FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 12, 2014

Total Value ($000): $18,529,636 (100.0% shares, 0.0% debt)

Holdings (66)

Potash Corp 5.8%
Value ($000) $1,078,601 Shares 29,779,144 Est. Cost $34.80 Unrealized
UNH UnitedHealth Group 4.6%
Value ($000) $855,398 Shares 10,432,950 Est. Cost $60.41 Unrealized +2.8%
BRK/B Berkshire Hath Cl B 4.5%
Value ($000) $828,901 Shares 6,632,800 Est. Cost $110.02 Unrealized +6.2%
BK Bank of NY Mellon 4.4%
Value ($000) $823,428 Shares 23,333,190 Est. Cost $21.22 Unrealized +16.7%
Accenture Plc 4.4%
Value ($000) $816,879 Shares 10,246,850 Est. Cost $72.97 Unrealized
Devon Energy Corp 4.1%
Value ($000) $761,994 Shares 11,384,946 Est. Cost $51.88 Unrealized
SLB Schlumberger Ltd 4.1%
Value ($000) $755,368 Shares 7,747,368 Est. Cost $52.90 Unrealized +23.8%
Danone SA ADR 4.0%
Value ($000) $748,706 Shares 52,762,914 Est. Cost $14.79 Unrealized
CMA Comerica Inc 3.8%
Value ($000) $696,206 Shares 13,440,262 Est. Cost $24.17 Unrealized +30.4%
AXP American Express 3.7%
Value ($000) $683,870 Shares 7,596,019 Est. Cost $60.79 Unrealized +24.2%
3M Co 3.5%
Value ($000) $657,161 Shares 4,844,174 Est. Cost $109.35 Unrealized
Covidien Plc 3.3%
Value ($000) $603,905 Shares 8,198,553 Est. Cost $62.40 Unrealized
NSRGY Nestle SA ADR 3.2%
Value ($000) $601,501 Shares 7,996,561 Est. Cost $74.25 Unrealized
WMT Wal-Mart Stores 3.1%
Value ($000) $575,413 Shares 7,528,621 Est. Cost $19.98 Unrealized -0.4%
ITW Illinois Tool Works 3.1%
Value ($000) $567,841 Shares 6,981,932 Est. Cost $49.85 Unrealized +22.9%
MSFT Microsoft Corp 3.0%
Value ($000) $555,227 Shares 13,545,419 Est. Cost $27.18 Unrealized +15.0%
TE Connectivity Ltd 3.0%
Value ($000) $551,325 Shares 9,156,694 Est. Cost $45.54 Unrealized
AmerisourceBergen 2.9%
Value ($000) $546,468 Shares 8,331,575 Est. Cost $55.83 Unrealized
CTAS Cintas Corp 2.8%
Value ($000) $526,866 Shares 8,838,544 Est. Cost $9.72 Unrealized +32.6%
PCAR Paccar Inc 2.8%
Value ($000) $517,571 Shares 7,674,535 Est. Cost $21.67 Unrealized +22.6%
EXPD Expeditors Intl 2.5%
Value ($000) $467,188 Shares 11,788,758 Est. Cost $31.69 Unrealized +10.8%
Unilever PLC ADR 2.3%
Value ($000) $434,193 Shares 10,149,428 Est. Cost $41.48 Unrealized
Time Warner Inc 2.1%
Value ($000) $395,993 Shares 6,061,420 Est. Cost $57.82 Unrealized
Willis Group Holdings 1.9%
Value ($000) $357,323 Shares 8,097,058 Est. Cost $40.78 Unrealized
Glaxosmithkline ADR 1.7%
Value ($000) $321,322 Shares 6,013,880 Est. Cost $49.97 Unrealized
Quimica y Min ADR 0.8%
Value ($000) $154,195 Shares 6,383,720 Est. Cost $24.17 Unrealized
ARW Arrow Electronics Inc 0.8%
Value ($000) $146,873 Shares 2,474,282 Est. Cost $39.03 Unrealized +39.5%
Broadridge Financial 0.8%
Value ($000) $139,280 Shares 3,750,134 Est. Cost $27.21 Unrealized
Anixter Int'l 0.7%
Value ($000) $124,327 Shares 1,224,656 Est. Cost $75.94 Unrealized
R Ryder System Inc 0.6%
Value ($000) $118,209 Shares 1,479,095 Est. Cost $60.92 Unrealized +21.6%
Patterson Cos Inc 0.6%
Value ($000) $115,061 Shares 2,755,290 Est. Cost $37.64 Unrealized
Protective Life Corp 0.6%
Value ($000) $114,431 Shares 2,175,905 Est. Cost $38.41 Unrealized
Cimarex Energy Co 0.6%
Value ($000) $112,767 Shares 946,746 Est. Cost $64.99 Unrealized
Varian Medical Sys 0.6%
Value ($000) $106,568 Shares 1,268,820 Est. Cost $76.08 Unrealized
CFR Cullen Frost Bankers 0.6%
Value ($000) $106,367 Shares 1,371,952 Est. Cost $43.63 Unrealized +20.9%
AVY Avery Dennison Corp 0.5%
Value ($000) $94,809 Shares 1,871,101 Est. Cost $33.17 Unrealized +19.2%
KMT Kennametal Inc 0.5%
Value ($000) $85,861 Shares 1,938,166 Est. Cost $28.79 Unrealized +15.8%
WRB WR Berkley Corp 0.5%
Value ($000) $85,212 Shares 2,047,386 Est. Cost $9.58 Unrealized -3.4%
KEX Kirby Corp 0.4%
Value ($000) $81,734 Shares 807,249 Est. Cost $77.17 Unrealized +30.5%
SCSC Scansource Inc 0.4%
Value ($000) $78,198 Shares 1,918,036 Est. Cost $30.32 Unrealized +29.9%
Compass Minerals 0.4%
Value ($000) $73,239 Shares 887,528 Est. Cost $82.87 Unrealized
VMI Valmont Ind 0.4%
Value ($000) $68,973 Shares 463,405 Est. Cost $147.92 Unrealized 0.0%
LNN Lindsay Corp 0.4%
Value ($000) $67,175 Shares 761,790 Est. Cost $70.12 Unrealized +4.1%
Dun Bradstreet 0.4%
Value ($000) $66,147 Shares 665,801 Est. Cost $97.53 Unrealized
CSL Carlisle Cos Inc 0.3%
Value ($000) $63,093 Shares 795,226 Est. Cost $56.12 Unrealized +19.4%
FUL HB Fuller Co 0.3%
Value ($000) $62,134 Shares 1,286,961 Est. Cost $33.96 Unrealized +22.4%
Greenlight Capital 0.3%
Value ($000) $60,769 Shares 1,852,725 Est. Cost $24.65 Unrealized
Innophos Holdings 0.3%
Value ($000) $58,161 Shares 1,025,759 Est. Cost $47.27 Unrealized
MKS Instruments 0.3%
Value ($000) $56,150 Shares 1,878,571 Est. Cost $27.07 Unrealized
Family Dollar Stores 0.3%
Value ($000) $55,269 Shares 952,754 Est. Cost $62.44 Unrealized
Flir Systems Inc 0.3%
Value ($000) $54,486 Shares 1,513,505 Est. Cost $30.10 Unrealized
NVR Inc. 0.3%
Value ($000) $53,920 Shares 47,010 Est. Cost $1062.95 Unrealized
Genpact Ltd 0.3%
Value ($000) $52,247 Shares 2,999,230 Est. Cost $17.42 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $50,996 Shares 1,646,102 Est. Cost $26.96 Unrealized +12.7%
AJG A J Gallagher 0.3%
Value ($000) $50,777 Shares 1,067,201 Est. Cost $33.49 Unrealized +10.5%
MSM MSC Industrial Direct 0.3%
Value ($000) $49,996 Shares 577,850 Est. Cost $81.00 Unrealized +5.2%
RHI Robert Half Int'l Inc 0.2%
Value ($000) $43,958 Shares 1,047,861 Est. Cost $34.51 Unrealized +19.3%
WKC World Fuel Services 0.2%
Value ($000) $43,243 Shares 980,575 Est. Cost $39.77 Unrealized +11.2%
WWD Woodward Inc 0.2%
Value ($000) $39,786 Shares 958,017 Est. Cost $39.63 Unrealized +0.2%
Forward Air Corp 0.2%
Value ($000) $39,582 Shares 858,433 Est. Cost $38.37 Unrealized
CALM Cal Maine Foods 0.1%
Value ($000) $15,527 Shares 247,330 Est. Cost $18.93 Unrealized +0.9%
FRFHF Fairfax Financial 0.0%
Value ($000) $5,674 Shares 13,100 Est. Cost $317.58 Unrealized +2.4%
Dresser Rand Group 0.0%
Value ($000) $4,246 Shares 72,700 Est. Cost $58.40 Unrealized
FBIZ First Bus Fin Serv 0.0%
Value ($000) $1,177 Shares 24,948 Est. Cost $10.24 Unrealized +52.3%
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $251 Shares 25,200 Est. Cost $7.34 Unrealized
Annaly Capital Management 0.0%
Value ($000) $120 Shares 10,900 Est. Cost $11.01 Unrealized