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CIK: 0000764532
Total reported value
$7.0B
$7.0B
69 檔
34.1%
In Q3 2024, Fiduciary Management Inc /wi/'s U.S. equity holdings reached a combined market value of $7.0B, distributed across 69 disclosed stock positions.
In Q3 2024, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 5.14% | -1.02% | +78.80% | |
| 2 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.81% | -0.20% | -3.27% | |
| 3 | CSL | Carlisle Cos Inc | Stock-Industrials | 4.18% | +0.27% | -2.05% | |
| 4 | ARMK | Aramark | Stock-Industrials | 3.60% | -0.05% | +72.62% | |
| 5 | G | Genpact Limited | Stock-Tech | 3.26% | — | -0.98% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.94% | -0.79% | -3.04% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.86% | -1.03% | +11.17% | |
| 8 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.71% | -0.52% | +12.20% | |
| 9 | MAS | Masco CORP | Stock-Industrials | 2.54% | +0.04% | -3.54% | |
| 10 | CARR | Carrier Global CORP | Stock-Industrials | 2.40% | -0.48% | -2.84% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | -1.17% | EXIT | |
| 12 | UL | Unilever PLC | Stock-Consumer Staples | 2.16% | — | -3.03% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 2.08% | +0.17% | -3.22% | |
| 14 | KMX | Carmax Inc | Stock-Consumer Disc | 1.99% | — | -3.30% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.95% | +0.73% | -3.43% | |
| 16 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.89% | -0.29% | -2.80% | |
| 17 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.85% | -0.35% | -3.53% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 1.83% | -1.66% | EXIT | |
| 19 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.83% | — | +47.01% | |
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.68% | +0.36% | -0.20% | |
| 21 | OMC | Omnicom Group | Stock-Comm Services | 1.62% | — | -3.17% | |
| 22 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.60% | +0.51% | +0.07% | |
| 23 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.55% | +0.29% | -0.10% | |
| 24 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.53% | +2.25% | -0.15% | |
| 25 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.49% | -0.90% | EXIT | |
| 26 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.49% | -0.05% | -46.56% | |
| 27 | PLXS | Plexus CORP | Stock-Tech | 1.49% | — | -0.16% | |
| 28 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.48% | +0.37% | -0.19% | |
| 29 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.48% | — | -0.29% | |
| 30 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.45% | +0.39% | -27.42% | |
| 31 | SLB | Slb LTD | Stock-Energy | 1.43% | — | -1.92% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 1.37% | — | -1.83% | |
| 33 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.31% | +0.15% | +145.38% | |
| 34 | ✓ | Stock-Other | 1.31% | — | -1.29% | ||
| 35 | ARW | Arrow Electronics Inc | Stock-Tech | 1.25% | -1.87% | EXIT | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 1.23% | — | — | |
| 37 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.22% | -0.31% | +26.91% | |
| 38 | DCI | Donaldson Co Inc | Stock-Industrials | 1.19% | +0.13% | -0.06% | |
| 39 | CDW | Cdw Corp/de | Stock-Tech | 1.16% | +0.62% | +46.55% | |
| 40 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 1.15% | — | -3.02% | |
| 41 | RHI | Robert Half Inc | Stock-Industrials | 1.15% | +0.12% | -0.46% | |
| 42 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.15% | +0.86% | -0.15% | |
| 43 | PRI | Primerica Inc | Stock-Financials | 1.12% | +0.01% | -0.13% | |
| 44 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.11% | -1.87% | EXIT | |
| 45 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.11% | +0.06% | +21.42% | |
| 46 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.06% | — | -0.05% | |
| 47 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.04% | -0.68% | EXIT | |
| 48 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 0.97% | — | -19.42% | |
| 49 | ZION | Zions Bancorp NA | Stock-Financials | 0.95% | +0.56% | -0.13% | |
| 50 | NVT | nVent Electric plc | Stock-Industrials | 0.95% | — | -0.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FERG | Ferguson Enterprises Inc | +2.2% | +78.80% | Add |
| 2 | ARMK | Aramark | +1.7% | +72.62% | Add |
| 3 | BLK | Blackrock Inc | +1.2% | NEW | New buy |
| 4 | SONY | Sony Group CORP - Sp Adr | +0.7% | +47.01% | Add |
| 5 | G | Genpact Limited | +0.4% | -0.98% | Trim |
| 6 | FBIN | Fortune Brands Innovations I | +0.4% | +0.07% | Add |
| 7 | CARR | Carrier Global CORP | +0.3% | -2.84% | Trim |
| 8 | CDW | Cdw Corp/de | +0.3% | +46.55% | Add |
| 9 | MAS | Masco CORP | +0.3% | -3.54% | Trim |
| 10 | PLXS | Plexus CORP | +0.3% | -0.16% | Trim |
| 11 | FMS | Fresenius Medical Care-adr | +0.3% | +26.91% | Add |
| 12 | PHG | Koninklijke Philips Nvr- Ny | +0.3% | -3.53% | Trim |
| 13 | SYY | Sysco CORP | +0.3% | +13.06% | Add |
| 14 | ARW | Arrow Electronics Inc | +0.2% | +17.63% | Add |
| 15 | PGR | Progressive CORP | +0.2% | -3.22% | Trim |
| 16 | KO | The Coca-Cola Company | +0.2% | +14.43% | Add |
| 17 | AVY | Avery Dennison CORP | +0.2% | +12.20% | Add |
| 18 | UL | Unilever PLC | +0.2% | -3.03% | Trim |
| 19 | HLI | Houlihan Lokey Inc | +0.2% | -0.20% | Trim |
| 20 | SNN | Smith & Nephew PLC -spon Adr | +0.1% | -3.02% | Trim |
| 21 | CSL | Carlisle Cos Inc | +0.1% | -2.05% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.04% | Trim |
| 23 | SSD | Simpson Manufacturing Co Inc | +0.1% | -0.10% | Trim |
| 24 | HSIC | Henry Schein Inc | +0.1% | -0.19% | Trim |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | -3.43% | Trim |
| 26 | OMC | Omnicom Group | +0.1% | -3.17% | Trim |
| 27 | AIT | Applied Industrial Tech Inc | +0.1% | -0.11% | Trim |
| 28 | DGX | Quest Diagnostics Inc | +0.1% | -2.80% | Trim |
| 29 | PRI | Primerica Inc | +0.1% | -0.13% | Trim |
| 30 | GTES | Gates Industrial Corporation plc | +0.1% | -0.04% | Trim |
| 31 | ATR | Aptargroup Inc | +0.1% | +0.06% | Add |
| 32 | CNM | Core & Main Inc-class A | 0% | +21.42% | Add |
| 33 | NSIT | Insight Enterprises Inc | 0% | -0.15% | Trim |
| 34 | ORLY | O'reilly Automotive Inc | 0% | — | Trim |
| 35 | IPG | Interpublic Group Of Cos Inc | 0% | -0.05% | Trim |
| 36 | ZION | Zions Bancorp NA | 0% | -0.13% | Trim |
| 37 | FCFS | Firstcash Holdings Inc | 0% | -0.21% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | NEW | New buy |
| 39 | ✓ | Weir Group PLC | 0% | +13.17% | Add |
| 40 | BMRRY | B&m European Value-unsp Adr | 0% | +10.79% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 42 | DEO | Diageo Plc-sponsored Adr | — | — | Add |
| 43 | SDXAY | Sodexo-sponsored Adr | — | — | Unchanged |
| 44 | RHHBY | Roche Holdings Ltd-spons Adr | — | — | Unchanged |
| 45 | RXEEY | Rexel SA - Unsponsored Adr | — | — | Unchanged |
| 46 | ✓ | — | -13.71% | Trim | |
| 47 | TKR | Timken Co | 0% | -0.26% | Trim |
| 48 | TJX | Tjx Companies Inc | 0% | -2.32% | Trim |
| 49 | RHI | Robert Half Inc | 0% | -0.46% | Trim |
| 50 | DCI | Donaldson Co Inc | 0% | -0.06% | Trim |
According to official SEC Form 13F filings, Fiduciary Management Inc /wi/ reported a total U.S. public equity portfolio value of $7.0B across 69 disclosed positions in Q3 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 FERG, BKNG, CSL) accounted for 34.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $140.8M
Top Position Liquidated / Trimmed
DG
前期市值: $167.2M
During Q3 2024, Fiduciary Management Inc /wi/'s top holdings by market value included FERG (5.1%)、BKNG (4.8%)、CSL (4.2%). The largest single position, FERG, represented 5.1% of total portfolio value.
In Q3 2024, Fiduciary Management Inc /wi/ made 70 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 45 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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