Fiduciary Management Inc /Wi/ Top Holdings and 13F Report (2025) About Fiduciary Management Inc /Wi/Investment ActivityFiduciary 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 $502,291,397Ferguson Enterprises $457,411,786Aramark $450,058,988Charles Schwab $362,582,705Genpact $350,516,180 Largest New Holdings this Quarter 045055100 - Ashtead Group $1,030,099 Holding45672B305 - 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 TimeMap of 500 Largest Holdings ofFiduciary Management Inc /Wi/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKNGBooking$502,291,397$15,364,045 ▼-3.0%109,0304.9%Retail/WholesaleFerguson Enterprises$457,411,786$10,261,610 ▲2.3%2,854,7204.4%COMARMKAramark$450,058,988$54,641,363 ▲13.8%13,037,6304.3%Business ServicesSCHWCharles Schwab$362,582,705$11,636,244 ▼-3.1%4,631,8693.5%FinanceGGenpact$350,516,180$110,233,103 ▼-23.9%6,957,4473.4%Business ServicesBRK.BBerkshire Hathaway$349,516,277$15,397,953 ▼-4.2%656,2703.4%FinanceSONYSony Group$250,169,077$11,868,378 ▼-4.5%9,853,0552.4%Consumer StaplesUNHUnitedHealth Group$247,581,862$28,851,292 ▲13.2%472,7102.4%MedicalSLBSchlumberger$243,349,819$90,205,152 ▲58.9%5,821,7662.4%EnergyPGRProgressive$242,805,033$7,669,571 ▼-3.1%857,9382.3%FinanceCARRCarrier Global$232,881,260$28,526,830 ▲14.0%3,673,2062.2%Computer and TechnologyAVYAvery Dennison$230,022,132$7,975,904 ▼-3.4%1,292,4772.2%IndustrialsMASMasco$220,697,151$6,945,655 ▼-3.1%3,173,6722.1%ConstructionDGXQuest Diagnostics$211,737,218$8,679,622 ▼-3.9%1,251,4022.0%MedicalGOOGLAlphabet$210,731,175$7,339,060 ▼-3.4%1,362,7212.0%Computer and TechnologyKMXCarMax$206,622,802$8,356,764 ▼-3.9%2,651,7302.0%Retail/WholesaleULUnilever$206,454,252$10,088,901 ▼-4.7%3,466,9062.0%Consumer StaplesBJBJ's Wholesale Club$191,051,322$38,061,934 ▼-16.6%1,674,4201.8%Consumer DiscretionaryPHGKoninklijke Philips$190,899,717$34,011,997 ▲21.7%7,515,7371.8%MedicalSYYSysco$186,143,999$6,927,693 ▼-3.6%2,480,5971.8%Consumer StaplesCSXCSX$184,626,339$22,055,902 ▲13.6%6,273,4061.8%TransportationCSLCarlisle Companies$182,470,545$1,718,844 ▼-0.9%535,8901.8%Multi-Sector ConglomeratesCoca-Cola Europacific$178,011,684$459,083 ▼-0.3%2,045,4061.7%COMHSICHenry Schein$168,591,423$1,834,642 ▼-1.1%2,461,5481.6%MedicalDCIDonaldson$167,633,637$19,479,388 ▲13.1%2,499,7561.6%IndustrialsORLYO'Reilly Automotive$166,354,055$7,965,145 ▼-4.6%116,1221.6%Retail/WholesaleVVVValvoline$166,020,934$19,078,351 ▲13.0%4,769,3461.6%Retail/WholesaleSKXSkechers U.S.A.$160,902,312$18,397,117 ▲12.9%2,833,7851.6%Consumer DiscretionaryARWArrow Electronics$159,522,751$1,302,132 ▼-0.8%1,536,3841.5%Computer and TechnologyFCFSFirstCash$155,819,333$1,021,757 ▼-0.7%1,295,0411.5%Business ServicesFMSFresenius Medical Care$148,155,274$8,930,435 ▼-5.7%5,950,0111.4%MedicalSSDSimpson Manufacturing$143,909,156$961,173 ▼-0.7%916,1521.4%ConstructionNSITInsight Enterprises$142,376,958$20,835,711 ▲17.1%949,2431.4%Retail/WholesaleRHIRobert Half$140,563,458$17,741,897 ▲14.4%2,576,7821.4%Business ServicesPRIPrimerica$139,682,321$3,813,271 ▲2.8%490,9231.3%FinanceFBINFortune Brands Innovations$139,528,437$15,842,072 ▲12.8%2,291,8601.3%Retail/WholesaleWTMWhite Mountains Insurance Group$138,263,529$43,679,297 ▲46.2%71,7951.3%FinanceCNMCore & Main$137,284,170$388,992 ▲0.3%2,841,7341.3%IndustrialsGTESGates Industrial$133,774,148$764,770 ▲0.6%7,266,3851.3%IndustrialsRYAAYRyanair$130,072,849$1,668,531 ▼-1.3%3,069,9281.3%TransportationOMFOneMain$129,428,130$23,176,990 ▲21.8%2,647,8751.3%FinanceMCHPMicrochip Technology$125,626,709$24,813,272 ▲24.6%2,595,0571.2%Computer and TechnologyHLIHoulihan Lokey$121,922,971$73,367,673 ▼-37.6%754,9411.2%FinancePLXSPlexus$120,179,662$872,053 ▼-0.7%937,9511.2%Computer and TechnologyCDWCDW$115,192,805$2,063,187 ▼-1.8%718,7871.1%Computer and TechnologyZIONZions Bancorporation, National Association$114,256,683$91,543 ▼-0.1%2,291,5501.1%FinanceATRAptarGroup$113,901,830$33,025,975 ▲40.8%767,6361.1%IndustrialsALLEAllegion$113,328,776$2,958,963 ▼-2.5%868,6861.1%IndustrialsNVTnVent Electric$111,142,037$30,689,237 ▲38.1%2,120,2221.1%Computer and TechnologySNNSmith & Nephew$106,322,987$7,118,459 ▼-6.3%3,747,7261.0%MedicalDLTRDollar Tree$105,684,297$2,779,317 ▼-2.6%1,407,8101.0%Retail/WholesaleHAYWHayward$93,402,003$36,093,530 ▲63.0%6,709,9140.9%Computer and TechnologyBlackrock Inc.$83,187,074$48,835,529 ▼-37.0%87,8910.8%COMTKRTimken$82,493,752$768,218 ▲0.9%1,147,8190.8%Computer and TechnologyICLRICON Public$75,845,041$1,868,018 ▼-2.4%433,4250.7%MedicalAITApplied Industrial Technologies$53,298,093$1,558,677 ▼-2.8%236,5230.5%IndustrialsCTSCTS$49,541,228$643,028 ▼-1.3%1,192,3280.5%Computer and TechnologyIVViShares Core S&P 500 ETF$2,311,095$592,243 ▼-20.4%4,1130.0%ETFWeir Group PLC$2,063,705$13,478 ▼-0.6%68,9050.0%COMSDXAYSodexo$1,555,237$214,103 ▲16.0%121,6930.0%Business ServicesBMRRYB&M European Value Retail$1,121,979$19,553 ▲1.8%83,2020.0%Consumer DiscretionaryASHTYAshtead Group$1,030,099$1,030,099 ▲New Holding4,7470.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$746,107$638,923 ▼-46.1%7,1350.0%ETFIFJPYInforma$236,405$236,405 ▲New Holding11,2520.0%Communication ServicesRHHBYRoche$235,625$10,905 ▼-4.4%5,7260.0%MedicalEDNMYEdenred$192,014$9,536 ▼-4.7%11,7800.0%Business ServicesBECNBeacon Roofing Supply$0$129,875,820 ▼-100.0%00.0%Retail/WholesaleMUMicron Technology$0$120,958,455 ▼-100.0%00.0%Computer and TechnologyTJXTJX Companies$0$85,670,962 ▼-100.0%00.0%Retail/WholesaleTRSTriMas$0$64,201,072 ▼-100.0%00.0%IndustrialsDEODiageo$0$1,053,272 ▼-100.0%00.0%Consumer StaplesIWViShares Russell 3000 ETF$0$656,801 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.