FIDUCIARY MANAGEMENT INC /WI/

data from 30/09/2025

Capitalization

$ 9.884 B -5.08 %

Average holding period

17 ans

Performance

$ 16.586 B 131.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FIDUCIARY MANAGEMENT INC /WI/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ARMK Aramark 4.81% 475.017 M $ 12370241 2024/06/30 -43.928 M $ -8.29 %
2025/09/30 FERG Ferguson Enterprises 4.50% 445.033 M $ 1981622 2024/06/30 18.551 M $ 3.14 %
2025/09/30 BKNG Booking Holdings Inc 4.38% 433.102 M $ 80215 2019/06/30 -38.267 M $ -6.74 %
2025/09/30 SCHW Charles Schwab Corp 4.06% 401.643 M $ 4207011 2019/09/30 18.551 M $ 4.64 %
2025/09/30 AVY Avery Dennison Corp. 2.47% 244.179 M $ 1505699 2022/03/31 -16.307 M $ -7.58 %
2025/09/30 CARR Carrier Global 2.28% 225.252 M $ 3773058 2023/06/30 -47.196 M $ -18.43 %
2025/09/30 BDX Becton Dickinson 2.25% 222.767 M $ 1190188 2025/06/30 13.363 M $ 8.66 %
2025/09/30 DGX Quest Diagnostics 2.21% 218.697 M $ 1147534 2024/03/31 12.979 M $ 6.10 %
2025/09/30 GOOGL Alphabet Inc - Cl A 2.14% 211.032 M $ 868089 2021/06/30 69.945 M $ 37.94 %
2025/09/30 CSX CSX Corp 2.10% 207.905 M $ 5854820 2024/12/31 17.374 M $ 8.83 %
2025/09/30 ARW Arrow Electronics Inc. 2.07% 204.816 M $ 1692696 2013/06/30 -10.939 M $ -5.05 %
2025/09/30 FCFS FirstCash Inc. 2.06% 203.492 M $ 1284511 2021/12/31 30.034 M $ 17.23 %
2025/09/30 MAS Masco Corp 2.06% 203.417 M $ 2889862 2018/06/30 18.186 M $ 9.37 %
2025/09/30 DCI Donaldson Co. Inc. 2.05% 202.628 M $ 2475600 2019/03/31 31.112 M $ 18.02 %
2025/09/30 PHG Koninklijke Philips NV 1.98% 195.706 M $ 7179234 2020/03/31 24.480 M $ 13.68 %
2025/09/30 PLXS Plexus Corp 1.98% 195.529 M $ 1351362 2020/06/30 8.764 M $ 6.93 %
2025/09/30 SYY Sysco Corp. 1.91% 189.225 M $ 2298091 2023/09/30 15.596 M $ 8.71 %
2025/09/30 UL Unilever PLC ADR 1.89% 187.218 M $ 3158201 2013/12/31 -6.214 M $ -3.09 %
2025/09/30 BRK-B Berkshire Hath. Cl B 1.89% 186.738 M $ 371441 2013/06/30 7.624 M $ 3.49 %
2025/09/30 CSL Carlisle Cos. Inc. 1.88% 185.885 M $ 565068 2013/06/30 -23.213 M $ -11.90 %
2025/09/30 GTES Gates Industrial 1.86% 183.756 M $ 7403548 2021/12/31 13.293 M $ 7.77 %
2025/09/30 PRI Primerica Inc. 1.80% 177.729 M $ 640257 2020/09/30 1.917 M $ 1.43 %
2025/09/30 CDW CDW Corp 1.79% 177.278 M $ 1112998 2022/03/31 -13.137 M $ -10.81 %
2025/09/30 SONY Sony Group Corp. 1.76% 174.383 M $ 6057058 2020/06/30 22.981 M $ 10.60 %
2025/09/30 ZION Zions Bancorporation 1.73% 171.397 M $ 3029289 2013/06/30 12.301 M $ 8.93 %
2025/09/30 VVV Valvoline Inc. 1.73% 170.634 M $ 4751721 2023/09/30 -9.364 M $ -5.18 %
2025/09/30 SSD Simpson Mfg. Co. 1.72% 170.402 M $ 1017566 2021/06/30 12.433 M $ 7.82 %
2025/09/30 OMF OneMain Holdings 1.70% 167.969 M $ 2975007 2024/06/30 -1.615 M $ -0.95 %
2025/09/30 SLB SLB 1.66% 163.918 M $ 4769217 2013/06/30 3.082 M $ 1.69 %
2025/09/30 HSIC Henry Schein Inc. 1.64% 161.965 M $ 2440339 2020/03/31 -16.379 M $ -9.14 %
2025/09/30 WTM White Mountains Ins. 1.60% 157.763 M $ 94383 2017/03/31 -8.878 M $ -6.92 %
2025/09/30 NSIT Insight Enterprises 1.59% 157.584 M $ 1389510 2020/03/31 -26.897 M $ -17.87 %
2025/09/30 HLI Houlihan Lokey Inc. 1.55% 153.545 M $ 747832 2019/12/31 19.061 M $ 14.10 %
2025/09/30 ATR AptarGroup Inc. 1.55% 152.759 M $ 1142890 2022/09/30 -17.400 M $ -14.56 %
2025/09/30 G Genpact Ltd. 1.54% 152.217 M $ 3633725 2014/03/31 -8.982 M $ -4.82 %
2025/09/30 COF Capital One Financial 1.52% 150.481 M $ 707881 2025/06/30 -130.873 K $ -0.08 %
2025/09/30 UNH UnitedHealth Group 1.51% 148.903 M $ 431229 2013/09/30 14.935 M $ 10.68 %
2025/09/30 CNM Core & Main 1.48% 146.516 M $ 2721824 2023/09/30 -15.072 M $ -10.80 %
2025/09/30 KMX CarMax Inc. 1.48% 145.808 M $ 3249561 2022/03/31 -64.195 M $ -33.24 %
2025/09/30 FMS Fresenius Med. Care 1.45% 143.693 M $ 5457388 2021/03/31 -12.670 M $ -7.84 %
2025/09/30 ALLE Allegion PLC 1.42% 139.884 M $ 788748 2024/12/31 27.170 M $ 23.06 %
2025/09/30 DLTR Dollar Tree 1.23% 121.911 M $ 1291844 2018/09/30 -6.233 M $ -4.72 %
2025/09/30 Fortune Brands Innov. 1.23% 121.389 M $ 2273636 2022/12/31 4.360 M $ 3.71 %
2025/09/30 HAYW Hayward Holdings 1.23% 121.360 M $ 8026486 2024/12/31 10.632 M $ 9.57 %
2025/09/30 MSA MSA Safety 1.10% 109.126 M $ 634194 2025/06/30 2.398 M $ 2.71 %
2025/09/30 PGR Progressive Corp. 1.10% 108.639 M $ 439923 2020/06/30 -16.133 M $ -7.46 %
2025/09/30 RYAAY Ryanair Holdings 1.09% 108.064 M $ 1794482 2023/09/30 6.489 M $ 4.42 %
2025/09/30 CCEP Coca-Cola Europacific 1.06% 104.888 M $ 1160136 2023/09/30 -3.916 M $ -2.49 %
2025/09/30 CVCO Cavco Industries 1.01% 99.435 M $ 171225 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICLR Icon Plc 0.99% 98.164 M $ 560938 2024/12/31 19.224 M $ 20.32 %
2025/09/30 BLK Blackrock Inc. 0.97% 95.832 M $ 82198 2024/09/30 9.826 M $ 11.11 %
2025/09/30 LPX Louisiana-Pacific Corp. 0.80% 78.767 M $ 886620 2025/06/30 2.539 M $ 3.31 %
2025/09/30 BJ BJ's Wholesale Club 0.72% 71.360 M $ 765260 2021/09/30 -11.200 M $ -13.52 %
2025/09/30 RHI Robert Half Inc. 0.64% 63.566 M $ 1870678 2013/06/30 -13.327 M $ -17.22 %
2025/09/30 AIT Applied Ind. Tech. 0.62% 61.035 M $ 233805 2020/03/31 6.715 M $ 12.30 %
2025/09/30 NVT nVent Electric PLC 0.50% 49.453 M $ 501346 2020/12/31 61.321 M $ 34.66 %
2025/09/30 CTS CTS Corp 0.48% 47.041 M $ 1177781 2023/06/30 -3.165 M $ -6.27 %
2025/09/30 Sony Financial Group 0.07% 6.675 M $ 1202716 2025/09/30 0.000 $ 0.00 %
2025/09/30 Weir Group PLC 0.02% 2.453 M $ 67205 2024/03/31 161.325 K $ 6.98 %
2025/09/30 ASHTY Ashtead Group PLC 0.02% 1.759 M $ 6553 2025/03/31 48.415 K $ 3.68 %
2025/09/30 URTH iShares MSCI World 0.01% 1.436 M $ 7908 2025/09/30 0.000 $ 0.00 %
2025/09/30 Sodexo 0.01% 1.312 M $ 103610 2022/09/30 50.370 K $ 3.18 %
2025/09/30 B&M European Value 0.01% 828.203 K $ 58884 2022/12/31 -65.484 K $ -5.38 %
2025/09/30 IWM iShares Russell 2000 0.01% 626.676 K $ 2590 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV iShares S&P 500 0.01% 512.684 K $ 766 2023/12/31 0.000 $ 0.00 %
2025/09/30 IFJPY Informa PLC 0.00% 304.355 K $ 12068 2025/03/31 37.030 K $ 12.74 %
2025/09/30 RXEEY Rexel 0.00% 220.835 K $ 6741 2025/06/30 11.740 K $ 5.20 %
2025/09/30 EDNMY Edenred 0.00% 145.089 K $ 11844 2024/12/31 -37.456 K $ -20.97 %
2025/09/30 RHHBY Roche Holdings LTD 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/09/30 SKX Skechers USA 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 TKR Timken Co 0.00% 0.000 $ 0 2023/09/30 0.000 $ 0.00 %
2025/09/30 ORLY O'Reilly Automotive 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %