssince 2024-Q1 | Decreased 0 |
KONINKLIJKE PHILIPS NVR- NY | 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% | $103.24 | +9.47% | 28 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 346,000 | $173.9M | 1.9% | $204.33 | +146.52% | 28 qtrssince 2019-Q1 | Decreased 0 |
HENRY SCHEIN INC | 2.3M | $173.4M | 1.9% | $65.67 | +16.40% | 24 qtrssince 2020-Q1 | Decreased 0 |
CARLISLE COS INC | 535,581 | $171.3M | 1.9% | $202.82 | +59.85% | 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: Steady Compounder. HoldingsIntel Rating: 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
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