FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $13,587,304 (100.0% shares, 0.0% debt)

Holdings (75)

BRK/B Berkshire Hath. Cl B 5.4%
Value ($000) $727,355 Shares 2,432,627 Est. Cost $124.90 Unrealized +129.3%
MAS Masco Corp 4.4%
Value ($000) $595,441 Shares 8,479,654 Est. Cost $32.10 Unrealized +86.4%
SONY Sony Group Corp. 3.9%
Value ($000) $531,547 Shares 4,205,280 Est. Cost $71.72 Unrealized
Booking Holdings Inc 3.7%
Value ($000) $509,174 Shares 212,224 Est. Cost $1711.61 Unrealized
DG Dollar General Corp 3.7%
Value ($000) $505,799 Shares 2,144,761 Est. Cost $76.53 Unrealized +169.7%
UNH UnitedHealth Group 3.5%
Value ($000) $475,700 Shares 947,346 Est. Cost $72.33 Unrealized +483.7%
MU Micron Technology Inc 3.2%
Value ($000) $441,258 Shares 4,737,068 Est. Cost $63.64 Unrealized +19.9%
SCHW Charles Schwab Corp 3.1%
Value ($000) $424,133 Shares 5,043,201 Est. Cost $38.19 Unrealized +100.3%
DGX Quest Diagnostics 3.0%
Value ($000) $412,712 Shares 2,385,478 Est. Cost $89.18 Unrealized +57.5%
Comcast Corp. 3.0%
Value ($000) $410,889 Shares 8,163,890 Est. Cost $41.51 Unrealized
JPM JPMorgan Chase 2.8%
Value ($000) $379,448 Shares 2,396,264 Est. Cost $89.26 Unrealized +65.6%
Unilever PLC ADR 2.6%
Value ($000) $352,637 Shares 6,555,817 Est. Cost $49.85 Unrealized
DLTR Dollar Tree 2.6%
Value ($000) $349,421 Shares 2,486,631 Est. Cost $90.72 Unrealized +33.9%
Alphabet Inc - Cl A 2.4%
Value ($000) $319,544 Shares 110,300 Est. Cost $2441.79 Unrealized
PCAR Paccar Inc. 2.3%
Value ($000) $316,352 Shares 3,584,320 Est. Cost $32.45 Unrealized +50.3%
NTRS Northern Trust Corp 2.3%
Value ($000) $308,409 Shares 2,578,456 Est. Cost $76.30 Unrealized +37.6%
PPG PPG Industries Inc 2.3%
Value ($000) $307,220 Shares 1,781,603 Est. Cost $91.69 Unrealized +60.8%
PGR Progressive Corp. 2.2%
Value ($000) $293,145 Shares 2,855,773 Est. Cost $69.34 Unrealized +23.7%
CB Chubb Corp 2.1%
Value ($000) $292,108 Shares 1,511,084 Est. Cost $121.29 Unrealized +46.4%
SNN Smith & Nephew PLC 2.1%
Value ($000) $281,401 Shares 8,128,292 Est. Cost $37.62 Unrealized
Meta Platforms 2.0%
Value ($000) $272,190 Shares 809,246 Est. Cost $347.62 Unrealized
Arch Capital Group 1.9%
Value ($000) $264,859 Shares 5,958,589 Est. Cost $39.36 Unrealized
DOV Dover Corp 1.9%
Value ($000) $259,690 Shares 1,430,012 Est. Cost $119.60 Unrealized +34.6%
OMC Omnicom Group 1.9%
Value ($000) $255,475 Shares 3,486,765 Est. Cost $51.79 Unrealized +18.6%
PHG Koninklijke Philips NV 1.9%
Value ($000) $255,095 Shares 6,922,537 Est. Cost $41.53 Unrealized
SLB Schlumberger Ltd. 1.8%
Value ($000) $240,593 Shares 8,033,171 Est. Cost $47.28 Unrealized -39.3%
TJX TJX Companies Inc. 1.7%
Value ($000) $236,599 Shares 3,116,425 Est. Cost $46.26 Unrealized +41.1%
FMS Fresenius Med. Care 1.7%
Value ($000) $227,194 Shares 6,999,204 Est. Cost $37.57 Unrealized
ETN Eaton Corp 1.5%
Value ($000) $210,266 Shares 1,216,675 Est. Cost $80.88 Unrealized +92.2%
CSL Carlisle Cos. Inc. 1.2%
Value ($000) $159,238 Shares 641,778 Est. Cost $84.25 Unrealized +160.0%
G Genpact Ltd. 1.1%
Value ($000) $150,505 Shares 2,835,446 Est. Cost $29.03 Unrealized +64.1%
EMR Emerson Electric Co. 1.0%
Value ($000) $136,840 Shares 1,471,874 Est. Cost $57.76 Unrealized +49.8%
Interpublic Group 1.0%
Value ($000) $131,393 Shares 3,508,494 Est. Cost $13.47 Unrealized +130.5%
ARW Arrow Electronics Inc. 0.9%
Value ($000) $120,861 Shares 900,137 Est. Cost $57.23 Unrealized +114.3%
HLI Houlihan Lokey Inc. 0.9%
Value ($000) $118,573 Shares 1,145,413 Est. Cost $50.39 Unrealized +96.4%
FCFS FirstCash Inc. 0.8%
Value ($000) $113,716 Shares 1,520,059 Est. Cost $72.50 Unrealized 0.0%
ZION Zions Bancorporation 0.8%
Value ($000) $111,162 Shares 1,760,012 Est. Cost $38.92 Unrealized +64.1%
RHI Robert Half Int'l. Inc. 0.8%
Value ($000) $107,821 Shares 966,833 Est. Cost $52.48 Unrealized +112.2%
TRS TriMas Corp. 0.8%
Value ($000) $107,265 Shares 2,899,067 Est. Cost $23.14 Unrealized +48.9%
HSIC Henry Schein Inc. 0.7%
Value ($000) $101,602 Shares 1,310,481 Est. Cost $64.74 Unrealized +18.1%
NSIT Insight Enterprises 0.7%
Value ($000) $99,678 Shares 935,067 Est. Cost $61.87 Unrealized +60.8%
PLXS Plexus Corp 0.7%
Value ($000) $98,466 Shares 1,026,860 Est. Cost $74.80 Unrealized +23.4%
NVT nVent Electric PLC 0.7%
Value ($000) $93,166 Shares 2,451,725 Est. Cost $20.20 Unrealized +65.4%
FCN FTI Consulting Inc 0.7%
Value ($000) $91,682 Shares 597,587 Est. Cost $115.96 Unrealized +25.8%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $80,828 Shares 3,384,775 Est. Cost $19.93 Unrealized +14.3%
Skechers USA 0.5%
Value ($000) $71,190 Shares 1,640,330 Est. Cost $43.40 Unrealized
Primerica Inc. 0.5%
Value ($000) $70,235 Shares 458,244 Est. Cost $134.68 Unrealized
CNXC Concentrix Corp. 0.5%
Value ($000) $68,152 Shares 381,548 Est. Cost $148.74 Unrealized +11.3%
LCII LCI Industries 0.5%
Value ($000) $66,040 Shares 423,689 Est. Cost $118.10 Unrealized +7.3%
Beacon Roofing 0.5%
Value ($000) $65,004 Shares 1,133,460 Est. Cost $50.00 Unrealized
Applied Ind. Tech. 0.5%
Value ($000) $64,698 Shares 629,968 Est. Cost $51.40 Unrealized
Howard Hughes Corp. 0.5%
Value ($000) $63,658 Shares 625,449 Est. Cost $107.27 Unrealized
KBR KBR Inc. 0.5%
Value ($000) $63,238 Shares 1,327,966 Est. Cost $37.02 Unrealized +14.1%
DCI Donaldson Co. Inc. 0.5%
Value ($000) $62,127 Shares 1,048,373 Est. Cost $44.02 Unrealized +25.6%
XRAY Dentsply Sirona Inc. 0.4%
Value ($000) $53,415 Shares 957,421 Est. Cost $49.92 Unrealized +10.2%
BJ BJ's Wholesale Club 0.4%
Value ($000) $52,713 Shares 787,117 Est. Cost $53.38 Unrealized +17.0%
SSD Simpson Mfg. Co. 0.4%
Value ($000) $51,976 Shares 373,740 Est. Cost $109.69 Unrealized +6.4%
HLF Herbalife Nutrition 0.3%
Value ($000) $46,585 Shares 1,138,154 Est. Cost $49.72 Unrealized -16.3%
WWD Woodward Inc. 0.3%
Value ($000) $46,488 Shares 424,702 Est. Cost $47.98 Unrealized +127.7%
Flowserve Corp 0.3%
Value ($000) $46,333 Shares 1,514,160 Est. Cost $28.84 Unrealized
TIGO Millicom International 0.3%
Value ($000) $45,733 Shares 1,607,500 Est. Cost $61.15 Unrealized -45.9%
TRN Trinity Industries 0.3%
Value ($000) $45,320 Shares 1,500,649 Est. Cost $17.86 Unrealized +35.0%
CDK Global 0.3%
Value ($000) $42,175 Shares 1,010,411 Est. Cost $51.67 Unrealized
MAN Manpowergroup Inc. 0.3%
Value ($000) $40,552 Shares 416,642 Est. Cost $84.99 Unrealized +18.2%
AOS A.O. Smith Corp. 0.3%
Value ($000) $39,712 Shares 462,576 Est. Cost $38.29 Unrealized +84.8%
WTM White Mountains Ins. 0.3%
Value ($000) $35,925 Shares 35,432 Est. Cost $886.92 Unrealized +19.1%
PAHC Phibro Animal Health 0.2%
Value ($000) $32,599 Shares 1,596,416 Est. Cost $27.05 Unrealized -21.1%
HII Huntington Ingalls 0.2%
Value ($000) $30,855 Shares 165,228 Est. Cost $155.43 Unrealized +13.2%
LGIH LGI Homes Inc 0.2%
Value ($000) $28,416 Shares 183,948 Est. Cost $120.98 Unrealized +21.0%
Gates Industrial 0.2%
Value ($000) $27,891 Shares 1,753,018 Est. Cost $15.91 Unrealized
BRC Brady Corp Cl A 0.2%
Value ($000) $26,505 Shares 491,740 Est. Cost $40.74 Unrealized +19.9%
IVV iShares S&P 500 0.1%
Value ($000) $9,391 Shares 19,688 Est. Cost $476.99 Unrealized
Triton International 0.1%
Value ($000) $8,863 Shares 147,148 Est. Cost $60.23 Unrealized
IWV iShares TR Russell 3000 0.0%
Value ($000) $2,191 Shares 7,895 Est. Cost $277.52 Unrealized
IJR iShares S&P 600 0.0%
Value ($000) $874 Shares 7,630 Est. Cost $114.55 Unrealized