FIDUCIARY MANAGEMENT INC /WI/ — 13F Holdings

2026 Q1  ·  71 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, FIDUCIARY MANAGEMENT INC /WI/ maintained a portfolio of 71 distinct positions. The most significant new addition was FTI Consulting Inc, now representing 1.81% of the total fund value. They heavily accumulated shares in CDW Corp, increasing the position by 41.0%. Conversely, FIDUCIARY MANAGEMENT INC /WI/ completely exited their position in Plexus Corp.
Position History hover any row below to update
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FIDUCIARY MANAGEMENT INC /WI/ Milwaukee, WI RIA / Asset Manager AUM $8,057M
PCA Score Concentration Risk
Risk ENB
Total Positions
71
Quarter
2026 Q1
Top Holding
ARMK (5.3%)
Top 10 Concentration
32.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 71

FIDUCIARY MANAGEMENT INC /WI/ Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ARMK
Aramark
Industrials 5.33% 4.65% #1
Prev: #1
4.6
-888,841 -7.7%
P
S
10,587,895 $429,233,263 2024 Q2 13F Filing 2026-03-31 2026-05-14
BKNG
Booking Holding...
Consumer Cyclical 4.91% 4.30% #2
Prev: #2
6.0
20,814 28.5%
P
S
93,911 $395,395,362 2019 Q2 13F Filing 2026-03-31 2026-05-14
SCHW
Charles Schwab ...
Financial Services 4.04% 4.25% #3
Prev: #3
3.1
-406,791 -10.5%
P
S
3,465,521 $325,689,664 2001 Q3 13F Filing 2026-03-31 2026-05-14
FERG
Ferguson Enterp...
Industrials 3.87% 3.64% #4
Prev: #4
2.5
-148,774 -10.0%
P
S
1,337,332 $311,946,062 2024 Q2 13F Filing 2026-03-31 2026-05-14
AVY
Avery Dennison ...
Consumer Cyclical 2.68% 2.80% #5
Prev: #5
2.1
-148,285 -10.6%
P
S
1,252,529 $216,286,708 2003 Q4 13F Filing 2026-03-31 2026-05-14
CARR
Carrier Global
Industrials 2.49% 2.31% #6 2
Prev: #8
1.5
-404,620 -10.2%
P
S
3,567,389 $200,879,675 2023 Q2 13F Filing 2026-03-31 2026-05-14
BDX
Becton Dickinso...
Healthcare 2.42% 2.35% #7
Prev: #7
3.0
136,311 12.4%
P
S
1,239,752 $194,926,207 2001 Q4 13F Filing 2026-03-31 2026-05-14
ACN
Accenture PLC
Technology 2.37% 2.10% #8 2
Prev: #10
3.4
250,552 35.2%
P
S
962,367 $190,827,752 2009 Q3 13F Filing 2026-03-31 2026-05-14
WTM
White Mountains...
Financial Services 2.32% 2.06% #9 4
Prev: #13
1.4
-5,267 -5.8%
P
S
85,066 $186,886,599 2017 Q1 13F Filing 2026-03-31 2026-05-14
CDW
CDW Corp
Technology 2.17% 1.53% #10 26
Prev: #36
3.4
419,630 41.0%
P
S
1,443,309 $174,669,255 2022 Q1 13F Filing 2026-03-31 2026-05-14
PRI
Primerica Inc.
Financial Services 2.15% 1.74% #11 15
Prev: #26
2.9
80,741 13.2%
P
S
692,022 $173,337,671 2020 Q3 13F Filing 2026-03-31 2026-05-14
FCFS
FirstCash Inc.
Financial Services 2.13% 1.69% #12 16
Prev: #28
1.4
-52,229 -5.4%
P
S
912,051 $171,465,588 2016 Q3 13F Filing 2026-03-31 2026-05-14
CSL
Carlisle Cos. I...
Industrials 2.04% 1.88% #13 6
Prev: #19
1.3
-41,837 -7.8%
P
S
493,744 $164,722,873 2008 Q2 13F Filing 2026-03-31 2026-05-14
VVV
Valvoline Inc.
Consumer Cyclical 2.02% 1.59% #14 19
Prev: #33
1.3
-143,432 -2.9%
P
S
4,828,931 $162,638,396 2023 Q3 13F Filing 2026-03-31 2026-05-14
ZION
Zions Bancorpor...
Financial Services 1.99% 1.86% #15 5
Prev: #20
1.3
-106,650 -3.7%
P
S
2,787,957 $160,642,082 2012 Q4 13F Filing 2026-03-31 2026-05-14
ATR
AptarGroup Inc.
Healthcare 1.96% 1.67% #16 13
Prev: #29
1.3
4,781 0.4%
P
S
1,252,338 $157,819,635 1999 Q1 13F Filing 2026-03-31 2026-05-14
GTES
Gates Industria...
Industrials 1.87% 1.64% #17 13
Prev: #30
1.2
-300,416 -4.3%
P
S
6,654,116 $150,449,563 2021 Q4 13F Filing 2026-03-31 2026-05-14
ARW
Arrow Electroni...
Technology 1.87% 1.94% #18 2
Prev: #16
0.7
-555,939 -34.7%
P
S
1,048,441 $150,356,924 1999 Q1 13F Filing 2026-03-31 2026-05-14
ALLE
Allegion PLC
Industrials 1.86% 1.78% #19 5
Prev: #24
1.2
17,236 1.7%
P
S
1,033,019 $150,087,331 2024 Q4 13F Filing 2026-03-31 2026-05-14
BRK/B
Berkshire Hath....
Financial Services 1.81% 1.91% #20 3
Prev: #17
1.2
-41,352 -12.0%
P
S
304,648 $145,987,322 2013 Q1 13F Filing 2026-03-31 2026-05-14
FCN
FTI Consulting ...
Industrials 1.81% #21
Prev: #—
4.2
823,713
NEW
823,713 $145,607,747 2005 Q1 13F Filing 2026-03-31 2026-05-14
HSIC
Henry Schein In...
Healthcare 1.79% 1.91% #22 4
Prev: #18
1.2
-339,514 -14.8%
P
S
1,954,083 $144,015,917 1999 Q1 13F Filing 2026-03-31 2026-05-14
OMF
OneMain Holding...
Financial Services 1.78% 2.09% #23 12
Prev: #11
1.2
-129,602 -4.6%
P
S
2,683,426 $143,536,457 2024 Q2 13F Filing 2026-03-31 2026-05-14
MAS
Masco Corp
Industrials 1.77% 1.84% #24 2
Prev: #22
1.2
-267,793 -10.2%
P
S
2,368,825 $143,005,965 2018 Q2 13F Filing 2026-03-31 2026-05-14
DGX
Quest Diagnosti...
Healthcare 1.75% 2.00% #25 11
Prev: #14
0.7
-325,935 -31.1%
P
S
720,986 $141,298,836 1999 Q1 13F Filing 2026-03-31 2026-05-14
ACGL
Arch Capital Gr...
Financial Services 1.74% 1.17% #26 19
Prev: #45
3.2
348,893 31.4%
P
S
1,461,096 $140,250,605 2021 Q1 13F Filing 2026-03-31 2026-05-14
PHG
Koninklijke Phi...
Healthcare 1.69% 1.95% #27 12
Prev: #15
0.7
-1,566,209 -23.9%
P
S
4,976,913 $136,367,406 2020 Q1 13F Filing 2026-03-31 2026-05-14
SYY
Sysco Corp.
Consumer Defensive 1.66% 1.71% #28 1
Prev: #27
1.2
-231,479 -11.0%
P
S
1,876,385 $133,842,542 2008 Q3 13F Filing 2026-03-31 2026-05-14
PNC
PNC Financial S...
Financial Services 1.64% #29
Prev: #—
4.2
636,078
NEW
636,078 $132,361,471 2026 Q1 13F Filing 2026-03-31 2026-05-14
UL
Unilever PLC AD...
Consumer Defensive 1.62% 1.85% #30 9
Prev: #21
1.1
-273,795 -10.7%
P
S
2,294,923 $130,741,763 2013 Q4 13F Filing 2026-03-31 2026-05-14
CVCO
Cavco Industrie...
Consumer Cyclical 1.61% 1.27% #31 10
Prev: #41
3.1
71,801 36.7%
P
S
267,514 $129,554,355 2025 Q3 13F Filing 2026-03-31 2026-05-14
NSIT
Insight Enterpr...
Technology 1.56% 1.18% #32 12
Prev: #44
3.1
552,719 41.8%
P
S
1,875,277 $125,662,312 2020 Q1 13F Filing 2026-03-31 2026-05-14
N/A
Sunbelt Rentals
Unknown 1.55% #33
Prev: #—
4.1
1,921,250
NEW
1,921,250 $125,054,162 13F Filing 2026-03-31 2026-05-14
CNM
Core & Main
Industrials 1.52% 1.49% #34 3
Prev: #37
1.1
-130,434 -5.0%
P
S
2,482,510 $122,635,994 2023 Q3 13F Filing 2026-03-31 2026-05-14
DCI
Donaldson Co. I...
Industrials 1.50% 2.26% #35 26
Prev: #9
0.6
-893,854 -38.5%
P
S
1,426,427 $121,060,859 2015 Q1 13F Filing 2026-03-31 2026-05-14
HAYW
Hayward Holding...
Industrials 1.45% 1.54% #36 1
Prev: #35
1.1
-350,906 -3.9%
P
S
8,738,960 $116,927,285 2024 Q4 13F Filing 2026-03-31 2026-05-14
DLTR
Dollar Tree
Consumer Defensive 1.45% 1.60% #37 6
Prev: #31
1.1
-116,439 -9.8%
P
S
1,067,313 $116,881,447 2018 Q3 13F Filing 2026-03-31 2026-05-14
HLI
Houlihan Lokey ...
Financial Services 1.43% 1.34% #38 1
Prev: #39
2.6
106,279 15.2%
P
S
803,572 $115,409,011 2019 Q4 13F Filing 2026-03-31 2026-05-14
HURN
Huron Consultin...
Industrials 1.43% 1.00% #39 10
Prev: #49
3.6
379,075 72.3%
P
S
903,400 $115,174,466 2025 Q4 13F Filing 2026-03-31 2026-05-14
PGR
Progressive Cor...
Financial Services 1.43% 1.02% #40 7
Prev: #47
3.1
171,625 42.1%
P
S
579,706 $114,920,917 1999 Q1 13F Filing 2026-03-31 2026-05-14
MWA
Mueller Water P...
Industrials 1.42% 0.83% #41 11
Prev: #52
3.1
990,807 31.3%
P
S
4,156,199 $114,253,911 2025 Q4 13F Filing 2026-03-31 2026-05-14
MSA
MSA Safety
Industrials 1.38% 1.26% #42
Prev: #42
1.1
-36,457 -5.1%
P
S
678,986 $111,319,755 2025 Q2 13F Filing 2026-03-31 2026-05-14
COF
Capital One Fin...
Financial Services 1.33% 1.75% #43 18
Prev: #25
1.0
-70,958 -10.8%
P
S
585,777 $106,863,298 2025 Q2 13F Filing 2026-03-31 2026-05-14
FMS
Fresenius Med. ...
Healthcare 1.25% 1.30% #44 4
Prev: #40
1.0
-499,863 -10.1%
P
S
4,462,106 $100,665,111 2021 Q1 13F Filing 2026-03-31 2026-05-14
UNH
UnitedHealth Gr...
Healthcare 1.20% 1.43% #45 7
Prev: #38
1.0
-35,206 -9.0%
P
S
357,951 $96,857,961 2013 Q3 13F Filing 2026-03-31 2026-05-14
GOOGL
Alphabet Inc - ...
Communication Services 1.17% 2.76% #46 40
Prev: #6
0.5
-474,997 -59.2%
P
S
327,682 $94,228,236 2021 Q2 13F Filing 2026-03-31 2026-05-14
LPX
Louisiana-Pacif...
Industrials 1.14% 0.98% #47 3
Prev: #50
2.5
167,265 15.2%
P
S
1,265,398 $92,057,704 2025 Q2 13F Filing 2026-03-31 2026-05-14
RYAAY
Ryanair Holding...
Industrials 1.03% 1.22% #48 5
Prev: #43
0.9
-92,949 -6.1%
P
S
1,441,982 $83,346,560 2023 Q3 13F Filing 2026-03-31 2026-05-14
FBIN
Fortune Brands ...
Industrials 1.00% 1.17% #49 3
Prev: #46
0.9
-55,249 -2.6%
P
S
2,072,259 $80,755,933 2022 Q4 13F Filing 2026-03-31 2026-05-14
SSD
Simpson Mfg. Co...
Basic Materials 0.92% 0.81% #50 3
Prev: #53
0.9
-20,986 -4.6%
P
S
434,209 $74,518,949 2021 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-50 of 71 holdings

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