FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $16,133,203 (100.0% shares, 0.0% debt)

Holdings (66)

BRK/B Berkshire Hath. Cl B 4.9%
Value ($000) $794,574 Shares 3,508,055 Est. Cost $124.90 Unrealized +73.9%
UNH UnitedHealth Group 4.3%
Value ($000) $688,657 Shares 2,342,529 Est. Cost $72.33 Unrealized +227.1%
CB Chubb Corp 4.2%
Value ($000) $675,940 Shares 4,342,412 Est. Cost $121.29 Unrealized +14.1%
Accenture Plc. 3.9%
Value ($000) $632,703 Shares 3,004,717 Est. Cost $76.86 Unrealized
JPM JPMorgan Chase 3.8%
Value ($000) $614,533 Shares 4,408,416 Est. Cost $89.26 Unrealized +21.7%
DG Dollar General Corp 3.8%
Value ($000) $605,001 Shares 3,878,712 Est. Cost $66.68 Unrealized +118.9%
MAS Masco Corp 3.6%
Value ($000) $579,867 Shares 12,083,076 Est. Cost $31.48 Unrealized +30.4%
SLB Schlumberger Ltd. 3.6%
Value ($000) $575,497 Shares 14,315,850 Est. Cost $47.28 Unrealized -35.0%
HON Honeywell Int'l. Inc. 3.3%
Value ($000) $536,992 Shares 3,033,852 Est. Cost $74.99 Unrealized +91.9%
DGX Quest Diagnostics 3.0%
Value ($000) $490,171 Shares 4,590,042 Est. Cost $89.13 Unrealized +3.7%
TE Connectivity Ltd. 2.8%
Value ($000) $457,411 Shares 4,772,657 Est. Cost $56.56 Unrealized
Booking Holdings Inc 2.8%
Value ($000) $453,034 Shares 220,591 Est. Cost $1934.49 Unrealized
EXPD Expeditors Int'l. 2.8%
Value ($000) $445,467 Shares 5,709,645 Est. Cost $37.42 Unrealized +85.9%
OMC Omnicom Group 2.7%
Value ($000) $429,984 Shares 5,307,129 Est. Cost $51.79 Unrealized +20.7%
TJX TJX Companies Inc. 2.6%
Value ($000) $417,741 Shares 6,841,490 Est. Cost $37.57 Unrealized +45.3%
NSRGY Nestle SA ADR 2.5%
Value ($000) $411,220 Shares 3,798,445 Est. Cost $75.34 Unrealized
HD Supply Holdings 2.4%
Value ($000) $391,964 Shares 9,745,498 Est. Cost $39.92 Unrealized
SNN Smith & Nephew PLC 2.4%
Value ($000) $389,889 Shares 8,110,849 Est. Cost $38.18 Unrealized
PEP PepsiCo Inc. 2.4%
Value ($000) $385,856 Shares 2,823,267 Est. Cost $82.76 Unrealized +36.3%
DLTR Dollar Tree 2.4%
Value ($000) $380,349 Shares 4,044,116 Est. Cost $90.41 Unrealized +16.1%
Unilever PLC ADR 2.3%
Value ($000) $372,799 Shares 6,520,878 Est. Cost $48.54 Unrealized
PCAR Paccar Inc. 2.1%
Value ($000) $333,292 Shares 4,213,548 Est. Cost $24.22 Unrealized +67.6%
SCHW Charles Schwab Corp 2.0%
Value ($000) $328,844 Shares 6,914,305 Est. Cost $38.07 Unrealized +6.4%
PPG PPG Industries Inc 2.0%
Value ($000) $318,438 Shares 2,385,484 Est. Cost $91.29 Unrealized +23.2%
Cerner Corporation 2.0%
Value ($000) $315,067 Shares 4,293,049 Est. Cost $52.34 Unrealized
NTR Nutrien Ltd. 1.7%
Value ($000) $271,592 Shares 5,668,787 Est. Cost $38.37 Unrealized +2.2%
NTRS Northern Trust Corp 1.6%
Value ($000) $250,883 Shares 2,361,473 Est. Cost $76.34 Unrealized +10.7%
ETN Eaton Corp 1.2%
Value ($000) $197,880 Shares 2,089,103 Est. Cost $79.69 Unrealized 0.0%
Comcast Corp. 1.2%
Value ($000) $194,700 Shares 4,329,549 Est. Cost $44.97 Unrealized
LUV Southwest Airlines 1.1%
Value ($000) $179,499 Shares 3,325,280 Est. Cost $48.78 Unrealized +5.1%
CSL Carlisle Cos. Inc. 1.1%
Value ($000) $171,876 Shares 1,062,013 Est. Cost $82.84 Unrealized +72.7%
AVY Avery Dennison Corp. 1.0%
Value ($000) $168,748 Shares 1,289,927 Est. Cost $66.79 Unrealized +70.0%
G Genpact Ltd. 0.9%
Value ($000) $150,336 Shares 3,565,004 Est. Cost $28.28 Unrealized +31.2%
TIGO Millicom International 0.9%
Value ($000) $147,704 Shares 3,062,500 Est. Cost $61.15 Unrealized -25.0%
SWK Stanley Black & Deck. 0.9%
Value ($000) $143,244 Shares 864,267 Est. Cost $78.13 Unrealized +64.6%
WTM White Mountains Ins. 0.8%
Value ($000) $128,151 Shares 114,881 Est. Cost $881.73 Unrealized +23.7%
GHC Graham Holdings Co. 0.8%
Value ($000) $126,881 Shares 198,565 Est. Cost $463.71 Unrealized +29.2%
TV Grupo Televisa SA 0.7%
Value ($000) $120,440 Shares 10,267,700 Est. Cost $14.88 Unrealized
Interpublic Group 0.7%
Value ($000) $119,162 Shares 5,158,547 Est. Cost $13.42 Unrealized +28.3%
WWD Woodward Inc. 0.7%
Value ($000) $104,918 Shares 885,836 Est. Cost $46.49 Unrealized +133.5%
MAN Manpowergroup Inc. 0.6%
Value ($000) $101,856 Shares 1,048,982 Est. Cost $84.99 Unrealized +7.7%
TRS TriMas Corp. 0.6%
Value ($000) $98,164 Shares 3,125,245 Est. Cost $21.95 Unrealized +40.5%
ZION Zions Bancorporation 0.6%
Value ($000) $96,787 Shares 1,864,162 Est. Cost $38.30 Unrealized +26.8%
ARW Arrow Electronics Inc. 0.6%
Value ($000) $89,776 Shares 1,059,427 Est. Cost $55.27 Unrealized +43.9%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $89,720 Shares 4,023,320 Est. Cost $20.09 Unrealized +11.6%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $89,578 Shares 1,296,350 Est. Cost $15.78 Unrealized +71.1%
Howard Hughes Corp. 0.5%
Value ($000) $82,997 Shares 654,554 Est. Cost $123.39 Unrealized
R Ryder System Inc. 0.5%
Value ($000) $80,779 Shares 1,487,367 Est. Cost $60.40 Unrealized -13.9%
WABCO Holdings Inc. 0.5%
Value ($000) $76,949 Shares 567,887 Est. Cost $123.02 Unrealized
TRN Trinity Industries 0.5%
Value ($000) $75,470 Shares 3,407,235 Est. Cost $17.70 Unrealized -9.3%
VMI Valmont Industries 0.5%
Value ($000) $74,583 Shares 497,948 Est. Cost $140.95 Unrealized +0.3%
VSAT ViaSat Inc. 0.5%
Value ($000) $73,399 Shares 1,002,781 Est. Cost $63.82 Unrealized +12.1%
FirstCash Inc. 0.5%
Value ($000) $72,661 Shares 901,162 Est. Cost $87.91 Unrealized
RHI Robert Half Int'l. Inc. 0.4%
Value ($000) $72,044 Shares 1,140,834 Est. Cost $52.02 Unrealized +11.6%
PAG Penske Automotive 0.4%
Value ($000) $67,547 Shares 1,345,014 Est. Cost $47.12 Unrealized +4.9%
PLUS ePlus Inc. 0.4%
Value ($000) $67,437 Shares 800,056 Est. Cost $33.37 Unrealized +22.1%
DCI Donaldson Co. Inc. 0.4%
Value ($000) $56,835 Shares 986,383 Est. Cost $43.33 Unrealized +13.8%
Armstrong World Ind. 0.4%
Value ($000) $56,750 Shares 603,915 Est. Cost $48.86 Unrealized
MSM MSC Industrial Direct 0.3%
Value ($000) $51,323 Shares 654,043 Est. Cost $78.31 Unrealized -5.7%
WSO Watsco Inc. 0.3%
Value ($000) $48,798 Shares 270,877 Est. Cost $146.66 Unrealized +19.9%
NPO EnPro Industries, Inc. 0.3%
Value ($000) $45,792 Shares 684,689 Est. Cost $72.23 Unrealized -8.0%
HLI Houlihan Lokey Inc. 0.2%
Value ($000) $30,802 Shares 630,291 Est. Cost $41.89 Unrealized 0.0%
PAHC Phibro Animal Health 0.1%
Value ($000) $16,486 Shares 663,973 Est. Cost $31.30 Unrealized -25.9%
IVV iShares S&P 500 0.1%
Value ($000) $9,525 Shares 29,467 Est. Cost $321.69 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $3,800 Shares 8,100 Est. Cost $339.66 Unrealized +16.7%
IJR iShares S&P 600 0.0%
Value ($000) $2,041 Shares 24,338 Est. Cost $82.48 Unrealized