FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $16,271,737 (100.0% shares, 0.0% debt)

Holdings (66)

Accenture Plc. 6.0%
Value ($000) $976,546 Shares 6,378,899 Est. Cost $76.86 Unrealized
TE Connectivity Ltd. 4.5%
Value ($000) $732,449 Shares 7,706,749 Est. Cost $49.58 Unrealized
BRK/B Berkshire Hath. Cl B 4.5%
Value ($000) $724,095 Shares 3,652,986 Est. Cost $110.02 Unrealized +72.6%
Potash Corp. 4.4%
Value ($000) $711,268 Shares 34,443,955 Est. Cost $30.34 Unrealized
UNH UnitedHealth Group 4.3%
Value ($000) $698,113 Shares 3,166,619 Est. Cost $60.41 Unrealized +208.0%
SLB Schlumberger Ltd. 4.1%
Value ($000) $673,134 Shares 9,988,633 Est. Cost $54.79 Unrealized -6.5%
Comcast Corp. 4.0%
Value ($000) $648,134 Shares 16,183,117 Est. Cost $46.60 Unrealized
HON Honeywell Int'l. Inc. 3.9%
Value ($000) $631,889 Shares 4,120,299 Est. Cost $74.34 Unrealized +52.5%
DG Dollar General Corp 3.9%
Value ($000) $630,518 Shares 6,779,038 Est. Cost $66.42 Unrealized +16.6%
TJX TJX Companies Inc. 3.7%
Value ($000) $597,702 Shares 7,817,179 Est. Cost $33.13 Unrealized -2.2%
PGR Progressive Corp. 3.4%
Value ($000) $558,566 Shares 9,917,717 Est. Cost $17.86 Unrealized +123.7%
JPMorgan Chase 3.4%
Value ($000) $553,676 Shares 5,177,441 Est. Cost $66.59 Unrealized
SWK Stanley Black & Deck 3.2%
Value ($000) $516,118 Shares 3,041,536 Est. Cost $77.54 Unrealized +68.8%
EBAY Ebay Inc. 3.1%
Value ($000) $500,429 Shares 13,259,904 Est. Cost $22.10 Unrealized +49.5%
Cerner Corporation 2.9%
Value ($000) $467,170 Shares 6,932,334 Est. Cost $51.82 Unrealized
BK Bank of NY Mellon 2.7%
Value ($000) $433,270 Shares 8,044,373 Est. Cost $21.22 Unrealized +101.0%
PCAR Paccar Inc. 2.7%
Value ($000) $431,517 Shares 6,070,863 Est. Cost $23.28 Unrealized +46.9%
21st Century Fox - B 2.5%
Value ($000) $401,942 Shares 11,780,232 Est. Cost $26.53 Unrealized
NSRGY Nestle SA ADR 2.4%
Value ($000) $392,836 Shares 4,569,449 Est. Cost $75.15 Unrealized
OMC Omnicom Group 2.3%
Value ($000) $371,317 Shares 5,098,412 Est. Cost $49.14 Unrealized +9.0%
EXPD Expeditors Int'l. 2.2%
Value ($000) $365,938 Shares 5,656,793 Est. Cost $32.05 Unrealized +73.0%
MSFT Microsoft Corp. 2.0%
Value ($000) $327,686 Shares 3,830,794 Est. Cost $27.41 Unrealized +174.6%
Oracle Corp. 1.9%
Value ($000) $316,818 Shares 6,700,881 Est. Cost $38.91 Unrealized
CenturyLink Inc. 1.8%
Value ($000) $291,283 Shares 17,463,009 Est. Cost $18.16 Unrealized
Unilever PLC ADR 1.6%
Value ($000) $252,677 Shares 4,565,909 Est. Cost $44.32 Unrealized
Quest Diagnostics 1.3%
Value ($000) $204,824 Shares 2,079,646 Est. Cost $98.49 Unrealized
FirstCash Inc. 0.9%
Value ($000) $152,173 Shares 2,256,092 Est. Cost $47.53 Unrealized
Genpact Ltd. 0.9%
Value ($000) $143,203 Shares 4,511,750 Est. Cost $18.58 Unrealized
Armstrong World Ind. 0.8%
Value ($000) $124,354 Shares 2,053,738 Est. Cost $48.86 Unrealized
RHI Robert Half Int'l. Inc. 0.7%
Value ($000) $115,371 Shares 2,077,258 Est. Cost $44.23 Unrealized +20.3%
MAN Manpowergroup Inc. 0.7%
Value ($000) $112,124 Shares 889,098 Est. Cost $87.19 Unrealized +43.3%
GHC Graham Holdings Co. 0.7%
Value ($000) $106,244 Shares 190,282 Est. Cost $446.55 Unrealized +16.8%
CSL Carlisle Cos. Inc. 0.6%
Value ($000) $102,400 Shares 901,014 Est. Cost $77.76 Unrealized +26.7%
WWD Woodward Inc. 0.6%
Value ($000) $100,411 Shares 1,311,881 Est. Cost $42.60 Unrealized +73.9%
MEDNAX Inc. 0.6%
Value ($000) $100,368 Shares 1,878,148 Est. Cost $59.32 Unrealized
Interpublic Group 0.6%
Value ($000) $100,249 Shares 4,972,668 Est. Cost $13.01 Unrealized +10.9%
MDRX Allscripts Healthcare 0.6%
Value ($000) $97,705 Shares 6,715,086 Est. Cost $12.43 Unrealized +11.8%
White Mountains Ins. 0.6%
Value ($000) $97,386 Shares 114,399 Est. Cost $867.95 Unrealized
R Ryder System Inc. 0.6%
Value ($000) $97,205 Shares 1,154,864 Est. Cost $60.99 Unrealized +33.9%
Broadridge Financial 0.6%
Value ($000) $93,976 Shares 1,037,492 Est. Cost $28.34 Unrealized
21st Century Fox - A 0.5%
Value ($000) $86,792 Shares 2,513,528 Est. Cost $27.88 Unrealized
Anixter Int'l. 0.5%
Value ($000) $85,257 Shares 1,121,801 Est. Cost $76.61 Unrealized
Penske Automotive 0.5%
Value ($000) $84,690 Shares 1,769,910 Est. Cost $38.99 Unrealized
LILAK Liberty Latin America 0.5%
Value ($000) $84,065 Shares 4,226,500 Est. Cost $20.69 Unrealized 0.0%
ARW Arrow Electronics Inc. 0.5%
Value ($000) $84,053 Shares 1,045,307 Est. Cost $44.73 Unrealized +79.6%
AVY Avery Dennison Corp. 0.5%
Value ($000) $81,429 Shares 708,938 Est. Cost $37.85 Unrealized +147.2%
TRS TriMas Corp. 0.5%
Value ($000) $77,993 Shares 2,915,637 Est. Cost $20.54 Unrealized +29.7%
WRB W.R. Berkley Corp. 0.4%
Value ($000) $70,907 Shares 989,635 Est. Cost $9.82 Unrealized +72.9%
ViaSat Inc. 0.4%
Value ($000) $68,037 Shares 908,975 Est. Cost $66.73 Unrealized
KW Kennedy-Wilson Hld. 0.4%
Value ($000) $62,529 Shares 3,604,000 Est. Cost $20.58 Unrealized -8.5%
VMI Valmont Industries 0.3%
Value ($000) $53,934 Shares 325,200 Est. Cost $149.09 Unrealized +9.1%
Cable One Inc. 0.3%
Value ($000) $52,926 Shares 75,248 Est. Cost $426.14 Unrealized
Howard Hughes Corp. 0.3%
Value ($000) $52,597 Shares 400,675 Est. Cost $131.27 Unrealized
MSM MSC Industrial Direct 0.3%
Value ($000) $48,323 Shares 499,926 Est. Cost $77.63 Unrealized +7.6%
FDS Factset Research Sys. 0.3%
Value ($000) $47,620 Shares 247,045 Est. Cost $149.87 Unrealized +18.1%
Applied Ind. Tech. 0.3%
Value ($000) $47,404 Shares 696,089 Est. Cost $39.66 Unrealized
CARS Cars.com Inc. 0.3%
Value ($000) $46,080 Shares 1,597,780 Est. Cost $25.87 Unrealized 0.0%
ZION Zions Bancorporation 0.3%
Value ($000) $43,834 Shares 862,356 Est. Cost $27.28 Unrealized +75.5%
PLUS ePlus Inc. 0.3%
Value ($000) $41,534 Shares 552,319 Est. Cost $29.37 Unrealized +43.4%
Greenlight Capital 0.2%
Value ($000) $32,383 Shares 1,611,109 Est. Cost $23.70 Unrealized
Argo Group Int'l. 0.2%
Value ($000) $31,258 Shares 507,025 Est. Cost $61.65 Unrealized
IVV iShares S&P 500 0.1%
Value ($000) $14,629 Shares 54,415 Est. Cost $268.84 Unrealized
TRN Trinity Industries 0.1%
Value ($000) $13,273 Shares 354,325 Est. Cost $18.76 Unrealized 0.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $3,553 Shares 6,700 Est. Cost $317.58 Unrealized +42.5%
SPY Spdr Tr Unit Ser 1 0.0%
Value ($000) $3,292 Shares 12,335 Est. Cost $266.88 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $261 Shares 3,400 Est. Cost $76.76 Unrealized