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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

Map of 500 Largest Holdings ofFiduciary Management Inc /Wi/

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Booking Holdings Inc. stock logo
BKNG
Booking
$502,291,397$15,364,045 -3.0%109,0304.9%Retail/Wholesale
Ferguson Enterprises
$457,411,786$10,261,610 2.3%2,854,7204.4%COM
Aramark stock logo
ARMK
Aramark
$450,058,988$54,641,363 13.8%13,037,6304.3%Business Services
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$362,582,705$11,636,244 -3.1%4,631,8693.5%Finance
Genpact Limited stock logo
G
Genpact
$350,516,180$110,233,103 -23.9%6,957,4473.4%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$349,516,277$15,397,953 -4.2%656,2703.4%Finance
Sony Group Co. stock logo
SONY
Sony Group
$250,169,077$11,868,378 -4.5%9,853,0552.4%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$247,581,862$28,851,292 13.2%472,7102.4%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$243,349,819$90,205,152 58.9%5,821,7662.4%Energy
The Progressive Co. stock logo
PGR
Progressive
$242,805,033$7,669,571 -3.1%857,9382.3%Finance
Carrier Global Co. stock logo
CARR
Carrier Global
$232,881,260$28,526,830 14.0%3,673,2062.2%Computer and Technology
Avery Dennison Co. stock logo
AVY
Avery Dennison
$230,022,132$7,975,904 -3.4%1,292,4772.2%Industrials
Masco Co. stock logo
MAS
Masco
$220,697,151$6,945,655 -3.1%3,173,6722.1%Construction
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$211,737,218$8,679,622 -3.9%1,251,4022.0%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$210,731,175$7,339,060 -3.4%1,362,7212.0%Computer and Technology
CarMax, Inc. stock logo
KMX
CarMax
$206,622,802$8,356,764 -3.9%2,651,7302.0%Retail/Wholesale
Unilever PLC stock logo
UL
Unilever
$206,454,252$10,088,901 -4.7%3,466,9062.0%Consumer Staples
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$191,051,322$38,061,934 -16.6%1,674,4201.8%Consumer Discretionary
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$190,899,717$34,011,997 21.7%7,515,7371.8%Medical
Sysco Co. stock logo
SYY
Sysco
$186,143,999$6,927,693 -3.6%2,480,5971.8%Consumer Staples
CSX Co. stock logo
CSX
CSX
$184,626,339$22,055,902 13.6%6,273,4061.8%Transportation
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$182,470,545$1,718,844 -0.9%535,8901.8%Multi-Sector Conglomerates
Coca-Cola Europacific
$178,011,684$459,083 -0.3%2,045,4061.7%COM
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$168,591,423$1,834,642 -1.1%2,461,5481.6%Medical
Donaldson Company, Inc. stock logo
DCI
Donaldson
$167,633,637$19,479,388 13.1%2,499,7561.6%Industrials
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$166,354,055$7,965,145 -4.6%116,1221.6%Retail/Wholesale
Valvoline Inc. stock logo
VVV
Valvoline
$166,020,934$19,078,351 13.0%4,769,3461.6%Retail/Wholesale
Skechers U.S.A., Inc. stock logo
SKX
Skechers U.S.A.
$160,902,312$18,397,117 12.9%2,833,7851.6%Consumer Discretionary
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$159,522,751$1,302,132 -0.8%1,536,3841.5%Computer and Technology
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$155,819,333$1,021,757 -0.7%1,295,0411.5%Business Services
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$148,155,274$8,930,435 -5.7%5,950,0111.4%Medical
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$143,909,156$961,173 -0.7%916,1521.4%Construction
Insight Enterprises, Inc. stock logo
NSIT
Insight Enterprises
$142,376,958$20,835,711 17.1%949,2431.4%Retail/Wholesale
Robert Half Inc. stock logo
RHI
Robert Half
$140,563,458$17,741,897 14.4%2,576,7821.4%Business Services
Primerica, Inc. stock logo
PRI
Primerica
$139,682,321$3,813,271 2.8%490,9231.3%Finance
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$139,528,437$15,842,072 12.8%2,291,8601.3%Retail/Wholesale
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$138,263,529$43,679,297 46.2%71,7951.3%Finance
Core & Main, Inc. stock logo
CNM
Core & Main
$137,284,170$388,992 0.3%2,841,7341.3%Industrials
Gates Industrial Corp PLC stock logo
GTES
Gates Industrial
$133,774,148$764,770 0.6%7,266,3851.3%Industrials
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$130,072,849$1,668,531 -1.3%3,069,9281.3%Transportation
OneMain Holdings, Inc. stock logo
OMF
OneMain
$129,428,130$23,176,990 21.8%2,647,8751.3%Finance
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$125,626,709$24,813,272 24.6%2,595,0571.2%Computer and Technology
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$121,922,971$73,367,673 -37.6%754,9411.2%Finance
Plexus Corp. stock logo
PLXS
Plexus
$120,179,662$872,053 -0.7%937,9511.2%Computer and Technology
CDW Co. stock logo
CDW
CDW
$115,192,805$2,063,187 -1.8%718,7871.1%Computer and Technology
Zions Bancorporation, National Association stock logo
ZION
Zions Bancorporation, National Association
$114,256,683$91,543 -0.1%2,291,5501.1%Finance
AptarGroup, Inc. stock logo
ATR
AptarGroup
$113,901,830$33,025,975 40.8%767,6361.1%Industrials
Allegion plc stock logo
ALLE
Allegion
$113,328,776$2,958,963 -2.5%868,6861.1%Industrials
nVent Electric plc stock logo
NVT
nVent Electric
$111,142,037$30,689,237 38.1%2,120,2221.1%Computer and Technology
Smith & Nephew plc stock logo
SNN
Smith & Nephew
$106,322,987$7,118,459 -6.3%3,747,7261.0%Medical
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$105,684,297$2,779,317 -2.6%1,407,8101.0%Retail/Wholesale
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$93,402,003$36,093,530 63.0%6,709,9140.9%Computer and Technology
Blackrock Inc.
$83,187,074$48,835,529 -37.0%87,8910.8%COM
The Timken Company stock logo
TKR
Timken
$82,493,752$768,218 0.9%1,147,8190.8%Computer and Technology
ICON Public Limited stock logo
ICLR
ICON Public
$75,845,041$1,868,018 -2.4%433,4250.7%Medical
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$53,298,093$1,558,677 -2.8%236,5230.5%Industrials
CTS Co. stock logo
CTS
CTS
$49,541,228$643,028 -1.3%1,192,3280.5%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,311,095$592,243 -20.4%4,1130.0%ETF
Weir Group PLC
$2,063,705$13,478 -0.6%68,9050.0%COM
Sodexo S.A. stock logo
SDXAY
Sodexo
$1,555,237$214,103 16.0%121,6930.0%Business Services
B&M European Value Retail S.A. stock logo
BMRRY
B&M European Value Retail
$1,121,979$19,553 1.8%83,2020.0%Consumer Discretionary
Ashtead Group plc stock logo
ASHTY
Ashtead Group
$1,030,099$1,030,099 New Holding4,7470.0%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$746,107$638,923 -46.1%7,1350.0%ETF
Informa plc stock logo
IFJPY
Informa
$236,405$236,405 New Holding11,2520.0%Communication Services
Roche Holding AG stock logo
RHHBY
Roche
$235,625$10,905 -4.4%5,7260.0%Medical
Edenred SE stock logo
EDNMY
Edenred
$192,014$9,536 -4.7%11,7800.0%Business Services
Beacon Roofing Supply, Inc. stock logo
BECN
Beacon Roofing Supply
$0$129,875,820 -100.0%00.0%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$120,958,455 -100.0%00.0%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$85,670,962 -100.0%00.0%Retail/Wholesale
TriMas Co. stock logo
TRS
TriMas
$0$64,201,072 -100.0%00.0%Industrials
Diageo plc stock logo
DEO
Diageo
$0$1,053,272 -100.0%00.0%Consumer Staples
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$0$656,801 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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