FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 12, 2022

Total Value ($000): $12,381,120 (100.0% shares, 0.0% debt)

Holdings (73)

BRK/B Berkshire Hath. Cl B 4.7%
Value ($000) $580,484 Shares 1,644,851 Est. Cost $124.90 Unrealized +159.0%
Booking Holdings Inc 3.9%
Value ($000) $478,971 Shares 203,952 Est. Cost $1711.61 Unrealized
DG Dollar General Corp 3.7%
Value ($000) $452,753 Shares 2,033,658 Est. Cost $76.53 Unrealized +159.9%
MAS Masco Corp 3.3%
Value ($000) $411,168 Shares 8,062,124 Est. Cost $32.10 Unrealized +71.9%
Alphabet Inc - Cl A 3.2%
Value ($000) $398,362 Shares 143,226 Est. Cost $2519.85 Unrealized
DLTR Dollar Tree 3.0%
Value ($000) $377,077 Shares 2,354,523 Est. Cost $90.72 Unrealized +55.9%
SCHW Charles Schwab Corp 3.0%
Value ($000) $366,015 Shares 4,341,302 Est. Cost $38.19 Unrealized +118.3%
SONY Sony Group Corp. 2.8%
Value ($000) $350,778 Shares 3,415,225 Est. Cost $71.72 Unrealized
MU Micron Technology Inc 2.8%
Value ($000) $350,163 Shares 4,495,605 Est. Cost $63.64 Unrealized +31.0%
UNH UnitedHealth Group 2.7%
Value ($000) $336,619 Shares 660,076 Est. Cost $72.33 Unrealized +523.8%
CSL Carlisle Cos. Inc. 2.6%
Value ($000) $322,976 Shares 1,313,336 Est. Cost $155.74 Unrealized +43.9%
SLB Schlumberger Ltd. 2.6%
Value ($000) $322,666 Shares 7,810,839 Est. Cost $47.28 Unrealized -24.1%
PCAR Paccar Inc. 2.4%
Value ($000) $298,553 Shares 3,389,956 Est. Cost $32.45 Unrealized +61.6%
Comcast Corp. 2.3%
Value ($000) $290,301 Shares 6,200,363 Est. Cost $41.51 Unrealized
NTRS Northern Trust Corp 2.3%
Value ($000) $284,897 Shares 2,446,522 Est. Cost $76.30 Unrealized +37.0%
OMC Omnicom Group 2.3%
Value ($000) $281,936 Shares 3,321,579 Est. Cost $51.79 Unrealized +35.5%
PGR Progressive Corp. 2.3%
Value ($000) $280,932 Shares 2,464,534 Est. Cost $69.34 Unrealized +42.0%
Arch Capital Group 2.2%
Value ($000) $278,232 Shares 5,746,224 Est. Cost $39.36 Unrealized
Unilever PLC ADR 2.2%
Value ($000) $276,457 Shares 6,066,636 Est. Cost $49.85 Unrealized
JPM JPMorgan Chase 2.2%
Value ($000) $269,740 Shares 1,978,724 Est. Cost $89.26 Unrealized +49.7%
CB Chubb Corp 2.2%
Value ($000) $266,582 Shares 1,246,291 Est. Cost $121.29 Unrealized +59.1%
SNN Smith & Nephew PLC 2.0%
Value ($000) $243,160 Shares 7,622,581 Est. Cost $37.62 Unrealized
DOV Dover Corp 1.9%
Value ($000) $234,042 Shares 1,491,662 Est. Cost $121.11 Unrealized +28.9%
PHG Koninklijke Philips NV 1.8%
Value ($000) $227,150 Shares 7,440,235 Est. Cost $40.77 Unrealized
DGX Quest Diagnostics 1.8%
Value ($000) $225,309 Shares 1,646,275 Est. Cost $89.18 Unrealized +44.8%
PPG PPG Industries Inc 1.8%
Value ($000) $222,151 Shares 1,694,903 Est. Cost $91.69 Unrealized +46.0%
FMS Fresenius Med. Care 1.8%
Value ($000) $220,316 Shares 6,541,454 Est. Cost $37.57 Unrealized
TJX TJX Companies Inc. 1.5%
Value ($000) $180,215 Shares 2,974,833 Est. Cost $46.26 Unrealized +36.7%
SAP SAP 1.5%
Value ($000) $179,997 Shares 1,622,179 Est. Cost $110.96 Unrealized
ETN Eaton Corp 1.4%
Value ($000) $175,967 Shares 1,159,506 Est. Cost $80.88 Unrealized +82.2%
KMX CarMax Inc. 1.4%
Value ($000) $172,972 Shares 1,792,829 Est. Cost $107.57 Unrealized 0.0%
Meta Platforms 1.4%
Value ($000) $171,200 Shares 769,923 Est. Cost $347.62 Unrealized
G Genpact Ltd. 1.1%
Value ($000) $133,885 Shares 3,077,114 Est. Cost $30.21 Unrealized +45.6%
Interpublic Group 1.0%
Value ($000) $125,795 Shares 3,548,516 Est. Cost $13.67 Unrealized +127.0%
HSIC Henry Schein Inc. 0.9%
Value ($000) $115,875 Shares 1,328,998 Est. Cost $64.97 Unrealized +25.4%
RHI Robert Half Int'l. Inc. 0.9%
Value ($000) $111,198 Shares 973,884 Est. Cost $52.48 Unrealized +119.8%
FCFS FirstCash Inc. 0.9%
Value ($000) $107,370 Shares 1,526,449 Est. Cost $72.50 Unrealized -7.7%
NSIT Insight Enterprises 0.8%
Value ($000) $101,824 Shares 948,788 Est. Cost $62.44 Unrealized +62.7%
ZION Zions Bancorporation 0.8%
Value ($000) $100,679 Shares 1,535,676 Est. Cost $38.92 Unrealized +75.8%
PLXS Plexus Corp 0.8%
Value ($000) $96,112 Shares 1,174,825 Est. Cost $75.87 Unrealized +9.7%
NVT nVent Electric PLC 0.8%
Value ($000) $95,825 Shares 2,755,186 Est. Cost $21.62 Unrealized +53.0%
TRS TriMas Corp. 0.8%
Value ($000) $94,316 Shares 2,939,100 Est. Cost $23.28 Unrealized +43.3%
Skechers USA 0.8%
Value ($000) $93,909 Shares 2,303,954 Est. Cost $42.64 Unrealized
FCN FTI Consulting Inc 0.8%
Value ($000) $93,800 Shares 596,615 Est. Cost $115.96 Unrealized +28.6%
CDW Corp 0.7%
Value ($000) $90,079 Shares 503,546 Est. Cost $178.89 Unrealized
HLI Houlihan Lokey Inc. 0.7%
Value ($000) $87,024 Shares 991,164 Est. Cost $50.39 Unrealized +90.2%
Beacon Roofing 0.7%
Value ($000) $86,031 Shares 1,451,259 Est. Cost $52.03 Unrealized
KW Kennedy-Wilson Hld. 0.7%
Value ($000) $82,591 Shares 3,386,245 Est. Cost $19.93 Unrealized +15.5%
ARW Arrow Electronics Inc. 0.6%
Value ($000) $78,678 Shares 663,220 Est. Cost $57.23 Unrealized +118.9%
KBR KBR Inc. 0.6%
Value ($000) $73,391 Shares 1,340,973 Est. Cost $37.02 Unrealized +25.9%
DCI Donaldson Co. Inc. 0.6%
Value ($000) $69,213 Shares 1,332,810 Est. Cost $45.53 Unrealized +12.2%
CDK Global 0.6%
Value ($000) $68,183 Shares 1,400,635 Est. Cost $50.84 Unrealized
Applied Ind. Tech. 0.5%
Value ($000) $65,797 Shares 640,925 Est. Cost $52.27 Unrealized
Howard Hughes Corp. 0.5%
Value ($000) $65,699 Shares 634,095 Est. Cost $107.22 Unrealized
AVY Avery Dennison Corp. 0.5%
Value ($000) $64,239 Shares 369,255 Est. Cost $173.42 Unrealized 0.0%
CNXC Concentrix Corp. 0.5%
Value ($000) $64,117 Shares 384,946 Est. Cost $148.74 Unrealized +18.6%
Primerica Inc. 0.5%
Value ($000) $63,875 Shares 466,852 Est. Cost $134.72 Unrealized
BJ BJ's Wholesale Club 0.5%
Value ($000) $63,028 Shares 932,228 Est. Cost $54.84 Unrealized +14.5%
XRAY Dentsply Sirona Inc. 0.5%
Value ($000) $57,314 Shares 1,164,442 Est. Cost $50.44 Unrealized +4.8%
Flowserve Corp 0.4%
Value ($000) $54,330 Shares 1,513,375 Est. Cost $28.84 Unrealized
SSD Simpson Mfg. Co. 0.4%
Value ($000) $49,115 Shares 450,435 Est. Cost $110.56 Unrealized +3.9%
LCII LCI Industries 0.4%
Value ($000) $44,351 Shares 427,231 Est. Cost $118.10 Unrealized -9.2%
LGIH LGI Homes Inc 0.3%
Value ($000) $42,405 Shares 434,126 Est. Cost $122.42 Unrealized +0.9%
WTM White Mountains Ins. 0.3%
Value ($000) $40,782 Shares 35,892 Est. Cost $888.97 Unrealized +17.8%
TIGO Millicom International 0.3%
Value ($000) $40,461 Shares 1,604,950 Est. Cost $61.15 Unrealized -57.8%
MAN Manpowergroup Inc. 0.3%
Value ($000) $39,943 Shares 425,291 Est. Cost $85.33 Unrealized +19.4%
WWD Woodward Inc. 0.3%
Value ($000) $39,808 Shares 318,693 Est. Cost $47.98 Unrealized +138.7%
Triton International 0.3%
Value ($000) $35,204 Shares 501,622 Est. Cost $67.26 Unrealized
HLF Herbalife Nutrition 0.3%
Value ($000) $35,136 Shares 1,157,316 Est. Cost $49.55 Unrealized -21.1%
Gates Industrial 0.3%
Value ($000) $35,083 Shares 2,329,522 Est. Cost $15.70 Unrealized
PAHC Phibro Animal Health 0.2%
Value ($000) $23,170 Shares 1,161,380 Est. Cost $27.05 Unrealized -25.3%
BRC Brady Corp Cl A 0.2%
Value ($000) $22,959 Shares 496,191 Est. Cost $40.74 Unrealized +12.2%
IVV iShares S&P 500 0.0%
Value ($000) $385 Shares 848 Est. Cost $476.99 Unrealized