FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 13, 2015

Total Value ($000): $20,115,016 (100.0% shares, 0.0% debt)

Holdings (73)

Potash Corp 5.2%
Value ($000) $1,042,743 Shares 29,522,736 Est. Cost $34.00 Unrealized
Accenture Plc 5.0%
Value ($000) $1,007,705 Shares 11,283,231 Est. Cost $73.80 Unrealized
UNH UnitedHealth Group 4.9%
Value ($000) $991,350 Shares 9,806,609 Est. Cost $60.41 Unrealized +31.2%
BRK/B Berkshire Hath Cl B 4.6%
Value ($000) $922,603 Shares 6,144,541 Est. Cost $110.02 Unrealized +31.2%
BK Bank of NY Mellon 4.4%
Value ($000) $887,291 Shares 21,870,626 Est. Cost $21.22 Unrealized +40.2%
AmerisourceBergen 3.9%
Value ($000) $789,693 Shares 8,758,796 Est. Cost $57.21 Unrealized
Compass Minerals 3.9%
Value ($000) $775,280 Shares 866,982 Est. Cost $83.08 Unrealized
AXP American Express 3.3%
Value ($000) $657,227 Shares 7,063,921 Est. Cost $60.79 Unrealized +25.7%
Danone SA ADR 3.2%
Value ($000) $650,491 Shares 49,972,394 Est. Cost $14.79 Unrealized
Devon Energy Corp 3.2%
Value ($000) $645,258 Shares 10,541,712 Est. Cost $51.88 Unrealized
SLB Schlumberger Ltd 3.2%
Value ($000) $635,289 Shares 7,438,106 Est. Cost $52.90 Unrealized +27.3%
PGR Progressive Corp 3.1%
Value ($000) $632,028 Shares 23,417,102 Est. Cost $17.86 Unrealized +5.9%
HON Honeywell Intl Inc 3.1%
Value ($000) $628,646 Shares 6,291,496 Est. Cost $67.16 Unrealized +1.7%
MSFT Microsoft Corp 3.1%
Value ($000) $627,236 Shares 13,503,457 Est. Cost $27.41 Unrealized +45.5%
PCAR Paccar Inc 3.1%
Value ($000) $615,952 Shares 9,056,779 Est. Cost $22.73 Unrealized +24.1%
CMA Comerica Inc 2.9%
Value ($000) $590,600 Shares 12,608,878 Est. Cost $24.17 Unrealized +28.9%
ROST Ross Stores Inc 2.9%
Value ($000) $588,953 Shares 6,248,179 Est. Cost $31.13 Unrealized +21.6%
OMC Omnicom Group 2.9%
Value ($000) $579,650 Shares 7,482,245 Est. Cost $48.18 Unrealized +4.3%
3M Co 2.8%
Value ($000) $555,091 Shares 3,378,111 Est. Cost $109.35 Unrealized
TE Connectivity Ltd 2.7%
Value ($000) $551,908 Shares 8,725,818 Est. Cost $45.54 Unrealized
Comcast Corp 2.7%
Value ($000) $549,730 Shares 9,476,471 Est. Cost $53.78 Unrealized
NSRGY Nestle SA ADR 2.7%
Value ($000) $546,246 Shares 7,487,945 Est. Cost $74.25 Unrealized
EXPD Expeditors Intl 2.5%
Value ($000) $495,441 Shares 11,106,053 Est. Cost $31.69 Unrealized +17.3%
EBAY Ebay Inc 2.3%
Value ($000) $470,963 Shares 8,392,064 Est. Cost $19.89 Unrealized +1.5%
CTAS Cintas Corp 2.1%
Value ($000) $423,509 Shares 5,399,142 Est. Cost $9.72 Unrealized +64.7%
Unilever PLC ADR 1.9%
Value ($000) $387,742 Shares 9,578,601 Est. Cost $41.48 Unrealized
Broadridge Financial 0.7%
Value ($000) $143,503 Shares 3,107,464 Est. Cost $27.46 Unrealized
Genpact Ltd 0.7%
Value ($000) $141,120 Shares 7,454,823 Est. Cost $17.38 Unrealized
Patterson Cos Inc 0.7%
Value ($000) $131,354 Shares 2,730,853 Est. Cost $37.68 Unrealized
FUL HB Fuller Co 0.7%
Value ($000) $131,125 Shares 2,944,639 Est. Cost $37.43 Unrealized -2.6%
Interpublic Group 0.6%
Value ($000) $123,162 Shares 5,929,805 Est. Cost $12.06 Unrealized +6.7%
Varian Medical Sys 0.6%
Value ($000) $112,719 Shares 1,302,960 Est. Cost $76.31 Unrealized
AVY Avery Dennison Corp 0.6%
Value ($000) $112,118 Shares 2,161,101 Est. Cost $33.95 Unrealized +13.2%
Anixter Int'l 0.5%
Value ($000) $107,077 Shares 1,210,456 Est. Cost $76.31 Unrealized
WRB WR Berkley Corp 0.5%
Value ($000) $103,569 Shares 2,020,456 Est. Cost $9.59 Unrealized +21.5%
ARW Arrow Electronics Inc 0.5%
Value ($000) $96,468 Shares 1,666,405 Est. Cost $39.38 Unrealized +41.2%
CFR Cullen Frost Bankers 0.5%
Value ($000) $95,791 Shares 1,356,045 Est. Cost $43.82 Unrealized +24.0%
WWD Woodward Inc 0.4%
Value ($000) $82,811 Shares 1,682,123 Est. Cost $40.73 Unrealized +12.8%
MSM MSC Industrial Direct 0.4%
Value ($000) $82,787 Shares 1,018,920 Est. Cost $81.39 Unrealized +0.0%
SQM Quimica y Min ADR 0.4%
Value ($000) $80,842 Shares 3,385,360 Est. Cost $26.12 Unrealized
SCSC Scansource Inc 0.4%
Value ($000) $73,833 Shares 1,838,481 Est. Cost $30.44 Unrealized +23.4%
NVR Inc. 0.4%
Value ($000) $73,009 Shares 57,247 Est. Cost $1080.08 Unrealized
CSL Carlisle Cos Inc 0.4%
Value ($000) $72,198 Shares 800,071 Est. Cost $56.43 Unrealized +33.1%
R Ryder System Inc 0.4%
Value ($000) $71,869 Shares 774,033 Est. Cost $60.92 Unrealized +46.5%
MKS Instruments 0.3%
Value ($000) $69,652 Shares 1,903,064 Est. Cost $27.18 Unrealized
Armstrong World Inc 0.3%
Value ($000) $69,359 Shares 1,356,795 Est. Cost $52.35 Unrealized
VMI Valmont Ind 0.3%
Value ($000) $67,434 Shares 530,975 Est. Cost $148.90 Unrealized -10.4%
LNN Lindsay Corp 0.3%
Value ($000) $66,902 Shares 780,290 Est. Cost $70.26 Unrealized +5.2%
RPX Corp 0.3%
Value ($000) $64,395 Shares 4,673,055 Est. Cost $22.40 Unrealized
RHI Robert Half Int'l Inc 0.3%
Value ($000) $59,685 Shares 1,022,349 Est. Cost $43.36 Unrealized +25.2%
GHC Graham Holdings Co 0.3%
Value ($000) $59,506 Shares 68,896 Est. Cost $381.66 Unrealized +14.9%
Greenlight Capital 0.3%
Value ($000) $58,737 Shares 1,798,998 Est. Cost $24.80 Unrealized
PRGS Progress Software 0.3%
Value ($000) $57,844 Shares 2,140,773 Est. Cost $22.33 Unrealized +16.2%
Cimarex Energy Co 0.3%
Value ($000) $53,053 Shares 500,498 Est. Cost $64.99 Unrealized
Flir Systems Inc 0.2%
Value ($000) $49,645 Shares 1,536,515 Est. Cost $30.22 Unrealized
Dun Bradstreet 0.2%
Value ($000) $49,136 Shares 406,214 Est. Cost $97.72 Unrealized
ZION Zions Bancorporation 0.2%
Value ($000) $47,375 Shares 1,661,682 Est. Cost $27.01 Unrealized +4.5%
KMT Kennametal Inc 0.2%
Value ($000) $44,895 Shares 1,254,409 Est. Cost $28.88 Unrealized -2.7%
Manpowergroup Inc 0.2%
Value ($000) $44,788 Shares 657,002 Est. Cost $68.17 Unrealized
Forward Air Corp 0.2%
Value ($000) $41,201 Shares 817,975 Est. Cost $38.54 Unrealized
UNF UniFirst Corp 0.2%
Value ($000) $40,981 Shares 337,430 Est. Cost $93.99 Unrealized +10.5%
KEX Kirby Corp 0.1%
Value ($000) $29,214 Shares 361,822 Est. Cost $77.17 Unrealized +28.4%
RGR Sturm Ruger and Co 0.1%
Value ($000) $22,645 Shares 653,905 Est. Cost $52.72 Unrealized -22.5%
Hanger Inc 0.1%
Value ($000) $21,231 Shares 969,433 Est. Cost $31.45 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $5,764 Shares 11,000 Est. Cost $317.58 Unrealized +24.4%
Spdr Tr Unit 0.0%
Value ($000) $2,977 Shares 14,485 Est. Cost $203.79 Unrealized
IJR iShares S and P 600 0.0%
Value ($000) $2,139 Shares 18,757 Est. Cost $114.04 Unrealized
FBIZ First Bus Fin Serv 0.0%
Value ($000) $1,195 Shares 24,948 Est. Cost $10.24 Unrealized +65.5%
Covidien Plc 0.0%
Value ($000) $322 Shares 3,150 Est. Cost $62.40 Unrealized
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $287 Shares 25,200 Est. Cost $7.34 Unrealized
Time Warner Inc 0.0%
Value ($000) $239 Shares 2,800 Est. Cost $59.57 Unrealized
AJG A J Gallagher 0.0%
Value ($000) $219 Shares 4,650 Est. Cost $33.49 Unrealized +13.6%
Protective Life Corp 0.0%
Value ($000) $216 Shares 3,100 Est. Cost $38.41 Unrealized