FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $16,898,679 (100.0% shares, 0.0% debt)

Holdings (66)

Accenture Plc. 5.4%
Value ($000) $918,728 Shares 6,801,867 Est. Cost $76.86 Unrealized
BRK/B Berkshire Hath. Cl B 4.3%
Value ($000) $721,772 Shares 3,937,225 Est. Cost $110.02 Unrealized +60.6%
Potash Corp. 4.2%
Value ($000) $709,104 Shares 36,855,741 Est. Cost $30.34 Unrealized
SLB Schlumberger Ltd. 4.1%
Value ($000) $694,338 Shares 9,953,239 Est. Cost $54.79 Unrealized -5.3%
Comcast Corp. 4.0%
Value ($000) $682,064 Shares 17,725,166 Est. Cost $46.60 Unrealized
TE Connectivity Ltd. 4.0%
Value ($000) $681,504 Shares 8,204,963 Est. Cost $49.58 Unrealized
UNH UnitedHealth Group 4.0%
Value ($000) $679,639 Shares 3,470,202 Est. Cost $60.41 Unrealized +179.7%
HON Honeywell Int'l. Inc. 3.8%
Value ($000) $640,804 Shares 4,520,984 Est. Cost $74.34 Unrealized +40.4%
DG Dollar General Corp 3.5%
Value ($000) $592,068 Shares 7,304,973 Est. Cost $66.42 Unrealized +1.3%
EBAY Ebay Inc. 3.3%
Value ($000) $560,980 Shares 14,586,059 Est. Cost $22.10 Unrealized +46.4%
JPMorgan Chase 3.2%
Value ($000) $543,154 Shares 5,686,885 Est. Cost $66.59 Unrealized
Cerner Corporation 3.2%
Value ($000) $540,965 Shares 7,585,044 Est. Cost $51.82 Unrealized
PGR Progressive Corp. 3.1%
Value ($000) $523,133 Shares 10,804,063 Est. Cost $17.86 Unrealized +102.3%
SWK Stanley Black & Deck 3.0%
Value ($000) $502,411 Shares 3,327,886 Est. Cost $77.54 Unrealized +47.6%
EXPD Expeditors Int'l. 2.9%
Value ($000) $481,749 Shares 8,047,932 Est. Cost $32.05 Unrealized +61.3%
PCAR Paccar Inc. 2.8%
Value ($000) $478,646 Shares 6,616,614 Est. Cost $23.28 Unrealized +39.1%
AmerisourceBergen 2.8%
Value ($000) $468,703 Shares 5,664,090 Est. Cost $71.49 Unrealized
BK Bank of NY Mellon 2.8%
Value ($000) $465,500 Shares 8,779,715 Est. Cost $21.22 Unrealized +97.1%
NSRGY Nestle SA ADR 2.5%
Value ($000) $420,139 Shares 5,001,055 Est. Cost $75.15 Unrealized
TJX TJX Companies Inc. 2.5%
Value ($000) $417,324 Shares 5,660,160 Est. Cost $33.41 Unrealized -5.1%
Level 3 Comm. 2.3%
Value ($000) $380,416 Shares 7,138,592 Est. Cost $49.47 Unrealized
OMC Omnicom Group 2.1%
Value ($000) $359,867 Shares 4,858,472 Est. Cost $48.92 Unrealized +16.7%
21st Century Fox - B 2.0%
Value ($000) $336,691 Shares 13,055,117 Est. Cost $26.53 Unrealized
MSFT Microsoft Corp. 1.8%
Value ($000) $308,045 Shares 4,135,391 Est. Cost $27.41 Unrealized +143.3%
Oracle Corp. 1.8%
Value ($000) $307,011 Shares 6,349,770 Est. Cost $38.45 Unrealized
Unilever PLC ADR 1.7%
Value ($000) $292,772 Shares 5,051,273 Est. Cost $44.32 Unrealized
Devon Energy Corp. 1.0%
Value ($000) $174,289 Shares 4,747,728 Est. Cost $49.55 Unrealized
FirstCash Inc. 1.0%
Value ($000) $172,893 Shares 2,737,819 Est. Cost $47.53 Unrealized
Genpact Ltd. 0.8%
Value ($000) $136,547 Shares 4,749,445 Est. Cost $18.58 Unrealized
GHC Graham Holdings Co. 0.7%
Value ($000) $117,569 Shares 200,938 Est. Cost $446.55 Unrealized +20.3%
Broadridge Financial 0.7%
Value ($000) $114,829 Shares 1,420,800 Est. Cost $28.34 Unrealized
MAN Manpowergroup Inc. 0.7%
Value ($000) $110,306 Shares 936,224 Est. Cost $87.19 Unrealized +28.4%
RHI Robert Half Int'l. Inc. 0.6%
Value ($000) $109,666 Shares 2,178,505 Est. Cost $44.23 Unrealized +4.5%
WWD Woodward Inc. 0.6%
Value ($000) $107,545 Shares 1,385,706 Est. Cost $42.60 Unrealized +56.6%
Armstrong World Ind. 0.6%
Value ($000) $106,168 Shares 2,071,579 Est. Cost $48.86 Unrealized
R Ryder System Inc. 0.6%
Value ($000) $102,260 Shares 1,209,465 Est. Cost $60.99 Unrealized +24.1%
Anixter Int'l. 0.6%
Value ($000) $100,688 Shares 1,184,567 Est. Cost $76.61 Unrealized
Liberty Global LiLAC - C 0.6%
Value ($000) $98,349 Shares 4,221,000 Est. Cost $22.11 Unrealized
AVY Avery Dennison Corp. 0.6%
Value ($000) $95,817 Shares 974,342 Est. Cost $37.85 Unrealized +114.2%
Esterline Technologies 0.6%
Value ($000) $93,536 Shares 1,037,564 Est. Cost $85.96 Unrealized
Interpublic Group 0.5%
Value ($000) $91,988 Shares 4,424,625 Est. Cost $12.84 Unrealized +21.5%
CSL Carlisle Cos. Inc. 0.5%
Value ($000) $89,668 Shares 894,087 Est. Cost $77.76 Unrealized +12.1%
Penske Automotive 0.5%
Value ($000) $87,983 Shares 1,849,553 Est. Cost $38.99 Unrealized
ARW Arrow Electronics Inc. 0.5%
Value ($000) $87,556 Shares 1,088,873 Est. Cost $44.73 Unrealized +76.6%
MDRX Allscripts Healthcare 0.5%
Value ($000) $86,051 Shares 6,047,181 Est. Cost $12.27 Unrealized +5.4%
TRS TriMas Corp. 0.5%
Value ($000) $77,757 Shares 2,879,901 Est. Cost $20.46 Unrealized +17.3%
PLUS ePlus Inc. 0.5%
Value ($000) $77,535 Shares 838,669 Est. Cost $29.37 Unrealized +39.0%
White Mountains Ins. 0.4%
Value ($000) $76,005 Shares 88,687 Est. Cost $872.79 Unrealized
21st Century Fox - A 0.4%
Value ($000) $70,772 Shares 2,682,793 Est. Cost $27.88 Unrealized
WRB W.R. Berkley Corp. 0.4%
Value ($000) $70,016 Shares 1,049,085 Est. Cost $9.82 Unrealized +68.5%
CenturyLink Inc. 0.4%
Value ($000) $67,948 Shares 3,595,154 Est. Cost $23.88 Unrealized
KW Kennedy-Wilson Hld. 0.4%
Value ($000) $60,965 Shares 3,286,505 Est. Cost $20.75 Unrealized -7.1%
Cable One Inc. 0.3%
Value ($000) $56,534 Shares 78,289 Est. Cost $426.14 Unrealized
KEX Kirby Corp. 0.3%
Value ($000) $55,291 Shares 838,376 Est. Cost $68.43 Unrealized -7.4%
VMI Valmont Industries 0.3%
Value ($000) $52,932 Shares 334,799 Est. Cost $149.09 Unrealized +1.1%
CASY Casey's General Stores 0.3%
Value ($000) $50,422 Shares 460,686 Est. Cost $104.34 Unrealized -4.0%
ViaSat Inc. 0.3%
Value ($000) $50,116 Shares 779,160 Est. Cost $65.38 Unrealized
Applied Ind. Tech. 0.3%
Value ($000) $47,821 Shares 726,768 Est. Cost $39.66 Unrealized
FDS Factset Research Sys. 0.3%
Value ($000) $45,923 Shares 254,972 Est. Cost $149.87 Unrealized +0.1%
MEDNAX Inc. 0.3%
Value ($000) $44,239 Shares 1,025,953 Est. Cost $64.20 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $42,357 Shares 897,776 Est. Cost $27.28 Unrealized +63.1%
NVR Inc. 0.2%
Value ($000) $41,923 Shares 14,684 Est. Cost $1220.12 Unrealized
MKS Instruments 0.2%
Value ($000) $39,591 Shares 419,176 Est. Cost $28.02 Unrealized
MSM MSC Industrial Direct 0.2%
Value ($000) $39,364 Shares 520,895 Est. Cost $77.63 Unrealized -6.6%
Greenlight Capital 0.2%
Value ($000) $36,456 Shares 1,683,899 Est. Cost $23.70 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $3,477 Shares 6,700 Est. Cost $317.58 Unrealized +30.3%