The Analysis of FIDUCIARY MANAGEMENT INC /WI/'s Holdings
Currently, FIDUCIARY MANAGEMENT INC /WI/ holds 68 types of securities in its portfolio with a total value $9.9B. In the most recent quarter, they have increased their positions in CVCO (+171.2K shares, valued at $99.4M), CDW (+432.7K shares, valued at $68.9M), PLXS (+417.0K shares, valued at $60.3M); decreased their positions in NVT (-1.9M shares, valued at $188.8M), FERG (-734.4K shares, valued at $164.9M), BKNG (-17.9K shares, valued at $96.7M); initiated new positions in CVCO (+171.2K shares, valued at $99.4M), N/A (+1.2M shares, valued at $6.7M), URTH (+7.9K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ARMK Aramark12.4M shares-2.28%2025-09-302025-11-14
FERG Ferguson Enterprises2.0M shares-27.04%2025-09-302025-11-14 BKNG Booking Holdings Inc80.2K shares-18.25%2025-09-302025-11-14 SCHW Charles Schwab Corp4.2M shares-4.07%2025-09-302025-11-14 AVY Avery Dennison Corp.1.5M shares22.80%2025-09-302025-11-14 CARR Carrier Global3.8M shares7.84%2025-09-302025-11-14 BDX Becton Dickinson1.2M shares32.88%2025-09-302025-11-14 DGX Quest Diagnostics1.1M shares-3.19%2025-09-302025-11-14 GOOGL Alphabet Inc - Cl A868.1K shares-17.01%2025-09-302025-11-14 CSX CSX Corp5.9M shares-2.95%2025-09-302025-11-14 ARW Arrow Electronics Inc.1.7M shares-0.50%2025-09-302025-11-14 FCFS FirstCash Inc.1.3M shares-0.44%2025-09-302025-11-14 MAS Masco Corp2.9M shares-4.18%2025-09-302025-11-14 DCI Donaldson Co. Inc.2.5M shares-0.54%2025-09-302025-11-14 PHG Koninklijke Philips NV7.2M shares-3.81%2025-09-302025-11-14 PLXS Plexus Corp1.4M shares44.63%2025-09-302025-11-14 SYY Sysco Corp.2.3M shares-2.75%2025-09-302025-11-14 UL Unilever PLC ADR3.2M shares-3.94%2025-09-302025-11-14 BRK.B Berkshire Hath. Cl B371.4K shares-17.33%2025-09-302025-11-14 CSL Carlisle Cos. Inc.565.1K shares8.18%2025-09-302025-11-14 GTES Gates Industrial7.4M shares-0.30%2025-09-302025-11-14 PRI Primerica Inc.640.3K shares30.91%2025-09-302025-11-14 CDW CDW Corp1.1M shares63.60%2025-09-302025-11-14 SONY Sony Group Corp.6.1M shares-27.25%2025-09-302025-11-14 ZION Zions Bancorporation3.0M shares14.27%2025-09-302025-11-14 VVV Valvoline Inc.4.8M shares-0.54%2025-09-302025-11-14 SSD Simpson Mfg. Co.1.0M shares-0.56%2025-09-302025-11-14 OMF OneMain Holdings3.0M shares-0.54%2025-09-302025-11-14 SLB SLB4.8M shares-11.80%2025-09-302025-11-14 HSIC Henry Schein Inc.2.4M shares-0.47%2025-09-302025-11-14 WTM White Mountains Ins.94.4K shares32.04%2025-09-302025-11-14 NSIT Insight Enterprises1.4M shares27.50%2025-09-302025-11-14 HLI Houlihan Lokey Inc.747.8K shares-0.46%2025-09-302025-11-14 ATR AptarGroup Inc.1.1M shares49.56%2025-09-302025-11-14 G Genpact Ltd.3.6M shares-14.24%2025-09-302025-11-14 COF Capital One Financial707.9K shares-2.64%2025-09-302025-11-14 UNH UnitedHealth Group431.2K shares-3.76%2025-09-302025-11-14 CNM Core & Main2.7M shares17.74%2025-09-302025-11-14 KMX CarMax Inc.3.2M shares13.08%2025-09-302025-11-14 FMS Fresenius Med. Care5.5M shares-3.52%2025-09-302025-11-14 ALLE Allegion PLC788.7K shares-3.53%2025-09-302025-11-14 DLTR Dollar Tree1.3M shares-3.21%2025-09-302025-11-14 FBIN Fortune Brands Innov.2.3M shares-0.40%2025-09-302025-11-14 HAYW Hayward Holdings8.0M shares-0.35%2025-09-302025-11-14 MSA MSA Safety634.2K shares20.05%2025-09-302025-11-14 PGR Progressive Corp.439.9K shares-45.71%2025-09-302025-11-14 RYAAY Ryanair Holdings1.8M shares-29.48%2025-09-302025-11-14 CCEP Coca-Cola Europacific1.2M shares-31.57%2025-09-302025-11-14 CVCO Cavco Industries171.2K sharesnew addition2025-09-302025-11-14 Icon Plc Icon Plc560.9K shares-13.78%2025-09-302025-11-14 BLK Blackrock Inc.82.2K shares-2.44%2025-09-302025-11-14 LPX Louisiana-Pacific Corp.886.6K shares-0.47%2025-09-302025-11-14 BJ BJ's Wholesale Club765.3K shares-0.38%2025-09-302025-11-14 RHI Robert Half Inc.1.9M shares-0.76%2025-09-302025-11-14 AIT Applied Ind. Tech.233.8K shares-0.42%2025-09-302025-11-14 NVT nVent Electric PLC501.3K shares-79.24%2025-09-302025-11-14 CTS CTS Corp1.2M shares-0.64%2025-09-302025-11-14 URTH iShares MSCI World7.9K sharesnew addition2025-09-302025-11-14 Sodexo Sodexo103.6K shares-19.78%2025-09-302025-11-14 IWM iShares Russell 20002.6K sharesnew addition2025-09-302025-11-14 IVV iShares S&P 500766 sharesnew addition2025-09-302025-11-14 Informa PLC Informa PLC12.1K shares-7.12%2025-09-302025-11-14 Rexel Rexel6.7K shares-6.98%2025-09-302025-11-14 Edenred Edenred11.8K shares2.77%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available