FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $15,927,641 (100.0% shares, 0.0% debt)

Holdings (73)

Accenture Plc. 5.2%
Value ($000) $823,073 Shares 6,737,115 Est. Cost $75.00 Unrealized
SLB Schlumberger Ltd. 4.6%
Value ($000) $731,004 Shares 9,295,581 Est. Cost $54.58 Unrealized +11.2%
Comcast Corp. 4.3%
Value ($000) $683,842 Shares 10,308,135 Est. Cost $55.39 Unrealized
BRK/B Berkshire Hath Cl B 4.2%
Value ($000) $665,524 Shares 4,606,661 Est. Cost $110.02 Unrealized +32.9%
TE Connectivity Ltd. 3.8%
Value ($000) $603,276 Shares 9,370,555 Est. Cost $48.69 Unrealized
DG Dollar General Corp 3.7%
Value ($000) $594,728 Shares 8,497,328 Est. Cost $66.42 Unrealized +13.0%
Potash Corp. 3.7%
Value ($000) $594,130 Shares 36,405,018 Est. Cost $30.94 Unrealized
UNH UnitedHealth Group 3.6%
Value ($000) $570,696 Shares 4,076,403 Est. Cost $60.41 Unrealized +99.5%
EBAY Ebay, Inc. 3.5%
Value ($000) $560,340 Shares 17,031,598 Est. Cost $22.10 Unrealized +21.6%
EXPD Expeditors Int'l. 3.1%
Value ($000) $490,761 Shares 9,525,638 Est. Cost $32.05 Unrealized +40.4%
OMC Omnicom Group 3.0%
Value ($000) $481,491 Shares 5,664,595 Est. Cost $48.92 Unrealized +23.7%
SWK Stanley Black & Deck 3.0%
Value ($000) $479,564 Shares 3,899,531 Est. Cost $77.54 Unrealized +21.7%
AmerisourceBergen 3.0%
Value ($000) $471,619 Shares 5,838,312 Est. Cost $69.59 Unrealized
PCAR Paccar Inc. 2.9%
Value ($000) $453,964 Shares 7,723,107 Est. Cost $23.28 Unrealized +14.6%
JPMorgan Chase 2.8%
Value ($000) $445,813 Shares 6,694,889 Est. Cost $66.59 Unrealized
BK Bank of NY Mellon 2.8%
Value ($000) $441,852 Shares 11,079,527 Est. Cost $21.22 Unrealized +47.5%
NSRGY Nestle SA ADR 2.8%
Value ($000) $439,922 Shares 5,567,223 Est. Cost $74.25 Unrealized
ROST Ross Stores Inc. 2.7%
Value ($000) $437,501 Shares 6,804,058 Est. Cost $38.04 Unrealized +47.3%
Devon Energy Corp. 2.6%
Value ($000) $421,555 Shares 9,556,894 Est. Cost $49.55 Unrealized
PGR Progressive Corp. 2.5%
Value ($000) $398,816 Shares 12,660,812 Est. Cost $17.86 Unrealized +38.3%
21st Century Fox - B 2.3%
Value ($000) $372,687 Shares 15,064,146 Est. Cost $26.53 Unrealized
HON Honeywell Int'l Inc. 2.3%
Value ($000) $367,654 Shares 3,153,393 Est. Cost $68.45 Unrealized +25.7%
MSFT Microsoft Corp. 2.2%
Value ($000) $352,148 Shares 6,113,676 Est. Cost $27.41 Unrealized +83.5%
Unilever PLC ADR 2.1%
Value ($000) $340,781 Shares 7,189,473 Est. Cost $41.48 Unrealized
AXP American Express 2.1%
Value ($000) $337,959 Shares 5,277,314 Est. Cost $60.79 Unrealized -7.4%
Level 3 Comm. 1.7%
Value ($000) $263,625 Shares 5,684,025 Est. Cost $46.38 Unrealized
Danone SA ADR 1.4%
Value ($000) $219,155 Shares 14,757,938 Est. Cost $14.79 Unrealized
21st Century Fox - A 1.1%
Value ($000) $179,042 Shares 7,392,311 Est. Cost $27.88 Unrealized
ROK Rockwell Automation 1.0%
Value ($000) $161,373 Shares 1,319,052 Est. Cost $92.42 Unrealized +6.1%
WWD Woodward Inc. 0.8%
Value ($000) $133,021 Shares 2,129,020 Est. Cost $42.60 Unrealized +32.8%
FUL H.B. Fuller Co. 0.7%
Value ($000) $109,205 Shares 2,350,006 Est. Cost $37.43 Unrealized +10.0%
FirstCash Inc. 0.7%
Value ($000) $108,232 Shares 2,298,904 Est. Cost $47.08 Unrealized
Genpact, Ltd. 0.7%
Value ($000) $105,057 Shares 4,386,525 Est. Cost $17.38 Unrealized
ARW Arrow Electronics Inc. 0.6%
Value ($000) $100,195 Shares 1,566,284 Est. Cost $42.30 Unrealized +52.7%
Broadridge Financial 0.6%
Value ($000) $96,713 Shares 1,426,658 Est. Cost $27.46 Unrealized
MAN Manpowergroup Inc. 0.6%
Value ($000) $92,863 Shares 1,285,125 Est. Cost $87.39 Unrealized -21.1%
Interpublic Group 0.5%
Value ($000) $84,112 Shares 3,763,400 Est. Cost $12.11 Unrealized +32.4%
KEX Kirby Corp. 0.5%
Value ($000) $83,042 Shares 1,335,937 Est. Cost $68.57 Unrealized -16.3%
MSM MSC Industrial Direct 0.5%
Value ($000) $77,369 Shares 1,053,935 Est. Cost $77.63 Unrealized -6.4%
GHC Graham Holdings Co. 0.4%
Value ($000) $71,557 Shares 148,653 Est. Cost $442.27 Unrealized +3.3%
Anixter Int'l. 0.4%
Value ($000) $70,267 Shares 1,089,407 Est. Cost $76.29 Unrealized
R Ryder System Inc. 0.4%
Value ($000) $69,073 Shares 1,047,360 Est. Cost $59.46 Unrealized +10.1%
Varian Medical Sys. 0.4%
Value ($000) $69,016 Shares 693,420 Est. Cost $73.78 Unrealized
Applied Ind. Tech. 0.4%
Value ($000) $69,002 Shares 1,476,300 Est. Cost $39.14 Unrealized
Armstrong World Ind. 0.4%
Value ($000) $68,332 Shares 1,653,725 Est. Cost $49.24 Unrealized
AVY Avery Dennison Corp. 0.4%
Value ($000) $66,845 Shares 859,299 Est. Cost $33.95 Unrealized +89.8%
Cable One, Inc. 0.4%
Value ($000) $65,436 Shares 112,048 Est. Cost $419.42 Unrealized
RHI Robert Half Int'l. Inc. 0.4%
Value ($000) $63,156 Shares 1,668,139 Est. Cost $44.23 Unrealized -13.8%
UNF UniFirst Corp. 0.4%
Value ($000) $61,048 Shares 462,975 Est. Cost $99.03 Unrealized +18.8%
Penske Automotive 0.4%
Value ($000) $59,862 Shares 1,242,475 Est. Cost $34.84 Unrealized
WRB W.R. Berkley Corp. 0.4%
Value ($000) $59,310 Shares 1,026,833 Est. Cost $9.59 Unrealized +44.5%
Esterline Technologies 0.4%
Value ($000) $58,127 Shares 764,425 Est. Cost $84.05 Unrealized
VMI Valmont Industries 0.4%
Value ($000) $56,968 Shares 423,331 Est. Cost $148.90 Unrealized -11.4%
MKS Instruments 0.3%
Value ($000) $53,510 Shares 1,076,019 Est. Cost $27.18 Unrealized
MDRX Allscripts Healthcare 0.3%
Value ($000) $52,152 Shares 3,959,900 Est. Cost $12.57 Unrealized +6.4%
Flir Systems Inc 0.3%
Value ($000) $51,179 Shares 1,628,865 Est. Cost $29.94 Unrealized
Compass Minerals 0.3%
Value ($000) $50,429 Shares 684,246 Est. Cost $83.08 Unrealized
PRGS Progress Software 0.3%
Value ($000) $45,904 Shares 1,687,655 Est. Cost $22.33 Unrealized +28.0%
TRS TriMas Corp. 0.3%
Value ($000) $45,361 Shares 2,437,450 Est. Cost $20.14 Unrealized -8.2%
Dun & Bradstreet 0.3%
Value ($000) $44,030 Shares 322,282 Est. Cost $97.72 Unrealized
PLUS ePlus Inc. 0.3%
Value ($000) $42,518 Shares 450,350 Est. Cost $21.13 Unrealized +3.0%
Greenlight Capital 0.3%
Value ($000) $41,247 Shares 2,017,940 Est. Cost $23.74 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $40,188 Shares 1,295,538 Est. Cost $27.01 Unrealized +5.2%
KW Kennedy-Wilson Hld. 0.2%
Value ($000) $33,620 Shares 1,490,900 Est. Cost $21.26 Unrealized 0.0%
DCI Donaldson Co. Inc. 0.2%
Value ($000) $30,626 Shares 820,400 Est. Cost $29.23 Unrealized +7.3%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $30,439 Shares 296,762 Est. Cost $56.43 Unrealized +64.3%
NVR Inc. 0.2%
Value ($000) $27,955 Shares 17,047 Est. Cost $1080.08 Unrealized
RPX Corp. 0.2%
Value ($000) $27,375 Shares 2,560,851 Est. Cost $13.72 Unrealized
SCSC Scansource Inc. 0.2%
Value ($000) $24,797 Shares 679,376 Est. Cost $30.44 Unrealized +28.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $3,927 Shares 6,700 Est. Cost $317.58 Unrealized +46.8%
Smiths Group PLC - ADR 0.0%
Value ($000) $269 Shares 13,950 Est. Cost $15.77 Unrealized
ATR AptarGroup Inc. 0.0%
Value ($000) $209 Shares 2,700 Est. Cost $64.16 Unrealized +7.5%
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $203 Shares 23,700 Est. Cost $7.34 Unrealized