FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 16, 2015

Total Value ($000): $18,053,399 (100.0% shares, 0.0% debt)

Holdings (74)

Accenture Plc. 5.5%
Value ($000) $998,893 Shares 10,165,811 Est. Cost $75.00 Unrealized
BRK/B Berkshire Hath Cl B 4.2%
Value ($000) $759,794 Shares 5,826,639 Est. Cost $110.02 Unrealized +24.5%
UNH UnitedHealth Group 4.2%
Value ($000) $753,802 Shares 6,497,733 Est. Cost $60.41 Unrealized +67.5%
Comcast Corp. 4.1%
Value ($000) $747,208 Shares 13,136,566 Est. Cost $55.39 Unrealized
HON Honeywell Int'l Inc. 4.1%
Value ($000) $731,499 Shares 7,725,196 Est. Cost $68.45 Unrealized +7.1%
SLB Schlumberger Ltd. 3.8%
Value ($000) $686,880 Shares 9,959,115 Est. Cost $54.58 Unrealized +7.9%
PGR Progressive Corp. 3.8%
Value ($000) $683,498 Shares 22,307,370 Est. Cost $17.86 Unrealized +24.6%
Potash Corp. 3.8%
Value ($000) $679,328 Shares 33,057,317 Est. Cost $32.87 Unrealized
DG Dollar General Corp 3.6%
Value ($000) $649,936 Shares 8,972,055 Est. Cost $66.02 Unrealized +1.2%
BK Bank of NY Mellon 3.6%
Value ($000) $642,782 Shares 16,418,435 Est. Cost $21.22 Unrealized +50.8%
TE Connectivity Ltd. 3.5%
Value ($000) $627,677 Shares 10,480,493 Est. Cost $48.69 Unrealized
Danone SA ADR 3.3%
Value ($000) $598,970 Shares 47,537,302 Est. Cost $14.79 Unrealized
OMC Omnicom Group 3.2%
Value ($000) $580,635 Shares 8,810,856 Est. Cost $48.92 Unrealized +0.7%
ROST Ross Stores Inc. 3.2%
Value ($000) $577,618 Shares 11,917,018 Est. Cost $38.04 Unrealized +21.2%
MSFT Microsoft Corp. 3.2%
Value ($000) $573,563 Shares 12,958,938 Est. Cost $27.41 Unrealized +42.0%
NSRGY Nestle SA ADR 2.9%
Value ($000) $532,521 Shares 7,077,626 Est. Cost $74.25 Unrealized
PCAR Paccar Inc. 2.8%
Value ($000) $512,416 Shares 9,822,048 Est. Cost $23.28 Unrealized +16.3%
AXP American Express 2.8%
Value ($000) $498,673 Shares 6,727,007 Est. Cost $60.79 Unrealized +9.0%
EXPD Expeditors Int'l. 2.7%
Value ($000) $494,724 Shares 10,514,858 Est. Cost $31.69 Unrealized +30.5%
CMA Comerica Inc. 2.7%
Value ($000) $490,703 Shares 11,939,255 Est. Cost $24.17 Unrealized +26.4%
Devon Energy Corp. 2.5%
Value ($000) $447,641 Shares 12,069,036 Est. Cost $49.55 Unrealized
EBAY Ebay, Inc. 2.5%
Value ($000) $444,953 Shares 18,205,945 Est. Cost $22.14 Unrealized +8.1%
SWK Stanley Black & Deck 2.3%
Value ($000) $420,264 Shares 4,333,514 Est. Cost $77.61 Unrealized +1.6%
Unilever PLC ADR 2.1%
Value ($000) $372,987 Shares 9,146,311 Est. Cost $41.48 Unrealized
3M Co. 1.6%
Value ($000) $295,338 Shares 2,083,221 Est. Cost $109.35 Unrealized
AmerisourceBergen 1.6%
Value ($000) $289,225 Shares 3,044,794 Est. Cost $57.21 Unrealized
Broadridge Financial 0.9%
Value ($000) $166,413 Shares 3,006,556 Est. Cost $27.46 Unrealized
ROK Rockwell Automation 0.9%
Value ($000) $157,418 Shares 1,551,375 Est. Cost $92.42 Unrealized 0.0%
Genpact, Ltd. 0.8%
Value ($000) $135,778 Shares 5,750,851 Est. Cost $17.38 Unrealized
Interpublic Group 0.6%
Value ($000) $110,317 Shares 5,766,676 Est. Cost $12.06 Unrealized +12.6%
WWD Woodward Inc. 0.6%
Value ($000) $106,409 Shares 2,614,477 Est. Cost $42.60 Unrealized +3.5%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $105,058 Shares 1,932,283 Est. Cost $9.59 Unrealized +35.5%
AVY Avery Dennison Corp. 0.6%
Value ($000) $102,245 Shares 1,807,413 Est. Cost $33.95 Unrealized +46.6%
FUL H.B. Fuller Co. 0.5%
Value ($000) $97,649 Shares 2,877,109 Est. Cost $37.43 Unrealized -11.9%
MAN Manpowergroup Inc. 0.5%
Value ($000) $93,320 Shares 1,139,578 Est. Cost $89.09 Unrealized 0.0%
ARW Arrow Electronics Inc. 0.5%
Value ($000) $91,139 Shares 1,648,677 Est. Cost $39.66 Unrealized +40.0%
NVR Inc. 0.5%
Value ($000) $84,731 Shares 55,553 Est. Cost $1080.08 Unrealized
CFR Cullen/Frost Bankers 0.5%
Value ($000) $83,586 Shares 1,314,658 Est. Cost $43.82 Unrealized +14.5%
Anixter Int'l. 0.4%
Value ($000) $75,171 Shares 1,300,979 Est. Cost $76.29 Unrealized
Flir Systems Inc 0.4%
Value ($000) $73,783 Shares 2,636,066 Est. Cost $29.94 Unrealized
MSM MSC Industrial Direct 0.4%
Value ($000) $72,776 Shares 1,192,461 Est. Cost $79.88 Unrealized -14.7%
Applied Ind. Tech. 0.4%
Value ($000) $68,495 Shares 1,795,406 Est. Cost $39.14 Unrealized
Compass Minerals 0.4%
Value ($000) $65,664 Shares 837,868 Est. Cost $83.08 Unrealized
Armstrong World Ind. 0.4%
Value ($000) $63,588 Shares 1,331,973 Est. Cost $52.35 Unrealized
RPX Corp. 0.3%
Value ($000) $62,330 Shares 4,543,018 Est. Cost $13.72 Unrealized
SCSC Scansource Inc. 0.3%
Value ($000) $61,999 Shares 1,748,426 Est. Cost $30.44 Unrealized +20.3%
Varian Medical Sys. 0.3%
Value ($000) $61,771 Shares 837,231 Est. Cost $73.78 Unrealized
Esterline Technologies 0.3%
Value ($000) $58,595 Shares 815,066 Est. Cost $84.30 Unrealized
Cable One, Inc. 0.3%
Value ($000) $57,064 Shares 136,054 Est. Cost $419.42 Unrealized
R Ryder System Inc. 0.3%
Value ($000) $55,862 Shares 754,478 Est. Cost $60.92 Unrealized +40.1%
RHI Robert Half Int'l. Inc. 0.3%
Value ($000) $54,218 Shares 1,059,768 Est. Cost $43.97 Unrealized +22.4%
PRGS Progress Software 0.3%
Value ($000) $53,565 Shares 2,073,751 Est. Cost $22.33 Unrealized +26.8%
GHC Graham Holdings Co. 0.3%
Value ($000) $53,014 Shares 91,878 Est. Cost $432.23 Unrealized +37.8%
Cash America Intl Inc. 0.3%
Value ($000) $52,770 Shares 1,886,657 Est. Cost $26.19 Unrealized
KEX Kirby Corp. 0.3%
Value ($000) $50,332 Shares 812,468 Est. Cost $77.16 Unrealized -8.4%
LNN Lindsay Corp. 0.3%
Value ($000) $50,133 Shares 739,536 Est. Cost $70.26 Unrealized -0.8%
DCI Donaldson Co. Inc. 0.3%
Value ($000) $49,232 Shares 1,753,286 Est. Cost $30.42 Unrealized -11.1%
VMI Valmont Industries 0.3%
Value ($000) $48,936 Shares 515,717 Est. Cost $148.90 Unrealized -26.5%
UNF UniFirst Corp. 0.3%
Value ($000) $48,653 Shares 455,506 Est. Cost $98.94 Unrealized +7.4%
ZION Zions Bancorporation 0.2%
Value ($000) $44,057 Shares 1,599,743 Est. Cost $27.01 Unrealized +9.8%
MKS Instruments 0.2%
Value ($000) $44,037 Shares 1,313,356 Est. Cost $27.18 Unrealized
First Cash Financial 0.2%
Value ($000) $43,945 Shares 1,096,990 Est. Cost $40.06 Unrealized
Dun & Bradstreet 0.2%
Value ($000) $41,774 Shares 397,844 Est. Cost $97.72 Unrealized
Greenlight Capital 0.2%
Value ($000) $38,831 Shares 1,742,845 Est. Cost $24.80 Unrealized
RGR Sturm Ruger & Co. 0.2%
Value ($000) $36,484 Shares 621,640 Est. Cost $52.72 Unrealized +13.6%
TRS TriMas Corp. 0.2%
Value ($000) $33,537 Shares 2,051,210 Est. Cost $21.08 Unrealized -7.3%
MDRX Allscripts Healthcare 0.2%
Value ($000) $33,427 Shares 2,695,705 Est. Cost $12.22 Unrealized +12.6%
KMT Kennametal Inc. 0.2%
Value ($000) $32,498 Shares 1,305,664 Est. Cost $28.39 Unrealized -21.2%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $31,474 Shares 360,201 Est. Cost $56.43 Unrealized +55.3%
FRFHF Fairfax Financial 0.0%
Value ($000) $4,328 Shares 9,500 Est. Cost $317.58 Unrealized +22.3%
IVV iShares S&P 500 0.0%
Value ($000) $3,736 Shares 19,385 Est. Cost $192.73 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $1,118 Shares 10,495 Est. Cost $106.53 Unrealized
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $397 Shares 23,700 Est. Cost $7.34 Unrealized
Smiths Group PLC - ADR 0.0%
Value ($000) $214 Shares 13,950 Est. Cost $15.34 Unrealized