FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 18, 2014

Total Value ($000): $19,074,267 (100.0% shares, 0.0% debt)

Holdings (66)

Anixter Int'l 5.8%
Value ($000) $1,111,933 Shares 1,245,914 Est. Cost $75.94 Unrealized
Potash Corp 5.3%
Value ($000) $1,003,582 Shares 30,448,479 Est. Cost $34.80 Unrealized
3M Co 5.0%
Value ($000) $954,477 Shares 6,805,542 Est. Cost $109.35 Unrealized
Accenture Plc 4.5%
Value ($000) $862,018 Shares 10,484,287 Est. Cost $72.97 Unrealized
ITW Illinois Tool Works 4.5%
Value ($000) $852,927 Shares 10,144,229 Est. Cost $49.85 Unrealized +19.3%
BK Bank of NY Mellon 4.4%
Value ($000) $837,259 Shares 23,962,779 Est. Cost $21.22 Unrealized +14.5%
BRK/B Berkshire Hath Cl B 4.2%
Value ($000) $807,383 Shares 6,809,912 Est. Cost $110.02 Unrealized +5.1%
Covidien Plc 3.9%
Value ($000) $747,037 Shares 10,969,700 Est. Cost $62.40 Unrealized
Devon Energy Corp 3.8%
Value ($000) $723,205 Shares 11,689,102 Est. Cost $51.88 Unrealized
SLB Schlumberger Ltd 3.8%
Value ($000) $716,282 Shares 7,948,969 Est. Cost $52.90 Unrealized +23.0%
AXP American Express 3.7%
Value ($000) $707,200 Shares 7,794,554 Est. Cost $60.79 Unrealized +13.9%
CMA Comerica Inc 3.4%
Value ($000) $656,622 Shares 13,811,992 Est. Cost $24.17 Unrealized +18.6%
CTAS Cintas Corp 3.3%
Value ($000) $638,935 Shares 10,722,188 Est. Cost $9.72 Unrealized +21.2%
WMT Wal-Mart Stores 3.2%
Value ($000) $608,507 Shares 7,732,971 Est. Cost $19.98 Unrealized +1.8%
Danone SA ADR 3.2%
Value ($000) $605,803 Shares 41,721,959 Est. Cost $14.95 Unrealized
NSRGY Nestle SA ADR 3.2%
Value ($000) $603,844 Shares 820,523 Est. Cost $65.78 Unrealized
AmerisourceBergen 3.1%
Value ($000) $600,777 Shares 8,544,692 Est. Cost $55.83 Unrealized
EXPD Expeditors Intl 2.8%
Value ($000) $536,062 Shares 12,114,390 Est. Cost $31.69 Unrealized +17.5%
TE Connectivity Ltd 2.7%
Value ($000) $516,664 Shares 9,375,140 Est. Cost $45.54 Unrealized
PCAR Paccar Inc 2.4%
Value ($000) $466,388 Shares 7,882,167 Est. Cost $21.67 Unrealized +10.8%
Time Warner Inc 2.3%
Value ($000) $433,694 Shares 6,220,517 Est. Cost $57.82 Unrealized
UNH UnitedHealth Group 2.2%
Value ($000) $422,681 Shares 5,613,300 Est. Cost $58.93 Unrealized +0.3%
Willis Group Holdings 2.0%
Value ($000) $372,573 Shares 8,314,500 Est. Cost $40.78 Unrealized
Unilever PLC ADR 1.8%
Value ($000) $343,692 Shares 8,342,045 Est. Cost $41.20 Unrealized
Glaxosmithkline ADR 1.7%
Value ($000) $329,574 Shares 6,172,951 Est. Cost $49.97 Unrealized
Broadridge Financial 0.8%
Value ($000) $145,175 Shares 3,673,466 Est. Cost $27.01 Unrealized
ARW Arrow Electronics Inc 0.7%
Value ($000) $134,060 Shares 2,471,152 Est. Cost $39.03 Unrealized +30.2%
Patterson Cos Inc 0.6%
Value ($000) $115,429 Shares 2,801,670 Est. Cost $37.64 Unrealized
CSL Carlisle Cos Inc 0.6%
Value ($000) $115,115 Shares 1,449,811 Est. Cost $56.12 Unrealized +12.5%
Protective Life Corp 0.6%
Value ($000) $112,315 Shares 2,217,035 Est. Cost $38.41 Unrealized
Quimica y Min ADR 0.6%
Value ($000) $111,867 Shares 4,943,490 Est. Cost $24.17 Unrealized
R Ryder System Inc 0.6%
Value ($000) $109,805 Shares 1,488,270 Est. Cost $60.92 Unrealized +8.8%
FUL HB Fuller Co 0.6%
Value ($000) $106,961 Shares 2,055,370 Est. Cost $33.96 Unrealized +23.1%
CFR Cullen Frost Bankers 0.5%
Value ($000) $104,032 Shares 1,397,720 Est. Cost $43.63 Unrealized +15.0%
KMT Kennametal Inc 0.5%
Value ($000) $101,632 Shares 1,951,841 Est. Cost $28.79 Unrealized +19.3%
Cimarex Energy Co 0.5%
Value ($000) $99,704 Shares 950,377 Est. Cost $64.99 Unrealized
AVY Avery Dennison Corp 0.5%
Value ($000) $95,190 Shares 1,896,597 Est. Cost $33.17 Unrealized +11.8%
WRB WR Berkley Corp 0.5%
Value ($000) $89,100 Shares 2,053,479 Est. Cost $9.58 Unrealized +2.5%
Family Dollar Stores 0.5%
Value ($000) $86,825 Shares 1,336,389 Est. Cost $62.44 Unrealized
Varian Medical Sys 0.4%
Value ($000) $84,177 Shares 1,083,495 Est. Cost $74.73 Unrealized
KEX Kirby Corp 0.4%
Value ($000) $82,221 Shares 828,422 Est. Cost $77.17 Unrealized +19.0%
SCSC Scansource Inc 0.4%
Value ($000) $82,048 Shares 1,933,735 Est. Cost $30.32 Unrealized +30.1%
Dun Bradstreet 0.4%
Value ($000) $81,782 Shares 666,249 Est. Cost $97.53 Unrealized
WKC World Fuel Services 0.4%
Value ($000) $71,299 Shares 1,651,979 Est. Cost $39.77 Unrealized -1.0%
Compass Minerals 0.4%
Value ($000) $71,287 Shares 890,531 Est. Cost $82.87 Unrealized
Greenlight Capital 0.3%
Value ($000) $62,666 Shares 1,858,975 Est. Cost $24.65 Unrealized
MKS Instruments 0.3%
Value ($000) $56,388 Shares 1,883,367 Est. Cost $27.07 Unrealized
ATR AptarGroup Inc 0.3%
Value ($000) $53,317 Shares 786,264 Est. Cost $46.93 Unrealized +14.3%
AJG A J Gallagher 0.3%
Value ($000) $50,637 Shares 1,078,989 Est. Cost $33.49 Unrealized +9.0%
Innophos Holdings 0.3%
Value ($000) $50,137 Shares 1,031,621 Est. Cost $47.27 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $49,570 Shares 1,654,545 Est. Cost $26.96 Unrealized +6.8%
Flir Systems Inc 0.2%
Value ($000) $45,645 Shares 1,516,455 Est. Cost $30.10 Unrealized
MSFT Microsoft Corp 0.2%
Value ($000) $45,399 Shares 12,127,151 Est. Cost $26.70 Unrealized +12.4%
RHI Robert Half Int'l Inc 0.2%
Value ($000) $43,928 Shares 1,046,152 Est. Cost $34.51 Unrealized +14.1%
Forward Air Corp 0.2%
Value ($000) $37,815 Shares 861,204 Est. Cost $38.37 Unrealized
NVR Inc. 0.2%
Value ($000) $33,511 Shares 32,661 Est. Cost $1026.02 Unrealized
MSM MSC Industrial Direct 0.2%
Value ($000) $32,558 Shares 402,595 Est. Cost $79.17 Unrealized 0.0%
LNN Lindsay Corp 0.2%
Value ($000) $30,015 Shares 362,720 Est. Cost $66.98 Unrealized 0.0%
ACH Owens Minor Inc 0.0%
Value ($000) $7,806 Shares 213,525 Est. Cost $27.07 Unrealized +12.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $5,201 Shares 13,000 Est. Cost $317.58 Unrealized +1.4%
CALM Cal Maine Foods 0.0%
Value ($000) $4,258 Shares 70,700 Est. Cost $18.48 Unrealized 0.0%
IVV iShares SP 500 0.0%
Value ($000) $2,597 Shares 13,990 Est. Cost $185.63 Unrealized
WWD Woodward Inc 0.0%
Value ($000) $2,281 Shares 50,000 Est. Cost $38.45 Unrealized 0.0%
FBIZ First Bus Fin Serv 0.0%
Value ($000) $939 Shares 24,948 Est. Cost $10.24 Unrealized +27.8%
IJR iShares SP 600 0.0%
Value ($000) $254 Shares 2,325 Est. Cost $109.25 Unrealized
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $202 Shares 25,200 Est. Cost $7.34 Unrealized