FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $17,581,512 (100.0% shares, 0.0% debt)

Holdings (75)

HON Honeywell Int'l Inc. 4.3%
Value ($000) $763,037 Shares 7,367,357 Est. Cost $68.45 Unrealized +8.5%
Accenture Plc. 4.3%
Value ($000) $748,092 Shares 7,158,772 Est. Cost $75.00 Unrealized
UNH UnitedHealth Group 4.2%
Value ($000) $738,196 Shares 6,275,039 Est. Cost $60.41 Unrealized +64.4%
BRK/B Berkshire Hath Cl B 4.2%
Value ($000) $737,420 Shares 5,584,824 Est. Cost $110.02 Unrealized +22.0%
Comcast Corp. 4.0%
Value ($000) $708,799 Shares 12,560,671 Est. Cost $55.39 Unrealized
SLB Schlumberger Ltd. 3.9%
Value ($000) $688,863 Shares 9,876,171 Est. Cost $54.58 Unrealized +2.8%
MSFT Microsoft Corp. 3.9%
Value ($000) $680,945 Shares 12,273,701 Est. Cost $27.41 Unrealized +67.5%
PGR Progressive Corp. 3.8%
Value ($000) $676,366 Shares 21,269,383 Est. Cost $17.86 Unrealized +31.1%
TE Connectivity Ltd. 3.7%
Value ($000) $657,954 Shares 10,183,465 Est. Cost $48.69 Unrealized
BK Bank of NY Mellon 3.7%
Value ($000) $653,403 Shares 15,851,603 Est. Cost $21.22 Unrealized +53.0%
OMC Omnicom Group 3.6%
Value ($000) $633,489 Shares 8,372,841 Est. Cost $48.92 Unrealized +6.3%
DG Dollar General Corp 3.5%
Value ($000) $621,106 Shares 8,642,075 Est. Cost $66.02 Unrealized -9.8%
Danone SA ADR 3.5%
Value ($000) $619,329 Shares 45,505,452 Est. Cost $14.79 Unrealized
ROST Ross Stores Inc. 3.5%
Value ($000) $612,604 Shares 11,384,574 Est. Cost $38.04 Unrealized +21.6%
Potash Corp. 3.2%
Value ($000) $555,142 Shares 32,426,519 Est. Cost $32.87 Unrealized
NSRGY Nestle SA ADR 2.9%
Value ($000) $507,130 Shares 6,814,426 Est. Cost $74.25 Unrealized
EBAY Ebay, Inc. 2.8%
Value ($000) $485,005 Shares 17,649,391 Est. Cost $22.14 Unrealized +11.0%
CMA Comerica Inc. 2.7%
Value ($000) $478,851 Shares 11,447,547 Est. Cost $24.17 Unrealized +22.1%
EXPD Expeditors Int'l. 2.6%
Value ($000) $455,192 Shares 10,092,958 Est. Cost $31.69 Unrealized +34.3%
AXP American Express 2.5%
Value ($000) $446,928 Shares 6,426,002 Est. Cost $60.79 Unrealized +3.4%
SWK Stanley Black & Deck 2.5%
Value ($000) $445,453 Shares 4,173,644 Est. Cost $77.61 Unrealized +4.5%
PCAR Paccar Inc. 2.5%
Value ($000) $443,995 Shares 9,366,981 Est. Cost $23.28 Unrealized -1.3%
Unilever PLC ADR 2.1%
Value ($000) $375,757 Shares 8,714,210 Est. Cost $41.48 Unrealized
Devon Energy Corp. 2.1%
Value ($000) $367,547 Shares 11,485,848 Est. Cost $49.55 Unrealized
AmerisourceBergen 1.7%
Value ($000) $304,012 Shares 2,931,365 Est. Cost $57.21 Unrealized
3M Co. 1.7%
Value ($000) $300,087 Shares 1,992,083 Est. Cost $109.35 Unrealized
ROK Rockwell Automation 0.9%
Value ($000) $158,460 Shares 1,544,290 Est. Cost $92.42 Unrealized -6.9%
Genpact, Ltd. 0.8%
Value ($000) $141,199 Shares 5,652,495 Est. Cost $17.38 Unrealized
Interpublic Group 0.7%
Value ($000) $131,775 Shares 5,660,457 Est. Cost $12.06 Unrealized +27.5%
WWD Woodward Inc. 0.7%
Value ($000) $126,512 Shares 2,547,555 Est. Cost $42.60 Unrealized +3.5%
Broadridge Financial 0.7%
Value ($000) $120,122 Shares 2,235,656 Est. Cost $27.46 Unrealized
WRB W.R. Berkley Corp. 0.6%
Value ($000) $103,372 Shares 1,888,076 Est. Cost $9.59 Unrealized +35.3%
FUL H.B. Fuller Co. 0.6%
Value ($000) $101,884 Shares 2,793,632 Est. Cost $37.43 Unrealized -11.1%
MAN Manpowergroup Inc. 0.5%
Value ($000) $94,778 Shares 1,124,426 Est. Cost $89.09 Unrealized -1.9%
NVR Inc. 0.5%
Value ($000) $89,455 Shares 54,446 Est. Cost $1080.08 Unrealized
ARW Arrow Electronics Inc. 0.5%
Value ($000) $87,800 Shares 1,620,530 Est. Cost $39.66 Unrealized +43.7%
CFR Cullen/Frost Bankers 0.4%
Value ($000) $76,996 Shares 1,283,275 Est. Cost $43.82 Unrealized +12.3%
Anixter Int'l. 0.4%
Value ($000) $76,520 Shares 1,267,103 Est. Cost $76.29 Unrealized
Flir Systems Inc 0.4%
Value ($000) $72,520 Shares 2,583,544 Est. Cost $29.94 Unrealized
Esterline Technologies 0.4%
Value ($000) $71,277 Shares 879,969 Est. Cost $84.05 Unrealized
Applied Ind. Tech. 0.4%
Value ($000) $71,027 Shares 1,754,179 Est. Cost $39.14 Unrealized
Varian Medical Sys. 0.4%
Value ($000) $65,945 Shares 816,151 Est. Cost $73.78 Unrealized
MSM MSC Industrial Direct 0.4%
Value ($000) $64,773 Shares 1,151,112 Est. Cost $79.88 Unrealized -24.3%
AVY Avery Dennison Corp. 0.4%
Value ($000) $63,757 Shares 1,017,504 Est. Cost $33.95 Unrealized +54.4%
Compass Minerals 0.4%
Value ($000) $61,603 Shares 818,423 Est. Cost $83.08 Unrealized
RHI Robert Half Int'l. Inc. 0.3%
Value ($000) $60,830 Shares 1,290,406 Est. Cost $45.12 Unrealized +11.8%
Armstrong World Ind. 0.3%
Value ($000) $60,221 Shares 1,316,881 Est. Cost $52.35 Unrealized
Cable One, Inc. 0.3%
Value ($000) $58,232 Shares 134,281 Est. Cost $419.42 Unrealized
DCI Donaldson Co. Inc. 0.3%
Value ($000) $57,701 Shares 2,013,296 Est. Cost $29.71 Unrealized -16.2%
Cash America Intl Inc. 0.3%
Value ($000) $55,376 Shares 1,848,948 Est. Cost $26.19 Unrealized
SCSC Scansource Inc. 0.3%
Value ($000) $55,108 Shares 1,710,354 Est. Cost $30.44 Unrealized +21.3%
GHC Graham Holdings Co. 0.3%
Value ($000) $53,436 Shares 110,185 Est. Cost $442.06 Unrealized +11.2%
VMI Valmont Industries 0.3%
Value ($000) $53,005 Shares 499,952 Est. Cost $148.90 Unrealized -27.2%
KEX Kirby Corp. 0.3%
Value ($000) $52,427 Shares 996,332 Est. Cost $74.34 Unrealized -16.7%
RPX Corp. 0.3%
Value ($000) $48,712 Shares 4,428,386 Est. Cost $13.72 Unrealized
PRGS Progress Software 0.3%
Value ($000) $48,662 Shares 2,027,577 Est. Cost $22.33 Unrealized +6.9%
MKS Instruments 0.3%
Value ($000) $46,440 Shares 1,290,011 Est. Cost $27.18 Unrealized
UNF UniFirst Corp. 0.3%
Value ($000) $46,368 Shares 444,994 Est. Cost $98.94 Unrealized +3.0%
First Cash Financial 0.3%
Value ($000) $45,283 Shares 1,209,796 Est. Cost $39.81 Unrealized
ZION Zions Bancorporation 0.2%
Value ($000) $42,319 Shares 1,550,153 Est. Cost $27.01 Unrealized +6.3%
R Ryder System Inc. 0.2%
Value ($000) $41,843 Shares 736,276 Est. Cost $60.92 Unrealized +8.5%
MDRX Allscripts Healthcare 0.2%
Value ($000) $40,716 Shares 2,647,348 Est. Cost $12.22 Unrealized +17.4%
Dun & Bradstreet 0.2%
Value ($000) $40,151 Shares 386,327 Est. Cost $97.72 Unrealized
Greenlight Capital 0.2%
Value ($000) $38,897 Shares 2,078,950 Est. Cost $23.82 Unrealized
TRS TriMas Corp. 0.2%
Value ($000) $37,547 Shares 2,013,235 Est. Cost $21.08 Unrealized -8.1%
LNN Lindsay Corp. 0.2%
Value ($000) $31,211 Shares 431,092 Est. Cost $70.26 Unrealized -13.1%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $30,534 Shares 344,279 Est. Cost $56.43 Unrealized +37.8%
KMT Kennametal Inc. 0.2%
Value ($000) $26,614 Shares 1,386,157 Est. Cost $27.87 Unrealized -30.1%
IVV iShares S&P 500 0.1%
Value ($000) $9,448 Shares 46,115 Est. Cost $199.77 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $4,474 Shares 9,500 Est. Cost $317.58 Unrealized +24.7%
PLUS ePlus Inc. 0.0%
Value ($000) $4,029 Shares 43,200 Est. Cost $22.47 Unrealized 0.0%
SPY Spdr Tr Unit Ser 1 0.0%
Value ($000) $3,616 Shares 17,735 Est. Cost $203.89 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $3,103 Shares 28,185 Est. Cost $108.77 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $412 Shares 2,205 Est. Cost $186.85 Unrealized
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $320 Shares 23,700 Est. Cost $7.34 Unrealized