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FIDUCIARY MANAGEMENT INC /WI/
FIDUCIARY MANAGEMENT INC /WI/ · Investor
1Y performance ⓘ
+14%
AUM (13F)
$7.9B
# of Holdings
54
3Y performance ⓘ
+44%
vs S&P 500 ⓘ
−27%
Updated
Mar 31
FIDUCIARY MANAGEMENT INC /WI/'s FIDUCIARY MANAGEMENT INC /WI/ holds 54 U.S.-equity positions worth $7.9B (SEC 13F, Q1 2026). Top positions: ARAMARK 5.3%, Booking Holdings Inc. Common Stock 4.9%, The Charles Schwab Corporation 4.0%. 13F-replication return is +44% over 3 years (-27 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| ARMK ARAMARK | 5.3% | 10.6M | $429M | ▼ 7.7% (−889K) | $34.02 | $53.55 (+57%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 4.9% | 94K | $395M | ▲ 28% (+21K) | $2,652.41 | $167.77 (−94%) | 2026-03-31 |
| SCHW The Charles Schwab Corporation | 4.0% | 3.5M | $326M | ▼ 11% (−407K) | $52.38 | $92.03 (+76%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 3.9% | 1.3M | $312M | ▼ 10% (−149K) | $193.65 | $237.28 (+23%) | 2026-03-31 |
| AVY Avery Dennison Corp. | 2.7% | 1.3M | $216M | ▼ 11% (−148K) | $178.93 | $157.48 (−12%) | 2026-03-31 |
| CARR Carrier Global Corporation | 2.5% | 3.6M | $201M | ▼ 10% (−405K) | $49.71 | $71.85 (+45%) | 2026-03-31 |
| BDX Becton, Dickinson and Co. | 2.4% | 1.2M | $195M | ▲ 12% (+136K) | $172.25 | $140.71 (−18%) | 2026-03-31 |
| WTM White Mountains Insurance Group Ltd. | 2.3% | 85K | $187M | ▼ 5.8% (−5K) | $1,377.49 | $2,010.75 (+46%) | 2026-03-31 |
| CDW CDW Corporation | 2.2% | 1.4M | $175M | ▲ 41% (+420K) | $194.89 | $123.57 (−37%) | 2026-03-31 |
| PRI PRIMERICA, INC. | 2.1% | 692K | $173M | ▲ 13% (+81K) | $172.24 | $280.07 (+63%) | 2026-03-31 |
| FCFS FirstCash Holdings, Inc. Common Stock | 2.1% | 912K | $171M | ▼ 5.4% (−52K) | $95.37 | $228.89 (+140%) | 2026-03-31 |
| CSL Carlisle Companies, Inc. | 2.0% | 494K | $165M | ▼ 7.8% (−42K) | $226.07 | $360.96 (+60%) | 2026-03-31 |
| VVV Valvoline Inc. | 2.0% | 4.8M | $163M | ▼ 2.9% (−143K) | $32.24 | $37.54 (+16%) | 2026-03-31 |
| ZION Zions Bancorporation N.A. | 2.0% | 2.8M | $161M | ▼ 3.7% (−107K) | $29.93 | $67.12 (+124%) | 2026-03-31 |
| ATR AptarGroup, Inc. | 2.0% | 1.3M | $158M | — | $118.19 | $120.00 (+2%) | 2026-03-31 |
| GTES Gates Industrial Corporation plc | 1.9% | 6.7M | $150M | ▼ 4.3% (−300K) | $13.89 | $28.50 (+105%) | 2026-03-31 |
| ARW Arrow Electronics, Inc. | 1.9% | 1.0M | $150M | ▼ 35% (−556K) | $124.87 | $234.83 (+88%) | 2026-03-31 |
| ALLE Allegion Public Limited Company | 1.9% | 1.0M | $150M | ▲ 1.7% (+17K) | $130.68 | $130.93 (+0%) | 2026-03-31 |
| BRK.B BERKSHIRE HATHAWAY Class B | 1.8% | 305K | $146M | ▼ 12% (−41K) | $308.77 | $488.69 (+58%) | 2026-03-31 |
| FCN FTI Consulting, Inc. | 1.8% | 824K | $146M | NEW (+824K) | $176.77 | $141.00 (−20%) | 2026-03-31 |
| HSIC Henry Schein Inc | 1.8% | 2.0M | $144M | ▼ 15% (−340K) | $81.54 | $78.67 (−4%) | 2026-03-31 |
| OMF OneMain Holdings, Inc. | 1.8% | 2.7M | $144M | ▼ 4.6% (−130K) | $48.49 | $58.23 (+20%) | 2026-03-31 |
| MAS Masco Corporation | 1.8% | 2.4M | $143M | ▼ 10% (−268K) | $49.72 | $73.58 (+48%) | 2026-03-31 |
| DGX Quest Diagnostics Inc. | 1.8% | 721K | $141M | ▼ 31% (−326K) | $133.11 | $193.58 (+45%) | 2026-03-31 |
| ACGL Arch Capital Group Ltd | 1.7% | 1.5M | $140M | ▲ 31% (+349K) | $67.87 | $92.04 (+36%) | 2026-03-31 |
| PHG KONINKLIJKE PHILIPS N.V. | 1.7% | 5.0M | $136M | ▼ 24% (−1.6M) | $18.35 | $26.98 (+47%) | 2026-03-31 |
| SYY Sysco Corporation | 1.7% | 1.9M | $134M | ▼ 11% (−231K) | $66.05 | $77.98 (+18%) | 2026-03-31 |
| PNC PNC Financial Services Group | 1.6% | 636K | $132M | NEW (+636K) | $208.09 | $234.71 (+13%) | 2026-03-31 |
| UL Unilever Plc Adr | 1.6% | 2.3M | $131M | ▼ 11% (−274K) | $65.40 | $57.70 (−12%) | 2026-03-31 |
| CVCO Cavco Industries Inc. | 1.6% | 268K | $130M | ▲ 37% (+72K) | $580.73 | $587.16 (+1%) | 2026-03-31 |
| NSIT Insight Enterprises Inc | 1.6% | 1.9M | $126M | ▲ 42% (+553K) | $142.96 | $106.09 (−26%) | 2026-03-31 |
| SUNB Sunbelt Rentals Holdings, Inc. | 1.6% | 1.9M | $125M | NEW (+1.9M) | $65.09 | $83.24 (+28%) | 2026-03-31 |
| CNM Core & Main, Inc. | 1.5% | 2.5M | $123M | ▼ 5.0% (−130K) | $28.85 | $47.25 (+64%) | 2026-03-31 |
| DCI Donaldson Company, Inc. | 1.5% | 1.4M | $121M | ▼ 39% (−894K) | $65.34 | $85.95 (+32%) | 2026-03-31 |
| HAYW Hayward Holdings, Inc. | 1.4% | 8.7M | $117M | ▼ 3.9% (−351K) | $15.29 | $14.83 (−3%) | 2026-03-31 |
| DLTR Dollar Tree Inc. | 1.4% | 1.1M | $117M | ▼ 9.8% (−116K) | $143.55 | $113.93 (−21%) | 2026-03-31 |
| HLI Houlihan Lokey, Inc. | 1.4% | 804K | $115M | ▲ 15% (+106K) | $87.49 | $140.93 (+61%) | 2026-03-31 |
| HURN Huron Consulting Group Inc. | 1.4% | 903K | $115M | ▲ 72% (+379K) | $172.91 | $90.48 (−48%) | 2026-03-31 |
| PGR Progressive Corporation | 1.4% | 580K | $115M | ▲ 42% (+172K) | $143.06 | $207.38 (+45%) | 2026-03-31 |
| MWA Mueller Water Products, Inc. | 1.4% | 4.2M | $114M | ▲ 31% (+991K) | $23.82 | $25.89 (+9%) | 2026-03-31 |
| MSA Mine Safety Incorporated | 1.4% | 679K | $111M | ▼ 5.1% (−36K) | $167.53 | $163.95 (−2%) | 2026-03-31 |
| COF Capital One Financial | 1.3% | 586K | $107M | ▼ 11% (−71K) | $212.76 | $200.70 (−6%) | 2026-03-31 |
| FMS Fresenius Med. Care | 1.2% | 4.5M | $101M | ▼ 10% (−500K) | $21.26 | $23.39 (+10%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 1.2% | 358K | $97M | ▼ 9.0% (−35K) | $472.59 | $406.68 (−14%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 1.2% | 328K | $94M | ▼ 59% (−475K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| LPX Louisiana-Pacific Corp. | 1.1% | 1.3M | $92M | ▲ 15% (+167K) | $85.99 | $75.74 (−12%) | 2026-03-31 |
| RYAAY Ryanair Holdings | 1.0% | 1.4M | $83M | ▼ 6.1% (−93K) | $97.21 | $62.74 (−35%) | 2026-03-31 |
| FBIN Fortune Brands Innovations, Inc. | 1.0% | 2.1M | $81M | ▼ 2.6% (−55K) | $58.73 | $41.32 (−30%) | 2026-03-31 |
| SSD Simpson Manufacturing Co., Inc. | 0.9% | 434K | $75M | ▼ 4.6% (−21K) | $109.64 | $198.28 (+81%) | 2026-03-31 |
| CCEP Coca-Cola Europacific Partners plc Ordinary Shares | 0.9% | 802K | $73M | ▼ 21% (−208K) | $62.48 | $96.98 (+55%) | 2026-03-31 |
Showing top 50 of 54 holdings by value.
FAQ ▾
What are FIDUCIARY MANAGEMENT INC /WI/'s largest holdings?
As of the latest 13F: ARAMARK 5.3%, Booking Holdings Inc. Common Stock 4.9%, The Charles Schwab Corporation 4.0%, Ferguson Enterprises Inc. 3.9%, Avery Dennison Corp. 2.7%.
How big is FIDUCIARY MANAGEMENT INC /WI/'s 13F portfolio?
$7.9B across 54 disclosed U.S.-equity positions.
What is FIDUCIARY MANAGEMENT INC /WI/'s 3-year performance?
+44% (13F-replication, price return), -27 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.