Fiduciary Management Inc /Wi/ Top Holdings and 13F Report (2025)

About Fiduciary Management Inc /Wi/

Investment Activity

Fiduciary Management Inc /Wi/ has $10.35 billion in total holdings as of March 31, 2025.
Fiduciary Management Inc /Wi/ owns shares of 66 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 5.59% of the portfolio was purchased this quarter.
About 8.10% of the portfolio was sold this quarter.
This quarter, Fiduciary Management Inc /Wi/ has purchased 70 new stocks and bought additional shares in 25 stocks.
Fiduciary Management Inc /Wi/ sold shares of 39 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Booking: $502,291,397
Ferguson Enterprises: $457,411,786
Aramark: $450,058,988
Charles Schwab: $362,582,705
Genpact: $350,516,180

Largest New Holdings this Quarter

045055100 - Ashtead Group: $1,030,099 Holding
45672B305 - Informa: $236,405 Holding

Largest Purchases this Quarter

Schlumberger: 2,158,018 shares (about $90.21M)
Aramark: 1,582,890 shares (about $54.64M)
White Mountains Insurance Group: 22,681 shares (about $43.68M)
Hayward: 2,592,926 shares (about $36.09M)
Koninklijke Philips: 1,339,055 shares (about $34.01M)

Largest Sales this Quarter

Genpact: 2,188,033 shares (about $110.23M)
Houlihan Lokey: 454,289 shares (about $73.37M)
Blackrock Inc.: 51,597 shares (about $48.84M)
BJ's Wholesale Club: 333,584 shares (about $38.06M)
Berkshire Hathaway: 28,912 shares (about $15.40M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BKNG Booking	$502,291,397	$15,364,045 ▼	-3.0%	109,030	4.9%	Retail/Wholesale
Ferguson Enterprises	$457,411,786	$10,261,610 ▲	2.3%	2,854,720	4.4%	COM
ARMK Aramark	$450,058,988	$54,641,363 ▲	13.8%	13,037,630	4.3%	Business Services
SCHW Charles Schwab	$362,582,705	$11,636,244 ▼	-3.1%	4,631,869	3.5%	Finance
G Genpact	$350,516,180	$110,233,103 ▼	-23.9%	6,957,447	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$349,516,277	$15,397,953 ▼	-4.2%	656,270	3.4%	Finance
SONY Sony	$250,169,077	$11,868,378 ▼	-4.5%	9,853,055	2.4%	Consumer Discretionary
UNH UnitedHealth Group	$247,581,862	$28,851,292 ▲	13.2%	472,710	2.4%	Medical
SLB Schlumberger	$243,349,819	$90,205,152 ▲	58.9%	5,821,766	2.4%	Energy
PGR Progressive	$242,805,033	$7,669,571 ▼	-3.1%	857,938	2.3%	Finance
CARR Carrier Global	$232,881,260	$28,526,830 ▲	14.0%	3,673,206	2.2%	Construction
AVY Avery Dennison	$230,022,132	$7,975,904 ▼	-3.4%	1,292,477	2.2%	Industrials
MAS Masco	$220,697,151	$6,945,655 ▼	-3.1%	3,173,672	2.1%	Construction
DGX Quest Diagnostics	$211,737,218	$8,679,622 ▼	-3.9%	1,251,402	2.0%	Medical
GOOGL Alphabet	$210,731,175	$7,339,060 ▼	-3.4%	1,362,721	2.0%	Computer and Technology
KMX CarMax	$206,622,802	$8,356,764 ▼	-3.9%	2,651,730	2.0%	Retail/Wholesale
UL Unilever	$206,454,252	$10,088,901 ▼	-4.7%	3,466,906	2.0%	Consumer Staples
BJ BJ's Wholesale Club	$191,051,322	$38,061,934 ▼	-16.6%	1,674,420	1.8%	Consumer Staples
PHG Koninklijke Philips	$190,899,717	$34,011,997 ▲	21.7%	7,515,737	1.8%	Medical
SYY Sysco	$186,143,999	$6,927,693 ▼	-3.6%	2,480,597	1.8%	Consumer Staples
CSX CSX	$184,626,339	$22,055,902 ▲	13.6%	6,273,406	1.8%	Transportation
CSL Carlisle Companies	$182,470,545	$1,718,844 ▼	-0.9%	535,890	1.8%	Multi-Sector Conglomerates
Coca-Cola Europacific	$178,011,684	$459,083 ▼	-0.3%	2,045,406	1.7%	COM
HSIC Henry Schein	$168,591,423	$1,834,642 ▼	-1.1%	2,461,548	1.6%	Medical
DCI Donaldson	$167,633,637	$19,479,388 ▲	13.1%	2,499,756	1.6%	Industrials
ORLY O'Reilly Automotive	$166,354,055	$7,965,145 ▼	-4.6%	116,122	1.6%	Retail/Wholesale
VVV Valvoline	$166,020,934	$19,078,351 ▲	13.0%	4,769,346	1.6%	Retail/Wholesale
SKX Skechers U.S.A.	$160,902,312	$18,397,117 ▲	12.9%	2,833,785	1.6%	Consumer Discretionary
ARW Arrow Electronics	$159,522,751	$1,302,132 ▼	-0.8%	1,536,384	1.5%	Computer and Technology
FCFS FirstCash	$155,819,333	$1,021,757 ▼	-0.7%	1,295,041	1.5%	Business Services
FMS Fresenius Medical Care AG & Co. KGaA	$148,155,274	$8,930,435 ▼	-5.7%	5,950,011	1.4%	Medical
SSD Simpson Manufacturing	$143,909,156	$961,173 ▼	-0.7%	916,152	1.4%	Construction
NSIT Insight Enterprises	$142,376,958	$20,835,711 ▲	17.1%	949,243	1.4%	Retail/Wholesale
RHI Robert Half	$140,563,458	$17,741,897 ▲	14.4%	2,576,782	1.4%	Business Services
PRI Primerica	$139,682,321	$3,813,271 ▲	2.8%	490,923	1.3%	Finance
FBIN Fortune Brands Innovations	$139,528,437	$15,842,072 ▲	12.8%	2,291,860	1.3%	Retail/Wholesale
WTM White Mountains Insurance Group	$138,263,529	$43,679,297 ▲	46.2%	71,795	1.3%	Finance
CNM Core & Main	$137,284,170	$388,992 ▲	0.3%	2,841,734	1.3%	Industrials
GTES Gates Industrial	$133,774,148	$764,770 ▲	0.6%	7,266,385	1.3%	Industrials
RYAAY Ryanair	$130,072,849	$1,668,531 ▼	-1.3%	3,069,928	1.3%	Transportation
OMF OneMain	$129,428,130	$23,176,990 ▲	21.8%	2,647,875	1.3%	Finance
MCHP Microchip Technology	$125,626,709	$24,813,272 ▲	24.6%	2,595,057	1.2%	Computer and Technology
HLI Houlihan Lokey	$121,922,971	$73,367,673 ▼	-37.6%	754,941	1.2%	Finance
PLXS Plexus	$120,179,662	$872,053 ▼	-0.7%	937,951	1.2%	Computer and Technology
CDW CDW	$115,192,805	$2,063,187 ▼	-1.8%	718,787	1.1%	Computer and Technology
ZION Zions Bancorporation, N.A.	$114,256,683	$91,543 ▼	-0.1%	2,291,550	1.1%	Finance
ATR AptarGroup	$113,901,830	$33,025,975 ▲	40.8%	767,636	1.1%	Industrials
ALLE Allegion	$113,328,776	$2,958,963 ▼	-2.5%	868,686	1.1%	Industrials
NVT nVent Electric	$111,142,037	$30,689,237 ▲	38.1%	2,120,222	1.1%	Computer and Technology
SNN Smith & Nephew SNATS	$106,322,987	$7,118,459 ▼	-6.3%	3,747,726	1.0%	Medical
DLTR Dollar Tree	$105,684,297	$2,779,317 ▼	-2.6%	1,407,810	1.0%	Retail/Wholesale
HAYW Hayward	$93,402,003	$36,093,530 ▲	63.0%	6,709,914	0.9%	Computer and Technology
Blackrock Inc.	$83,187,074	$48,835,529 ▼	-37.0%	87,891	0.8%	COM
TKR Timken	$82,493,752	$768,218 ▲	0.9%	1,147,819	0.8%	Computer and Technology
ICLR Icon	$75,845,041	$1,868,018 ▼	-2.4%	433,425	0.7%	Medical
AIT Applied Industrial Technologies	$53,298,093	$1,558,677 ▼	-2.8%	236,523	0.5%	Industrials
CTS CTS	$49,541,228	$643,028 ▼	-1.3%	1,192,328	0.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$2,311,095	$592,243 ▼	-20.4%	4,113	0.0%	ETF
Weir Group PLC	$2,063,705	$13,478 ▼	-0.6%	68,905	0.0%	COM
SDXAY Sodexo	$1,555,237	$214,103 ▲	16.0%	121,693	0.0%	Business Services
BMRRY B&M European Value Retail	$1,121,979	$19,553 ▲	1.8%	83,202	0.0%	Consumer Discretionary
ASHTY Ashtead Group	$1,030,099	$1,030,099 ▲	New Holding	4,747	0.0%	Industrials
IJR iShares Core S&P Small-Cap ETF	$746,107	$638,923 ▼	-46.1%	7,135	0.0%	ETF
IFJPY Informa	$236,405	$236,405 ▲	New Holding	11,252	0.0%	Communication Services
RHHBY Roche	$235,625	$10,905 ▼	-4.4%	5,726	0.0%	Medical
EDNMY Edenred	$192,014	$9,536 ▼	-4.7%	11,780	0.0%	Business Services
BECN Beacon Roofing Supply	$0	$129,875,820 ▼	-100.0%	0	0.0%	Retail/Wholesale
MU Micron Technology	$0	$120,958,455 ▼	-100.0%	0	0.0%	Computer and Technology
TJX TJX Companies	$0	$85,670,962 ▼	-100.0%	0	0.0%	Retail/Wholesale
TRS TriMas	$0	$64,201,072 ▼	-100.0%	0	0.0%	Industrials
DEO Diageo	$0	$1,053,272 ▼	-100.0%	0	0.0%	Consumer Staples
IWV iShares Russell 3000 ETF	$0	$656,801 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Fiduciary Management Inc /Wi/ Top Holdings and 13F Report (2025)

About Fiduciary Management Inc /Wi/

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Fiduciary Management Inc /Wi/ Top Holdings and 13F Report (2025)

About Fiduciary Management Inc /Wi/

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFiduciary Management Inc /Wi/

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools