FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $13,333,994 (100.0% shares, 0.0% debt)

Holdings (69)

BRK/B Berkshire Hath. Cl B 5.2%
Value ($000) $696,715 Shares 2,727,189 Est. Cost $124.90 Unrealized +94.4%
MAS Masco Corp 4.2%
Value ($000) $563,571 Shares 9,408,534 Est. Cost $32.10 Unrealized +59.3%
Comcast Corp. 3.7%
Value ($000) $495,321 Shares 9,153,955 Est. Cost $41.51 Unrealized
Booking Holdings Inc 3.7%
Value ($000) $495,145 Shares 212,523 Est. Cost $1688.65 Unrealized
DG Dollar General Corp 3.6%
Value ($000) $483,202 Shares 2,384,770 Est. Cost $76.53 Unrealized +141.0%
SONY Sony Group Corp. 3.5%
Value ($000) $465,707 Shares 4,393,050 Est. Cost $69.13 Unrealized
DGX Quest Diagnostics 3.4%
Value ($000) $450,967 Shares 3,513,846 Est. Cost $89.18 Unrealized +25.7%
DLTR Dollar Tree 3.4%
Value ($000) $448,623 Shares 3,919,470 Est. Cost $90.72 Unrealized +18.4%
SCHW Charles Schwab Corp 3.3%
Value ($000) $437,206 Shares 6,707,674 Est. Cost $38.19 Unrealized +49.0%
JPM JPMorgan Chase 3.1%
Value ($000) $408,332 Shares 2,682,337 Est. Cost $89.26 Unrealized +42.6%
UNH UnitedHealth Group 2.9%
Value ($000) $393,182 Shares 1,056,743 Est. Cost $72.33 Unrealized +342.0%
PHG Koninklijke Philips NV 2.8%
Value ($000) $372,299 Shares 6,528,123 Est. Cost $40.76 Unrealized
Unilever PLC ADR 2.8%
Value ($000) $372,291 Shares 6,668,294 Est. Cost $49.85 Unrealized
CB Chubb Corp 2.8%
Value ($000) $368,488 Shares 2,332,644 Est. Cost $121.29 Unrealized +23.9%
ETN Eaton Corp 2.6%
Value ($000) $342,053 Shares 2,473,623 Est. Cost $80.88 Unrealized +47.1%
NTRS Northern Trust Corp 2.3%
Value ($000) $301,719 Shares 2,870,511 Est. Cost $76.30 Unrealized +10.6%
MU Micron Technology Inc 2.3%
Value ($000) $301,114 Shares 3,413,607 Est. Cost $58.84 Unrealized +40.7%
PPG PPG Industries Inc 2.3%
Value ($000) $300,317 Shares 1,998,646 Est. Cost $91.69 Unrealized +41.9%
OMC Omnicom Group 2.2%
Value ($000) $287,642 Shares 3,879,186 Est. Cost $51.79 Unrealized +12.2%
PGR Progressive Corp. 2.1%
Value ($000) $281,595 Shares 2,945,243 Est. Cost $68.58 Unrealized +18.1%
EXPD Expeditors Int'l. 2.0%
Value ($000) $267,747 Shares 2,486,278 Est. Cost $37.42 Unrealized +142.9%
SNN Smith & Nephew PLC 2.0%
Value ($000) $260,051 Shares 6,861,494 Est. Cost $38.27 Unrealized
TJX TJX Companies Inc. 1.9%
Value ($000) $254,333 Shares 3,844,797 Est. Cost $37.57 Unrealized +65.8%
SLB Schlumberger Ltd. 1.8%
Value ($000) $240,275 Shares 8,836,873 Est. Cost $47.28 Unrealized -49.9%
FMS Fresenius Med. Care 1.8%
Value ($000) $240,021 Shares 6,508,172 Est. Cost $36.88 Unrealized
PCAR Paccar Inc. 1.7%
Value ($000) $227,622 Shares 2,449,652 Est. Cost $24.22 Unrealized +114.7%
DOV Dover Corp 1.6%
Value ($000) $218,186 Shares 1,591,087 Est. Cost $119.60 Unrealized 0.0%
PEP PepsiCo Inc. 1.6%
Value ($000) $215,866 Shares 1,526,095 Est. Cost $82.76 Unrealized +42.5%
NSRGY Nestle SA ADR 1.4%
Value ($000) $188,265 Shares 1,688,324 Est. Cost $75.34 Unrealized
EMR Emerson Electric Co. 1.1%
Value ($000) $150,109 Shares 1,663,816 Est. Cost $57.76 Unrealized +34.7%
AVY Avery Dennison Corp. 1.1%
Value ($000) $146,715 Shares 798,885 Est. Cost $67.86 Unrealized +131.8%
Arch Capital Group 1.1%
Value ($000) $142,620 Shares 3,716,954 Est. Cost $38.37 Unrealized
CSL Carlisle Cos. Inc. 1.1%
Value ($000) $142,490 Shares 865,781 Est. Cost $82.84 Unrealized +75.1%
G Genpact Ltd. 0.9%
Value ($000) $126,575 Shares 2,955,982 Est. Cost $28.79 Unrealized +35.5%
FirstCash Inc. 0.9%
Value ($000) $118,646 Shares 1,806,698 Est. Cost $76.66 Unrealized
Interpublic Group 0.8%
Value ($000) $106,883 Shares 3,660,383 Est. Cost $13.47 Unrealized +63.4%
ARW Arrow Electronics Inc. 0.8%
Value ($000) $105,720 Shares 953,982 Est. Cost $57.23 Unrealized +81.6%
ZION Zions Bancorporation 0.8%
Value ($000) $102,385 Shares 1,862,896 Est. Cost $38.92 Unrealized +32.3%
RHI Robert Half Int'l. Inc. 0.7%
Value ($000) $98,248 Shares 1,258,456 Est. Cost $52.48 Unrealized +38.1%
HLI Houlihan Lokey Inc. 0.6%
Value ($000) $85,632 Shares 1,287,511 Est. Cost $46.26 Unrealized +33.2%
TRS TriMas Corp. 0.6%
Value ($000) $85,063 Shares 2,805,523 Est. Cost $22.64 Unrealized +45.4%
NSIT Insight Enterprises Inc. 0.6%
Value ($000) $80,294 Shares 841,475 Est. Cost $56.82 Unrealized +50.8%
XRAY Dentsply Sirona Inc. 0.6%
Value ($000) $77,377 Shares 1,212,611 Est. Cost $49.92 Unrealized +16.2%
FCN FTI Consulting Inc 0.6%
Value ($000) $77,334 Shares 551,949 Est. Cost $113.05 Unrealized +4.8%
HSIC Henry Schein Inc. 0.6%
Value ($000) $76,899 Shares 1,110,621 Est. Cost $62.71 Unrealized +7.9%
WRB W.R. Berkley Corp. 0.6%
Value ($000) $75,495 Shares 1,001,921 Est. Cost $16.06 Unrealized +70.5%
PLXS Plexus Corp 0.6%
Value ($000) $75,376 Shares 820,729 Est. Cost $69.94 Unrealized +21.2%
NVT nVent Electric PLC 0.5%
Value ($000) $71,734 Shares 2,570,199 Est. Cost $20.04 Unrealized +18.3%
KW Kennedy-Wilson Hld. 0.5%
Value ($000) $71,102 Shares 3,518,150 Est. Cost $19.93 Unrealized -5.8%
TIGO Millicom International 0.5%
Value ($000) $66,099 Shares 1,729,900 Est. Cost $61.15 Unrealized -37.2%
DCI Donaldson Co. Inc. 0.5%
Value ($000) $63,653 Shares 1,094,445 Est. Cost $43.81 Unrealized +26.3%
Howard Hughes Corp. 0.5%
Value ($000) $63,290 Shares 665,297 Est. Cost $107.27 Unrealized
R Ryder System Inc. 0.5%
Value ($000) $61,233 Shares 809,429 Est. Cost $58.85 Unrealized +17.7%
GHC Graham Holdings Co. 0.5%
Value ($000) $60,056 Shares 106,777 Est. Cost $463.71 Unrealized +19.1%
Applied Ind. Tech. 0.4%
Value ($000) $59,302 Shares 650,452 Est. Cost $50.53 Unrealized
Flowserve Corp 0.4%
Value ($000) $59,254 Shares 1,526,762 Est. Cost $28.75 Unrealized
CDK Global 0.4%
Value ($000) $57,481 Shares 1,063,279 Est. Cost $51.83 Unrealized
WWD Woodward Inc. 0.4%
Value ($000) $52,856 Shares 438,163 Est. Cost $46.49 Unrealized +148.3%
MAN Manpowergroup Inc. 0.3%
Value ($000) $43,949 Shares 444,380 Est. Cost $84.99 Unrealized +12.6%
TRN Trinity Industries 0.3%
Value ($000) $43,323 Shares 1,520,625 Est. Cost $17.73 Unrealized +36.8%
NPO EnPro Industries, Inc. 0.3%
Value ($000) $41,286 Shares 484,175 Est. Cost $72.23 Unrealized +13.0%
Primerica Inc. 0.3%
Value ($000) $41,065 Shares 277,802 Est. Cost $121.66 Unrealized
WTM White Mountains Ins. 0.3%
Value ($000) $40,384 Shares 36,222 Est. Cost $881.73 Unrealized +26.8%
Armstrong World Ind. 0.3%
Value ($000) $37,186 Shares 412,768 Est. Cost $50.97 Unrealized
HII Huntington Ingalls 0.3%
Value ($000) $34,951 Shares 169,787 Est. Cost $154.96 Unrealized +3.4%
AOS A.O. Smith Corp. 0.2%
Value ($000) $32,754 Shares 484,454 Est. Cost $38.29 Unrealized +45.7%
LGIH LGI Homes Inc 0.2%
Value ($000) $27,805 Shares 186,224 Est. Cost $120.10 Unrealized 0.0%
PAHC Phibro Animal Health 0.2%
Value ($000) $26,765 Shares 1,096,926 Est. Cost $27.73 Unrealized -18.5%
BRC Brady Corp Cl A 0.2%
Value ($000) $26,750 Shares 500,472 Est. Cost $40.57 Unrealized +18.8%