FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $11,912,249 (100.0% shares, 0.0% debt)

Holdings (69)

BRK/B Berkshire Hath. Cl B 4.8%
Value ($000) $566,703 Shares 3,174,628 Est. Cost $124.90 Unrealized +46.2%
Booking Holdings Inc 4.4%
Value ($000) $518,663 Shares 325,724 Est. Cost $1688.65 Unrealized
CB Chubb Corp 4.1%
Value ($000) $486,947 Shares 3,845,739 Est. Cost $121.29 Unrealized -12.4%
MAS Masco Corp 4.1%
Value ($000) $484,519 Shares 9,649,850 Est. Cost $31.48 Unrealized +25.1%
DG Dollar General Corp 4.0%
Value ($000) $473,342 Shares 2,484,607 Est. Cost $66.68 Unrealized +150.7%
DGX Quest Diagnostics 3.9%
Value ($000) $467,343 Shares 4,100,941 Est. Cost $89.18 Unrealized +6.7%
Unilever PLC ADR 3.1%
Value ($000) $369,139 Shares 6,726,294 Est. Cost $49.18 Unrealized
UNH UnitedHealth Group 3.1%
Value ($000) $363,624 Shares 1,232,831 Est. Cost $72.33 Unrealized +261.0%
Accenture Plc. 2.9%
Value ($000) $343,415 Shares 1,599,360 Est. Cost $76.86 Unrealized
DLTR Dollar Tree 2.9%
Value ($000) $342,772 Shares 3,698,449 Est. Cost $90.41 Unrealized -7.7%
SONY Sony Corp ADR 2.8%
Value ($000) $333,185 Shares 4,819,686 Est. Cost $69.13 Unrealized
Comcast Corp. 2.8%
Value ($000) $331,137 Shares 8,495,040 Est. Cost $40.07 Unrealized
PHG Koninklijke Philips NV 2.7%
Value ($000) $326,619 Shares 6,973,070 Est. Cost $40.76 Unrealized
HD Supply Holdings 2.6%
Value ($000) $314,577 Shares 9,078,707 Est. Cost $39.92 Unrealized
HON Honeywell Int'l. Inc. 2.4%
Value ($000) $289,417 Shares 2,001,637 Est. Cost $74.99 Unrealized +57.2%
EXPD Expeditors Int'l. 2.4%
Value ($000) $286,419 Shares 3,766,683 Est. Cost $37.42 Unrealized +82.5%
TJX TJX Companies Inc. 2.4%
Value ($000) $285,588 Shares 5,648,493 Est. Cost $37.57 Unrealized +24.1%
JPM JPMorgan Chase 2.3%
Value ($000) $278,515 Shares 2,961,038 Est. Cost $89.26 Unrealized -8.4%
ETN Eaton Corp 2.3%
Value ($000) $276,804 Shares 3,164,203 Est. Cost $80.88 Unrealized -7.6%
PEP PepsiCo Inc. 2.3%
Value ($000) $269,157 Shares 2,035,063 Est. Cost $82.76 Unrealized +33.9%
PCAR Paccar Inc. 2.2%
Value ($000) $267,689 Shares 3,576,336 Est. Cost $24.22 Unrealized +57.5%
NSRGY Nestle SA ADR 2.2%
Value ($000) $264,866 Shares 2,398,282 Est. Cost $75.34 Unrealized
SCHW Charles Schwab Corp 2.2%
Value ($000) $261,904 Shares 7,762,429 Est. Cost $38.19 Unrealized -13.1%
NTRS Northern Trust Corp 2.2%
Value ($000) $260,808 Shares 3,287,218 Est. Cost $76.30 Unrealized -12.7%
PPG PPG Industries Inc 2.1%
Value ($000) $247,840 Shares 2,336,786 Est. Cost $91.69 Unrealized -5.8%
OMC Omnicom Group 2.1%
Value ($000) $246,215 Shares 4,509,435 Est. Cost $51.79 Unrealized -14.5%
SNN Smith & Nephew PLC 2.0%
Value ($000) $236,016 Shares 6,191,395 Est. Cost $38.18 Unrealized
PGR Progressive Corp. 1.9%
Value ($000) $220,885 Shares 2,757,267 Est. Cost $66.35 Unrealized 0.0%
SLB Schlumberger Ltd. 1.7%
Value ($000) $201,430 Shares 10,953,233 Est. Cost $47.28 Unrealized -67.3%
AVY Avery Dennison Corp. 1.2%
Value ($000) $143,504 Shares 1,257,814 Est. Cost $67.86 Unrealized +47.1%
G Genpact Ltd. 1.1%
Value ($000) $127,729 Shares 3,497,499 Est. Cost $28.60 Unrealized +10.2%
EMR Emerson Electric Co. 1.0%
Value ($000) $114,737 Shares 1,849,694 Est. Cost $57.76 Unrealized -13.0%
CSL Carlisle Cos. Inc. 0.9%
Value ($000) $111,873 Shares 934,850 Est. Cost $82.84 Unrealized +35.7%
FirstCash Inc. 0.8%
Value ($000) $100,546 Shares 1,490,014 Est. Cost $80.33 Unrealized
RHI Robert Half Int'l. Inc. 0.8%
Value ($000) $94,359 Shares 1,786,091 Est. Cost $52.24 Unrealized -9.1%
WTM White Mountains Ins. 0.8%
Value ($000) $91,293 Shares 102,811 Est. Cost $881.73 Unrealized +2.2%
TRS TriMas Corp. 0.7%
Value ($000) $79,365 Shares 3,313,773 Est. Cost $22.55 Unrealized +1.9%
ZION Zions Bancorporation 0.7%
Value ($000) $79,029 Shares 2,324,372 Est. Cost $38.92 Unrealized -18.6%
ARW Arrow Electronics Inc. 0.7%
Value ($000) $78,846 Shares 1,147,852 Est. Cost $57.23 Unrealized +10.4%
Interpublic Group 0.6%
Value ($000) $75,565 Shares 4,403,578 Est. Cost $13.42 Unrealized -1.4%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $67,029 Shares 1,170,000 Est. Cost $15.78 Unrealized +37.2%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $66,358 Shares 4,359,889 Est. Cost $19.93 Unrealized -27.8%
TRN Trinity Industries 0.6%
Value ($000) $65,820 Shares 3,091,591 Est. Cost $17.70 Unrealized -12.6%
AOS A.O. Smith Corp. 0.5%
Value ($000) $62,539 Shares 1,327,225 Est. Cost $38.29 Unrealized +3.1%
XRAY Dentsply Sirona Inc. 0.5%
Value ($000) $61,333 Shares 1,392,030 Est. Cost $49.93 Unrealized -15.3%
HLI Houlihan Lokey Inc. 0.5%
Value ($000) $59,052 Shares 1,061,331 Est. Cost $43.74 Unrealized +19.7%
DCI Donaldson Co. Inc. 0.5%
Value ($000) $57,523 Shares 1,236,517 Est. Cost $43.60 Unrealized -7.4%
R Ryder System Inc. 0.5%
Value ($000) $57,290 Shares 1,527,319 Est. Cost $58.85 Unrealized -43.6%
GHC Graham Holdings Co. 0.4%
Value ($000) $52,225 Shares 152,406 Est. Cost $463.71 Unrealized -28.5%
TIGO Millicom International 0.4%
Value ($000) $52,182 Shares 1,995,475 Est. Cost $61.15 Unrealized -57.6%
WWD Woodward Inc. 0.4%
Value ($000) $50,121 Shares 646,300 Est. Cost $46.49 Unrealized +35.7%
HSIC Henry Schein Inc. 0.4%
Value ($000) $48,958 Shares 838,458 Est. Cost $61.54 Unrealized -9.2%
Armstrong World Ind. 0.4%
Value ($000) $47,702 Shares 611,879 Est. Cost $50.97 Unrealized
PAG Penske Automotive 0.4%
Value ($000) $47,159 Shares 1,218,267 Est. Cost $47.12 Unrealized -26.0%
Howard Hughes Corp. 0.4%
Value ($000) $43,044 Shares 828,574 Est. Cost $107.27 Unrealized
MSM MSC Industrial Direct 0.4%
Value ($000) $42,723 Shares 586,777 Est. Cost $78.31 Unrealized -17.7%
Applied Ind. Tech. 0.3%
Value ($000) $41,619 Shares 667,071 Est. Cost $45.72 Unrealized
MAN Manpowergroup Inc. 0.3%
Value ($000) $37,282 Shares 542,289 Est. Cost $84.99 Unrealized -19.7%
Flowserve Corp 0.3%
Value ($000) $36,495 Shares 1,279,632 Est. Cost $25.39 Unrealized
NSIT Insight Enterprises Inc. 0.3%
Value ($000) $35,267 Shares 716,804 Est. Cost $56.65 Unrealized -13.1%
TV Grupo Televisa SA 0.3%
Value ($000) $35,199 Shares 6,717,425 Est. Cost $14.88 Unrealized
NPO EnPro Industries, Inc. 0.3%
Value ($000) $30,676 Shares 622,360 Est. Cost $72.23 Unrealized -38.8%
VMI Valmont Industries 0.3%
Value ($000) $29,825 Shares 262,494 Est. Cost $140.95 Unrealized -21.2%
PLXS Plexus Corp 0.2%
Value ($000) $26,883 Shares 380,995 Est. Cost $62.07 Unrealized 0.0%
PAHC Phibro Animal Health 0.2%
Value ($000) $23,519 Shares 895,288 Est. Cost $29.43 Unrealized -15.6%
HII Huntington Ingalls 0.2%
Value ($000) $20,852 Shares 119,502 Est. Cost $163.22 Unrealized 0.0%
IVV iShares S&P 500 0.0%
Value ($000) $519 Shares 1,675 Est. Cost $311.73 Unrealized
IWV iShares TR Russell 3000 0.0%
Value ($000) $446 Shares 2,475 Est. Cost $180.20 Unrealized
TE Connectivity Ltd. 0.0%
Value ($000) $225 Shares 2,758 Est. Cost $56.56 Unrealized