FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 13, 2015

Total Value ($000): $19,271,659 (100.0% shares, 0.0% debt)

Holdings (69)

UNH UnitedHealth Group 5.9%
Value ($000) $1,139,447 Shares 9,632,661 Est. Cost $60.41 Unrealized +54.2%
Accenture Plc 5.8%
Value ($000) $1,111,092 Shares 11,859,237 Est. Cost $74.77 Unrealized
Potash Corp 5.1%
Value ($000) $974,951 Shares 30,231,024 Est. Cost $33.96 Unrealized
AmerisourceBergen 4.6%
Value ($000) $880,896 Shares 7,749,590 Est. Cost $57.21 Unrealized
BRK/B Berkshire Hath Cl B 4.5%
Value ($000) $870,220 Shares 6,029,795 Est. Cost $110.02 Unrealized +33.7%
BK Bank of NY Mellon 4.5%
Value ($000) $864,069 Shares 21,472,891 Est. Cost $21.22 Unrealized +40.2%
HON Honeywell Intl Inc 3.8%
Value ($000) $737,314 Shares 7,068,488 Est. Cost $67.80 Unrealized +7.7%
Danone SA ADR 3.5%
Value ($000) $667,522 Shares 49,409,495 Est. Cost $14.79 Unrealized
ROST Ross Stores Inc 3.4%
Value ($000) $646,256 Shares 6,133,793 Est. Cost $31.13 Unrealized +42.9%
OMC Omnicom Group 3.3%
Value ($000) $641,087 Shares 8,221,176 Est. Cost $48.61 Unrealized +9.1%
SLB Schlumberger Ltd 3.3%
Value ($000) $638,843 Shares 7,656,320 Est. Cost $53.14 Unrealized +15.4%
PCAR Paccar Inc 3.3%
Value ($000) $635,339 Shares 10,062,384 Est. Cost $23.28 Unrealized +21.1%
TE Connectivity Ltd 3.3%
Value ($000) $632,086 Shares 8,825,546 Est. Cost $45.83 Unrealized
Devon Energy Corp 3.3%
Value ($000) $628,684 Shares 10,424,214 Est. Cost $51.88 Unrealized
PGR Progressive Corp 3.2%
Value ($000) $623,351 Shares 22,917,334 Est. Cost $17.86 Unrealized +9.2%
Comcast Corp 3.0%
Value ($000) $571,556 Shares 10,121,407 Est. Cost $53.95 Unrealized
CMA Comerica Inc 2.9%
Value ($000) $559,249 Shares 12,391,958 Est. Cost $24.17 Unrealized +23.0%
NSRGY Nestle SA ADR 2.9%
Value ($000) $559,169 Shares 7,433,726 Est. Cost $74.25 Unrealized
AXP American Express 2.8%
Value ($000) $546,188 Shares 6,991,653 Est. Cost $60.79 Unrealized +16.8%
MSFT Microsoft Corp 2.8%
Value ($000) $541,214 Shares 13,312,370 Est. Cost $27.41 Unrealized +35.9%
EXPD Expeditors Intl 2.7%
Value ($000) $523,046 Shares 10,856,081 Est. Cost $31.69 Unrealized +26.2%
EBAY Ebay Inc 2.5%
Value ($000) $477,917 Shares 8,285,654 Est. Cost $19.89 Unrealized +6.7%
Unilever PLC ADR 2.1%
Value ($000) $395,103 Shares 9,472,609 Est. Cost $41.48 Unrealized
3M Co 1.8%
Value ($000) $354,429 Shares 2,148,706 Est. Cost $109.35 Unrealized
Genpact Ltd 0.9%
Value ($000) $171,614 Shares 7,381,255 Est. Cost $17.38 Unrealized
Broadridge Financial 0.9%
Value ($000) $168,554 Shares 3,064,069 Est. Cost $27.46 Unrealized
Patterson Cos Inc 0.7%
Value ($000) $131,290 Shares 2,690,920 Est. Cost $37.68 Unrealized
Interpublic Group 0.7%
Value ($000) $130,177 Shares 5,885,030 Est. Cost $12.06 Unrealized +18.3%
FUL HB Fuller Co 0.6%
Value ($000) $125,056 Shares 2,917,101 Est. Cost $37.43 Unrealized -0.6%
Varian Medical Sys 0.6%
Value ($000) $121,262 Shares 1,288,785 Est. Cost $76.31 Unrealized
AVY Avery Dennison Corp 0.6%
Value ($000) $114,040 Shares 2,155,356 Est. Cost $33.95 Unrealized +26.9%
ARW Arrow Electronics Inc 0.5%
Value ($000) $100,726 Shares 1,647,197 Est. Cost $39.38 Unrealized +51.1%
Anixter Int'l 0.5%
Value ($000) $100,681 Shares 1,322,492 Est. Cost $76.29 Unrealized
WRB WR Berkley Corp 0.5%
Value ($000) $99,934 Shares 1,978,506 Est. Cost $9.59 Unrealized +22.3%
WWD Woodward Inc 0.5%
Value ($000) $96,973 Shares 1,901,065 Est. Cost $41.15 Unrealized +7.7%
CFR Cullen Frost Bankers 0.5%
Value ($000) $91,673 Shares 1,327,062 Est. Cost $43.82 Unrealized +11.2%
Manpowergroup Inc 0.4%
Value ($000) $81,640 Shares 947,645 Est. Cost $73.68 Unrealized
Compass Minerals 0.4%
Value ($000) $79,678 Shares 854,823 Est. Cost $83.08 Unrealized
Armstrong World Inc 0.4%
Value ($000) $78,062 Shares 1,358,300 Est. Cost $52.35 Unrealized
NVR Inc. 0.4%
Value ($000) $74,994 Shares 56,443 Est. Cost $1080.08 Unrealized
MSM MSC Industrial Direct 0.4%
Value ($000) $73,332 Shares 1,015,680 Est. Cost $81.39 Unrealized -8.3%
SCSC Scansource Inc 0.4%
Value ($000) $72,891 Shares 1,793,141 Est. Cost $30.44 Unrealized +24.5%
R Ryder System Inc 0.4%
Value ($000) $72,414 Shares 763,135 Est. Cost $60.92 Unrealized +50.8%
GHC Graham Holdings Co 0.4%
Value ($000) $70,868 Shares 67,517 Est. Cost $381.66 Unrealized +38.4%
RPX Corp 0.3%
Value ($000) $66,867 Shares 4,646,795 Est. Cost $22.40 Unrealized
SQM Quimica y Min ADR 0.3%
Value ($000) $66,533 Shares 3,645,625 Est. Cost $25.55 Unrealized
VMI Valmont Ind 0.3%
Value ($000) $64,788 Shares 527,245 Est. Cost $148.90 Unrealized -17.7%
MKS Instruments 0.3%
Value ($000) $63,486 Shares 1,877,741 Est. Cost $27.18 Unrealized
Flir Systems Inc 0.3%
Value ($000) $60,943 Shares 1,948,300 Est. Cost $30.44 Unrealized
RHI Robert Half Int'l Inc 0.3%
Value ($000) $60,718 Shares 1,003,271 Est. Cost $43.36 Unrealized +38.7%
LNN Lindsay Corp 0.3%
Value ($000) $58,786 Shares 770,960 Est. Cost $70.26 Unrealized +4.4%
PRGS Progress Software 0.3%
Value ($000) $57,398 Shares 2,112,555 Est. Cost $22.33 Unrealized +18.5%
Cimarex Energy Co 0.3%
Value ($000) $57,117 Shares 496,281 Est. Cost $64.99 Unrealized
Greenlight Capital 0.3%
Value ($000) $56,167 Shares 1,766,245 Est. Cost $24.80 Unrealized
UNF UniFirst Corp 0.3%
Value ($000) $54,189 Shares 460,435 Est. Cost $98.94 Unrealized +13.7%
DCI Donaldson Co Inc 0.3%
Value ($000) $52,744 Shares 1,398,675 Est. Cost $31.26 Unrealized 0.0%
Dun Bradstreet 0.3%
Value ($000) $51,556 Shares 401,651 Est. Cost $97.72 Unrealized
KMT Kennametal Inc 0.3%
Value ($000) $48,429 Shares 1,437,496 Est. Cost $28.39 Unrealized -11.9%
ZION Zions Bancorporation 0.2%
Value ($000) $44,555 Shares 1,650,197 Est. Cost $27.01 Unrealized -3.1%
CSL Carlisle Cos Inc 0.2%
Value ($000) $33,687 Shares 363,676 Est. Cost $56.43 Unrealized +42.3%
RGR Sturm Ruger and Co 0.2%
Value ($000) $32,191 Shares 648,610 Est. Cost $52.72 Unrealized -15.0%
MDRX Allscripts Healthcare 0.2%
Value ($000) $31,957 Shares 2,672,015 Est. Cost $12.22 Unrealized 0.0%
KEX Kirby Corp 0.1%
Value ($000) $27,286 Shares 363,574 Est. Cost $77.17 Unrealized -0.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $5,307 Shares 9,500 Est. Cost $317.58 Unrealized +37.6%
FBIZ First Bus Fin Serv 0.0%
Value ($000) $1,079 Shares 24,948 Est. Cost $10.24 Unrealized +67.2%
Net 1 UEPS Technologies Inc 0.0%
Value ($000) $345 Shares 25,200 Est. Cost $7.34 Unrealized
Time Warner Inc 0.0%
Value ($000) $236 Shares 2,800 Est. Cost $59.57 Unrealized
AJG A J Gallagher 0.0%
Value ($000) $217 Shares 4,650 Est. Cost $33.49 Unrealized +14.0%
SMGZY Smiths Group PLC ADR 0.0%
Value ($000) $191 Shares 11,550 Est. Cost $16.54 Unrealized