EdgeMarket › What Fiduciary Management Inc /Wi/ reported owning
What Fiduciary Management Inc /Wi/ reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.1BPositions
62Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ARMK Aramark | 429.2M | 5.3% | 10.6M | 59.77 | +49.2% |
| BKNG Booking Holdings Inc. | 395.4M | 4.9% | 93.9K | 209.62 | -7.1% |
| SCHW SCHWAB CHARLES CORP | 325.7M | 4.0% | 3.5M | 112.30 | +17.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 311.9M | 3.9% | 1.3M | 242.24 | +5.1% |
| AVY Avery Dennison Corp | 216.3M | 2.7% | 1.3M | 183.71 | +4.6% |
| CARR CARRIER GLOBAL Corp | 200.9M | 2.5% | 3.6M | 60.37 | -9.7% |
| BDX BECTON DICKINSON & CO | 194.9M | 2.4% | 1.2M | 192.00 | -3.6% |
| ACN Accenture plc | 190.8M | 2.4% | 962.4K | 185.28 | -27.4% |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 186.9M | 2.3% | 85.1K | 2,110.95 | +14.9% |
| CDW CDW Corp | 174.7M | 2.2% | 1.4M | 137.25 | -17.8% |
| PRI Primerica, Inc. | 173.3M | 2.2% | 692.0K | 295.82 | +10.6% |
| FCFS FirstCash Holdings, Inc. | 171.5M | 2.1% | 912.1K | 225.28 | +61.9% |
| CSL CARLISLE COMPANIES INC | 164.7M | 2.0% | 493.7K | 367.68 | -4.2% |
| VVV VALVOLINE INC | 162.6M | 2.0% | 4.8M | 33.96 | -12.7% |
| ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT | 160.6M | 2.0% | 2.8M | 68.14 | +26.7% |
| ATR APTARGROUP, INC. | 157.8M | 2.0% | 1.3M | 134.80 | -4.5% |
| GTES Gates Industrial Corp Ltd. | 150.4M | 1.9% | 6.7M | 25.90 | +7.6% |
| ARW ARROW ELECTRONICS, INC. | 150.4M | 1.9% | 1.0M | 210.85 | +68.8% |
| ALLE Allegion plc | 150.1M | 1.9% | 1.0M | 162.31 | -3.7% |
| unmapped CUSIP 084670702 | 146.0M | 1.8% | 304.6K | — | — |
| FCN FTI CONSULTING, INC | 145.6M | 1.8% | 823.7K | 155.74 | -7.5% |
| HSIC HENRY SCHEIN INC | 144.0M | 1.8% | 2.0M | 88.50 | +28.9% |
| OMF OneMain Holdings, Inc. | 143.5M | 1.8% | 2.7M | 63.19 | +8.8% |
| MAS MASCO CORP /DE/ | 143.0M | 1.8% | 2.4M | 73.29 | +0.4% |
| DGX QUEST DIAGNOSTICS INC | 141.3M | 1.8% | 721.0K | 244.39 | +32.5% |
| ACGL ARCH CAPITAL GROUP LTD. | 140.3M | 1.7% | 1.5M | 99.39 | +7.1% |
| PHG KONINKLIJKE PHILIPS NV | 136.4M | 1.7% | 5.0M | 27.42 | -1.2% |
| SYY SYSCO CORP | 133.8M | 1.7% | 1.9M | 84.10 | +3.9% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 132.4M | 1.6% | 636.1K | 243.13 | +24.7% |
| UL UNILEVER PLC | 130.7M | 1.6% | 2.3M | 64.14 | -10.3% |
| CVCO CAVCO INDUSTRIES, INC. | 129.6M | 1.6% | 267.5K | 582.55 | +20.1% |
| NSIT INSIGHT ENTERPRISES INC | 125.7M | 1.6% | 1.9M | 147.38 | +13.8% |
| SUNB Sunbelt Rentals Holdings, Inc. | 125.1M | 1.6% | 1.9M | 76.88 | — |
| CNM Core & Main, Inc. | 122.6M | 1.5% | 2.5M | 44.88 | -29.8% |
| DCI DONALDSON Co INC | 121.1M | 1.5% | 1.4M | 93.25 | +25.5% |
| HAYW Hayward Holdings, Inc. | 116.9M | 1.5% | 8.7M | 14.58 | -8.0% |
| DLTR DOLLAR TREE, INC. | 116.9M | 1.5% | 1.1M | 131.48 | +16.0% |
| HLI HOULIHAN LOKEY, INC. | 115.4M | 1.4% | 803.6K | 129.05 | -33.1% |
| HURN Huron Consulting Group Inc. | 115.2M | 1.4% | 903.4K | 161.64 | +19.5% |
| PGR PROGRESSIVE CORP/OH/ | 114.9M | 1.4% | 579.7K | 219.28 | -13.2% |
| MWA Mueller Water Products, Inc. | 114.3M | 1.4% | 4.2M | 24.94 | -5.1% |
| MSA MSA Safety Inc | 111.3M | 1.4% | 679.0K | 189.43 | +11.1% |
| COF CAPITAL ONE FINANCIAL CORP | 106.9M | 1.3% | 585.8K | 217.91 | +1.5% |
| FMS Fresenius Medical Care AG | 100.7M | 1.2% | 4.5M | 23.43 | -7.0% |
| UNH UNITEDHEALTH GROUP INC | 96.9M | 1.2% | 358.0K | 390.11 | +30.1% |
| GOOGL Alphabet Inc. | 94.2M | 1.2% | 327.7K | 344.82 | +73.0% |
| LPX LOUISIANA-PACIFIC CORP | 92.1M | 1.1% | 1.3M | 73.18 | -21.2% |
| RYAAY RYANAIR HOLDINGS PLC | 83.3M | 1.0% | 1.4M | 55.80 | -14.6% |
| FBIN Fortune Brands Innovations, Inc. | 80.8M | 1.0% | 2.1M | 44.53 | -22.9% |
| SSD Simpson Manufacturing Co., Inc. | 74.5M | 0.9% | 434.2K | 188.77 | +0.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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