FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 11, 2018

Total Value ($000): $16,342,663 (100.0% shares, 0.0% debt)

Holdings (65)

Accenture Plc. 5.3%
Value ($000) $870,683 Shares 5,672,203 Est. Cost $76.86 Unrealized
BRK/B Berkshire Hath. Cl B 4.5%
Value ($000) $731,305 Shares 3,666,057 Est. Cost $110.02 Unrealized +86.6%
TE Connectivity Ltd. 4.2%
Value ($000) $692,802 Shares 6,934,955 Est. Cost $49.58 Unrealized
UNH UnitedHealth Group 4.2%
Value ($000) $682,767 Shares 3,190,500 Est. Cost $60.41 Unrealized +233.0%
TJX TJX Companies Inc. 4.0%
Value ($000) $646,189 Shares 7,922,871 Est. Cost $33.16 Unrealized +7.0%
SLB Schlumberger Ltd. 3.9%
Value ($000) $643,660 Shares 9,936,092 Est. Cost $54.79 Unrealized +1.7%
DG Dollar General Corp 3.9%
Value ($000) $642,076 Shares 6,863,456 Est. Cost $66.68 Unrealized +30.2%
NTR Nutrien Ltd. 3.9%
Value ($000) $641,595 Shares 13,575,848 Est. Cost $38.37 Unrealized 0.0%
HON Honeywell Int'l. Inc. 3.7%
Value ($000) $604,460 Shares 4,182,825 Est. Cost $74.99 Unrealized +56.7%
JPMorgan Chase 3.5%
Value ($000) $575,756 Shares 5,235,576 Est. Cost $67.07 Unrealized
PGR Progressive Corp. 3.3%
Value ($000) $546,555 Shares 8,970,208 Est. Cost $17.86 Unrealized +150.4%
EBAY Ebay Inc. 3.3%
Value ($000) $543,547 Shares 13,507,623 Est. Cost $22.37 Unrealized +64.7%
SWK Stanley Black & Deck 2.9%
Value ($000) $471,201 Shares 3,075,722 Est. Cost $78.13 Unrealized +66.7%
Comcast Corp. 2.9%
Value ($000) $471,091 Shares 13,786,689 Est. Cost $46.60 Unrealized
EXPD Expeditors Int'l. 2.8%
Value ($000) $449,744 Shares 7,104,963 Est. Cost $37.42 Unrealized +56.1%
21st Century Fox - B 2.6%
Value ($000) $429,094 Shares 11,798,033 Est. Cost $26.53 Unrealized
BK Bank of NY Mellon 2.6%
Value ($000) $418,688 Shares 8,125,128 Est. Cost $21.45 Unrealized +108.5%
Cerner Corporation 2.5%
Value ($000) $409,053 Shares 7,052,646 Est. Cost $51.92 Unrealized
OMC Omnicom Group 2.3%
Value ($000) $378,181 Shares 5,204,081 Est. Cost $49.29 Unrealized +14.6%
Quest Diagnostics 2.3%
Value ($000) $368,072 Shares 3,669,715 Est. Cost $99.27 Unrealized
NSRGY Nestle SA ADR 2.2%
Value ($000) $367,248 Shares 4,645,773 Est. Cost $75.22 Unrealized
Oracle Corp. 2.2%
Value ($000) $366,942 Shares 8,020,588 Est. Cost $40.04 Unrealized
PCAR Paccar Inc. 2.0%
Value ($000) $320,079 Shares 4,837,221 Est. Cost $23.28 Unrealized +49.5%
MSFT Microsoft Corp. 1.9%
Value ($000) $314,270 Shares 3,443,302 Est. Cost $27.41 Unrealized +207.6%
CenturyLink Inc. 1.9%
Value ($000) $303,217 Shares 18,455,072 Est. Cost $18.07 Unrealized
SNN Smith & Nephew PLC 1.6%
Value ($000) $268,167 Shares 7,029,281 Est. Cost $38.15 Unrealized
Unilever PLC ADR 1.6%
Value ($000) $261,708 Shares 4,710,375 Est. Cost $44.67 Unrealized
FirstCash Inc. 1.0%
Value ($000) $162,466 Shares 1,999,581 Est. Cost $47.53 Unrealized
Genpact Ltd. 0.9%
Value ($000) $145,761 Shares 4,556,443 Est. Cost $18.58 Unrealized
GHC Graham Holdings Co. 0.8%
Value ($000) $134,040 Shares 222,565 Est. Cost $460.33 Unrealized +17.6%
RHI Robert Half Int'l. Inc. 0.7%
Value ($000) $122,114 Shares 2,109,423 Est. Cost $44.43 Unrealized +28.6%
Interpublic Group 0.7%
Value ($000) $118,709 Shares 5,154,526 Est. Cost $13.13 Unrealized +24.9%
CSL Carlisle Cos. Inc. 0.7%
Value ($000) $114,054 Shares 1,092,362 Est. Cost $81.54 Unrealized +21.9%
Broadridge Financial 0.7%
Value ($000) $111,086 Shares 1,012,726 Est. Cost $28.34 Unrealized
MEDNAX Inc. 0.7%
Value ($000) $108,794 Shares 1,955,676 Est. Cost $59.17 Unrealized
Armstrong World Ind. 0.6%
Value ($000) $103,235 Shares 1,833,662 Est. Cost $48.86 Unrealized
MAN Manpowergroup Inc. 0.6%
Value ($000) $100,061 Shares 869,341 Est. Cost $87.19 Unrealized +41.7%
WWD Woodward Inc. 0.6%
Value ($000) $97,008 Shares 1,353,719 Est. Cost $43.49 Unrealized +64.5%
White Mountains Ins. 0.6%
Value ($000) $96,988 Shares 117,916 Est. Cost $866.60 Unrealized
WRB W.R. Berkley Corp. 0.5%
Value ($000) $87,013 Shares 1,196,874 Est. Cost $11.14 Unrealized +56.6%
Anixter Int'l. 0.5%
Value ($000) $86,948 Shares 1,147,826 Est. Cost $76.59 Unrealized
R Ryder System Inc. 0.5%
Value ($000) $86,499 Shares 1,188,336 Est. Cost $61.54 Unrealized +30.9%
MDRX Allscripts Healthcare 0.5%
Value ($000) $86,050 Shares 6,967,591 Est. Cost $12.49 Unrealized +13.7%
Penske Automotive 0.5%
Value ($000) $80,965 Shares 1,826,407 Est. Cost $39.16 Unrealized
TRS TriMas Corp. 0.5%
Value ($000) $78,760 Shares 3,000,387 Est. Cost $20.69 Unrealized +25.2%
ARW Arrow Electronics Inc. 0.5%
Value ($000) $77,654 Shares 1,008,232 Est. Cost $44.73 Unrealized +81.4%
ViaSat Inc. 0.5%
Value ($000) $76,089 Shares 1,157,779 Est. Cost $66.51 Unrealized
LILAK Liberty Latin America 0.5%
Value ($000) $74,957 Shares 3,926,500 Est. Cost $20.69 Unrealized -2.1%
AVY Avery Dennison Corp. 0.5%
Value ($000) $74,269 Shares 699,007 Est. Cost $37.85 Unrealized +165.9%
KW Kennedy-Wilson Hld. 0.4%
Value ($000) $71,126 Shares 4,087,679 Est. Cost $20.18 Unrealized -15.0%
PLUS ePlus Inc. 0.4%
Value ($000) $66,359 Shares 854,046 Est. Cost $32.61 Unrealized +18.2%
Howard Hughes Corp. 0.3%
Value ($000) $56,654 Shares 407,204 Est. Cost $131.40 Unrealized
CARS Cars.com Inc. 0.3%
Value ($000) $53,981 Shares 1,905,423 Est. Cost $26.42 Unrealized +10.8%
Argo Group Int'l. 0.3%
Value ($000) $53,812 Shares 937,492 Est. Cost $59.70 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $51,110 Shares 969,284 Est. Cost $30.21 Unrealized +78.1%
Cable One Inc. 0.3%
Value ($000) $50,011 Shares 72,784 Est. Cost $426.14 Unrealized
FDS Factset Research Sys. 0.3%
Value ($000) $49,736 Shares 249,401 Est. Cost $149.87 Unrealized +24.6%
VMI Valmont Industries 0.3%
Value ($000) $47,940 Shares 327,682 Est. Cost $149.09 Unrealized +4.9%
TV Grupo Televisa SA 0.3%
Value ($000) $47,912 Shares 3,002,000 Est. Cost $15.96 Unrealized
MSM MSC Industrial Direct 0.2%
Value ($000) $39,570 Shares 431,466 Est. Cost $77.63 Unrealized +19.0%
TiVo Corporation 0.2%
Value ($000) $37,914 Shares 2,798,088 Est. Cost $13.55 Unrealized
Applied Ind. Tech. 0.2%
Value ($000) $35,218 Shares 483,095 Est. Cost $39.66 Unrealized
TRN Trinity Industries 0.2%
Value ($000) $33,440 Shares 1,024,839 Est. Cost $18.64 Unrealized -0.3%
FRFHF Fairfax Financial 0.0%
Value ($000) $4,123 Shares 8,100 Est. Cost $339.66 Unrealized +31.1%
21st Century Fox - A 0.0%
Value ($000) $2,087 Shares 56,869 Est. Cost $27.88 Unrealized