FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $16,332,607 (100.0% shares, 0.0% debt)

Holdings (73)

Accenture Plc. 4.9%
Value ($000) $797,071 Shares 6,805,012 Est. Cost $75.42 Unrealized
SLB Schlumberger Ltd. 4.8%
Value ($000) $781,604 Shares 9,310,349 Est. Cost $54.58 Unrealized +15.5%
BRK/B Berkshire Hath Cl B 4.3%
Value ($000) $708,620 Shares 4,347,898 Est. Cost $110.02 Unrealized +39.9%
Comcast Corp. 4.1%
Value ($000) $674,519 Shares 9,768,552 Est. Cost $55.39 Unrealized
Potash Corp. 4.0%
Value ($000) $658,159 Shares 36,382,476 Est. Cost $30.94 Unrealized
TE Connectivity Ltd. 3.9%
Value ($000) $643,313 Shares 9,285,702 Est. Cost $48.69 Unrealized
UNH UnitedHealth Group 3.8%
Value ($000) $617,114 Shares 3,855,999 Est. Cost $60.41 Unrealized +113.8%
DG Dollar General Corp 3.7%
Value ($000) $597,642 Shares 8,068,613 Est. Cost $66.42 Unrealized -2.3%
HON Honeywell Int'l Inc. 3.6%
Value ($000) $583,698 Shares 5,038,398 Est. Cost $74.34 Unrealized +13.2%
JPMorgan Chase 3.3%
Value ($000) $541,976 Shares 6,280,865 Est. Cost $66.59 Unrealized
BK Bank of NY Mellon 3.0%
Value ($000) $496,324 Shares 10,475,399 Est. Cost $21.22 Unrealized +67.3%
EBAY Ebay, Inc. 2.9%
Value ($000) $478,648 Shares 16,121,520 Est. Cost $22.10 Unrealized +18.9%
EXPD Expeditors Int'l. 2.9%
Value ($000) $477,519 Shares 9,016,591 Est. Cost $32.05 Unrealized +45.3%
PCAR Paccar Inc. 2.9%
Value ($000) $467,073 Shares 7,309,444 Est. Cost $23.28 Unrealized +22.1%
OMC Omnicom Group 2.8%
Value ($000) $457,733 Shares 5,378,130 Est. Cost $48.92 Unrealized +24.6%
AmerisourceBergen 2.6%
Value ($000) $432,695 Shares 5,533,898 Est. Cost $69.59 Unrealized
PGR Progressive Corp. 2.6%
Value ($000) $424,394 Shares 11,954,755 Est. Cost $17.86 Unrealized +40.4%
SWK Stanley Black & Deck 2.6%
Value ($000) $423,751 Shares 3,694,747 Est. Cost $77.54 Unrealized +20.7%
Devon Energy Corp. 2.5%
Value ($000) $409,831 Shares 8,973,744 Est. Cost $49.55 Unrealized
21st Century Fox - B 2.4%
Value ($000) $391,616 Shares 14,371,232 Est. Cost $26.53 Unrealized
AXP American Express 2.3%
Value ($000) $370,870 Shares 5,006,338 Est. Cost $60.79 Unrealized +0.3%
Level 3 Comm. 1.9%
Value ($000) $313,791 Shares 5,567,620 Est. Cost $46.38 Unrealized
MSFT Microsoft Corp. 1.7%
Value ($000) $278,195 Shares 4,476,915 Est. Cost $27.41 Unrealized +96.8%
Unilever PLC ADR 1.7%
Value ($000) $275,885 Shares 6,778,508 Est. Cost $41.48 Unrealized
ROST Ross Stores Inc. 1.6%
Value ($000) $264,650 Shares 4,034,296 Est. Cost $38.04 Unrealized +57.1%
Oracle Corp 1.6%
Value ($000) $263,566 Shares 6,854,765 Est. Cost $38.45 Unrealized
NSRGY Nestle SA ADR 1.6%
Value ($000) $257,443 Shares 3,588,549 Est. Cost $74.25 Unrealized
Cerner Corporation 1.5%
Value ($000) $239,174 Shares 5,049,070 Est. Cost $47.37 Unrealized
21st Century Fox - A 1.2%
Value ($000) $190,658 Shares 6,799,492 Est. Cost $27.88 Unrealized
ROK Rockwell Automation 1.0%
Value ($000) $161,697 Shares 1,203,105 Est. Cost $92.42 Unrealized +16.6%
ARW Arrow Electronics Inc. 0.8%
Value ($000) $124,376 Shares 1,744,400 Est. Cost $44.73 Unrealized +47.9%
MAN Manpowergroup Inc. 0.7%
Value ($000) $119,049 Shares 1,339,586 Est. Cost $87.19 Unrealized -5.4%
Genpact, Ltd. 0.7%
Value ($000) $117,403 Shares 4,823,440 Est. Cost $18.01 Unrealized
FirstCash Inc. 0.7%
Value ($000) $111,597 Shares 2,374,410 Est. Cost $47.08 Unrealized
Interpublic Group 0.7%
Value ($000) $107,015 Shares 4,571,327 Est. Cost $12.84 Unrealized +26.4%
RHI Robert Half Int'l. Inc. 0.6%
Value ($000) $100,839 Shares 2,067,211 Est. Cost $43.96 Unrealized -2.6%
WWD Woodward Inc. 0.6%
Value ($000) $97,906 Shares 1,417,895 Est. Cost $42.60 Unrealized +43.0%
Broadridge Financial 0.6%
Value ($000) $96,792 Shares 1,459,906 Est. Cost $28.34 Unrealized
GHC Graham Holdings Co. 0.6%
Value ($000) $96,565 Shares 188,622 Est. Cost $442.78 Unrealized +0.4%
KEX Kirby Corp. 0.6%
Value ($000) $91,237 Shares 1,371,988 Est. Cost $68.43 Unrealized -7.6%
Anixter Int'l. 0.6%
Value ($000) $90,892 Shares 1,121,433 Est. Cost $76.43 Unrealized
Applied Ind. Tech. 0.6%
Value ($000) $90,009 Shares 1,515,304 Est. Cost $39.66 Unrealized
R Ryder System Inc. 0.5%
Value ($000) $80,240 Shares 1,077,911 Est. Cost $59.87 Unrealized +23.1%
FUL H.B. Fuller Co. 0.5%
Value ($000) $78,668 Shares 1,628,401 Est. Cost $37.43 Unrealized +10.2%
Armstrong World Ind. 0.5%
Value ($000) $73,601 Shares 1,760,781 Est. Cost $48.79 Unrealized
Cable One, Inc. 0.4%
Value ($000) $72,058 Shares 115,899 Est. Cost $426.14 Unrealized
WRB W.R. Berkley Corp. 0.4%
Value ($000) $71,600 Shares 1,076,531 Est. Cost $9.82 Unrealized +48.7%
Esterline Technologies 0.4%
Value ($000) $70,804 Shares 793,764 Est. Cost $84.24 Unrealized
MSM MSC Industrial Direct 0.4%
Value ($000) $66,086 Shares 715,292 Est. Cost $77.63 Unrealized +6.2%
Penske Automotive 0.4%
Value ($000) $66,034 Shares 1,273,810 Est. Cost $35.26 Unrealized
MKS Instruments 0.4%
Value ($000) $65,623 Shares 1,104,766 Est. Cost $28.02 Unrealized
Varian Medical Sys. 0.4%
Value ($000) $65,089 Shares 724,981 Est. Cost $74.48 Unrealized
AVY Avery Dennison Corp. 0.4%
Value ($000) $63,892 Shares 909,889 Est. Cost $35.48 Unrealized +73.6%
VMI Valmont Industries 0.4%
Value ($000) $61,093 Shares 433,592 Est. Cost $148.66 Unrealized -6.6%
TRS TriMas Corp. 0.4%
Value ($000) $59,056 Shares 2,513,010 Est. Cost $20.15 Unrealized +1.3%
ZION Zions Bancorporation 0.4%
Value ($000) $57,373 Shares 1,333,008 Est. Cost $27.28 Unrealized +35.0%
PRGS Progress Software 0.3%
Value ($000) $55,577 Shares 1,740,602 Est. Cost $22.54 Unrealized +28.8%
Compass Minerals 0.3%
Value ($000) $55,504 Shares 708,413 Est. Cost $82.92 Unrealized
PLUS ePlus Inc. 0.3%
Value ($000) $53,957 Shares 468,375 Est. Cost $21.32 Unrealized +21.7%
MDRX Allscripts Healthcare 0.3%
Value ($000) $48,020 Shares 4,703,240 Est. Cost $12.38 Unrealized -7.9%
Greenlight Capital 0.3%
Value ($000) $47,594 Shares 2,087,450 Est. Cost $23.70 Unrealized
Dun & Bradstreet 0.2%
Value ($000) $40,118 Shares 330,677 Est. Cost $98.32 Unrealized
KW Kennedy-Wilson Hld. 0.2%
Value ($000) $39,675 Shares 1,935,390 Est. Cost $21.28 Unrealized +0.4%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $33,654 Shares 305,144 Est. Cost $57.55 Unrealized +69.0%
UNF UniFirst Corp. 0.2%
Value ($000) $32,798 Shares 228,319 Est. Cost $99.03 Unrealized +30.7%
NVR Inc. 0.2%
Value ($000) $28,356 Shares 16,990 Est. Cost $1080.08 Unrealized
RPX Corp. 0.1%
Value ($000) $12,917 Shares 1,196,050 Est. Cost $13.72 Unrealized
IVV iShares S&P 500 0.0%
Value ($000) $4,664 Shares 20,730 Est. Cost $224.99 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $3,261 Shares 6,700 Est. Cost $317.58 Unrealized +32.1%
MEDNAX, Inc. 0.0%
Value ($000) $993 Shares 14,890 Est. Cost $66.69 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $873 Shares 6,345 Est. Cost $137.59 Unrealized
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $272 Shares 23,700 Est. Cost $7.34 Unrealized
Smiths Group PLC - ADR 0.0%
Value ($000) $248 Shares 13,950 Est. Cost $15.77 Unrealized