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CIK: 0000764532
Total reported value
$7.0B
$7.0B
68 檔
28.5%
At the close of Q1 2024, Fiduciary Management Inc /wi/ disclosed equity holdings valued at approximately $7.0B, spread across 68 reported holdings.
During Q1 2024, Fiduciary Management Inc /wi/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.40% | -0.20% | -2.17% | |
| 2 | CSL | Carlisle Cos Inc | Stock-Industrials | 3.91% | +0.27% | -14.76% | |
| 3 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 3.39% | — | -6.61% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.10% | -1.03% | -6.76% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.06% | -1.17% | EXIT | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | -0.79% | -6.24% | |
| 7 | MAS | Masco CORP | Stock-Industrials | 2.67% | +0.04% | -6.90% | |
| 8 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.63% | -0.52% | -6.80% | |
| 9 | KMX | Carmax Inc | Stock-Consumer Disc | 2.49% | — | +24.60% | |
| 10 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.39% | -0.05% | -3.02% | |
| 11 | G | Genpact Limited | Stock-Tech | 2.38% | — | +1.87% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 2.36% | — | -37.31% | |
| 13 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 2.24% | — | -5.48% | |
| 14 | SLB | Slb LTD | Stock-Energy | 1.97% | — | -1.99% | |
| 15 | CARR | Carrier Global CORP | Stock-Industrials | 1.91% | -0.48% | -6.61% | |
| 16 | DG | Dollar General CORP | Stock-Consumer Staples | 1.87% | — | -6.74% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.87% | +0.17% | -7.02% | |
| 18 | UL | Unilever PLC | Stock-Consumer Staples | 1.86% | — | +24.85% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.84% | +0.73% | -23.71% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 1.80% | -1.66% | EXIT | |
| 21 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.78% | -0.29% | — | |
| 22 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.71% | +0.39% | +0.78% | |
| 23 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.68% | +0.29% | +1.46% | |
| 24 | OMC | Omnicom Group | Stock-Comm Services | 1.68% | — | -7.03% | |
| 25 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.66% | — | +0.87% | |
| 26 | NTRS | Northern Trust CORP | Stock-Financials | 1.60% | — | -5.69% | |
| 27 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.55% | +0.37% | +0.85% | |
| 28 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.52% | +0.51% | +1.18% | |
| 29 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.49% | -0.23% | -6.70% | |
| 30 | CDW | Cdw Corp/de | Stock-Tech | 1.46% | +0.62% | -5.48% | |
| 31 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.41% | +0.15% | +2.35% | |
| 32 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.39% | — | -12.11% | |
| 33 | RHI | Robert Half Inc | Stock-Industrials | 1.39% | +0.12% | +0.98% | |
| 34 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.38% | +0.36% | +0.76% | |
| 35 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.34% | +2.25% | +2.14% | |
| 36 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.23% | +0.86% | +1.29% | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 1.22% | — | -4.94% | |
| 38 | NVT | nVent Electric plc | Stock-Industrials | 1.22% | — | +2.78% | |
| 39 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.22% | -0.35% | -5.13% | |
| 40 | DCI | Donaldson Co Inc | Stock-Industrials | 1.22% | +0.13% | +0.65% | |
| 41 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.19% | +0.06% | +1.44% | |
| 42 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.13% | -0.90% | EXIT | |
| 43 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.13% | -1.87% | EXIT | |
| 44 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.11% | — | +0.58% | |
| 45 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.10% | -1.55% | +1.97% | |
| 46 | PRI | Primerica Inc | Stock-Financials | 1.07% | +0.01% | +0.85% | |
| 47 | ARW | Arrow Electronics Inc | Stock-Tech | 1.05% | -1.87% | EXIT | |
| 48 | PLXS | Plexus CORP | Stock-Tech | 1.05% | — | +1.08% | |
| 49 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 1.05% | — | -4.85% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 1.01% | — | -6.23% |
According to official SEC Form 13F filings, Fiduciary Management Inc /wi/ reported a total U.S. public equity portfolio value of $7.0B across 68 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BKNG, CSL, FERG) accounted for 28.5% of total reported equity market value during Q1 2024.
During Q1 2024, Fiduciary Management Inc /wi/'s top holdings by market value included BKNG (4.4%)、CSL (3.9%)、FERG (3.4%). The largest single position, BKNG, represented 4.4% of total portfolio value.
In Q1 2024, Fiduciary Management Inc /wi/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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