FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 14, 2013

Total Value ($000): $16,365,235 (100.0% shares, 0.0% debt)

Holdings (59)

Potash Corp 5.1%
Value ($000) $836,069 Shares 26,728,564 Est. Cost $35.06 Unrealized
3M Co 4.9%
Value ($000) $807,448 Shares 6,761,979 Est. Cost $109.35 Unrealized
ITW Illinois Tool Works 4.7%
Value ($000) $770,314 Shares 10,099,834 Est. Cost $49.85 Unrealized +9.9%
BRK/B Berkshire Hath Cl B 4.7%
Value ($000) $767,350 Shares 6,760,197 Est. Cost $110.02 Unrealized +4.9%
BK Bank of NY Mellon 4.4%
Value ($000) $719,541 Shares 23,833,754 Est. Cost $21.22 Unrealized +7.3%
TE Connectivity Ltd 4.3%
Value ($000) $709,044 Shares 13,693,404 Est. Cost $45.54 Unrealized
Accenture Plc 4.3%
Value ($000) $705,898 Shares 9,585,790 Est. Cost $72.11 Unrealized
SLB Schlumberger Ltd 4.3%
Value ($000) $697,073 Shares 7,889,007 Est. Cost $52.90 Unrealized +11.5%
Devon Energy Corp 4.1%
Value ($000) $671,775 Shares 11,630,460 Est. Cost $51.88 Unrealized
Covidien Plc 4.1%
Value ($000) $665,095 Shares 10,913,926 Est. Cost $62.40 Unrealized
WMT Wal-Mart Stores 3.5%
Value ($000) $569,205 Shares 7,696,124 Est. Cost $19.98 Unrealized -1.0%
Danone SA ADR 3.4%
Value ($000) $549,530 Shares 36,537,929 Est. Cost $15.01 Unrealized
CTAS Cintas Corp 3.3%
Value ($000) $546,954 Shares 10,682,693 Est. Cost $9.72 Unrealized +7.4%
CMA Comerica Inc 3.3%
Value ($000) $540,180 Shares 13,741,542 Est. Cost $24.17 Unrealized +11.7%
EXPD Expeditors Int'l 3.2%
Value ($000) $530,522 Shares 12,040,900 Est. Cost $31.69 Unrealized +11.4%
AmerisourceBergen 3.2%
Value ($000) $518,982 Shares 8,493,983 Est. Cost $55.83 Unrealized
AXP American Express 3.2%
Value ($000) $517,175 Shares 6,848,192 Est. Cost $59.62 Unrealized +6.1%
PCAR Paccar Inc 2.7%
Value ($000) $436,137 Shares 7,835,727 Est. Cost $21.67 Unrealized +8.2%
NSRGY Nestle SA ADR 2.6%
Value ($000) $418,454 Shares 6,012,268 Est. Cost $65.78 Unrealized
Time Warner Inc 2.5%
Value ($000) $406,613 Shares 6,178,586 Est. Cost $57.82 Unrealized
MSFT Microsoft Corp 2.5%
Value ($000) $401,584 Shares 12,055,969 Est. Cost $26.70 Unrealized +1.1%
SYY Sysco Corp 2.4%
Value ($000) $388,802 Shares 12,214,968 Est. Cost $24.40 Unrealized -1.7%
Willis Group Holdings 2.2%
Value ($000) $358,384 Shares 8,271,045 Est. Cost $40.78 Unrealized
Glaxosmithkline ADR 1.9%
Value ($000) $307,943 Shares 6,137,991 Est. Cost $49.97 Unrealized
ARW Arrow Electronics Inc 1.0%
Value ($000) $160,347 Shares 3,304,072 Est. Cost $39.03 Unrealized +17.4%
UNH UnitedHealth Group 0.8%
Value ($000) $138,380 Shares 1,932,415 Est. Cost $58.63 Unrealized 0.0%
Cimarex Energy Co 0.8%
Value ($000) $127,094 Shares 1,318,407 Est. Cost $64.99 Unrealized
Broadridge Financial 0.7%
Value ($000) $115,520 Shares 3,638,421 Est. Cost $27.01 Unrealized
Patterson Cos Inc 0.7%
Value ($000) $113,572 Shares 2,825,165 Est. Cost $37.64 Unrealized
Anixter Int'l 0.7%
Value ($000) $110,380 Shares 1,259,179 Est. Cost $75.94 Unrealized
CSL Carlisle Cos Inc 0.6%
Value ($000) $102,928 Shares 1,464,331 Est. Cost $56.12 Unrealized +3.0%
CFR Cullen Frost Bankers 0.6%
Value ($000) $99,923 Shares 1,416,340 Est. Cost $43.63 Unrealized +13.6%
Family Dollar Stores 0.6%
Value ($000) $96,987 Shares 1,346,669 Est. Cost $62.44 Unrealized
Protective Life Corp 0.6%
Value ($000) $95,443 Shares 2,243,075 Est. Cost $38.41 Unrealized
KMT Kennametal Inc 0.6%
Value ($000) $90,156 Shares 1,977,106 Est. Cost $28.79 Unrealized +9.0%
FUL HB Fuller Co 0.5%
Value ($000) $89,911 Shares 1,989,615 Est. Cost $33.70 Unrealized +1.5%
WRB WR Berkley Corp 0.5%
Value ($000) $89,016 Shares 2,076,904 Est. Cost $9.58 Unrealized -0.1%
AVY Avery Dennison Corp 0.5%
Value ($000) $83,439 Shares 1,917,257 Est. Cost $33.17 Unrealized +4.5%
Varian Medical Sys 0.5%
Value ($000) $81,425 Shares 1,089,585 Est. Cost $74.73 Unrealized
R Ryder System Inc 0.5%
Value ($000) $77,943 Shares 1,305,575 Est. Cost $60.18 Unrealized -0.2%
KEX Kirby Corp 0.4%
Value ($000) $72,788 Shares 840,997 Est. Cost $77.17 Unrealized +8.7%
Dun Bradstreet 0.4%
Value ($000) $69,837 Shares 672,484 Est. Cost $97.53 Unrealized
Compass Minerals 0.4%
Value ($000) $68,525 Shares 898,456 Est. Cost $82.87 Unrealized
SCSC Scansource Inc 0.4%
Value ($000) $67,927 Shares 1,963,200 Est. Cost $30.32 Unrealized +11.8%
Quimica y Min ADR 0.4%
Value ($000) $66,964 Shares 2,621,835 Est. Cost $25.54 Unrealized
WKC World Fuel Services 0.4%
Value ($000) $62,079 Shares 1,663,859 Est. Cost $39.77 Unrealized -3.2%
ACH Owens Minor Inc 0.3%
Value ($000) $56,220 Shares 1,625,315 Est. Cost $27.07 Unrealized +6.1%
Innophos Holdings 0.3%
Value ($000) $55,209 Shares 1,046,026 Est. Cost $47.27 Unrealized
Greenlight Capital 0.3%
Value ($000) $53,357 Shares 1,876,120 Est. Cost $24.65 Unrealized
ATR AptarGroup Inc 0.3%
Value ($000) $48,051 Shares 799,114 Est. Cost $46.93 Unrealized +5.7%
AJG A J Gallagher 0.3%
Value ($000) $47,745 Shares 1,093,814 Est. Cost $33.49 Unrealized +2.3%
ZION Zions Bancorporation 0.3%
Value ($000) $45,757 Shares 1,668,730 Est. Cost $26.96 Unrealized +8.3%
MKS Instruments 0.3%
Value ($000) $42,379 Shares 1,593,777 Est. Cost $26.55 Unrealized
RHI Robert Half Int'l Inc 0.3%
Value ($000) $41,149 Shares 1,054,287 Est. Cost $34.51 Unrealized +6.7%
Forward Air Corp 0.2%
Value ($000) $35,370 Shares 876,569 Est. Cost $38.37 Unrealized
Mine Safety 0.1%
Value ($000) $13,334 Shares 258,360 Est. Cost $46.55 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $4,891 Shares 12,000 Est. Cost $317.21 Unrealized +0.6%
FBIZ First Bus Fin Serv 0.0%
Value ($000) $814 Shares 24,948 Est. Cost $10.24 Unrealized +15.7%
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $303 Shares 25,200 Est. Cost $7.34 Unrealized