FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $17,273,734 (100.0% shares, 0.0% debt)

Holdings (70)

Accenture Plc. 4.9%
Value ($000) $842,995 Shares 7,031,988 Est. Cost $76.86 Unrealized
SLB Schlumberger Ltd. 4.4%
Value ($000) $756,886 Shares 9,691,248 Est. Cost $54.92 Unrealized +15.3%
Comcast Corp. 4.2%
Value ($000) $725,235 Shares 19,293,297 Est. Cost $46.60 Unrealized
BRK/B Berkshire Hath Cl B 4.2%
Value ($000) $717,783 Shares 4,306,356 Est. Cost $110.02 Unrealized +52.1%
TE Connectivity Ltd. 4.2%
Value ($000) $716,931 Shares 9,616,782 Est. Cost $49.58 Unrealized
Potash Corp. 3.8%
Value ($000) $649,640 Shares 38,035,149 Est. Cost $30.34 Unrealized
UNH UnitedHealth Group 3.6%
Value ($000) $624,058 Shares 3,804,997 Est. Cost $60.41 Unrealized +135.3%
HON Honeywell Int'l Inc. 3.6%
Value ($000) $619,685 Shares 4,962,641 Est. Cost $74.34 Unrealized +23.7%
DG Dollar General Corp 3.2%
Value ($000) $557,551 Shares 7,995,861 Est. Cost $66.42 Unrealized -1.7%
JPMorgan Chase 3.2%
Value ($000) $547,550 Shares 6,233,497 Est. Cost $66.59 Unrealized
AmerisourceBergen 3.2%
Value ($000) $544,418 Shares 6,151,621 Est. Cost $71.49 Unrealized
EBAY Ebay, Inc. 3.1%
Value ($000) $536,244 Shares 15,973,911 Est. Cost $22.10 Unrealized +30.9%
Unilever PLC ADR 3.0%
Value ($000) $523,770 Shares 10,615,523 Est. Cost $44.32 Unrealized
EXPD Expeditors Int'l. 2.9%
Value ($000) $500,992 Shares 8,868,690 Est. Cost $32.05 Unrealized +53.3%
PCAR Paccar Inc. 2.8%
Value ($000) $486,653 Shares 7,241,866 Est. Cost $23.28 Unrealized +37.9%
Cerner Corporation 2.8%
Value ($000) $485,007 Shares 8,241,408 Est. Cost $51.82 Unrealized
SWK Stanley Black & Deck 2.8%
Value ($000) $483,948 Shares 3,642,266 Est. Cost $77.54 Unrealized +27.7%
PGR Progressive Corp. 2.7%
Value ($000) $463,597 Shares 11,832,487 Est. Cost $17.86 Unrealized +64.1%
OMC Omnicom Group 2.6%
Value ($000) $456,768 Shares 5,298,319 Est. Cost $48.92 Unrealized +27.7%
BK Bank of NY Mellon 2.6%
Value ($000) $452,836 Shares 9,587,882 Est. Cost $21.22 Unrealized +74.2%
21st Century Fox - B 2.6%
Value ($000) $450,517 Shares 14,176,130 Est. Cost $26.53 Unrealized
Level 3 Comm. 2.6%
Value ($000) $445,613 Shares 7,787,706 Est. Cost $49.47 Unrealized
NSRGY Nestle SA ADR 2.4%
Value ($000) $418,453 Shares 5,441,527 Est. Cost $75.15 Unrealized
Oracle Corp 1.8%
Value ($000) $306,033 Shares 6,860,183 Est. Cost $38.45 Unrealized
AXP American Express 1.7%
Value ($000) $299,289 Shares 3,783,205 Est. Cost $60.79 Unrealized +13.8%
MSFT Microsoft Corp. 1.7%
Value ($000) $295,974 Shares 4,493,981 Est. Cost $27.41 Unrealized +111.0%
TJX TJX Companies Inc 1.3%
Value ($000) $225,702 Shares 2,854,093 Est. Cost $34.01 Unrealized 0.0%
21st Century Fox - A 1.2%
Value ($000) $214,897 Shares 6,634,681 Est. Cost $27.88 Unrealized
Devon Energy Corp. 1.2%
Value ($000) $214,375 Shares 5,138,426 Est. Cost $49.55 Unrealized
FirstCash Inc. 0.9%
Value ($000) $148,877 Shares 3,029,034 Est. Cost $47.53 Unrealized
Genpact, Ltd. 0.8%
Value ($000) $130,391 Shares 5,266,210 Est. Cost $18.58 Unrealized
ARW Arrow Electronics Inc. 0.7%
Value ($000) $126,427 Shares 1,722,206 Est. Cost $44.73 Unrealized +63.7%
GHC Graham Holdings Co. 0.7%
Value ($000) $121,213 Shares 202,174 Est. Cost $446.55 Unrealized +11.8%
Interpublic Group 0.6%
Value ($000) $110,409 Shares 4,493,647 Est. Cost $12.84 Unrealized +32.1%
RHI Robert Half Int'l. Inc. 0.6%
Value ($000) $107,456 Shares 2,200,621 Est. Cost $44.23 Unrealized +9.3%
MAN Manpowergroup Inc. 0.6%
Value ($000) $98,327 Shares 958,631 Est. Cost $87.19 Unrealized +11.3%
Broadridge Financial 0.6%
Value ($000) $97,901 Shares 1,440,786 Est. Cost $28.34 Unrealized
WWD Woodward Inc. 0.6%
Value ($000) $95,243 Shares 1,402,285 Est. Cost $42.60 Unrealized +53.3%
Anixter Int'l. 0.5%
Value ($000) $94,885 Shares 1,196,538 Est. Cost $76.61 Unrealized
Armstrong World Ind. 0.5%
Value ($000) $86,378 Shares 1,875,741 Est. Cost $48.62 Unrealized
FUL H.B. Fuller Co. 0.5%
Value ($000) $83,050 Shares 1,610,754 Est. Cost $37.43 Unrealized +19.1%
R Ryder System Inc. 0.5%
Value ($000) $80,475 Shares 1,066,741 Est. Cost $59.87 Unrealized +26.4%
AVY Avery Dennison Corp. 0.5%
Value ($000) $79,437 Shares 985,569 Est. Cost $37.85 Unrealized +75.1%
MDRX Allscripts Healthcare 0.4%
Value ($000) $76,652 Shares 6,045,110 Est. Cost $12.27 Unrealized -3.3%
WRB W.R. Berkley Corp. 0.4%
Value ($000) $74,993 Shares 1,061,776 Est. Cost $9.82 Unrealized +71.3%
Esterline Technologies 0.4%
Value ($000) $73,099 Shares 849,489 Est. Cost $84.36 Unrealized
Cable One, Inc. 0.4%
Value ($000) $71,936 Shares 115,196 Est. Cost $426.14 Unrealized
PLUS ePlus Inc. 0.4%
Value ($000) $70,869 Shares 524,760 Est. Cost $22.32 Unrealized +37.3%
Penske Automotive 0.4%
Value ($000) $67,531 Shares 1,442,655 Est. Cost $36.61 Unrealized
Varian Medical Sys. 0.4%
Value ($000) $64,948 Shares 712,691 Est. Cost $74.48 Unrealized
KEX Kirby Corp. 0.4%
Value ($000) $60,835 Shares 862,303 Est. Cost $68.43 Unrealized -0.2%
TRS TriMas Corp. 0.3%
Value ($000) $56,671 Shares 2,731,135 Est. Cost $20.29 Unrealized +8.0%
ZION Zions Bancorporation 0.3%
Value ($000) $55,088 Shares 1,311,623 Est. Cost $27.28 Unrealized +59.2%
MSM MSC Industrial Direct 0.3%
Value ($000) $54,914 Shares 534,387 Est. Cost $77.63 Unrealized +30.5%
MKS Instruments 0.3%
Value ($000) $54,851 Shares 797,831 Est. Cost $28.02 Unrealized
KW Kennedy-Wilson Hld. 0.3%
Value ($000) $54,822 Shares 2,469,450 Est. Cost $21.23 Unrealized -0.8%
Compass Minerals 0.3%
Value ($000) $47,355 Shares 697,943 Est. Cost $82.92 Unrealized
Applied Ind. Tech. 0.3%
Value ($000) $45,596 Shares 737,204 Est. Cost $39.66 Unrealized
Greenlight Capital 0.3%
Value ($000) $45,390 Shares 2,053,845 Est. Cost $23.70 Unrealized
White Mountains Ins. 0.3%
Value ($000) $44,533 Shares 50,613 Est. Cost $879.87 Unrealized
Liberty Global LiLAC - C 0.2%
Value ($000) $41,864 Shares 1,817,000 Est. Cost $23.04 Unrealized
VMI Valmont Industries 0.2%
Value ($000) $41,770 Shares 268,617 Est. Cost $148.66 Unrealized -0.7%
NVR Inc. 0.2%
Value ($000) $41,449 Shares 19,673 Est. Cost $1220.12 Unrealized
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $40,541 Shares 380,988 Est. Cost $65.18 Unrealized +47.1%
MEDNAX, Inc. 0.2%
Value ($000) $30,716 Shares 442,725 Est. Cost $69.29 Unrealized
CASY Casey's General Stores 0.2%
Value ($000) $29,598 Shares 263,675 Est. Cost $107.43 Unrealized 0.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $3,057 Shares 6,700 Est. Cost $317.58 Unrealized +26.5%
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $290 Shares 23,700 Est. Cost $7.34 Unrealized
Smiths Group PLC - ADR 0.0%
Value ($000) $289 Shares 13,950 Est. Cost $15.77 Unrealized
ATR AptarGroup Inc. 0.0%
Value ($000) $208 Shares 2,700 Est. Cost $66.39 Unrealized 0.0%