Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIDUCIARY MANAGEMENT INC /WI/ (CIK 764532) reported $8.06B across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARMK ($429.2M, 5.33%), BKNG ($395.4M, 4.91%), SCHW ($325.7M, 4.04%), FERG ($311.9M, 3.87%), AVY ($216.3M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARMK | Aramark | $429.2M | 5.33% | 10.6M | Trimmed |
| 2 | BKNG | Booking Holdings Inc | $395.4M | 4.91% | 93,911 | Added |
| 3 | SCHW | Charles Schwab Corp | $325.7M | 4.04% | 3.5M | Trimmed |
| 4 | FERG | Ferguson Enterprises | $311.9M | 3.87% | 1.3M | Trimmed |
| 5 | AVY | Avery Dennison Corp. | $216.3M | 2.68% | 1.3M | Trimmed |
| 6 | CARR | Carrier Global | $200.9M | 2.49% | 3.6M | Trimmed |
| 7 | BDX | Becton Dickinson | $194.9M | 2.42% | 1.2M | Added |
| 8 | ACN | Accenture PLC | $190.8M | 2.37% | 962,367 | Added |
| 9 | WTM | White Mountains Ins. | $186.9M | 2.32% | 85,066 | Trimmed |
| 10 | CDW | CDW Corp | $174.7M | 2.17% | 1.4M | Added |
| 11 | PRI | Primerica Inc. | $173.3M | 2.15% | 692,022 | Added |
| 12 | FCFS | FirstCash Inc. | $171.5M | 2.13% | 912,051 | Trimmed |
| 13 | CSL | Carlisle Cos. Inc. | $164.7M | 2.04% | 493,744 | Trimmed |
| 14 | VVV | Valvoline Inc. | $162.6M | 2.02% | 4.8M | Trimmed |
| 15 | ZION | Zions Bancorporation | $160.6M | 1.99% | 2.8M | Trimmed |
| 16 | ATR | AptarGroup Inc. | $157.8M | 1.96% | 1.3M | Added |
| 17 | GTES | Gates Industrial | $150.4M | 1.87% | 6.7M | Trimmed |
| 18 | ARW | Arrow Electronics Inc. | $150.4M | 1.87% | 1.0M | Trimmed |
| 19 | ALLE | Allegion PLC | $150.1M | 1.86% | 1.0M | Added |
| 20 | FCN | FTI Consulting Inc | $145.6M | 1.81% | 823,713 | New |
| 21 | BRK/B | Berkshire Hath. Cl B | $146.0M | 1.81% | 304,648 | Trimmed |
| 22 | HSIC | Henry Schein Inc. | $144.0M | 1.79% | 2.0M | Trimmed |
| 23 | OMF | OneMain Holdings | $143.5M | 1.78% | 2.7M | Trimmed |
| 24 | MAS | Masco Corp | $143.0M | 1.77% | 2.4M | Trimmed |
| 25 | DGX | Quest Diagnostics | $141.3M | 1.75% | 720,986 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31