FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $14,015,904 (100.0% shares, 0.0% debt)

Holdings (68)

BRK/B Berkshire Hath. Cl B 4.6%
Value ($000) $650,822 Shares 3,187,491 Est. Cost $110.02 Unrealized +89.9%
DG Dollar General Corp 4.6%
Value ($000) $642,301 Shares 5,942,832 Est. Cost $66.68 Unrealized +47.9%
21st Century Fox - B 4.4%
Value ($000) $619,938 Shares 12,974,838 Est. Cost $48.92 Unrealized
Accenture Plc. 4.2%
Value ($000) $594,632 Shares 4,216,952 Est. Cost $76.86 Unrealized
UNH UnitedHealth Group 4.0%
Value ($000) $557,882 Shares 2,239,409 Est. Cost $60.41 Unrealized +289.1%
NTR Nutrien Ltd. 3.5%
Value ($000) $491,956 Shares 10,467,156 Est. Cost $38.37 Unrealized +6.5%
HON Honeywell Int'l. Inc. 3.4%
Value ($000) $481,819 Shares 3,646,825 Est. Cost $74.99 Unrealized +57.0%
CB Chubb Corp 3.2%
Value ($000) $446,471 Shares 3,456,191 Est. Cost $119.21 Unrealized -4.0%
JPM JPMorgan Chase 3.2%
Value ($000) $445,490 Shares 4,563,507 Est. Cost $89.02 Unrealized -1.7%
EXPD Expeditors Int'l. 3.0%
Value ($000) $427,331 Shares 6,275,968 Est. Cost $37.42 Unrealized +71.9%
SLB Schlumberger Ltd. 2.9%
Value ($000) $404,316 Shares 11,206,087 Est. Cost $51.98 Unrealized -22.7%
PEP PepsiCo Inc. 2.8%
Value ($000) $391,859 Shares 3,546,876 Est. Cost $82.76 Unrealized +9.6%
NSRGY Nestle SA ADR 2.7%
Value ($000) $372,327 Shares 4,598,896 Est. Cost $75.34 Unrealized
EBAY Ebay Inc. 2.5%
Value ($000) $354,964 Shares 12,645,679 Est. Cost $22.37 Unrealized +17.0%
DGX Quest Diagnostics 2.5%
Value ($000) $350,957 Shares 4,214,683 Est. Cost $89.25 Unrealized -8.9%
TJX TJX Companies Inc. 2.5%
Value ($000) $345,509 Shares 7,722,602 Est. Cost $37.57 Unrealized +22.1%
Unilever PLC ADR 2.4%
Value ($000) $340,382 Shares 6,514,483 Est. Cost $47.97 Unrealized
MAS Masco Corp 2.4%
Value ($000) $336,718 Shares 11,515,651 Est. Cost $31.45 Unrealized -12.0%
BK Bank of NY Mellon 2.4%
Value ($000) $333,653 Shares 7,088,453 Est. Cost $21.45 Unrealized +84.8%
OMC Omnicom Group 2.4%
Value ($000) $330,369 Shares 4,510,768 Est. Cost $49.29 Unrealized +16.1%
SWK Stanley Black & Deck. 2.3%
Value ($000) $319,563 Shares 2,668,804 Est. Cost $78.13 Unrealized +29.9%
SNN Smith & Nephew PLC 2.3%
Value ($000) $316,312 Shares 8,462,060 Est. Cost $38.03 Unrealized
Cerner Corporation 2.2%
Value ($000) $315,083 Shares 6,008,443 Est. Cost $51.92 Unrealized
Oracle Corp. 2.2%
Value ($000) $310,931 Shares 6,886,625 Est. Cost $40.04 Unrealized
DLTR Dollar Tree 2.1%
Value ($000) $292,460 Shares 3,238,040 Est. Cost $87.80 Unrealized -3.8%
TE Connectivity Ltd. 2.1%
Value ($000) $289,880 Shares 3,832,871 Est. Cost $49.58 Unrealized
PCAR Paccar Inc. 1.7%
Value ($000) $241,052 Shares 4,218,621 Est. Cost $23.28 Unrealized +28.6%
CenturyLink Inc. 1.7%
Value ($000) $237,106 Shares 15,650,587 Est. Cost $18.07 Unrealized
PPG PPG Industries Inc 1.4%
Value ($000) $192,888 Shares 1,886,805 Est. Cost $90.41 Unrealized 0.0%
AVY Avery Dennison Corp. 1.0%
Value ($000) $144,365 Shares 1,607,093 Est. Cost $66.79 Unrealized +24.2%
GHC Graham Holdings Co. 1.0%
Value ($000) $140,106 Shares 218,718 Est. Cost $463.71 Unrealized +23.8%
G Genpact Ltd. 0.9%
Value ($000) $127,355 Shares 4,718,591 Est. Cost $28.28 Unrealized -7.4%
BEN Franklin Resources 0.9%
Value ($000) $126,449 Shares 4,263,274 Est. Cost $22.79 Unrealized -3.8%
CSL Carlisle Cos. Inc. 0.9%
Value ($000) $119,757 Shares 1,191,372 Est. Cost $82.84 Unrealized +13.7%
FirstCash Inc. 0.8%
Value ($000) $106,350 Shares 1,469,939 Est. Cost $87.91 Unrealized
WWD Woodward Inc. 0.8%
Value ($000) $105,921 Shares 1,425,772 Est. Cost $46.49 Unrealized +58.7%
WTM White Mountains Ins. 0.7%
Value ($000) $103,612 Shares 120,803 Est. Cost $881.73 Unrealized +1.1%
Interpublic Group 0.7%
Value ($000) $103,123 Shares 4,998,682 Est. Cost $13.22 Unrealized +29.6%
Armstrong World Ind. 0.7%
Value ($000) $100,417 Shares 1,725,080 Est. Cost $48.86 Unrealized
TV Grupo Televisa SA 0.7%
Value ($000) $98,137 Shares 7,801,000 Est. Cost $16.49 Unrealized
WRB W.R. Berkley Corp. 0.7%
Value ($000) $94,677 Shares 1,280,976 Est. Cost $12.00 Unrealized +60.0%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $77,121 Shares 4,244,399 Est. Cost $20.09 Unrealized -4.5%
TRS TriMas Corp. 0.5%
Value ($000) $75,425 Shares 2,763,834 Est. Cost $20.69 Unrealized +37.6%
MAN Manpowergroup Inc. 0.5%
Value ($000) $73,074 Shares 1,127,681 Est. Cost $84.99 Unrealized -10.6%
R Ryder System Inc. 0.5%
Value ($000) $67,836 Shares 1,408,837 Est. Cost $60.98 Unrealized -6.0%
Howard Hughes Corp. 0.5%
Value ($000) $67,333 Shares 689,749 Est. Cost $123.39 Unrealized
ARW Arrow Electronics Inc. 0.5%
Value ($000) $64,438 Shares 934,562 Est. Cost $46.62 Unrealized +52.6%
VSAT ViaSat Inc. 0.4%
Value ($000) $62,850 Shares 1,066,158 Est. Cost $63.82 Unrealized +1.7%
Argo Group Int'l. 0.4%
Value ($000) $60,026 Shares 892,579 Est. Cost $59.70 Unrealized
PAG Penske Automotive 0.4%
Value ($000) $58,181 Shares 1,442,977 Est. Cost $47.12 Unrealized -8.2%
PLUS ePlus Inc. 0.4%
Value ($000) $58,072 Shares 815,967 Est. Cost $32.61 Unrealized +23.6%
Anixter Int'l. 0.4%
Value ($000) $57,076 Shares 1,050,932 Est. Cost $76.59 Unrealized
Cable One Inc. 0.4%
Value ($000) $56,385 Shares 68,754 Est. Cost $426.14 Unrealized
IVV iShares S&P 500 0.4%
Value ($000) $50,670 Shares 201,382 Est. Cost $251.96 Unrealized
VMI Valmont Industries 0.3%
Value ($000) $45,139 Shares 406,842 Est. Cost $144.01 Unrealized -13.5%
TRN Trinity Industries 0.3%
Value ($000) $44,885 Shares 2,179,959 Est. Cost $18.21 Unrealized -3.4%
NPO EnPro Industries, Inc. 0.3%
Value ($000) $43,333 Shares 721,011 Est. Cost $72.23 Unrealized -8.3%
CARS Cars.com Inc. 0.3%
Value ($000) $38,536 Shares 1,792,356 Est. Cost $26.42 Unrealized -5.4%
MSM MSC Industrial Direct 0.3%
Value ($000) $35,535 Shares 461,975 Est. Cost $78.86 Unrealized +5.1%
WABCO Holdings Inc. 0.3%
Value ($000) $35,396 Shares 329,756 Est. Cost $115.71 Unrealized
ZION Zions Bancorporation 0.3%
Value ($000) $35,117 Shares 861,986 Est. Cost $30.21 Unrealized +54.3%
FDS Factset Research Sys. 0.2%
Value ($000) $31,298 Shares 156,388 Est. Cost $149.87 Unrealized +37.1%
RHI Robert Half Int'l. Inc. 0.2%
Value ($000) $30,181 Shares 527,646 Est. Cost $44.43 Unrealized +38.1%
HAIN Hain Celestial Group 0.2%
Value ($000) $26,798 Shares 1,689,689 Est. Cost $28.35 Unrealized -21.5%
SPY Spdr Tr Unit Ser 1 0.0%
Value ($000) $5,998 Shares 24,000 Est. Cost $249.92 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $5,483 Shares 79,100 Est. Cost $69.32 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $3,565 Shares 8,100 Est. Cost $339.66 Unrealized +21.9%
IWM iShares Russell 2000 0.0%
Value ($000) $913 Shares 6,815 Est. Cost $133.97 Unrealized