FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $16,969,862 (100.0% shares, 0.0% debt)

Holdings (74)

Accenture Plc. 4.6%
Value ($000) $787,481 Shares 6,823,926 Est. Cost $75.00 Unrealized
UNH UnitedHealth Group 4.3%
Value ($000) $732,728 Shares 5,684,470 Est. Cost $60.41 Unrealized +67.0%
BRK/B Berkshire Hath Cl B 4.3%
Value ($000) $722,574 Shares 5,092,851 Est. Cost $110.02 Unrealized +20.5%
DG Dollar General Corp 4.3%
Value ($000) $721,808 Shares 8,432,341 Est. Cost $66.02 Unrealized +0.9%
Comcast Corp. 4.1%
Value ($000) $698,786 Shares 11,440,507 Est. Cost $55.39 Unrealized
SLB Schlumberger Ltd. 4.1%
Value ($000) $695,447 Shares 9,429,794 Est. Cost $54.58 Unrealized -2.7%
OMC Omnicom Group 3.7%
Value ($000) $636,106 Shares 7,642,750 Est. Cost $48.92 Unrealized +9.9%
Potash Corp. 3.7%
Value ($000) $628,103 Shares 36,903,842 Est. Cost $30.94 Unrealized
MSFT Microsoft Corp. 3.6%
Value ($000) $617,612 Shares 11,182,547 Est. Cost $27.41 Unrealized +68.1%
PGR Progressive Corp. 3.6%
Value ($000) $606,800 Shares 17,268,078 Est. Cost $17.86 Unrealized +34.6%
TE Connectivity Ltd. 3.5%
Value ($000) $599,168 Shares 9,676,488 Est. Cost $48.69 Unrealized
Danone SA ADR 3.5%
Value ($000) $586,325 Shares 41,261,450 Est. Cost $14.79 Unrealized
BK Bank of NY Mellon 3.1%
Value ($000) $530,231 Shares 14,396,712 Est. Cost $21.22 Unrealized +32.7%
EXPD Expeditors Int'l. 3.0%
Value ($000) $514,034 Shares 10,531,324 Est. Cost $32.05 Unrealized +26.1%
PCAR Paccar Inc. 2.8%
Value ($000) $467,819 Shares 8,554,021 Est. Cost $23.28 Unrealized -0.0%
NSRGY Nestle SA ADR 2.7%
Value ($000) $461,035 Shares 6,179,261 Est. Cost $74.25 Unrealized
EBAY Ebay, Inc. 2.7%
Value ($000) $453,742 Shares 19,016,842 Est. Cost $22.10 Unrealized -2.0%
SWK Stanley Black & Deck 2.7%
Value ($000) $451,664 Shares 4,292,980 Est. Cost $77.54 Unrealized -3.1%
ROST Ross Stores Inc. 2.6%
Value ($000) $436,941 Shares 7,546,477 Est. Cost $38.04 Unrealized +32.4%
CMA Comerica Inc. 2.3%
Value ($000) $394,099 Shares 10,406,634 Est. Cost $24.17 Unrealized +1.2%
HON Honeywell Int'l Inc. 2.2%
Value ($000) $377,654 Shares 3,370,406 Est. Cost $68.45 Unrealized +11.5%
AXP American Express 2.1%
Value ($000) $360,862 Shares 5,877,224 Est. Cost $60.79 Unrealized -17.0%
Unilever PLC ADR 2.1%
Value ($000) $358,187 Shares 7,927,996 Est. Cost $41.48 Unrealized
3M Co. 1.8%
Value ($000) $301,263 Shares 1,807,977 Est. Cost $109.35 Unrealized
Devon Energy Corp. 1.7%
Value ($000) $293,462 Shares 10,694,686 Est. Cost $49.55 Unrealized
AmerisourceBergen 1.4%
Value ($000) $233,078 Shares 2,692,982 Est. Cost $57.21 Unrealized
21st Century Fox - A 1.3%
Value ($000) $218,597 Shares 7,840,650 Est. Cost $27.88 Unrealized
21st Century Fox - B 0.9%
Value ($000) $160,372 Shares 5,686,950 Est. Cost $28.20 Unrealized
ROK Rockwell Automation 0.9%
Value ($000) $159,380 Shares 1,401,144 Est. Cost $92.42 Unrealized -9.2%
Genpact, Ltd. 0.8%
Value ($000) $127,900 Shares 4,703,925 Est. Cost $17.38 Unrealized
Broadridge Financial 0.7%
Value ($000) $123,127 Shares 2,075,983 Est. Cost $27.46 Unrealized
WWD Woodward Inc. 0.7%
Value ($000) $122,764 Shares 2,359,945 Est. Cost $42.60 Unrealized +5.0%
Interpublic Group 0.7%
Value ($000) $120,230 Shares 5,238,775 Est. Cost $12.06 Unrealized +23.4%
FUL H.B. Fuller Co. 0.6%
Value ($000) $109,985 Shares 2,590,931 Est. Cost $37.43 Unrealized -11.9%
MSM MSC Industrial Direct 0.6%
Value ($000) $106,430 Shares 1,394,710 Est. Cost $77.63 Unrealized -13.7%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $97,887 Shares 1,741,753 Est. Cost $9.59 Unrealized +27.6%
ARW Arrow Electronics Inc. 0.6%
Value ($000) $97,184 Shares 1,508,834 Est. Cost $39.66 Unrealized +39.9%
MAN Manpowergroup Inc. 0.6%
Value ($000) $96,519 Shares 1,185,450 Est. Cost $88.45 Unrealized -13.3%
NVR Inc. 0.5%
Value ($000) $81,463 Shares 47,023 Est. Cost $1080.08 Unrealized
KEX Kirby Corp. 0.5%
Value ($000) $81,397 Shares 1,350,087 Est. Cost $69.15 Unrealized -21.1%
RHI Robert Half Int'l. Inc. 0.5%
Value ($000) $80,666 Shares 1,731,764 Est. Cost $44.30 Unrealized -5.5%
Flir Systems Inc 0.5%
Value ($000) $78,910 Shares 2,394,840 Est. Cost $29.94 Unrealized
R Ryder System Inc. 0.4%
Value ($000) $74,038 Shares 1,142,910 Est. Cost $59.46 Unrealized -4.4%
DCI Donaldson Co. Inc. 0.4%
Value ($000) $71,511 Shares 2,241,025 Est. Cost $29.23 Unrealized -14.4%
Applied Ind. Tech. 0.4%
Value ($000) $70,328 Shares 1,620,450 Est. Cost $39.14 Unrealized
AVY Avery Dennison Corp. 0.4%
Value ($000) $68,106 Shares 944,474 Est. Cost $33.95 Unrealized +59.0%
Cash America Intl Inc. 0.4%
Value ($000) $65,830 Shares 1,703,675 Est. Cost $26.19 Unrealized
SCSC Scansource Inc. 0.4%
Value ($000) $63,121 Shares 1,563,176 Est. Cost $30.44 Unrealized +14.6%
Anixter Int'l. 0.4%
Value ($000) $61,441 Shares 1,179,057 Est. Cost $76.29 Unrealized
Varian Medical Sys. 0.4%
Value ($000) $60,557 Shares 756,770 Est. Cost $73.78 Unrealized
Armstrong World Ind. 0.3%
Value ($000) $59,181 Shares 1,223,500 Est. Cost $52.35 Unrealized
VMI Valmont Industries 0.3%
Value ($000) $57,642 Shares 465,456 Est. Cost $148.90 Unrealized -25.5%
UNF UniFirst Corp. 0.3%
Value ($000) $54,407 Shares 498,600 Est. Cost $99.03 Unrealized +0.8%
Cable One, Inc. 0.3%
Value ($000) $54,100 Shares 123,761 Est. Cost $419.42 Unrealized
Compass Minerals 0.3%
Value ($000) $53,965 Shares 761,571 Est. Cost $83.08 Unrealized
Esterline Technologies 0.3%
Value ($000) $52,770 Shares 823,625 Est. Cost $84.05 Unrealized
First Cash Financial 0.3%
Value ($000) $51,854 Shares 1,125,800 Est. Cost $39.81 Unrealized
GHC Graham Holdings Co. 0.3%
Value ($000) $49,194 Shares 102,488 Est. Cost $442.06 Unrealized -2.4%
Greenlight Capital 0.3%
Value ($000) $47,245 Shares 2,168,215 Est. Cost $23.74 Unrealized
TRS TriMas Corp. 0.3%
Value ($000) $46,140 Shares 2,633,550 Est. Cost $20.14 Unrealized -15.2%
PRGS Progress Software 0.3%
Value ($000) $45,468 Shares 1,885,080 Est. Cost $22.33 Unrealized +10.0%
RPX Corp. 0.3%
Value ($000) $45,234 Shares 4,017,201 Est. Cost $13.72 Unrealized
MKS Instruments 0.3%
Value ($000) $44,559 Shares 1,183,494 Est. Cost $27.18 Unrealized
MDRX Allscripts Healthcare 0.3%
Value ($000) $42,992 Shares 3,254,475 Est. Cost $12.39 Unrealized +6.0%
CFR Cullen/Frost Bankers 0.2%
Value ($000) $37,019 Shares 671,721 Est. Cost $43.82 Unrealized -11.5%
Dun & Bradstreet 0.2%
Value ($000) $36,545 Shares 354,532 Est. Cost $97.72 Unrealized
ZION Zions Bancorporation 0.2%
Value ($000) $34,484 Shares 1,424,388 Est. Cost $27.01 Unrealized -14.8%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $31,752 Shares 319,112 Est. Cost $56.43 Unrealized +37.9%
LNN Lindsay Corp. 0.2%
Value ($000) $28,116 Shares 392,625 Est. Cost $70.26 Unrealized -9.5%
PLUS ePlus Inc. 0.2%
Value ($000) $27,033 Shares 335,775 Est. Cost $20.87 Unrealized -1.1%
FRFHF Fairfax Financial 0.0%
Value ($000) $4,760 Shares 8,500 Est. Cost $317.58 Unrealized +38.3%
Smiths Group PLC - ADR 0.0%
Value ($000) $220 Shares 13,950 Est. Cost $15.77 Unrealized
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $218 Shares 23,700 Est. Cost $7.34 Unrealized
ATR AptarGroup Inc. 0.0%
Value ($000) $212 Shares 2,700 Est. Cost $64.16 Unrealized 0.0%