Ownership history in FIDUCIARY MANAGEMENT INC /WI/ Β· 17 quarters on record
This page tracks every 13F SEC filing in which FIDUCIARY MANAGEMENT INC /WI/ reported a position in Gates Industrial (GTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FIDUCIARY MANAGEMENT INC /WI/ underperformed the S&P 500 by β0.1% annually on this GTES position. Timing score: 50% (8/16 decisions correct). Average cost basis: $14.04. Maximum drawdown during holding period: β38.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $9.76 (2022 Q3) Β· Worst: $23.03 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 3 trims. Bought during 7 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π FIDUCIARY MANAGEMENT INC /WI/ has been actively increasing its GTES allocation β a bullish signal from insiders.
Currently 1.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size