FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $16,667,794 (100.0% shares, 0.0% debt)

Holdings (70)

Accenture Plc. 5.2%
Value ($000) $870,112 Shares 7,035,189 Est. Cost $76.86 Unrealized
TE Connectivity Ltd. 4.4%
Value ($000) $736,681 Shares 9,363,005 Est. Cost $49.58 Unrealized
Comcast Corp. 4.2%
Value ($000) $708,080 Shares 18,193,219 Est. Cost $46.60 Unrealized
BRK/B Berkshire Hath Cl B 4.1%
Value ($000) $683,345 Shares 4,034,629 Est. Cost $110.02 Unrealized +51.2%
UNH UnitedHealth Group 4.0%
Value ($000) $661,762 Shares 3,568,992 Est. Cost $60.41 Unrealized +152.8%
SLB Schlumberger Ltd. 3.8%
Value ($000) $625,361 Shares 9,498,185 Est. Cost $54.92 Unrealized +1.6%
HON Honeywell Int'l Inc. 3.7%
Value ($000) $620,768 Shares 4,657,271 Est. Cost $74.34 Unrealized +32.8%
Potash Corp. 3.7%
Value ($000) $608,649 Shares 37,340,421 Est. Cost $30.34 Unrealized
AmerisourceBergen 3.3%
Value ($000) $547,686 Shares 5,793,775 Est. Cost $71.49 Unrealized
DG Dollar General Corp 3.2%
Value ($000) $540,978 Shares 7,504,207 Est. Cost $66.42 Unrealized -3.0%
JPMorgan Chase 3.2%
Value ($000) $534,163 Shares 5,844,236 Est. Cost $66.59 Unrealized
EBAY Ebay, Inc. 3.1%
Value ($000) $522,786 Shares 14,970,954 Est. Cost $22.10 Unrealized +37.8%
Cerner Corporation 3.1%
Value ($000) $518,836 Shares 7,805,566 Est. Cost $51.82 Unrealized
PGR Progressive Corp. 2.9%
Value ($000) $489,622 Shares 11,105,064 Est. Cost $17.86 Unrealized +79.6%
SWK Stanley Black & Deck 2.9%
Value ($000) $480,135 Shares 3,411,743 Est. Cost $77.54 Unrealized +40.2%
EXPD Expeditors Int'l. 2.8%
Value ($000) $467,080 Shares 8,269,825 Est. Cost $32.05 Unrealized +54.3%
BK Bank of NY Mellon 2.8%
Value ($000) $461,304 Shares 9,041,637 Est. Cost $21.22 Unrealized +78.9%
PCAR Paccar Inc. 2.7%
Value ($000) $448,723 Shares 6,794,718 Est. Cost $23.28 Unrealized +32.8%
NSRGY Nestle SA ADR 2.7%
Value ($000) $447,432 Shares 5,131,096 Est. Cost $75.15 Unrealized
Level 3 Comm. 2.6%
Value ($000) $433,105 Shares 7,303,618 Est. Cost $49.47 Unrealized
OMC Omnicom Group 2.5%
Value ($000) $413,063 Shares 4,982,667 Est. Cost $48.92 Unrealized +25.6%
21st Century Fox - B 2.2%
Value ($000) $370,827 Shares 13,305,596 Est. Cost $26.53 Unrealized
TJX TJX Companies Inc 2.0%
Value ($000) $336,843 Shares 4,667,352 Est. Cost $33.77 Unrealized -1.1%
Oracle Corp 1.9%
Value ($000) $320,265 Shares 6,387,407 Est. Cost $38.45 Unrealized
MSFT Microsoft Corp. 1.7%
Value ($000) $290,035 Shares 4,207,671 Est. Cost $27.41 Unrealized +127.4%
Unilever PLC ADR 1.7%
Value ($000) $284,786 Shares 5,262,114 Est. Cost $44.32 Unrealized
21st Century Fox - A 1.1%
Value ($000) $176,512 Shares 6,228,387 Est. Cost $27.88 Unrealized
FirstCash Inc. 1.1%
Value ($000) $176,446 Shares 3,026,526 Est. Cost $47.53 Unrealized
Devon Energy Corp. 0.9%
Value ($000) $157,933 Shares 4,940,022 Est. Cost $49.55 Unrealized
Genpact, Ltd. 0.9%
Value ($000) $146,346 Shares 5,258,582 Est. Cost $18.58 Unrealized
GHC Graham Holdings Co. 0.7%
Value ($000) $121,213 Shares 202,139 Est. Cost $446.55 Unrealized +23.0%
Interpublic Group 0.7%
Value ($000) $110,055 Shares 4,473,770 Est. Cost $12.84 Unrealized +35.5%
Broadridge Financial 0.7%
Value ($000) $108,677 Shares 1,438,290 Est. Cost $28.34 Unrealized
ARW Arrow Electronics Inc. 0.6%
Value ($000) $107,915 Shares 1,376,113 Est. Cost $44.73 Unrealized +67.0%
RHI Robert Half Int'l. Inc. 0.6%
Value ($000) $105,561 Shares 2,202,390 Est. Cost $44.23 Unrealized +5.7%
MAN Manpowergroup Inc. 0.6%
Value ($000) $105,371 Shares 943,759 Est. Cost $87.19 Unrealized +18.4%
WWD Woodward Inc. 0.6%
Value ($000) $94,766 Shares 1,402,285 Est. Cost $42.60 Unrealized +51.4%
Anixter Int'l. 0.6%
Value ($000) $93,741 Shares 1,198,732 Est. Cost $76.61 Unrealized
Esterline Technologies 0.6%
Value ($000) $92,236 Shares 972,956 Est. Cost $85.69 Unrealized
Liberty Global LiLAC - C 0.5%
Value ($000) $90,372 Shares 4,221,000 Est. Cost $22.11 Unrealized
R Ryder System Inc. 0.5%
Value ($000) $87,237 Shares 1,211,960 Est. Cost $60.99 Unrealized +13.5%
AVY Avery Dennison Corp. 0.5%
Value ($000) $87,023 Shares 984,758 Est. Cost $37.85 Unrealized +89.6%
Armstrong World Ind. 0.5%
Value ($000) $86,511 Shares 1,880,684 Est. Cost $48.62 Unrealized
CenturyLink Inc 0.5%
Value ($000) $86,411 Shares 3,618,535 Est. Cost $23.88 Unrealized
FUL H.B. Fuller Co. 0.5%
Value ($000) $82,485 Shares 1,613,866 Est. Cost $37.43 Unrealized +23.4%
PLUS ePlus Inc. 0.5%
Value ($000) $78,772 Shares 1,063,046 Est. Cost $29.37 Unrealized +23.4%
MDRX Allscripts Healthcare 0.5%
Value ($000) $77,626 Shares 6,083,536 Est. Cost $12.27 Unrealized -1.0%
WRB W.R. Berkley Corp. 0.4%
Value ($000) $73,384 Shares 1,060,924 Est. Cost $9.82 Unrealized +69.1%
Varian Medical Sys. 0.4%
Value ($000) $73,218 Shares 709,542 Est. Cost $74.48 Unrealized
Penske Automotive 0.4%
Value ($000) $64,010 Shares 1,457,745 Est. Cost $36.68 Unrealized
MEDNAX, Inc. 0.4%
Value ($000) $62,179 Shares 1,029,973 Est. Cost $64.20 Unrealized
White Mountains Ins. 0.4%
Value ($000) $62,062 Shares 71,448 Est. Cost $876.59 Unrealized
TRS TriMas Corp. 0.3%
Value ($000) $57,247 Shares 2,745,646 Est. Cost $20.29 Unrealized +6.4%
KEX Kirby Corp. 0.3%
Value ($000) $56,746 Shares 848,859 Est. Cost $68.43 Unrealized -0.4%
Cable One, Inc. 0.3%
Value ($000) $56,409 Shares 79,349 Est. Cost $426.14 Unrealized
NVR Inc. 0.3%
Value ($000) $47,699 Shares 19,787 Est. Cost $1220.12 Unrealized
KW Kennedy-Wilson Hld. 0.3%
Value ($000) $47,544 Shares 2,495,763 Est. Cost $21.22 Unrealized -4.7%
MSM MSC Industrial Direct 0.3%
Value ($000) $45,032 Shares 523,870 Est. Cost $77.63 Unrealized +13.3%
Greenlight Capital 0.3%
Value ($000) $43,170 Shares 2,065,537 Est. Cost $23.70 Unrealized
Applied Ind. Tech. 0.3%
Value ($000) $43,167 Shares 731,023 Est. Cost $39.66 Unrealized
ZION Zions Bancorporation 0.2%
Value ($000) $39,663 Shares 903,272 Est. Cost $27.28 Unrealized +50.9%
VMI Valmont Industries 0.2%
Value ($000) $39,405 Shares 263,400 Est. Cost $148.66 Unrealized +1.1%
CSL Carlisle Cos. Inc. 0.2%
Value ($000) $36,521 Shares 382,818 Est. Cost $65.18 Unrealized +39.1%
MKS Instruments 0.2%
Value ($000) $32,253 Shares 479,236 Est. Cost $28.02 Unrealized
FDS Factset Research Sys. 0.2%
Value ($000) $31,790 Shares 191,300 Est. Cost $149.80 Unrealized 0.0%
ViaSat, Inc. 0.2%
Value ($000) $28,948 Shares 437,285 Est. Cost $66.20 Unrealized
CASY Casey's General Stores 0.2%
Value ($000) $28,465 Shares 265,751 Est. Cost $107.43 Unrealized -2.4%
FRFHF Fairfax Financial 0.0%
Value ($000) $2,900 Shares 6,700 Est. Cost $317.58 Unrealized +20.2%
Smiths Group PLC - ADR 0.0%
Value ($000) $221 Shares 10,400 Est. Cost $15.77 Unrealized
Net 1 UEPS Technologies Inc. 0.0%
Value ($000) $125 Shares 12,700 Est. Cost $7.34 Unrealized