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The Analysis of FIDUCIARY MANAGEMENT INC /WI/'s Holdings & P&L

Currently, FIDUCIARY MANAGEMENT INC /WI/ holds 62 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in FCN (+823.7K shares, valued at $145.6M), PNC (+636.1K shares, valued at $132.4M), N/A (+1.9M shares, valued at $125.1M); decreased their positions in N/A (-475.0K shares, valued at $136.6M), ARW (-555.9K shares, valued at $79.7M), DCI (-893.9K shares, valued at $75.9M); initiated new positions in FCN (+823.7K shares, valued at $145.6M), PNC (+636.1K shares, valued at $132.4M), N/A (+1.9M shares, valued at $125.1M).

1M P&L

-60.9M-0.73%

3M P&L

-268.7M-3.16%

HY P&L

+586.7M+7.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Building Products & Equipment743.6M

9.4%

2Capital Markets508.3M

6.4%

3Credit Services502.9M

6.4%

Top Industries by Stock Count

1Building Products & Equipment5 stocks

9.4%

2Credit Services3 stocks

5.7%

3Specialty Industrial Machinery3 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ARMK Aramark10.6M shares-7.74%2026-03-312026-05-14

BKNG Booking Holdings Inc93.9K shares28.47%2026-03-312026-05-14

SCHW Charles Schwab Corp3.5M shares-10.51%2026-03-312026-05-14

Ferguson Enterprises Ferguson Enterprises1.3M shares-10.01%2026-03-312026-05-14

AVY Avery Dennison Corp.1.3M shares-10.59%2026-03-312026-05-14

CARR Carrier Global3.6M shares-10.19%2026-03-312026-05-14

BDX Becton Dickinson1.2M shares12.35%2026-03-312026-05-14

Accenture PLC Accenture PLC962.4K shares35.20%2026-03-312026-05-14

Sponsored

WTM White Mountains Ins.85.1K shares-5.83%2026-03-312026-05-14

CDW CDW Corp1.4M shares40.99%2026-03-312026-05-14

PRI Primerica Inc.692.0K shares13.21%2026-03-312026-05-14

FCFS FirstCash Inc.912.1K shares-5.42%2026-03-312026-05-14

CSL Carlisle Cos. Inc.493.7K shares-7.81%2026-03-312026-05-14

VVV Valvoline Inc.4.8M shares-2.88%2026-03-312026-05-14

ZION Zions Bancorporation2.8M shares-3.68%2026-03-312026-05-14

ATR AptarGroup Inc.1.3M shares0.38%2026-03-312026-05-14

Sponsored

GTES Gates Industrial6.7M shares-4.32%2026-03-312026-05-14

ARW Arrow Electronics Inc.1.0M shares-34.65%2026-03-312026-05-14

ALLE Allegion PLC1.0M shares1.70%2026-03-312026-05-14

Berkshire Hath. Cl B Berkshire Hath. Cl B304.6K shares-11.95%2026-03-312026-05-14

FCN FTI Consulting Inc823.7K sharesnew addition2026-03-312026-05-14

HSIC Henry Schein Inc.2.0M shares-14.80%2026-03-312026-05-14

OMF OneMain Holdings2.7M shares-4.61%2026-03-312026-05-14

MAS Masco Corp2.4M shares-10.16%2026-03-312026-05-14

Sponsored

DGX Quest Diagnostics721.0K shares-31.13%2026-03-312026-05-14

ACGL Arch Capital Group1.5M shares31.37%2026-03-312026-05-14

PHG Koninklijke Philips NV5.0M shares-23.94%2026-03-312026-05-14

SYY Sysco Corp.1.9M shares-10.98%2026-03-312026-05-14

PNC PNC Financial Services636.1K sharesnew addition2026-03-312026-05-14

Unilever PLC ADR Unilever PLC ADR2.3M shares-10.66%2026-03-312026-05-14

CVCO Cavco Industries267.5K shares36.69%2026-03-312026-05-14

NSIT Insight Enterprises1.9M shares41.79%2026-03-312026-05-14

Sponsored

Sunbelt Rentals Sunbelt Rentals1.9M sharesnew addition2026-03-312026-05-14

CNM Core & Main2.5M shares-4.99%2026-03-312026-05-14

DCI Donaldson Co. Inc.1.4M shares-38.52%2026-03-312026-05-14

HAYW Hayward Holdings8.7M shares-3.86%2026-03-312026-05-14

DLTR Dollar Tree1.1M shares-9.84%2026-03-312026-05-14

HLI Houlihan Lokey Inc.803.6K shares15.24%2026-03-312026-05-14

HURN Huron Consulting903.4K shares72.30%2026-03-312026-05-14

PGR Progressive Corp.579.7K shares42.06%2026-03-312026-05-14

Sponsored

MWA Mueller Water Prod.4.2M shares31.30%2026-03-312026-05-14

MSA MSA Safety679.0K shares-5.10%2026-03-312026-05-14

COF Capital One Financial585.8K shares-10.80%2026-03-312026-05-14

FMS Fresenius Med. Care4.5M shares-10.07%2026-03-312026-05-14

UNH UnitedHealth Group358.0K shares-8.95%2026-03-312026-05-14

Alphabet Inc - Cl A Alphabet Inc - Cl A327.7K shares-59.18%2026-03-312026-05-14

LPX Louisiana-Pacific Corp.1.3M shares15.23%2026-03-312026-05-14

RYAAY Ryanair Holdings1.4M shares-6.06%2026-03-312026-05-14

Sponsored

FBIN Fortune Brands Innov.2.1M shares-2.60%2026-03-312026-05-14

SSD Simpson Mfg. Co.434.2K shares-4.61%2026-03-312026-05-14

CCEP Coca-Cola Europacific802.1K shares-20.62%2026-03-312026-05-14

BJ BJ's Wholesale Club689.4K shares-4.80%2026-03-312026-05-14

AIT Applied Ind. Tech.205.9K shares-4.73%2026-03-312026-05-14

CTS CTS Corp1.0M shares-3.88%2026-03-312026-05-14

RHI Robert Half Inc.1.7M shares-3.21%2026-03-312026-05-14

Sodexo Sodexo170.1K shares22.31%2026-03-312026-05-14

Sponsored

Informa PLC Informa PLC72.0K shares495.98%2026-03-312026-05-14

Weir Group PLC Weir Group PLC34.0K shares-44.08%2026-03-312026-05-14

iShares S&P 500 iShares S&P 500443 shares0.23%2026-03-312026-05-14

IMCD N.V. IMCD N.V.4.0K sharesnew addition2026-03-312026-05-14

Edenred Edenred14.3K shares21.07%2026-03-312026-05-14

B&M European Value B&M European Value12.2K shares-3.04%2026-03-312026-05-14

ARMK

Aramark

-7.74%

Shares10.6M

Event2026-03-31

Filed2026-05-14

BKNG

Booking Holdings Inc

28.47%

Shares93.9K

Event2026-03-31

Filed2026-05-14

SCHW

Charles Schwab Corp

-10.51%

Shares3.5M

Event2026-03-31

Filed2026-05-14

Ferguson Enterprises

-10.01%

Shares1.3M

Event2026-03-31

Filed2026-05-14

AVY

Avery Dennison Corp.

-10.59%

Shares1.3M

Event2026-03-31

Filed2026-05-14

CARR

Carrier Global

-10.19%

Shares3.6M

Event2026-03-31

Filed2026-05-14

BDX

Becton Dickinson

12.35%

Shares1.2M

Event2026-03-31

Filed2026-05-14

Accenture PLC

35.20%

Shares962.4K

Event2026-03-31

Filed2026-05-14

WTM

White Mountains Ins.

-5.83%

Shares85.1K

Event2026-03-31

Filed2026-05-14

CDW

CDW Corp

40.99%

Shares1.4M

Event2026-03-31

Filed2026-05-14

PRI

Primerica Inc.

13.21%

Shares692.0K

Event2026-03-31

Filed2026-05-14

FCFS

FirstCash Inc.

-5.42%

Shares912.1K

Event2026-03-31

Filed2026-05-14

CSL

Carlisle Cos. Inc.

-7.81%

Shares493.7K

Event2026-03-31

Filed2026-05-14

VVV

Valvoline Inc.

-2.88%

Shares4.8M

Event2026-03-31

Filed2026-05-14

ZION

Zions Bancorporation

-3.68%

Shares2.8M

Event2026-03-31

Filed2026-05-14

ATR

AptarGroup Inc.

0.38%

Shares1.3M

Event2026-03-31

Filed2026-05-14

GTES

Gates Industrial

-4.32%

Shares6.7M

Event2026-03-31

Filed2026-05-14

ARW

Arrow Electronics Inc.

-34.65%

Shares1.0M

Event2026-03-31

Filed2026-05-14

ALLE

Allegion PLC

1.70%

Shares1.0M

Event2026-03-31

Filed2026-05-14

Berkshire Hath. Cl B

-11.95%

Shares304.6K

Event2026-03-31

Filed2026-05-14

FCN

FTI Consulting Inc

New

Shares823.7K

Event2026-03-31

Filed2026-05-14

HSIC

Henry Schein Inc.

-14.80%

Shares2.0M

Event2026-03-31

Filed2026-05-14

OMF

OneMain Holdings

-4.61%

Shares2.7M

Event2026-03-31

Filed2026-05-14

MAS

Masco Corp

-10.16%

Shares2.4M

Event2026-03-31

Filed2026-05-14

DGX

Quest Diagnostics

-31.13%

Shares721.0K

Event2026-03-31

Filed2026-05-14

ACGL

Arch Capital Group

31.37%

Shares1.5M

Event2026-03-31

Filed2026-05-14

PHG

Koninklijke Philips NV

-23.94%

Shares5.0M

Event2026-03-31

Filed2026-05-14

SYY

Sysco Corp.

-10.98%

Shares1.9M

Event2026-03-31

Filed2026-05-14

PNC

PNC Financial Services

New

Shares636.1K

Event2026-03-31

Filed2026-05-14

Unilever PLC ADR

-10.66%

Shares2.3M

Event2026-03-31

Filed2026-05-14

CVCO

Cavco Industries

36.69%

Shares267.5K

Event2026-03-31

Filed2026-05-14

NSIT

Insight Enterprises

41.79%

Shares1.9M

Event2026-03-31

Filed2026-05-14

Sunbelt Rentals

New

Shares1.9M

Event2026-03-31

Filed2026-05-14

CNM

Core & Main

-4.99%

Shares2.5M

Event2026-03-31

Filed2026-05-14

DCI

Donaldson Co. Inc.

-38.52%

Shares1.4M

Event2026-03-31

Filed2026-05-14

HAYW

Hayward Holdings

-3.86%

Shares8.7M

Event2026-03-31

Filed2026-05-14

DLTR

Dollar Tree

-9.84%

Shares1.1M

Event2026-03-31

Filed2026-05-14

HLI

Houlihan Lokey Inc.

15.24%

Shares803.6K

Event2026-03-31

Filed2026-05-14

HURN

Huron Consulting

72.30%

Shares903.4K

Event2026-03-31

Filed2026-05-14

PGR

Progressive Corp.

42.06%

Shares579.7K

Event2026-03-31

Filed2026-05-14

MWA

Mueller Water Prod.

31.30%

Shares4.2M

Event2026-03-31

Filed2026-05-14

MSA

MSA Safety

-5.10%

Shares679.0K

Event2026-03-31

Filed2026-05-14

COF

Capital One Financial

-10.80%

Shares585.8K

Event2026-03-31

Filed2026-05-14

FMS

Fresenius Med. Care

-10.07%

Shares4.5M

Event2026-03-31

Filed2026-05-14

UNH

UnitedHealth Group

-8.95%

Shares358.0K

Event2026-03-31

Filed2026-05-14

Alphabet Inc - Cl A

-59.18%

Shares327.7K

Event2026-03-31

Filed2026-05-14

LPX

Louisiana-Pacific Corp.

15.23%

Shares1.3M

Event2026-03-31

Filed2026-05-14

RYAAY

Ryanair Holdings

-6.06%

Shares1.4M

Event2026-03-31

Filed2026-05-14

FBIN

Fortune Brands Innov.

-2.60%

Shares2.1M

Event2026-03-31

Filed2026-05-14

SSD

Simpson Mfg. Co.

-4.61%

Shares434.2K

Event2026-03-31

Filed2026-05-14

CCEP

Coca-Cola Europacific

-20.62%

Shares802.1K

Event2026-03-31

Filed2026-05-14

BJ's Wholesale Club

-4.80%

Shares689.4K

Event2026-03-31

Filed2026-05-14

AIT

Applied Ind. Tech.

-4.73%

Shares205.9K

Event2026-03-31

Filed2026-05-14

CTS

CTS Corp

-3.88%

Shares1.0M

Event2026-03-31

Filed2026-05-14

RHI

Robert Half Inc.

-3.21%

Shares1.7M

Event2026-03-31

Filed2026-05-14

Sodexo

22.31%

Shares170.1K

Event2026-03-31

Filed2026-05-14

Informa PLC

495.98%

Shares72.0K

Event2026-03-31

Filed2026-05-14

Weir Group PLC

-44.08%

Shares34.0K

Event2026-03-31

Filed2026-05-14

iShares S&P 500

0.23%

Shares443

Event2026-03-31

Filed2026-05-14

IMCD N.V.

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

Edenred

21.07%

Shares14.3K

Event2026-03-31

Filed2026-05-14

B&M European Value

-3.04%

Shares12.2K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available