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CIK: 0000764532
Total reported value
$7.0B
$7.0B
70 檔
28.7%
The Q2 2024 SEC filing reveals that Fiduciary Management Inc /wi/ held a total portfolio value of $7.0B, covering 70 public equity positions.
During Q2 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 | 4.96% | -0.20% | -1.18% | |
| 2 | CSL | Carlisle Cos Inc | Stock-Industrials | 4.08% | +0.27% | -3.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | -1.17% | EXIT | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.10% | -1.03% | -5.84% | |
| 5 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.98% | -1.02% | — | |
| 6 | G | Genpact Limited | Stock-Tech | 2.87% | — | +18.09% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | -0.79% | -5.27% | |
| 8 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.67% | -0.05% | -2.24% | |
| 9 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.54% | -0.52% | -5.70% | |
| 10 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 2.26% | +0.39% | +9.17% | |
| 11 | MAS | Masco CORP | Stock-Industrials | 2.22% | +0.04% | -5.86% | |
| 12 | KMX | Carmax Inc | Stock-Consumer Disc | 2.07% | — | -5.64% | |
| 13 | CARR | Carrier Global CORP | Stock-Industrials | 2.06% | -0.48% | -5.24% | |
| 14 | UL | Unilever PLC | Stock-Consumer Staples | 2.00% | — | -5.98% | |
| 15 | ARMK | Aramark | Stock-Industrials | 1.94% | -0.05% | — | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.88% | — | -31.68% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.87% | +0.73% | -5.38% | |
| 18 | PGR | Progressive CORP | Stock-Financials | 1.87% | +0.17% | -4.80% | |
| 19 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.82% | -0.29% | -4.80% | |
| 20 | SLB | Slb LTD | Stock-Energy | 1.74% | — | -1.69% | |
| 21 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.63% | — | -0.40% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.58% | -1.66% | EXIT | |
| 23 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.57% | -0.35% | -2.05% | |
| 24 | DG | Dollar General CORP | Stock-Consumer Staples | 1.56% | — | -5.89% | |
| 25 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.54% | -0.23% | +23.67% | |
| 26 | OMC | Omnicom Group | Stock-Comm Services | 1.54% | — | -5.80% | |
| 27 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.53% | +0.36% | +0.95% | |
| 28 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.50% | +2.25% | +0.70% | |
| 29 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.47% | +0.15% | +24.11% | |
| 30 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.45% | +0.29% | +0.31% | |
| 31 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.39% | +0.37% | +0.92% | |
| 32 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.34% | — | -16.28% | |
| 33 | ✓ | Stock-Other | 1.29% | — | — | ||
| 34 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.28% | -0.90% | EXIT | |
| 35 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.26% | +0.86% | +1.12% | |
| 36 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.23% | +0.51% | +1.16% | |
| 37 | DCI | Donaldson Co Inc | Stock-Industrials | 1.23% | +0.13% | +0.66% | |
| 38 | PLXS | Plexus CORP | Stock-Tech | 1.19% | — | +0.34% | |
| 39 | NTRS | Northern Trust CORP | Stock-Financials | 1.19% | — | -24.47% | |
| 40 | RHI | Robert Half Inc | Stock-Industrials | 1.17% | +0.12% | -0.16% | |
| 41 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.16% | — | -49.81% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 1.11% | — | -7.91% | |
| 43 | NVT | nVent Electric plc | Stock-Industrials | 1.10% | — | -15.21% | |
| 44 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.07% | +0.06% | +0.23% | |
| 45 | PRI | Primerica Inc | Stock-Financials | 1.06% | +0.01% | +1.95% | |
| 46 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.06% | -1.87% | EXIT | |
| 47 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.04% | — | +0.29% | |
| 48 | ARW | Arrow Electronics Inc | Stock-Tech | 1.03% | -1.87% | EXIT | |
| 49 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 1.01% | — | -5.78% | |
| 50 | OMF | Onemain Holdings Inc | Stock-Financials | 0.97% | +0.89% | — |
According to official SEC Form 13F filings, Fiduciary Management Inc /wi/ reported a total U.S. public equity portfolio value of $7.0B across 70 disclosed positions in Q2 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, GOOGL) accounted for 28.7% of total reported equity market value during Q2 2024.
During Q2 2024, Fiduciary Management Inc /wi/'s top holdings by market value included BKNG (5.0%)、CSL (4.1%)、GOOGL (3.6%). The largest single position, BKNG, represented 5.0% of total portfolio value.
In Q2 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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