FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $16,404,733 (100.0% shares, 0.0% debt)

Holdings (74)

Accenture Plc. 4.7%
Value ($000) $776,940 Shares 6,857,973 Est. Cost $75.00 Unrealized
UNH UnitedHealth Group 4.7%
Value ($000) $775,189 Shares 5,490,008 Est. Cost $60.41 Unrealized +89.0%
DG Dollar General Corp 4.7%
Value ($000) $763,344 Shares 8,120,686 Est. Cost $66.02 Unrealized +15.4%
SLB Schlumberger Ltd. 4.5%
Value ($000) $743,673 Shares 9,404,059 Est. Cost $54.58 Unrealized +6.7%
Comcast Corp. 4.4%
Value ($000) $720,869 Shares 11,057,973 Est. Cost $55.39 Unrealized
BRK/B Berkshire Hath Cl B 4.3%
Value ($000) $711,444 Shares 4,913,624 Est. Cost $110.02 Unrealized +29.9%
Potash Corp. 3.7%
Value ($000) $600,080 Shares 36,950,745 Est. Cost $30.94 Unrealized
Danone SA ADR 3.5%
Value ($000) $566,854 Shares 40,003,809 Est. Cost $14.79 Unrealized
PGR Progressive Corp. 3.4%
Value ($000) $560,620 Shares 16,734,927 Est. Cost $17.86 Unrealized +40.5%
TE Connectivity Ltd. 3.3%
Value ($000) $546,901 Shares 9,576,282 Est. Cost $48.69 Unrealized
BK Bank of NY Mellon 3.3%
Value ($000) $540,336 Shares 13,908,255 Est. Cost $21.22 Unrealized +46.2%
EXPD Expeditors Int'l. 3.1%
Value ($000) $502,146 Shares 10,239,525 Est. Cost $32.05 Unrealized +34.0%
OMC Omnicom Group 3.0%
Value ($000) $493,232 Shares 6,052,673 Est. Cost $48.92 Unrealized +21.9%
SWK Stanley Black & Deck 2.8%
Value ($000) $461,649 Shares 4,150,776 Est. Cost $77.54 Unrealized +11.6%
NSRGY Nestle SA ADR 2.8%
Value ($000) $460,228 Shares 5,953,016 Est. Cost $74.25 Unrealized
PCAR Paccar Inc. 2.6%
Value ($000) $428,175 Shares 8,254,779 Est. Cost $23.28 Unrealized +10.2%
EBAY Ebay, Inc. 2.6%
Value ($000) $427,538 Shares 18,263,063 Est. Cost $22.10 Unrealized -2.9%
ROST Ross Stores Inc. 2.5%
Value ($000) $416,069 Shares 7,339,366 Est. Cost $38.04 Unrealized +32.7%
CMA Comerica Inc. 2.5%
Value ($000) $411,889 Shares 10,014,323 Est. Cost $24.17 Unrealized +20.4%
HON Honeywell Int'l Inc. 2.3%
Value ($000) $380,545 Shares 3,271,533 Est. Cost $68.45 Unrealized +23.0%
Unilever PLC ADR 2.2%
Value ($000) $367,218 Shares 7,664,753 Est. Cost $41.48 Unrealized
Devon Energy Corp. 2.2%
Value ($000) $354,749 Shares 9,786,167 Est. Cost $49.55 Unrealized
AXP American Express 2.1%
Value ($000) $344,826 Shares 5,675,222 Est. Cost $60.79 Unrealized -9.1%
MSFT Microsoft Corp. 2.0%
Value ($000) $330,489 Shares 6,458,644 Est. Cost $27.41 Unrealized +67.8%
AmerisourceBergen 1.9%
Value ($000) $316,322 Shares 3,987,920 Est. Cost $64.39 Unrealized
3M Co. 1.9%
Value ($000) $308,356 Shares 1,760,825 Est. Cost $109.35 Unrealized
21st Century Fox - B 1.4%
Value ($000) $234,212 Shares 8,594,931 Est. Cost $27.88 Unrealized
21st Century Fox - A 1.3%
Value ($000) $208,020 Shares 7,690,210 Est. Cost $27.88 Unrealized
ROK Rockwell Automation 0.9%
Value ($000) $155,751 Shares 1,356,479 Est. Cost $92.42 Unrealized +3.3%
WWD Woodward Inc. 0.8%
Value ($000) $126,505 Shares 2,194,745 Est. Cost $42.60 Unrealized +21.9%
Genpact, Ltd. 0.7%
Value ($000) $117,771 Shares 4,387,875 Est. Cost $17.38 Unrealized
FUL H.B. Fuller Co. 0.7%
Value ($000) $106,694 Shares 2,425,406 Est. Cost $37.43 Unrealized +6.1%
Broadridge Financial 0.6%
Value ($000) $95,955 Shares 1,471,708 Est. Cost $27.46 Unrealized
ARW Arrow Electronics Inc. 0.5%
Value ($000) $86,684 Shares 1,400,384 Est. Cost $39.66 Unrealized +60.1%
Interpublic Group 0.5%
Value ($000) $85,968 Shares 3,721,575 Est. Cost $12.06 Unrealized +35.0%
MAN Manpowergroup Inc. 0.5%
Value ($000) $84,419 Shares 1,312,075 Est. Cost $87.39 Unrealized -11.3%
KEX Kirby Corp. 0.5%
Value ($000) $79,185 Shares 1,269,187 Est. Cost $69.15 Unrealized -5.3%
MSM MSC Industrial Direct 0.5%
Value ($000) $77,079 Shares 1,092,385 Est. Cost $77.63 Unrealized -4.4%
GHC Graham Holdings Co. 0.5%
Value ($000) $74,522 Shares 152,229 Est. Cost $442.27 Unrealized +0.1%
DCI Donaldson Co. Inc. 0.4%
Value ($000) $72,569 Shares 2,112,025 Est. Cost $29.23 Unrealized -2.3%
Flir Systems Inc 0.4%
Value ($000) $70,093 Shares 2,264,715 Est. Cost $29.94 Unrealized
Applied Ind. Tech. 0.4%
Value ($000) $68,280 Shares 1,512,625 Est. Cost $39.14 Unrealized
Cash America Intl Inc. 0.4%
Value ($000) $67,526 Shares 1,584,375 Est. Cost $26.19 Unrealized
AVY Avery Dennison Corp. 0.4%
Value ($000) $66,449 Shares 888,949 Est. Cost $33.95 Unrealized +83.6%
R Ryder System Inc. 0.4%
Value ($000) $65,929 Shares 1,078,335 Est. Cost $59.46 Unrealized +11.4%
WRB W.R. Berkley Corp. 0.4%
Value ($000) $63,441 Shares 1,058,758 Est. Cost $9.59 Unrealized +38.4%
RHI Robert Half Int'l. Inc. 0.4%
Value ($000) $63,006 Shares 1,651,089 Est. Cost $44.30 Unrealized -7.7%
Anixter Int'l. 0.4%
Value ($000) $59,751 Shares 1,121,457 Est. Cost $76.29 Unrealized
Cable One, Inc. 0.4%
Value ($000) $59,270 Shares 115,895 Est. Cost $419.42 Unrealized
VMI Valmont Industries 0.4%
Value ($000) $59,029 Shares 436,381 Est. Cost $148.90 Unrealized -11.2%
Varian Medical Sys. 0.4%
Value ($000) $58,233 Shares 708,170 Est. Cost $73.78 Unrealized
UNF UniFirst Corp. 0.3%
Value ($000) $55,155 Shares 476,625 Est. Cost $99.03 Unrealized +7.7%
Armstrong World Ind. 0.3%
Value ($000) $55,132 Shares 1,408,225 Est. Cost $50.62 Unrealized
First Cash Financial 0.3%
Value ($000) $53,867 Shares 1,049,425 Est. Cost $39.81 Unrealized
Compass Minerals 0.3%
Value ($000) $52,259 Shares 704,396 Est. Cost $83.08 Unrealized
MDRX Allscripts Healthcare 0.3%
Value ($000) $52,084 Shares 4,101,075 Est. Cost $12.57 Unrealized +5.5%
Esterline Technologies 0.3%
Value ($000) $49,097 Shares 791,375 Est. Cost $84.05 Unrealized
PRGS Progress Software 0.3%
Value ($000) $47,960 Shares 1,746,530 Est. Cost $22.33 Unrealized +15.1%
MKS Instruments 0.3%
Value ($000) $47,689 Shares 1,107,494 Est. Cost $27.18 Unrealized
TRS TriMas Corp. 0.3%
Value ($000) $45,107 Shares 2,505,950 Est. Cost $20.14 Unrealized -13.8%
Greenlight Capital 0.3%
Value ($000) $41,897 Shares 2,078,215 Est. Cost $23.74 Unrealized
Dun & Bradstreet 0.2%
Value ($000) $40,711 Shares 334,132 Est. Cost $97.72 Unrealized
RPX Corp. 0.2%
Value ($000) $36,354 Shares 3,964,426 Est. Cost $13.72 Unrealized
ZION Zions Bancorporation 0.2%
Value ($000) $33,715 Shares 1,341,638 Est. Cost $27.01 Unrealized -1.8%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $32,532 Shares 307,837 Est. Cost $56.43 Unrealized +59.3%
Penske Automotive 0.2%
Value ($000) $31,193 Shares 991,500 Est. Cost $31.46 Unrealized
NVR Inc. 0.2%
Value ($000) $30,442 Shares 17,099 Est. Cost $1080.08 Unrealized
PLUS ePlus Inc. 0.2%
Value ($000) $26,255 Shares 321,000 Est. Cost $20.87 Unrealized -0.4%
SCSC Scansource Inc. 0.2%
Value ($000) $26,144 Shares 704,501 Est. Cost $30.44 Unrealized +29.0%
LNN Lindsay Corp. 0.2%
Value ($000) $25,865 Shares 381,150 Est. Cost $70.26 Unrealized -10.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $4,582 Shares 8,500 Est. Cost $317.58 Unrealized +39.4%
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $237 Shares 23,700 Est. Cost $7.34 Unrealized
Smiths Group PLC - ADR 0.0%
Value ($000) $220 Shares 13,950 Est. Cost $15.77 Unrealized
ATR AptarGroup Inc. 0.0%
Value ($000) $214 Shares 2,700 Est. Cost $64.16 Unrealized +5.9%