FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $12,127,146 (100.0% shares, 0.0% debt)

Holdings (68)

BRK/B Berkshire Hath. Cl B 5.3%
Value ($000) $646,702 Shares 3,037,017 Est. Cost $124.90 Unrealized +63.8%
Booking Holdings Inc 4.3%
Value ($000) $521,881 Shares 305,072 Est. Cost $1688.65 Unrealized
MAS Masco Corp 4.2%
Value ($000) $506,651 Shares 9,190,112 Est. Cost $31.48 Unrealized +62.1%
DG Dollar General Corp 4.1%
Value ($000) $498,731 Shares 2,379,216 Est. Cost $66.68 Unrealized +173.1%
DGX Quest Diagnostics 3.7%
Value ($000) $447,352 Shares 3,907,349 Est. Cost $89.18 Unrealized +19.5%
CB Chubb Corp 3.5%
Value ($000) $423,532 Shares 3,647,367 Est. Cost $121.29 Unrealized -4.5%
Unilever PLC ADR 3.3%
Value ($000) $396,336 Shares 6,425,680 Est. Cost $49.18 Unrealized
Comcast Corp. 3.1%
Value ($000) $377,261 Shares 8,155,239 Est. Cost $40.07 Unrealized
UNH UnitedHealth Group 3.0%
Value ($000) $368,501 Shares 1,181,965 Est. Cost $72.33 Unrealized +288.8%
DLTR Dollar Tree 3.0%
Value ($000) $368,250 Shares 4,031,639 Est. Cost $90.72 Unrealized +3.7%
HD Supply Holdings 2.9%
Value ($000) $355,634 Shares 8,623,528 Est. Cost $39.92 Unrealized
SONY Sony Corp ADR 2.9%
Value ($000) $355,276 Shares 4,628,998 Est. Cost $69.13 Unrealized
EXPD Expeditors Int'l. 2.6%
Value ($000) $320,829 Shares 3,544,294 Est. Cost $37.42 Unrealized +113.7%
PHG Koninklijke Philips NV 2.6%
Value ($000) $317,657 Shares 6,737,164 Est. Cost $40.76 Unrealized
HON Honeywell Int'l. Inc. 2.6%
Value ($000) $314,101 Shares 1,908,155 Est. Cost $74.99 Unrealized +77.7%
ETN Eaton Corp 2.5%
Value ($000) $307,414 Shares 3,012,979 Est. Cost $80.88 Unrealized +10.3%
TJX TJX Companies Inc. 2.5%
Value ($000) $299,697 Shares 5,385,384 Est. Cost $37.57 Unrealized +33.2%
PCAR Paccar Inc. 2.4%
Value ($000) $292,694 Shares 3,432,151 Est. Cost $24.22 Unrealized +89.8%
Accenture Plc. 2.4%
Value ($000) $287,993 Shares 1,274,360 Est. Cost $76.86 Unrealized
NSRGY Nestle SA ADR 2.3%
Value ($000) $274,942 Shares 2,305,496 Est. Cost $75.34 Unrealized
PEP PepsiCo Inc. 2.2%
Value ($000) $271,748 Shares 1,960,661 Est. Cost $82.76 Unrealized +39.2%
PPG PPG Industries Inc 2.2%
Value ($000) $271,542 Shares 2,224,298 Est. Cost $91.69 Unrealized +14.8%
JPM JPMorgan Chase 2.2%
Value ($000) $269,840 Shares 2,802,947 Est. Cost $89.26 Unrealized -4.3%
SCHW Charles Schwab Corp 2.2%
Value ($000) $269,007 Shares 7,424,974 Est. Cost $38.19 Unrealized -15.2%
PGR Progressive Corp. 2.1%
Value ($000) $255,933 Shares 2,703,421 Est. Cost $66.35 Unrealized +15.3%
NTRS Northern Trust Corp 2.0%
Value ($000) $244,599 Shares 3,137,088 Est. Cost $76.30 Unrealized -10.9%
SNN Smith & Nephew PLC 1.9%
Value ($000) $230,655 Shares 5,899,114 Est. Cost $38.18 Unrealized
OMC Omnicom Group 1.8%
Value ($000) $212,549 Shares 4,293,919 Est. Cost $51.79 Unrealized -15.0%
SLB Schlumberger Ltd. 1.3%
Value ($000) $159,479 Shares 10,249,277 Est. Cost $47.28 Unrealized -65.0%
AVY Avery Dennison Corp. 1.2%
Value ($000) $149,306 Shares 1,167,912 Est. Cost $67.86 Unrealized +58.8%
EMR Emerson Electric Co. 1.0%
Value ($000) $118,738 Shares 1,810,851 Est. Cost $57.76 Unrealized +1.8%
G Genpact Ltd. 1.0%
Value ($000) $117,200 Shares 3,008,997 Est. Cost $28.60 Unrealized +28.9%
CSL Carlisle Cos. Inc. 0.9%
Value ($000) $108,536 Shares 886,948 Est. Cost $82.84 Unrealized +39.1%
FirstCash Inc. 0.8%
Value ($000) $98,808 Shares 1,727,106 Est. Cost $77.16 Unrealized
RHI Robert Half Int'l. Inc. 0.7%
Value ($000) $89,051 Shares 1,682,109 Est. Cost $52.24 Unrealized +1.9%
ARW Arrow Electronics Inc. 0.7%
Value ($000) $84,359 Shares 1,072,454 Est. Cost $57.23 Unrealized +29.1%
HLI Houlihan Lokey Inc. 0.7%
Value ($000) $80,806 Shares 1,368,439 Est. Cost $45.54 Unrealized +13.7%
TRS TriMas Corp. 0.6%
Value ($000) $71,116 Shares 3,119,141 Est. Cost $22.55 Unrealized +8.0%
Interpublic Group 0.6%
Value ($000) $68,209 Shares 4,091,701 Est. Cost $13.42 Unrealized +8.2%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $66,791 Shares 1,092,251 Est. Cost $15.78 Unrealized +53.7%
AOS A.O. Smith Corp. 0.5%
Value ($000) $65,897 Shares 1,248,040 Est. Cost $38.29 Unrealized +18.4%
ZION Zions Bancorporation 0.5%
Value ($000) $63,667 Shares 2,178,899 Est. Cost $38.92 Unrealized -17.2%
R Ryder System Inc. 0.5%
Value ($000) $59,725 Shares 1,413,938 Est. Cost $58.85 Unrealized -31.3%
KW Kennedy-Wilson Hld. 0.5%
Value ($000) $59,235 Shares 4,079,551 Est. Cost $19.93 Unrealized -25.4%
XRAY Dentsply Sirona Inc. 0.5%
Value ($000) $58,206 Shares 1,331,026 Est. Cost $49.93 Unrealized -11.4%
TIGO Millicom International 0.5%
Value ($000) $57,532 Shares 1,900,000 Est. Cost $61.15 Unrealized -52.8%
GHC Graham Holdings Co. 0.5%
Value ($000) $57,428 Shares 142,111 Est. Cost $463.71 Unrealized -18.1%
TRN Trinity Industries 0.5%
Value ($000) $56,281 Shares 2,886,210 Est. Cost $17.70 Unrealized -6.8%
FCN FTI Consulting Inc 0.5%
Value ($000) $54,803 Shares 517,156 Est. Cost $113.65 Unrealized 0.0%
DCI Donaldson Co. Inc. 0.5%
Value ($000) $54,601 Shares 1,176,243 Est. Cost $43.60 Unrealized +2.4%
PAG Penske Automotive 0.4%
Value ($000) $53,832 Shares 1,129,492 Est. Cost $47.12 Unrealized -1.5%
WTM White Mountains Ins. 0.4%
Value ($000) $49,413 Shares 63,431 Est. Cost $881.73 Unrealized -1.9%
WWD Woodward Inc. 0.4%
Value ($000) $48,717 Shares 607,744 Est. Cost $46.49 Unrealized +67.2%
NSIT Insight Enterprises Inc. 0.4%
Value ($000) $47,507 Shares 839,637 Est. Cost $56.21 Unrealized -4.6%
HSIC Henry Schein Inc. 0.4%
Value ($000) $46,787 Shares 795,967 Est. Cost $61.54 Unrealized +4.2%
Howard Hughes Corp. 0.4%
Value ($000) $45,098 Shares 782,960 Est. Cost $107.27 Unrealized
PLXS Plexus Corp 0.4%
Value ($000) $43,850 Shares 620,838 Est. Cost $66.42 Unrealized +10.4%
Armstrong World Ind. 0.3%
Value ($000) $40,278 Shares 585,358 Est. Cost $50.97 Unrealized
MAN Manpowergroup Inc. 0.3%
Value ($000) $37,327 Shares 509,021 Est. Cost $84.99 Unrealized -15.5%
Applied Ind. Tech. 0.3%
Value ($000) $34,428 Shares 624,824 Est. Cost $45.72 Unrealized
Flowserve Corp 0.3%
Value ($000) $33,349 Shares 1,222,005 Est. Cost $25.39 Unrealized
NPO EnPro Industries, Inc. 0.3%
Value ($000) $31,913 Shares 565,736 Est. Cost $72.23 Unrealized -25.3%
TV Grupo Televisa SA 0.2%
Value ($000) $28,909 Shares 4,677,900 Est. Cost $14.88 Unrealized
MSM MSC Industrial Direct 0.2%
Value ($000) $22,573 Shares 356,711 Est. Cost $78.31 Unrealized -15.3%
Primerica Inc. 0.2%
Value ($000) $20,983 Shares 185,464 Est. Cost $113.14 Unrealized
HII Huntington Ingalls 0.2%
Value ($000) $19,631 Shares 139,472 Est. Cost $160.20 Unrealized -11.3%
PAHC Phibro Animal Health 0.1%
Value ($000) $15,181 Shares 872,451 Est. Cost $29.43 Unrealized -27.5%
IVV iShares S&P 500 0.0%
Value ($000) $289 Shares 860 Est. Cost $311.73 Unrealized