FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $11,482,389 (100.0% shares, 0.0% debt)

Holdings (70)

BRK/B Berkshire Hath. Cl B 5.6%
Value ($000) $643,417 Shares 3,519,208 Est. Cost $124.90 Unrealized +70.2%
UNH UnitedHealth Group 4.7%
Value ($000) $539,596 Shares 2,163,750 Est. Cost $72.33 Unrealized +245.3%
Booking Holdings Inc 4.4%
Value ($000) $509,259 Shares 378,541 Est. Cost $1688.65 Unrealized
CB Chubb Corp 3.9%
Value ($000) $449,728 Shares 4,026,572 Est. Cost $121.29 Unrealized +7.5%
DG Dollar General Corp 3.6%
Value ($000) $416,074 Shares 2,755,273 Est. Cost $66.68 Unrealized +113.4%
HON Honeywell Int'l. Inc. 3.3%
Value ($000) $379,633 Shares 2,837,531 Est. Cost $74.99 Unrealized +82.1%
DGX Quest Diagnostics 3.3%
Value ($000) $374,051 Shares 4,658,167 Est. Cost $89.18 Unrealized +3.4%
MAS Masco Corp 3.2%
Value ($000) $366,909 Shares 10,613,511 Est. Cost $31.48 Unrealized +25.6%
EXPD Expeditors Int'l. 3.0%
Value ($000) $345,096 Shares 5,172,304 Est. Cost $37.42 Unrealized +77.7%
Unilever PLC ADR 2.7%
Value ($000) $305,558 Shares 6,042,272 Est. Cost $48.54 Unrealized
Accenture Plc. 2.6%
Value ($000) $297,904 Shares 1,824,722 Est. Cost $76.86 Unrealized
JPM JPMorgan Chase 2.6%
Value ($000) $296,642 Shares 3,294,924 Est. Cost $89.26 Unrealized +16.1%
TJX TJX Companies Inc. 2.6%
Value ($000) $294,661 Shares 6,163,172 Est. Cost $37.57 Unrealized +42.0%
SCHW Charles Schwab Corp 2.5%
Value ($000) $289,648 Shares 8,615,343 Est. Cost $38.19 Unrealized +1.3%
DLTR Dollar Tree 2.4%
Value ($000) $279,855 Shares 3,809,111 Est. Cost $90.41 Unrealized -5.8%
SNN Smith & Nephew PLC 2.4%
Value ($000) $274,973 Shares 7,665,831 Est. Cost $38.18 Unrealized
Comcast Corp. 2.4%
Value ($000) $273,420 Shares 7,952,889 Est. Cost $40.15 Unrealized
NSRGY Nestle SA ADR 2.4%
Value ($000) $273,254 Shares 2,653,205 Est. Cost $75.34 Unrealized
HD Supply Holdings 2.4%
Value ($000) $272,623 Shares 9,589,283 Est. Cost $39.92 Unrealized
OMC Omnicom Group 2.4%
Value ($000) $272,154 Shares 4,957,272 Est. Cost $51.79 Unrealized +10.4%
NTRS Northern Trust Corp 2.4%
Value ($000) $271,940 Shares 3,603,764 Est. Cost $76.30 Unrealized -0.1%
ETN Eaton Corp 2.4%
Value ($000) $271,657 Shares 3,496,675 Est. Cost $80.88 Unrealized +2.2%
PEP PepsiCo Inc. 2.3%
Value ($000) $269,757 Shares 2,246,103 Est. Cost $82.76 Unrealized +36.3%
TE Connectivity Ltd. 2.3%
Value ($000) $265,234 Shares 4,211,395 Est. Cost $56.56 Unrealized
PHG Koninklijke Philips NV 2.2%
Value ($000) $254,764 Shares 6,343,723 Est. Cost $40.16 Unrealized
PCAR Paccar Inc. 2.1%
Value ($000) $241,724 Shares 3,954,261 Est. Cost $24.22 Unrealized +57.8%
PPG PPG Industries Inc 1.8%
Value ($000) $210,449 Shares 2,517,337 Est. Cost $91.69 Unrealized +8.0%
LUV Southwest Airlines 1.8%
Value ($000) $201,002 Shares 5,644,538 Est. Cost $47.63 Unrealized -3.4%
SLB Schlumberger Ltd. 1.5%
Value ($000) $169,172 Shares 12,540,525 Est. Cost $47.28 Unrealized -46.5%
AVY Avery Dennison Corp. 1.2%
Value ($000) $134,672 Shares 1,321,998 Est. Cost $67.86 Unrealized +63.3%
CSL Carlisle Cos. Inc. 1.0%
Value ($000) $118,272 Shares 944,062 Est. Cost $82.84 Unrealized +66.7%
G Genpact Ltd. 0.9%
Value ($000) $108,428 Shares 3,713,272 Est. Cost $28.60 Unrealized +27.3%
WTM White Mountains Ins. 0.9%
Value ($000) $101,824 Shares 111,895 Est. Cost $881.73 Unrealized +17.4%
EMR Emerson Electric Co. 0.8%
Value ($000) $91,299 Shares 1,916,032 Est. Cost $57.76 Unrealized 0.0%
Interpublic Group 0.7%
Value ($000) $81,880 Shares 5,057,415 Est. Cost $13.42 Unrealized +24.6%
TRS TriMas Corp. 0.7%
Value ($000) $81,020 Shares 3,507,379 Est. Cost $22.55 Unrealized +21.7%
FirstCash Inc. 0.7%
Value ($000) $77,022 Shares 1,073,627 Est. Cost $85.31 Unrealized
TIGO Millicom International 0.6%
Value ($000) $68,875 Shares 2,425,175 Est. Cost $61.15 Unrealized -31.5%
GHC Graham Holdings Co. 0.6%
Value ($000) $67,594 Shares 198,124 Est. Cost $463.71 Unrealized +2.8%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $65,107 Shares 1,247,977 Est. Cost $15.78 Unrealized +66.3%
ZION Zions Bancorporation 0.6%
Value ($000) $63,514 Shares 2,373,469 Est. Cost $38.92 Unrealized +5.8%
ARW Arrow Electronics Inc. 0.5%
Value ($000) $62,735 Shares 1,209,459 Est. Cost $57.23 Unrealized +24.2%
RHI Robert Half Int'l. Inc. 0.5%
Value ($000) $61,896 Shares 1,639,621 Est. Cost $52.66 Unrealized +2.8%
KW Kennedy-Wilson Hld. 0.5%
Value ($000) $57,006 Shares 4,247,833 Est. Cost $20.08 Unrealized -0.8%
HLI Houlihan Lokey Inc. 0.5%
Value ($000) $56,683 Shares 1,087,543 Est. Cost $43.74 Unrealized +5.8%
TRN Trinity Industries 0.5%
Value ($000) $53,586 Shares 3,334,515 Est. Cost $17.70 Unrealized -10.1%
VMI Valmont Industries 0.5%
Value ($000) $51,961 Shares 490,292 Est. Cost $140.95 Unrealized -8.0%
WWD Woodward Inc. 0.5%
Value ($000) $51,764 Shares 870,854 Est. Cost $46.49 Unrealized +114.6%
MAN Manpowergroup Inc. 0.4%
Value ($000) $51,543 Shares 972,684 Est. Cost $84.99 Unrealized -2.0%
Armstrong World Ind. 0.4%
Value ($000) $51,510 Shares 648,583 Est. Cost $50.97 Unrealized
AOS A.O. Smith Corp. 0.4%
Value ($000) $50,804 Shares 1,343,662 Est. Cost $38.29 Unrealized 0.0%
DCI Donaldson Co. Inc. 0.4%
Value ($000) $49,464 Shares 1,280,458 Est. Cost $43.60 Unrealized +2.1%
XRAY Dentsply Sirona Inc. 0.4%
Value ($000) $47,705 Shares 1,228,557 Est. Cost $50.95 Unrealized 0.0%
TV Grupo Televisa SA 0.4%
Value ($000) $46,347 Shares 7,990,925 Est. Cost $14.88 Unrealized
R Ryder System Inc. 0.4%
Value ($000) $42,984 Shares 1,625,732 Est. Cost $58.85 Unrealized -28.4%
VSAT ViaSat Inc. 0.4%
Value ($000) $42,968 Shares 1,196,225 Est. Cost $62.83 Unrealized -8.2%
Howard Hughes Corp. 0.4%
Value ($000) $42,461 Shares 840,486 Est. Cost $107.27 Unrealized
PAG Penske Automotive 0.3%
Value ($000) $37,647 Shares 1,344,546 Est. Cost $47.12 Unrealized -7.7%
MSM MSC Industrial Direct 0.3%
Value ($000) $35,457 Shares 645,022 Est. Cost $78.31 Unrealized -15.9%
Applied Ind. Tech. 0.3%
Value ($000) $31,726 Shares 693,909 Est. Cost $45.72 Unrealized
HSIC Henry Schein Inc. 0.3%
Value ($000) $31,719 Shares 627,859 Est. Cost $63.43 Unrealized 0.0%
WABCO Holdings Inc. 0.2%
Value ($000) $28,402 Shares 210,307 Est. Cost $123.02 Unrealized
NPO EnPro Industries, Inc. 0.2%
Value ($000) $27,278 Shares 689,176 Est. Cost $72.23 Unrealized -23.6%
NSIT Insight Enterprises Inc. 0.2%
Value ($000) $25,927 Shares 615,407 Est. Cost $57.88 Unrealized 0.0%
PLUS ePlus Inc. 0.2%
Value ($000) $24,073 Shares 384,423 Est. Cost $33.37 Unrealized +14.0%
Flowserve Corp 0.2%
Value ($000) $20,670 Shares 865,201 Est. Cost $23.89 Unrealized
PAHC Phibro Animal Health 0.1%
Value ($000) $15,380 Shares 636,336 Est. Cost $31.30 Unrealized -21.9%
IVV iShares S&P 500 0.1%
Value ($000) $9,035 Shares 34,967 Est. Cost $311.73 Unrealized
SPY SPDR S&P500 ETF 0.0%
Value ($000) $2,462 Shares 9,551 Est. Cost $257.77 Unrealized
FRFHF Fairfax Financial 0.0%
Value ($000) $1,535 Shares 5,000 Est. Cost $339.66 Unrealized +12.6%