FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $18,558,982 (100.0% shares, 0.0% debt)

Holdings (73)

Potash Corp 5.5%
Value ($000) $1,023,641 Shares 29,619,244 Est. Cost $34.00 Unrealized
Accenture Plc 4.9%
Value ($000) $907,420 Shares 11,158,630 Est. Cost $73.63 Unrealized
BRK/B Berkshire Hath Cl B 4.7%
Value ($000) $864,801 Shares 6,260,320 Est. Cost $110.02 Unrealized +21.1%
UNH UnitedHealth Group 4.6%
Value ($000) $858,892 Shares 9,958,163 Est. Cost $60.41 Unrealized +16.5%
BK Bank of NY Mellon 4.6%
Value ($000) $858,505 Shares 22,166,420 Est. Cost $21.22 Unrealized +38.7%
SLB Schlumberger Ltd 4.1%
Value ($000) $756,104 Shares 7,435,378 Est. Cost $52.90 Unrealized +50.3%
Devon Energy Corp 3.9%
Value ($000) $732,117 Shares 10,738,008 Est. Cost $51.88 Unrealized
AmerisourceBergen 3.7%
Value ($000) $684,651 Shares 8,857,064 Est. Cost $57.21 Unrealized
Danone SA ADR 3.6%
Value ($000) $676,202 Shares 50,462,859 Est. Cost $14.79 Unrealized
3M Co 3.5%
Value ($000) $654,676 Shares 4,620,808 Est. Cost $109.35 Unrealized
CMA Comerica Inc 3.4%
Value ($000) $640,255 Shares 12,841,062 Est. Cost $24.17 Unrealized +37.0%
MSFT Microsoft Corp 3.4%
Value ($000) $633,636 Shares 13,667,722 Est. Cost $27.41 Unrealized +37.4%
AXP American Express 3.4%
Value ($000) $628,298 Shares 7,177,269 Est. Cost $60.79 Unrealized +25.8%
NSRGY Nestle SA ADR 3.0%
Value ($000) $559,463 Shares 7,598,308 Est. Cost $74.25 Unrealized
HON Honeywell Intl Inc 3.0%
Value ($000) $558,839 Shares 6,001,281 Est. Cost $67.11 Unrealized 0.0%
Comcast Corp 2.8%
Value ($000) $514,761 Shares 9,571,605 Est. Cost $53.78 Unrealized
PGR Progressive Corp 2.7%
Value ($000) $504,489 Shares 19,956,055 Est. Cost $17.67 Unrealized 0.0%
OMC Omnicom Group 2.7%
Value ($000) $502,424 Shares 7,296,315 Est. Cost $48.12 Unrealized +1.5%
PCAR Paccar Inc 2.6%
Value ($000) $488,905 Shares 8,596,137 Est. Cost $22.44 Unrealized +20.6%
TE Connectivity Ltd 2.6%
Value ($000) $486,661 Shares 8,801,975 Est. Cost $45.54 Unrealized
ROST Ross Stores Inc 2.6%
Value ($000) $477,444 Shares 6,317,066 Est. Cost $31.13 Unrealized 0.0%
CTAS Cintas Corp 2.5%
Value ($000) $461,079 Shares 6,531,789 Est. Cost $9.72 Unrealized +46.2%
EXPD Expeditors Intl 2.5%
Value ($000) $457,182 Shares 11,266,188 Est. Cost $31.69 Unrealized +16.0%
Unilever PLC ADR 2.2%
Value ($000) $406,770 Shares 9,708,123 Est. Cost $41.48 Unrealized
EBAY Ebay Inc 2.0%
Value ($000) $362,559 Shares 6,402,250 Est. Cost $19.80 Unrealized 0.0%
Broadridge Financial 0.8%
Value ($000) $156,646 Shares 3,762,819 Est. Cost $27.46 Unrealized
ARW Arrow Electronics Inc 0.8%
Value ($000) $140,263 Shares 2,534,117 Est. Cost $39.38 Unrealized +53.2%
Genpact Ltd 0.7%
Value ($000) $123,998 Shares 7,597,930 Est. Cost $17.38 Unrealized
Patterson Cos Inc 0.6%
Value ($000) $115,496 Shares 2,787,745 Est. Cost $37.68 Unrealized
FUL HB Fuller Co 0.6%
Value ($000) $114,311 Shares 2,879,366 Est. Cost $37.45 Unrealized +5.2%
Varian Medical Sys 0.6%
Value ($000) $105,842 Shares 1,321,040 Est. Cost $76.31 Unrealized
CFR Cullen Frost Bankers 0.6%
Value ($000) $105,198 Shares 1,374,962 Est. Cost $43.82 Unrealized +28.2%
Anixter Int'l 0.6%
Value ($000) $104,467 Shares 1,231,341 Est. Cost $76.31 Unrealized
Interpublic Group 0.6%
Value ($000) $104,087 Shares 5,681,630 Est. Cost $12.03 Unrealized +7.4%
WRB WR Berkley Corp 0.5%
Value ($000) $98,414 Shares 2,058,876 Est. Cost $9.59 Unrealized +11.5%
SQM Quimica y Min ADR 0.5%
Value ($000) $87,531 Shares 3,348,545 Est. Cost $26.14 Unrealized
AVY Avery Dennison Corp 0.5%
Value ($000) $84,014 Shares 1,881,611 Est. Cost $33.28 Unrealized +17.4%
WWD Woodward Inc 0.4%
Value ($000) $81,311 Shares 1,707,495 Est. Cost $40.73 Unrealized +15.0%
Dun Bradstreet 0.4%
Value ($000) $78,444 Shares 667,776 Est. Cost $97.72 Unrealized
KEX Kirby Corp 0.4%
Value ($000) $77,170 Shares 654,814 Est. Cost $77.17 Unrealized +54.3%
Compass Minerals 0.4%
Value ($000) $75,113 Shares 891,233 Est. Cost $83.08 Unrealized
VMI Valmont Ind 0.4%
Value ($000) $73,622 Shares 545,630 Est. Cost $148.90 Unrealized -3.6%
R Ryder System Inc 0.4%
Value ($000) $70,908 Shares 788,130 Est. Cost $60.92 Unrealized +47.2%
SCSC Scansource Inc 0.4%
Value ($000) $66,522 Shares 1,923,171 Est. Cost $30.44 Unrealized +22.7%
NVR Inc. 0.4%
Value ($000) $66,121 Shares 58,513 Est. Cost $1080.08 Unrealized
CSL Carlisle Cos Inc 0.4%
Value ($000) $65,482 Shares 814,651 Est. Cost $56.43 Unrealized +27.7%
MKS Instruments 0.3%
Value ($000) $64,455 Shares 1,930,936 Est. Cost $27.18 Unrealized
Cimarex Energy Co 0.3%
Value ($000) $64,120 Shares 506,756 Est. Cost $64.99 Unrealized
Greenlight Capital 0.3%
Value ($000) $60,396 Shares 1,863,510 Est. Cost $24.80 Unrealized
LNN Lindsay Corp 0.3%
Value ($000) $58,576 Shares 783,620 Est. Cost $70.26 Unrealized -2.5%
Innophos Holdings 0.3%
Value ($000) $56,835 Shares 1,031,670 Est. Cost $47.46 Unrealized
RPX Corp 0.3%
Value ($000) $53,995 Shares 3,932,620 Est. Cost $24.03 Unrealized
KMT Kennametal Inc 0.3%
Value ($000) $53,145 Shares 1,286,501 Est. Cost $28.88 Unrealized +11.6%
PRGS Progress Software 0.3%
Value ($000) $52,203 Shares 2,183,300 Est. Cost $22.33 Unrealized +5.1%
RHI Robert Half Int'l Inc 0.3%
Value ($000) $51,695 Shares 1,054,996 Est. Cost $43.36 Unrealized +14.2%
MSM MSC Industrial Direct 0.3%
Value ($000) $51,455 Shares 602,100 Est. Cost $81.38 Unrealized +9.5%
Flir Systems Inc 0.3%
Value ($000) $48,706 Shares 1,554,115 Est. Cost $30.22 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $48,618 Shares 1,673,012 Est. Cost $27.01 Unrealized +7.5%
GHC Graham Holdings Co 0.3%
Value ($000) $48,196 Shares 68,892 Est. Cost $381.66 Unrealized 0.0%
Forward Air Corp 0.2%
Value ($000) $38,455 Shares 857,803 Est. Cost $38.54 Unrealized
UNF UniFirst Corp 0.2%
Value ($000) $33,260 Shares 344,345 Est. Cost $93.99 Unrealized +0.8%
RGR Sturm Ruger and Co 0.2%
Value ($000) $32,020 Shares 657,625 Est. Cost $52.72 Unrealized 0.0%
Hanger Inc 0.1%
Value ($000) $20,048 Shares 976,980 Est. Cost $31.45 Unrealized
Armstrong World Inc 0.1%
Value ($000) $19,148 Shares 341,920 Est. Cost $56.00 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $5,801 Shares 13,000 Est. Cost $317.58 Unrealized +18.1%
FBIZ First Bus Fin Serv 0.0%
Value ($000) $1,095 Shares 24,948 Est. Cost $10.24 Unrealized +64.2%
Spdr Tr Unit 0.0%
Value ($000) $576 Shares 2,925 Est. Cost $196.92 Unrealized
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $304 Shares 25,200 Est. Cost $7.34 Unrealized
Covidien Plc 0.0%
Value ($000) $273 Shares 3,150 Est. Cost $62.40 Unrealized
Smiths Group ADR 0.0%
Value ($000) $236 Shares 11,550 Est. Cost $22.60 Unrealized
Protective Life Corp 0.0%
Value ($000) $215 Shares 3,100 Est. Cost $38.41 Unrealized
AJG A J Gallagher 0.0%
Value ($000) $211 Shares 4,650 Est. Cost $33.49 Unrealized +10.5%
Time Warner Inc 0.0%
Value ($000) $211 Shares 2,800 Est. Cost $59.57 Unrealized