FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 13, 2014

Total Value ($000): $19,040,278 (100.0% shares, 0.0% debt)

Holdings (66)

Potash Corp 8.7%
Value ($000) $1,659,109 Shares 50,490,889 Est. Cost $34.00 Unrealized
SLB Schlumberger Ltd 4.7%
Value ($000) $897,732 Shares 7,611,122 Est. Cost $52.90 Unrealized +41.5%
Devon Energy Corp 4.6%
Value ($000) $881,177 Shares 11,097,941 Est. Cost $51.88 Unrealized
Accenture Plc 4.6%
Value ($000) $875,411 Shares 10,828,932 Est. Cost $73.40 Unrealized
BK Bank of NY Mellon 4.5%
Value ($000) $856,528 Shares 22,852,931 Est. Cost $21.22 Unrealized +22.9%
UNH UnitedHealth Group 4.4%
Value ($000) $834,681 Shares 10,210,160 Est. Cost $60.41 Unrealized +7.9%
BRK/B Berkshire Hath Cl B 4.3%
Value ($000) $821,751 Shares 6,492,974 Est. Cost $110.02 Unrealized +15.0%
Danone SA ADR 4.1%
Value ($000) $772,529 Shares 51,743,389 Est. Cost $14.79 Unrealized
AXP American Express 3.7%
Value ($000) $705,030 Shares 7,431,541 Est. Cost $60.79 Unrealized +25.7%
3M Co 3.6%
Value ($000) $678,371 Shares 4,735,904 Est. Cost $109.35 Unrealized
CMA Comerica Inc 3.5%
Value ($000) $660,319 Shares 13,164,256 Est. Cost $24.17 Unrealized +32.9%
AmerisourceBergen 3.5%
Value ($000) $659,608 Shares 9,078,014 Est. Cost $57.21 Unrealized
NSRGY Nestle SA ADR 3.2%
Value ($000) $609,049 Shares 7,841,497 Est. Cost $74.25 Unrealized
ITW Illinois Tool Works 3.1%
Value ($000) $598,315 Shares 6,833,198 Est. Cost $49.85 Unrealized +31.3%
MSFT Microsoft Corp 3.1%
Value ($000) $584,636 Shares 14,020,057 Est. Cost $27.41 Unrealized +23.9%
TE Connectivity Ltd 2.9%
Value ($000) $556,837 Shares 9,004,480 Est. Cost $45.54 Unrealized
PCAR Paccar Inc 2.9%
Value ($000) $553,429 Shares 8,808,357 Est. Cost $22.44 Unrealized +23.2%
EXPD Expeditors Intl 2.7%
Value ($000) $509,671 Shares 11,541,464 Est. Cost $31.69 Unrealized +16.6%
Time Warner Inc 2.6%
Value ($000) $495,450 Shares 7,052,668 Est. Cost $59.57 Unrealized
RHI Robert Half Int'l Inc 2.5%
Value ($000) $479,096 Shares 7,541,302 Est. Cost $43.36 Unrealized +3.3%
Unilever PLC ADR 2.4%
Value ($000) $450,855 Shares 9,950,458 Est. Cost $41.48 Unrealized
CTAS Cintas Corp 2.2%
Value ($000) $425,065 Shares 6,689,724 Est. Cost $9.72 Unrealized +35.8%
Glaxosmithkline ADR 1.7%
Value ($000) $315,411 Shares 5,897,740 Est. Cost $49.97 Unrealized
OMC Omnicom Group 1.3%
Value ($000) $247,339 Shares 3,472,880 Est. Cost $47.35 Unrealized 0.0%
Quimica y Min ADR 0.9%
Value ($000) $168,251 Shares 7,304,750 Est. Cost $24.03 Unrealized
Broadridge Financial 0.8%
Value ($000) $158,828 Shares 3,814,314 Est. Cost $27.46 Unrealized
ARW Arrow Electronics Inc 0.8%
Value ($000) $152,232 Shares 2,519,977 Est. Cost $39.38 Unrealized +47.9%
Anixter Int'l 0.7%
Value ($000) $124,444 Shares 1,243,571 Est. Cost $76.31 Unrealized
Genpact Ltd 0.6%
Value ($000) $121,217 Shares 6,914,845 Est. Cost $17.48 Unrealized
Patterson Cos Inc 0.6%
Value ($000) $111,385 Shares 2,819,165 Est. Cost $37.68 Unrealized
Interpublic Group 0.6%
Value ($000) $111,318 Shares 5,705,665 Est. Cost $12.03 Unrealized 0.0%
CFR Cullen Frost Bankers 0.6%
Value ($000) $110,847 Shares 1,395,712 Est. Cost $43.82 Unrealized +25.0%
Varian Medical Sys 0.6%
Value ($000) $109,069 Shares 1,311,870 Est. Cost $76.31 Unrealized
AVY Avery Dennison Corp 0.5%
Value ($000) $97,567 Shares 1,903,756 Est. Cost $33.28 Unrealized +18.8%
FUL HB Fuller Co 0.5%
Value ($000) $97,145 Shares 2,019,641 Est. Cost $36.62 Unrealized +12.7%
WRB WR Berkley Corp 0.5%
Value ($000) $96,457 Shares 2,082,846 Est. Cost $9.59 Unrealized +4.2%
KMT Kennametal Inc 0.5%
Value ($000) $91,413 Shares 1,975,226 Est. Cost $28.88 Unrealized +17.1%
WWD Woodward Inc 0.5%
Value ($000) $86,910 Shares 1,731,955 Est. Cost $40.73 Unrealized +3.4%
Compass Minerals 0.5%
Value ($000) $86,362 Shares 902,043 Est. Cost $83.08 Unrealized
VMI Valmont Ind 0.4%
Value ($000) $84,158 Shares 553,855 Est. Cost $148.90 Unrealized +3.4%
KEX Kirby Corp 0.4%
Value ($000) $77,878 Shares 664,829 Est. Cost $77.17 Unrealized +39.1%
Dun Bradstreet 0.4%
Value ($000) $74,518 Shares 676,206 Est. Cost $97.72 Unrealized
SCSC Scansource Inc 0.4%
Value ($000) $74,235 Shares 1,949,446 Est. Cost $30.44 Unrealized +25.4%
Cimarex Energy Co 0.4%
Value ($000) $73,813 Shares 514,521 Est. Cost $64.99 Unrealized
R Ryder System Inc 0.4%
Value ($000) $70,390 Shares 799,070 Est. Cost $60.92 Unrealized +37.4%
CSL Carlisle Cos Inc 0.4%
Value ($000) $70,286 Shares 811,426 Est. Cost $56.43 Unrealized +27.2%
NVR Inc. 0.4%
Value ($000) $67,231 Shares 58,431 Est. Cost $1080.08 Unrealized
LNN Lindsay Corp 0.3%
Value ($000) $66,216 Shares 783,895 Est. Cost $70.26 Unrealized +6.5%
Greenlight Capital 0.3%
Value ($000) $62,203 Shares 1,888,370 Est. Cost $24.80 Unrealized
MKS Instruments 0.3%
Value ($000) $60,304 Shares 1,930,351 Est. Cost $27.18 Unrealized
Innophos Holdings 0.3%
Value ($000) $60,177 Shares 1,045,280 Est. Cost $47.46 Unrealized
MSM MSC Industrial Direct 0.3%
Value ($000) $57,007 Shares 596,060 Est. Cost $81.30 Unrealized +11.8%
Flir Systems Inc 0.3%
Value ($000) $53,927 Shares 1,552,740 Est. Cost $30.22 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $49,419 Shares 1,676,917 Est. Cost $27.01 Unrealized +8.9%
Forward Air Corp 0.2%
Value ($000) $41,809 Shares 873,753 Est. Cost $38.54 Unrealized
Dresser Rand Group 0.2%
Value ($000) $37,191 Shares 583,570 Est. Cost $63.07 Unrealized
PRGS Progress Software 0.2%
Value ($000) $36,247 Shares 1,507,785 Est. Cost $21.82 Unrealized 0.0%
UNF UniFirst Corp 0.2%
Value ($000) $32,884 Shares 310,230 Est. Cost $93.90 Unrealized 0.0%
Hanger Inc 0.2%
Value ($000) $30,720 Shares 976,785 Est. Cost $31.45 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $6,143 Shares 13,000 Est. Cost $317.58 Unrealized +15.4%
FBIZ First Bus Fin Serv 0.0%
Value ($000) $1,173 Shares 24,948 Est. Cost $10.24 Unrealized +67.7%
Covidien Plc 0.0%
Value ($000) $525 Shares 5,825 Est. Cost $62.40 Unrealized
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $287 Shares 25,200 Est. Cost $7.34 Unrealized
Smiths Group ADR 0.0%
Value ($000) $261 Shares 11,550 Est. Cost $22.60 Unrealized
AJG A J Gallagher 0.0%
Value ($000) $217 Shares 4,650 Est. Cost $33.49 Unrealized +8.7%
Protective Life Corp 0.0%
Value ($000) $215 Shares 3,100 Est. Cost $38.41 Unrealized