Free Trial
→ Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry.' (From Brownstone Research) (Ad)

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

About Fiduciary Management Inc /Wi/

Investment Activity

  • Fiduciary Management Inc /Wi/ has $10.72 billion in total holdings as of December 31, 2024.
  • Fiduciary Management Inc /Wi/ owns shares of 70 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 9.65% of the portfolio was purchased this quarter.
  • About 11.65% of the portfolio was sold this quarter.
  • This quarter, Fiduciary Management Inc /Wi/ has purchased 69 new stocks and bought additional shares in 17 stocks.
  • Fiduciary Management Inc /Wi/ sold shares of 43 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Booking
$558,276,513
Ferguson Enterprises
$484,377,807
Aramark
$427,376,349
Genpact
$392,798,366
Charles Schwab
$353,806,137

Largest New Holdings this Quarter

CSX
$178,258,512 Holding
Microchip Technology
$119,430,916 Holding
Allegion
$116,483,840 Holding
ICON Public
$93,132,211 Holding
Hayward
$62,948,747 Holding

Largest Purchases this Quarter

CSX
5,523,970 shares (about $178.26M)
Sony Group
8,157,776 shares (about $172.62M)
Microchip Technology
2,082,492 shares (about $119.43M)
Allegion
891,367 shares (about $116.48M)
ICON Public
444,100 shares (about $93.13M)

Largest Sales this Quarter

Carlisle Companies
518,974 shares (about $191.42M)
Booking
17,861 shares (about $88.74M)
Applied Industrial Technologies
287,130 shares (about $68.76M)
Plexus
297,576 shares (about $46.56M)
Ferguson Enterprises
163,654 shares (about $28.41M)

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
$558,276,513$88,740,950 ▼-13.7%112,3655.2%Retail/Wholesale
Ferguson Enterprises
$484,377,807$28,405,425 ▼-5.5%2,790,6774.5%COM
Aramark stock logo
ARMK
Aramark
$427,376,349$32,093,278 ▲8.1%11,454,7404.0%Business Services
Genpact Limited stock logo
G
Genpact
$392,798,366$15,008,878 ▼-3.7%9,145,4803.7%Business Services
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$353,806,137$18,676,349 ▼-5.0%4,780,5183.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$310,579,297$19,569,457 ▼-5.9%685,1822.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$266,947,074$14,681,919 ▼-5.2%1,410,1802.5%Computer and Technology
Avery Dennison Co. stock logo
AVY
Avery Dennison
$250,247,639$11,674,479 ▼-4.5%1,337,2932.3%Industrial Products
Masco Co. stock logo
MAS
Masco
$237,561,669$12,701,709 ▼-5.1%3,273,5522.2%Construction
CarMax, Inc. stock logo
KMX
CarMax
$225,574,041$14,393,603 ▼-6.0%2,758,9782.1%Retail/Wholesale
Carrier Global Co. stock logo
CARR
Carrier Global
$220,019,455$12,425,982 ▼-5.3%3,223,2562.1%Computer and Technology
Sony Group Co. stock logo
SONY
Sony Group
$218,381,747$172,618,548 ▲377.2%10,320,4982.0%Consumer Staples
The Progressive Co. stock logo
PGR
Progressive
$212,063,955$11,742,088 ▼-5.2%885,0382.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$211,259,277$18,222,595 ▲9.4%417,6242.0%Medical
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$209,994,882$779,039 ▼-0.4%1,209,2302.0%Finance
Unilever PLC stock logo
UL
Unilever
$206,179,627$8,786,119 ▼-4.1%3,636,3251.9%Consumer Staples
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$199,519,572$191,418,370 ▼-49.0%540,9381.9%Multi-Sector Conglomerates
Sysco Co. stock logo
SYY
Sysco
$196,725,234$8,381,239 ▼-4.1%2,572,9171.8%Consumer Staples
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$196,525,322$12,683,856 ▼-6.1%1,302,7001.8%Medical
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$179,415,157$625 ▼0.0%2,008,0041.7%Consumer Discretionary
CSX Co. stock logo
CSX
CSX
$178,258,512$178,258,512 ▲New Holding5,523,9701.7%Transportation
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$175,214,396$53,608,586 ▲44.1%1,548,9251.6%Computer and Technology
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$172,192,782$11,624,908 ▲7.2%2,488,3351.6%Medical
Skechers U.S.A., Inc. stock logo
SKX
Skechers U.S.A.
$168,757,473$1,064,342 ▼-0.6%2,509,7781.6%Consumer Discretionary
Robert Half Inc. stock logo
RHI
Robert Half
$158,643,579$21,174,921 ▲15.4%2,251,5411.5%Business Services
Coca-Cola Europacific
$157,512,808$8,458,701 ▼-5.1%2,050,6811.5%COM
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$156,393,580$7,365,233 ▼-4.5%6,176,6821.5%Medical
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$152,940,200$285,559 ▼-0.2%922,2711.4%Construction
Valvoline Inc. stock logo
VVV
Valvoline
$152,725,729$39,670,863 ▲35.1%4,221,2751.4%Retail/Wholesale
Donaldson Company, Inc. stock logo
DCI
Donaldson
$148,794,941$24,743,245 ▲19.9%2,209,2791.4%Industrial Products
Gates Industrial Corp PLC stock logo
GTES
Gates Industrial
$148,615,041$435,899 ▲0.3%7,224,8441.4%Industrial Products
Plexus Corp. stock logo
PLXS
Plexus
$147,835,575$46,564,692 ▼-24.0%944,7571.4%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$144,290,516$9,525,531 ▼-6.2%121,6821.3%Retail/Wholesale
Core & Main, Inc. stock logo
CNM
Core & Main
$144,262,751$418,531 ▼-0.3%2,833,6821.3%Industrial Products
Blackrock Inc.
$142,990,544$9,069,148 ▼-6.0%139,4881.3%COM
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$142,828,130$5,717,075 ▼-3.8%6,308,6631.3%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$140,468,098$8,373,188 ▼-5.6%3,663,7481.3%Oils/Energy
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$138,822,098$164,470 ▼-0.1%2,031,6421.3%Retail/Wholesale
Ryanair Holdings plc stock logo
RYAAY
Ryanair
$135,534,736$9,265,796 ▼-6.4%3,109,3081.3%Transportation
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$135,046,019$58,354,254 ▲76.1%1,303,5331.3%Business Services
Beacon Roofing Supply, Inc. stock logo
BECN
Beacon Roofing Supply
$129,875,820$664,536 ▼-0.5%1,278,5571.2%Retail/Wholesale
Primerica, Inc. stock logo
PRI
Primerica
$129,608,750$1,217,862 ▼-0.9%477,5211.2%Finance
CDW Co. stock logo
CDW
CDW
$127,338,280$25,457,353 ▲25.0%731,6611.2%Computer and Technology
Zions Bancorporation, National Association stock logo
ZION
Zions Bancorporation, National Association
$124,416,190$182,551 ▼-0.1%2,293,3861.2%Finance
Insight Enterprises, Inc. stock logo
NSIT
Insight Enterprises
$123,251,041$427,097 ▼-0.3%810,3291.1%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$120,958,455$6,125,670 ▼-4.8%1,437,2441.1%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$119,430,916$119,430,916 ▲New Holding2,082,4921.1%Computer and Technology
Allegion plc stock logo
ALLE
Allegion
$116,483,840$116,483,840 ▲New Holding891,3671.1%Industrial Products
OneMain Holdings, Inc. stock logo
OMF
OneMain
$113,315,711$590,320 ▲0.5%2,173,7141.1%Finance
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$108,275,785$6,213,575 ▼-5.4%1,444,8331.0%Retail/Wholesale
nVent Electric plc stock logo
NVT
nVent Electric
$104,610,128$453,877 ▼-0.4%1,534,7731.0%Computer and Technology
Smith & Nephew plc stock logo
SNN
Smith & Nephew
$98,286,596$5,728,664 ▼-5.5%3,998,6410.9%Medical
White Mountains Insurance Group, Ltd. stock logo
WTM
White Mountains Insurance Group
$95,529,677$400,682 ▼-0.4%49,1140.9%Finance
ICON Public Limited stock logo
ICLR
ICON Public
$93,132,211$93,132,211 ▲New Holding444,1000.9%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$85,670,962$5,405,764 ▼-5.9%709,1380.8%Retail/Wholesale
AptarGroup, Inc. stock logo
ATR
AptarGroup
$85,628,769$257,644 ▲0.3%545,0590.8%Industrial Products
The Timken Company stock logo
TKR
Timken
$81,156,968$120,544 ▲0.1%1,137,1300.8%Computer and Technology
TriMas Co. stock logo
TRS
TriMas
$64,201,072$14,228,635 ▼-18.1%2,610,8610.6%Industrial Products
CTS Co. stock logo
CTS
CTS
$63,687,505$154,868 ▼-0.2%1,207,8040.6%Computer and Technology
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$62,948,747$62,948,747 ▲New Holding4,116,9880.6%Computer and Technology
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$58,296,577$68,759,021 ▼-54.1%243,4400.5%Industrial Products
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,041,710$2,497,181 ▲458.6%5,1670.0%ETF
Weir Group PLC
$1,896,8590.0%69,3550.0%COM
Sodexo S.A. stock logo
SDXAY
Sodexo
$1,727,312$7,423 ▲0.4%104,9400.0%Business Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,526,089$1,526,089 ▲New Holding13,2450.0%ETF
B&M European Value Retail S.A. stock logo
BMRRY
B&M European Value Retail
$1,483,799$72,237 ▲5.1%81,7520.0%Consumer Discretionary
Diageo plc stock logo
DEO
Diageo
$1,053,272$20,976 ▼-2.0%8,2850.0%Consumer Staples
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$656,801$656,801 ▲New Holding1,9650.0%ETF
Roche Holding AG stock logo
RHHBY
Roche
$208,9660.0%5,9910.0%Medical
Edenred SE stock logo
EDNMY
Edenred
$198,458$198,458 ▲New Holding12,3650.0%Business Services
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$0$184,349,643 ▼-100.0%00.0%Business Services
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$0$169,889,780 ▼-100.0%00.0%Finance
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$0$121,126,294 ▼-100.0%00.0%Business Services
Northern Trust Co. stock logo
NTRS
Northern Trust
$0$85,558,930 ▼-100.0%00.0%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$746,608 ▼-100.0%00.0%Finance
Greggs PLC
$0$232,629 ▼-100.0%00.0%COM
Rexel S.A. stock logo
RXEEY
Rexel
$0$225,922 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data