FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 14, 2019

Total Value ($000): $15,312,166 (100.0% shares, 0.0% debt)

Holdings (70)

Accenture Plc. 4.7%
Value ($000) $721,624 Shares 4,099,668 Est. Cost $76.86 Unrealized
BRK/B Berkshire Hath. Cl B 4.0%
Value ($000) $615,971 Shares 3,066,209 Est. Cost $110.02 Unrealized +83.5%
HON Honeywell Int'l. Inc. 3.6%
Value ($000) $557,878 Shares 3,510,434 Est. Cost $74.99 Unrealized +61.6%
NTR Nutrien Ltd. 3.5%
Value ($000) $541,146 Shares 10,256,754 Est. Cost $38.37 Unrealized +7.4%
UNH UnitedHealth Group 3.5%
Value ($000) $535,914 Shares 2,167,412 Est. Cost $60.41 Unrealized +276.8%
CB Chubb Corp 3.4%
Value ($000) $525,602 Shares 3,752,153 Est. Cost $119.16 Unrealized -0.5%
SLB Schlumberger Ltd. 3.2%
Value ($000) $491,512 Shares 11,280,983 Est. Cost $51.98 Unrealized -31.2%
DG Dollar General Corp 3.2%
Value ($000) $483,609 Shares 4,053,725 Est. Cost $66.68 Unrealized +59.4%
MAS Masco Corp 3.1%
Value ($000) $480,704 Shares 12,228,549 Est. Cost $31.48 Unrealized +1.4%
EXPD Expeditors Int'l. 3.0%
Value ($000) $462,350 Shares 6,091,563 Est. Cost $37.42 Unrealized +77.4%
DLTR Dollar Tree 3.0%
Value ($000) $454,743 Shares 4,329,237 Est. Cost $90.41 Unrealized +8.6%
EBAY Ebay Inc. 3.0%
Value ($000) $453,647 Shares 12,214,504 Est. Cost $22.37 Unrealized +38.2%
JPM JPMorgan Chase 2.9%
Value ($000) $446,420 Shares 4,409,959 Est. Cost $89.02 Unrealized -4.1%
NSRGY Nestle SA ADR 2.8%
Value ($000) $422,996 Shares 4,437,641 Est. Cost $75.34 Unrealized
PEP PepsiCo Inc. 2.7%
Value ($000) $418,078 Shares 3,411,493 Est. Cost $82.76 Unrealized +11.7%
Unilever PLC ADR 2.6%
Value ($000) $399,424 Shares 6,920,031 Est. Cost $48.54 Unrealized
TE Connectivity Ltd. 2.6%
Value ($000) $398,798 Shares 4,938,671 Est. Cost $56.56 Unrealized
TJX TJX Companies Inc. 2.6%
Value ($000) $397,703 Shares 7,474,212 Est. Cost $37.57 Unrealized +21.0%
DGX Quest Diagnostics 2.5%
Value ($000) $377,530 Shares 4,198,514 Est. Cost $89.25 Unrealized -15.4%
Cerner Corporation 2.4%
Value ($000) $372,952 Shares 6,518,998 Est. Cost $52.34 Unrealized
SWK Stanley Black & Deck. 2.3%
Value ($000) $350,454 Shares 2,573,654 Est. Cost $78.13 Unrealized +36.5%
BK Bank of NY Mellon 2.2%
Value ($000) $343,886 Shares 6,819,070 Est. Cost $21.45 Unrealized +97.3%
SNN Smith & Nephew PLC 2.1%
Value ($000) $328,390 Shares 8,187,236 Est. Cost $38.03 Unrealized
OMC Omnicom Group 2.1%
Value ($000) $318,548 Shares 4,364,270 Est. Cost $49.29 Unrealized +18.7%
Oracle Corp. 1.9%
Value ($000) $294,356 Shares 5,480,478 Est. Cost $40.04 Unrealized
PPG PPG Industries Inc 1.9%
Value ($000) $284,855 Shares 2,523,748 Est. Cost $91.29 Unrealized +2.9%
PCAR Paccar Inc. 1.8%
Value ($000) $275,560 Shares 4,044,034 Est. Cost $23.28 Unrealized +45.0%
CenturyLink Inc. 1.2%
Value ($000) $185,907 Shares 15,505,157 Est. Cost $18.07 Unrealized
AVY Avery Dennison Corp. 1.2%
Value ($000) $179,176 Shares 1,585,626 Est. Cost $66.79 Unrealized +37.1%
TIGO Millicom International 1.1%
Value ($000) $170,686 Shares 2,785,800 Est. Cost $62.57 Unrealized 0.0%
G Genpact Ltd. 1.1%
Value ($000) $163,281 Shares 4,641,298 Est. Cost $28.28 Unrealized +3.0%
FOX Fox Corp. Cl B 1.0%
Value ($000) $152,653 Shares 4,254,532 Est. Cost $34.51 Unrealized 0.0%
GHC Graham Holdings Co. 1.0%
Value ($000) $147,242 Shares 215,524 Est. Cost $463.71 Unrealized +34.6%
CSL Carlisle Cos. Inc. 0.9%
Value ($000) $144,256 Shares 1,176,447 Est. Cost $82.84 Unrealized +28.1%
FOXA Fox Corp. Cl A 0.9%
Value ($000) $142,156 Shares 3,872,397 Est. Cost $35.41 Unrealized 0.0%
BEN Franklin Resources 0.9%
Value ($000) $141,473 Shares 4,268,950 Est. Cost $22.79 Unrealized -0.3%
Armstrong World Ind. 0.9%
Value ($000) $134,231 Shares 1,690,137 Est. Cost $48.86 Unrealized
WWD Woodward Inc. 0.8%
Value ($000) $116,684 Shares 1,229,674 Est. Cost $46.49 Unrealized +82.2%
WTM White Mountains Ins. 0.7%
Value ($000) $110,493 Shares 119,390 Est. Cost $881.73 Unrealized +2.7%
FirstCash Inc. 0.7%
Value ($000) $107,727 Shares 1,245,402 Est. Cost $87.91 Unrealized
WRB W.R. Berkley Corp. 0.7%
Value ($000) $106,821 Shares 1,260,873 Est. Cost $12.00 Unrealized +68.8%
Interpublic Group 0.7%
Value ($000) $103,454 Shares 4,924,037 Est. Cost $13.22 Unrealized +27.6%
MAN Manpowergroup Inc. 0.6%
Value ($000) $92,968 Shares 1,124,290 Est. Cost $84.99 Unrealized -7.3%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $89,907 Shares 4,203,204 Est. Cost $20.09 Unrealized +1.0%
R Ryder System Inc. 0.6%
Value ($000) $86,857 Shares 1,401,146 Est. Cost $60.98 Unrealized -4.0%
TV Grupo Televisa SA 0.6%
Value ($000) $86,406 Shares 7,812,500 Est. Cost $16.49 Unrealized
TRS TriMas Corp. 0.5%
Value ($000) $82,078 Shares 2,715,122 Est. Cost $20.69 Unrealized +43.4%
VSAT ViaSat Inc. 0.5%
Value ($000) $81,912 Shares 1,056,933 Est. Cost $63.82 Unrealized +9.0%
Howard Hughes Corp. 0.5%
Value ($000) $76,041 Shares 691,282 Est. Cost $123.39 Unrealized
PLUS ePlus Inc. 0.5%
Value ($000) $70,806 Shares 799,701 Est. Cost $32.61 Unrealized +27.4%
TRN Trinity Industries 0.4%
Value ($000) $65,529 Shares 3,015,615 Est. Cost $18.03 Unrealized -2.7%
PAG Penske Automotive 0.4%
Value ($000) $63,394 Shares 1,419,796 Est. Cost $47.12 Unrealized -6.0%
Argo Group Int'l. 0.4%
Value ($000) $61,931 Shares 876,469 Est. Cost $59.70 Unrealized
ARW Arrow Electronics Inc. 0.3%
Value ($000) $53,434 Shares 693,407 Est. Cost $46.62 Unrealized +64.6%
VMI Valmont Industries 0.3%
Value ($000) $52,617 Shares 404,433 Est. Cost $144.01 Unrealized -10.4%
Cable One Inc. 0.3%
Value ($000) $49,037 Shares 49,967 Est. Cost $426.14 Unrealized
DCI Donaldson Co. Inc. 0.3%
Value ($000) $48,835 Shares 975,522 Est. Cost $43.26 Unrealized 0.0%
NPO EnPro Industries, Inc. 0.3%
Value ($000) $46,247 Shares 717,560 Est. Cost $72.23 Unrealized -8.7%
WABCO Holdings Inc. 0.3%
Value ($000) $43,321 Shares 328,614 Est. Cost $115.71 Unrealized
CARS Cars.com Inc. 0.3%
Value ($000) $40,581 Shares 1,779,869 Est. Cost $26.42 Unrealized -8.4%
HAIN Hain Celestial Group 0.3%
Value ($000) $39,458 Shares 1,706,679 Est. Cost $28.26 Unrealized -31.8%
ZION Zions Bancorporation 0.3%
Value ($000) $38,375 Shares 845,070 Est. Cost $30.21 Unrealized +57.9%
MSM MSC Industrial Direct 0.2%
Value ($000) $37,718 Shares 456,025 Est. Cost $78.86 Unrealized +4.4%
FDS Factset Research Sys. 0.2%
Value ($000) $37,450 Shares 150,845 Est. Cost $149.87 Unrealized +39.6%
RHI Robert Half Int'l. Inc. 0.2%
Value ($000) $33,443 Shares 513,239 Est. Cost $44.43 Unrealized +42.8%
WSO Watsco Inc. 0.2%
Value ($000) $30,903 Shares 215,789 Est. Cost $143.49 Unrealized 0.0%
Gardner Denver Inc. 0.2%
Value ($000) $29,827 Shares 1,072,515 Est. Cost $27.81 Unrealized
PAHC Phibro Animal Health 0.1%
Value ($000) $8,194 Shares 248,300 Est. Cost $31.12 Unrealized 0.0%
FRFHF Fairfax Financial 0.0%
Value ($000) $3,767 Shares 8,100 Est. Cost $339.66 Unrealized +23.3%
DIS Walt Disney Co. 0.0%
Value ($000) $240 Shares 2,162 Est. Cost $107.88 Unrealized 0.0%