FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $15,970,578 (100.0% shares, 0.0% debt)

Holdings (68)

Accenture Plc. 4.6%
Value ($000) $733,208 Shares 4,307,919 Est. Cost $76.86 Unrealized
NTR Nutrien Ltd. 4.5%
Value ($000) $718,418 Shares 12,450,924 Est. Cost $38.37 Unrealized +12.3%
BRK/B Berkshire Hath. Cl B 4.3%
Value ($000) $693,581 Shares 3,239,369 Est. Cost $110.02 Unrealized +86.5%
DG Dollar General Corp 4.1%
Value ($000) $659,405 Shares 6,032,986 Est. Cost $66.68 Unrealized +41.7%
HON Honeywell Int'l. Inc. 3.9%
Value ($000) $615,018 Shares 3,696,020 Est. Cost $74.99 Unrealized +62.2%
UNH UnitedHealth Group 3.8%
Value ($000) $610,431 Shares 2,294,507 Est. Cost $60.41 Unrealized +281.8%
TJX TJX Companies Inc. 3.5%
Value ($000) $565,404 Shares 5,047,348 Est. Cost $33.16 Unrealized +40.2%
SLB Schlumberger Ltd. 3.5%
Value ($000) $551,317 Shares 9,049,855 Est. Cost $54.79 Unrealized -5.0%
21st Century Fox - B 3.4%
Value ($000) $539,948 Shares 11,784,115 Est. Cost $49.03 Unrealized
JPM JPMorgan Chase 3.3%
Value ($000) $523,729 Shares 4,641,341 Est. Cost $89.02 Unrealized +4.1%
CB Chubb Corp 3.0%
Value ($000) $471,998 Shares 3,531,865 Est. Cost $119.21 Unrealized 0.0%
EXPD Expeditors Int'l. 2.9%
Value ($000) $469,319 Shares 6,382,694 Est. Cost $37.42 Unrealized +80.5%
DGX Quest Diagnostics 2.8%
Value ($000) $441,851 Shares 4,094,626 Est. Cost $89.48 Unrealized +5.7%
EBAY Ebay Inc. 2.7%
Value ($000) $426,420 Shares 12,913,998 Est. Cost $22.37 Unrealized +37.9%
Cerner Corporation 2.5%
Value ($000) $396,297 Shares 6,152,732 Est. Cost $51.92 Unrealized
SWK Stanley Black & Deck. 2.5%
Value ($000) $395,776 Shares 2,702,647 Est. Cost $78.13 Unrealized +47.4%
NSRGY Nestle SA ADR 2.4%
Value ($000) $390,787 Shares 4,696,962 Est. Cost $75.34 Unrealized
BK Bank of NY Mellon 2.3%
Value ($000) $367,225 Shares 7,201,897 Est. Cost $21.45 Unrealized +99.1%
Unilever PLC ADR 2.3%
Value ($000) $363,652 Shares 6,615,456 Est. Cost $47.97 Unrealized
Oracle Corp. 2.3%
Value ($000) $360,857 Shares 6,998,770 Est. Cost $40.04 Unrealized
PEP PepsiCo Inc. 2.2%
Value ($000) $350,438 Shares 3,134,512 Est. Cost $81.72 Unrealized +10.5%
CenturyLink Inc. 2.2%
Value ($000) $345,704 Shares 16,306,781 Est. Cost $18.07 Unrealized
TE Connectivity Ltd. 2.1%
Value ($000) $341,646 Shares 3,885,430 Est. Cost $49.58 Unrealized
SNN Smith & Nephew PLC 2.0%
Value ($000) $318,499 Shares 8,587,189 Est. Cost $38.03 Unrealized
OMC Omnicom Group 2.0%
Value ($000) $312,725 Shares 4,597,538 Est. Cost $49.29 Unrealized +8.9%
Aetna Inc. 1.8%
Value ($000) $293,656 Shares 1,447,650 Est. Cost $183.50 Unrealized
PCAR Paccar Inc. 1.8%
Value ($000) $291,875 Shares 4,280,315 Est. Cost $23.28 Unrealized +40.7%
DLTR Dollar Tree 1.7%
Value ($000) $266,051 Shares 3,262,430 Est. Cost $87.80 Unrealized 0.0%
MAS Masco Corp 1.6%
Value ($000) $247,692 Shares 6,767,550 Est. Cost $34.09 Unrealized +0.2%
G Genpact Ltd. 0.9%
Value ($000) $144,961 Shares 4,735,755 Est. Cost $28.28 Unrealized -1.5%
CSL Carlisle Cos. Inc. 0.8%
Value ($000) $132,670 Shares 1,089,244 Est. Cost $81.77 Unrealized +36.3%
AVY Avery Dennison Corp. 0.8%
Value ($000) $130,985 Shares 1,208,908 Est. Cost $61.47 Unrealized +53.4%
BEN Franklin Resources 0.8%
Value ($000) $126,946 Shares 4,174,495 Est. Cost $22.81 Unrealized 0.0%
GHC Graham Holdings Co. 0.8%
Value ($000) $122,934 Shares 212,212 Est. Cost $460.33 Unrealized +14.4%
Armstrong World Ind. 0.8%
Value ($000) $121,411 Shares 1,744,413 Est. Cost $48.86 Unrealized
Interpublic Group 0.7%
Value ($000) $111,798 Shares 4,888,434 Est. Cost $13.13 Unrealized +28.1%
TV Grupo Televisa SA 0.7%
Value ($000) $109,835 Shares 6,191,400 Est. Cost $17.50 Unrealized
FirstCash Inc. 0.7%
Value ($000) $107,185 Shares 1,307,138 Est. Cost $89.85 Unrealized
WWD Woodward Inc. 0.7%
Value ($000) $103,860 Shares 1,284,441 Est. Cost $43.49 Unrealized +76.2%
WTM White Mountains Ins. 0.6%
Value ($000) $103,802 Shares 110,915 Est. Cost $880.88 Unrealized +5.2%
MDRX Allscripts Healthcare 0.6%
Value ($000) $93,606 Shares 6,568,851 Est. Cost $12.49 Unrealized +8.8%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $91,495 Shares 1,144,690 Est. Cost $11.14 Unrealized +72.3%
R Ryder System Inc. 0.5%
Value ($000) $86,908 Shares 1,189,381 Est. Cost $61.65 Unrealized +23.6%
TRS TriMas Corp. 0.5%
Value ($000) $85,698 Shares 2,818,997 Est. Cost $20.69 Unrealized +46.5%
KW Kennedy-Wilson Hld. 0.5%
Value ($000) $83,050 Shares 3,862,775 Est. Cost $20.18 Unrealized +6.2%
MAN Manpowergroup Inc. 0.5%
Value ($000) $76,475 Shares 889,658 Est. Cost $87.39 Unrealized +1.8%
PLUS ePlus Inc. 0.5%
Value ($000) $76,271 Shares 822,769 Est. Cost $32.61 Unrealized +53.0%
Anixter Int'l. 0.5%
Value ($000) $75,972 Shares 1,080,681 Est. Cost $76.59 Unrealized
VSAT ViaSat Inc. 0.4%
Value ($000) $71,150 Shares 1,112,585 Est. Cost $63.82 Unrealized +3.2%
RHI Robert Half Int'l. Inc. 0.4%
Value ($000) $68,882 Shares 978,718 Est. Cost $44.43 Unrealized +64.9%
ARW Arrow Electronics Inc. 0.4%
Value ($000) $67,818 Shares 919,941 Est. Cost $46.23 Unrealized +66.1%
PAG Penske Automotive 0.4%
Value ($000) $67,684 Shares 1,428,225 Est. Cost $47.16 Unrealized +7.8%
Howard Hughes Corp. 0.4%
Value ($000) $64,621 Shares 520,215 Est. Cost $131.79 Unrealized
Cable One Inc. 0.4%
Value ($000) $60,448 Shares 68,410 Est. Cost $426.14 Unrealized
Argo Group Int'l. 0.4%
Value ($000) $56,606 Shares 897,798 Est. Cost $59.70 Unrealized
TRN Trinity Industries 0.3%
Value ($000) $52,885 Shares 1,443,370 Est. Cost $18.52 Unrealized +7.8%
FDS Factset Research Sys. 0.3%
Value ($000) $52,007 Shares 232,477 Est. Cost $149.87 Unrealized +34.7%
CARS Cars.com Inc. 0.3%
Value ($000) $50,143 Shares 1,816,115 Est. Cost $26.42 Unrealized +5.8%
VMI Valmont Industries 0.3%
Value ($000) $45,105 Shares 325,668 Est. Cost $148.84 Unrealized -5.4%
HAIN Hain Celestial Group 0.3%
Value ($000) $44,574 Shares 1,643,590 Est. Cost $28.52 Unrealized 0.0%
ZION Zions Bancorporation 0.3%
Value ($000) $43,891 Shares 875,196 Est. Cost $30.21 Unrealized +74.8%
NPO EnPro Industries, Inc. 0.2%
Value ($000) $37,924 Shares 520,010 Est. Cost $74.54 Unrealized -0.8%
Broadridge Financial 0.2%
Value ($000) $37,206 Shares 281,968 Est. Cost $28.34 Unrealized
TiVo Corporation 0.2%
Value ($000) $34,020 Shares 2,732,552 Est. Cost $13.55 Unrealized
MSM MSC Industrial Direct 0.2%
Value ($000) $31,223 Shares 354,363 Est. Cost $77.63 Unrealized +9.9%
WABCO Holdings Inc. 0.2%
Value ($000) $30,705 Shares 260,345 Est. Cost $117.94 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $4,398 Shares 8,100 Est. Cost $339.66 Unrealized +40.2%
IVV iShares S&P 500 0.0%
Value ($000) $499 Shares 1,705 Est. Cost $292.67 Unrealized