FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $13,601,739 (100.0% shares, 0.0% debt)

Holdings (73)

BRK/B Berkshire Hath. Cl B 5.4%
Value ($000) $737,181 Shares 2,652,495 Est. Cost $124.90 Unrealized +123.7%
MAS Masco Corp 4.0%
Value ($000) $541,069 Shares 9,184,669 Est. Cost $32.10 Unrealized +76.1%
Comcast Corp. 3.7%
Value ($000) $506,923 Shares 8,890,260 Est. Cost $41.51 Unrealized
DG Dollar General Corp 3.7%
Value ($000) $503,906 Shares 2,328,692 Est. Cost $76.53 Unrealized +155.5%
SCHW Charles Schwab Corp 3.5%
Value ($000) $472,706 Shares 6,492,324 Est. Cost $38.19 Unrealized +74.4%
Booking Holdings Inc 3.3%
Value ($000) $451,344 Shares 206,273 Est. Cost $1688.65 Unrealized
DGX Quest Diagnostics 3.3%
Value ($000) $450,522 Shares 3,413,825 Est. Cost $89.18 Unrealized +34.3%
SONY Sony Group Corp. 3.1%
Value ($000) $415,302 Shares 4,271,772 Est. Cost $69.13 Unrealized
UNH UnitedHealth Group 3.0%
Value ($000) $411,637 Shares 1,027,961 Est. Cost $72.33 Unrealized +410.2%
JPM JPMorgan Chase 3.0%
Value ($000) $405,342 Shares 2,606,029 Est. Cost $89.26 Unrealized +56.5%
Unilever PLC ADR 2.8%
Value ($000) $381,894 Shares 6,528,103 Est. Cost $49.85 Unrealized
DLTR Dollar Tree 2.8%
Value ($000) $379,367 Shares 3,812,737 Est. Cost $90.72 Unrealized +19.8%
PHG Koninklijke Philips NV 2.5%
Value ($000) $342,630 Shares 6,893,962 Est. Cost $41.24 Unrealized
PPG PPG Industries Inc 2.4%
Value ($000) $328,173 Shares 1,933,046 Est. Cost $91.69 Unrealized +70.5%
NTRS Northern Trust Corp 2.4%
Value ($000) $323,244 Shares 2,795,741 Est. Cost $76.30 Unrealized +30.1%
FMS Fresenius Med. Care 2.3%
Value ($000) $317,108 Shares 7,628,293 Est. Cost $37.57 Unrealized
MU Micron Technology Inc 2.3%
Value ($000) $308,994 Shares 3,636,080 Est. Cost $60.27 Unrealized +36.6%
CB Chubb Corp 2.2%
Value ($000) $304,613 Shares 1,916,528 Est. Cost $121.29 Unrealized +28.0%
OMC Omnicom Group 2.2%
Value ($000) $301,124 Shares 3,764,521 Est. Cost $51.79 Unrealized +33.2%
Facebook Inc. 2.2%
Value ($000) $297,882 Shares 856,697 Est. Cost $347.71 Unrealized
PGR Progressive Corp. 2.2%
Value ($000) $297,861 Shares 3,032,901 Est. Cost $69.15 Unrealized +28.0%
SNN Smith & Nephew PLC 2.1%
Value ($000) $290,765 Shares 6,693,489 Est. Cost $38.27 Unrealized
Alphabet Inc - Cl A 2.1%
Value ($000) $287,697 Shares 117,822 Est. Cost $2441.79 Unrealized
SLB Schlumberger Ltd. 2.0%
Value ($000) $275,540 Shares 8,607,927 Est. Cost $47.28 Unrealized -41.3%
ETN Eaton Corp 1.7%
Value ($000) $235,916 Shares 1,592,093 Est. Cost $80.88 Unrealized +65.6%
DOV Dover Corp 1.7%
Value ($000) $233,807 Shares 1,552,505 Est. Cost $119.60 Unrealized +16.3%
PCAR Paccar Inc. 1.6%
Value ($000) $213,645 Shares 2,393,787 Est. Cost $24.22 Unrealized +111.3%
Arch Capital Group 1.4%
Value ($000) $196,505 Shares 5,046,352 Est. Cost $38.52 Unrealized
EXPD Expeditors Int'l. 1.3%
Value ($000) $183,191 Shares 1,447,003 Est. Cost $37.42 Unrealized +198.4%
CSL Carlisle Cos. Inc. 1.2%
Value ($000) $160,877 Shares 840,613 Est. Cost $82.84 Unrealized +113.1%
EMR Emerson Electric Co. 1.2%
Value ($000) $156,692 Shares 1,628,136 Est. Cost $57.76 Unrealized +48.0%
TJX TJX Companies Inc. 1.1%
Value ($000) $143,636 Shares 2,130,463 Est. Cost $37.57 Unrealized +69.5%
FirstCash Inc. 1.0%
Value ($000) $135,466 Shares 1,772,183 Est. Cost $76.66 Unrealized
G Genpact Ltd. 1.0%
Value ($000) $131,819 Shares 2,901,574 Est. Cost $28.79 Unrealized +48.2%
HLI Houlihan Lokey Inc. 1.0%
Value ($000) $129,270 Shares 1,580,505 Est. Cost $50.01 Unrealized +32.9%
Interpublic Group 0.9%
Value ($000) $116,508 Shares 3,585,967 Est. Cost $13.47 Unrealized +99.6%
PEP PepsiCo Inc. 0.8%
Value ($000) $111,133 Shares 750,037 Est. Cost $82.76 Unrealized +52.5%
RHI Robert Half Int'l. Inc. 0.8%
Value ($000) $109,747 Shares 1,233,528 Est. Cost $52.48 Unrealized +66.2%
ARW Arrow Electronics Inc. 0.8%
Value ($000) $106,465 Shares 935,302 Est. Cost $57.23 Unrealized +104.7%
ZION Zions Bancorporation 0.7%
Value ($000) $96,322 Shares 1,822,211 Est. Cost $38.92 Unrealized +43.9%
PLXS Plexus Corp 0.7%
Value ($000) $92,974 Shares 1,017,105 Est. Cost $74.54 Unrealized +25.8%
HSIC Henry Schein Inc. 0.7%
Value ($000) $89,292 Shares 1,203,558 Est. Cost $63.69 Unrealized +18.3%
TRS TriMas Corp. 0.7%
Value ($000) $88,578 Shares 2,920,483 Est. Cost $23.00 Unrealized +37.9%
NSIT Insight Enterprises 0.6%
Value ($000) $82,374 Shares 823,660 Est. Cost $56.82 Unrealized +77.9%
NVT nVent Electric PLC 0.6%
Value ($000) $78,624 Shares 2,516,788 Est. Cost $20.04 Unrealized +43.1%
FCN FTI Consulting Inc 0.5%
Value ($000) $74,061 Shares 542,134 Est. Cost $113.05 Unrealized +24.5%
Primerica Inc. 0.5%
Value ($000) $70,731 Shares 461,869 Est. Cost $134.21 Unrealized
KW Kennedy-Wilson Hld. 0.5%
Value ($000) $68,641 Shares 3,454,515 Est. Cost $19.93 Unrealized +1.4%
DCI Donaldson Co. Inc. 0.5%
Value ($000) $68,214 Shares 1,073,728 Est. Cost $43.81 Unrealized +30.8%
XRAY Dentsply Sirona Inc. 0.5%
Value ($000) $67,145 Shares 1,061,408 Est. Cost $49.92 Unrealized +31.9%
GHC Graham Holdings Co. 0.5%
Value ($000) $66,340 Shares 104,654 Est. Cost $463.71 Unrealized +32.8%
TIGO Millicom International 0.5%
Value ($000) $66,078 Shares 1,669,900 Est. Cost $61.15 Unrealized -32.0%
Howard Hughes Corp. 0.5%
Value ($000) $63,506 Shares 651,612 Est. Cost $107.27 Unrealized
HLF Herbalife Nutrition 0.5%
Value ($000) $61,921 Shares 1,174,309 Est. Cost $49.73 Unrealized 0.0%
Flowserve Corp 0.4%
Value ($000) $60,202 Shares 1,493,112 Est. Cost $28.75 Unrealized
Applied Ind. Tech. 0.4%
Value ($000) $57,987 Shares 636,804 Est. Cost $50.53 Unrealized
LCII LCI Industries 0.4%
Value ($000) $56,401 Shares 429,169 Est. Cost $118.13 Unrealized 0.0%
WWD Woodward Inc. 0.4%
Value ($000) $52,956 Shares 430,955 Est. Cost $46.49 Unrealized +156.9%
CDK Global 0.4%
Value ($000) $51,846 Shares 1,043,384 Est. Cost $51.83 Unrealized
MAN Manpowergroup Inc. 0.4%
Value ($000) $51,700 Shares 434,779 Est. Cost $84.99 Unrealized +38.9%
R Ryder System Inc. 0.4%
Value ($000) $48,367 Shares 650,707 Est. Cost $58.85 Unrealized +34.4%
NPO EnPro Industries, Inc. 0.3%
Value ($000) $45,956 Shares 473,045 Est. Cost $72.23 Unrealized +26.5%
CNXC Concentrix Corp. 0.3%
Value ($000) $40,686 Shares 253,025 Est. Cost $142.54 Unrealized 0.0%
WTM White Mountains Ins. 0.3%
Value ($000) $40,466 Shares 35,248 Est. Cost $881.73 Unrealized +32.4%
PAHC Phibro Animal Health 0.3%
Value ($000) $40,344 Shares 1,396,959 Est. Cost $27.59 Unrealized -2.0%
TRN Trinity Industries 0.3%
Value ($000) $40,072 Shares 1,490,204 Est. Cost $17.73 Unrealized +32.2%
HII Huntington Ingalls 0.3%
Value ($000) $35,012 Shares 166,131 Est. Cost $154.96 Unrealized +23.7%
AOS A.O. Smith Corp. 0.3%
Value ($000) $34,017 Shares 472,069 Est. Cost $38.29 Unrealized +65.9%
LGIH LGI Homes Inc 0.2%
Value ($000) $29,569 Shares 182,593 Est. Cost $120.10 Unrealized +37.8%
Armstrong World Ind. 0.2%
Value ($000) $28,674 Shares 267,336 Est. Cost $50.97 Unrealized
BRC Brady Corp Cl A 0.2%
Value ($000) $27,520 Shares 491,085 Est. Cost $40.57 Unrealized +28.3%
SSD Simpson Mfg. Co. 0.2%
Value ($000) $27,065 Shares 245,063 Est. Cost $106.27 Unrealized 0.0%
ITOT iShares Core S&P Total U.S. 0.0%
Value ($000) $597 Shares 6,040 Est. Cost $98.84 Unrealized