FIDUCIARY MANAGEMENT INC /WI/ Diversified Active

CIK: 0000764532 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $10,570,923 (100.0% shares, 0.0% debt)

Holdings (67)

DG Dollar General Corp 4.5%
Value ($000) $476,922 Shares 1,943,131 Est. Cost $76.53 Unrealized +186.2%
BRK/B Berkshire Hath. Cl B 4.1%
Value ($000) $428,489 Shares 1,569,443 Est. Cost $124.90 Unrealized +151.2%
Booking Holdings Inc 3.8%
Value ($000) $406,346 Shares 232,332 Est. Cost $1716.18 Unrealized
CSL Carlisle Cos. Inc. 3.5%
Value ($000) $365,797 Shares 1,533,032 Est. Cost $167.63 Unrealized +42.4%
DLTR Dollar Tree 3.4%
Value ($000) $356,050 Shares 2,284,567 Est. Cost $90.72 Unrealized +74.7%
SCHW Charles Schwab Corp 3.3%
Value ($000) $346,494 Shares 5,484,234 Est. Cost $43.89 Unrealized +49.3%
Alphabet Inc - Cl A 3.1%
Value ($000) $329,875 Shares 151,370 Est. Cost $2501.53 Unrealized
UNH UnitedHealth Group 3.1%
Value ($000) $327,508 Shares 637,634 Est. Cost $72.33 Unrealized +551.3%
MAS Masco Corp 3.0%
Value ($000) $312,719 Shares 6,180,221 Est. Cost $32.10 Unrealized +53.7%
SONY Sony Group Corp. 2.7%
Value ($000) $288,834 Shares 3,532,269 Est. Cost $72.05 Unrealized
Arch Capital Group 2.5%
Value ($000) $267,963 Shares 5,890,581 Est. Cost $39.51 Unrealized
PCAR Paccar Inc. 2.5%
Value ($000) $267,845 Shares 3,252,916 Est. Cost $32.45 Unrealized +49.7%
Unilever PLC ADR 2.5%
Value ($000) $267,788 Shares 5,843,064 Est. Cost $49.85 Unrealized
MU Micron Technology Inc 2.4%
Value ($000) $256,953 Shares 4,648,207 Est. Cost $63.74 Unrealized +4.4%
CB Chubb Corp 2.3%
Value ($000) $245,216 Shares 1,247,413 Est. Cost $121.29 Unrealized +61.8%
AVY Avery Dennison Corp. 2.3%
Value ($000) $238,865 Shares 1,475,661 Est. Cost $163.39 Unrealized -2.1%
Comcast Corp. 2.2%
Value ($000) $235,433 Shares 5,999,823 Est. Cost $41.51 Unrealized
CDW Corp 2.2%
Value ($000) $234,333 Shares 1,487,264 Est. Cost $164.78 Unrealized
NTRS Northern Trust Corp 2.2%
Value ($000) $228,324 Shares 2,366,542 Est. Cost $76.30 Unrealized +22.9%
FERG1GBX Ferguson PLC 2.1%
Value ($000) $222,275 Shares 2,007,725 Est. Cost $110.71 Unrealized
PGR Progressive Corp. 2.1%
Value ($000) $221,509 Shares 1,905,126 Est. Cost $69.34 Unrealized +49.0%
SAP SAP 2.1%
Value ($000) $217,699 Shares 2,399,678 Est. Cost $104.40 Unrealized
SNN Smith & Nephew PLC 1.9%
Value ($000) $204,897 Shares 7,338,723 Est. Cost $37.62 Unrealized
OMC Omnicom Group 1.9%
Value ($000) $204,827 Shares 3,220,047 Est. Cost $51.79 Unrealized +25.9%
SLB Schlumberger Ltd. 1.7%
Value ($000) $176,536 Shares 4,936,701 Est. Cost $47.28 Unrealized -19.0%
JPM JPMorgan Chase 1.6%
Value ($000) $172,391 Shares 1,530,868 Est. Cost $89.26 Unrealized +26.6%
ETN Eaton Corp 1.6%
Value ($000) $165,662 Shares 1,314,879 Est. Cost $86.99 Unrealized +52.4%
TJX TJX Companies Inc. 1.5%
Value ($000) $163,107 Shares 2,920,446 Est. Cost $46.26 Unrealized +24.1%
KMX CarMax Inc. 1.5%
Value ($000) $160,289 Shares 1,771,545 Est. Cost $107.57 Unrealized -12.6%
FMS Fresenius Med. Care 1.5%
Value ($000) $158,726 Shares 6,364,303 Est. Cost $37.57 Unrealized
PHG Koninklijke Philips NV 1.5%
Value ($000) $155,270 Shares 7,211,788 Est. Cost $40.77 Unrealized
G Genpact Ltd. 1.2%
Value ($000) $129,455 Shares 3,056,070 Est. Cost $30.21 Unrealized +33.6%
BJ BJ's Wholesale Club 1.2%
Value ($000) $123,348 Shares 1,979,272 Est. Cost $59.08 Unrealized +6.4%
Meta Platforms 1.1%
Value ($000) $118,198 Shares 733,012 Est. Cost $347.62 Unrealized
FCFS FirstCash Inc. 1.0%
Value ($000) $105,124 Shares 1,512,351 Est. Cost $72.50 Unrealized -5.5%
HSIC Henry Schein Inc. 1.0%
Value ($000) $100,925 Shares 1,315,154 Est. Cost $64.97 Unrealized +29.0%
Interpublic Group 0.9%
Value ($000) $96,472 Shares 3,504,263 Est. Cost $13.67 Unrealized +101.4%
PLXS Plexus Corp 0.9%
Value ($000) $91,401 Shares 1,164,349 Est. Cost $75.87 Unrealized +6.9%
Beacon Roofing 0.8%
Value ($000) $88,489 Shares 1,722,926 Est. Cost $51.93 Unrealized
Skechers USA 0.8%
Value ($000) $87,332 Shares 2,454,519 Est. Cost $42.21 Unrealized
NSIT Insight Enterprises 0.8%
Value ($000) $86,232 Shares 999,444 Est. Cost $64.23 Unrealized +52.1%
NVT nVent Electric PLC 0.8%
Value ($000) $85,433 Shares 2,726,875 Est. Cost $21.62 Unrealized +49.9%
ARW Arrow Electronics Inc. 0.8%
Value ($000) $82,889 Shares 739,483 Est. Cost $63.36 Unrealized +84.3%
DCI Donaldson Co. Inc. 0.8%
Value ($000) $82,441 Shares 1,712,517 Est. Cost $45.95 Unrealized +3.2%
TRS TriMas Corp. 0.8%
Value ($000) $80,477 Shares 2,906,367 Est. Cost $23.28 Unrealized +24.2%
FCN FTI Consulting Inc 0.8%
Value ($000) $80,129 Shares 443,067 Est. Cost $115.96 Unrealized +42.3%
HLI Houlihan Lokey Inc. 0.7%
Value ($000) $77,877 Shares 986,665 Est. Cost $50.39 Unrealized +55.2%
ZION Zions Bancorporation 0.7%
Value ($000) $77,188 Shares 1,516,461 Est. Cost $38.92 Unrealized +46.0%
RHI Robert Half Int'l. Inc. 0.7%
Value ($000) $72,335 Shares 965,880 Est. Cost $52.48 Unrealized +80.7%
SSD Simpson Mfg. Co. 0.7%
Value ($000) $71,371 Shares 709,383 Est. Cost $107.01 Unrealized -5.8%
KBR KBR Inc. 0.6%
Value ($000) $64,309 Shares 1,328,980 Est. Cost $37.02 Unrealized +28.2%
KW Kennedy-Wilson Hld. 0.6%
Value ($000) $63,625 Shares 3,359,303 Est. Cost $19.93 Unrealized +7.8%
Primerica Inc. 0.6%
Value ($000) $62,770 Shares 524,437 Est. Cost $133.07 Unrealized
Applied Ind. Tech. 0.6%
Value ($000) $61,048 Shares 634,796 Est. Cost $52.27 Unrealized
FIVE Five Below Inc. 0.6%
Value ($000) $58,554 Shares 516,211 Est. Cost $143.84 Unrealized 0.0%
LCII LCI Industries 0.5%
Value ($000) $55,366 Shares 494,869 Est. Cost $114.88 Unrealized -17.7%
CNXC Concentrix Corp. 0.5%
Value ($000) $51,535 Shares 379,936 Est. Cost $148.74 Unrealized -5.9%
LGIH LGI Homes Inc 0.5%
Value ($000) $49,040 Shares 564,331 Est. Cost $115.57 Unrealized -19.8%
CDK Global 0.4%
Value ($000) $46,629 Shares 851,367 Est. Cost $50.84 Unrealized
WTM White Mountains Ins. 0.4%
Value ($000) $45,193 Shares 36,267 Est. Cost $891.79 Unrealized +30.3%
Howard Hughes Corp. 0.3%
Value ($000) $34,536 Shares 507,510 Est. Cost $107.22 Unrealized
MAN Manpowergroup Inc. 0.3%
Value ($000) $32,205 Shares 421,478 Est. Cost $85.33 Unrealized +2.6%
WWD Woodward Inc. 0.3%
Value ($000) $29,140 Shares 315,056 Est. Cost $47.98 Unrealized +111.6%
Gates Industrial 0.3%
Value ($000) $28,804 Shares 2,664,608 Est. Cost $15.08 Unrealized
Triton International 0.2%
Value ($000) $26,315 Shares 499,801 Est. Cost $67.26 Unrealized
PAHC Phibro Animal Health 0.2%
Value ($000) $16,952 Shares 886,123 Est. Cost $27.05 Unrealized -30.0%
IVV iShares S&P 500 0.0%
Value ($000) $2,844 Shares 7,500 Est. Cost $390.26 Unrealized