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CIK: 0000764532
Total reported value
$7.0B
$7.0B
70 檔
31.5%
At the close of Q4 2024, Fiduciary Management Inc /wi/ disclosed equity holdings valued at approximately $7.0B, spread across 70 reported holdings.
In Q4 2024, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.21% | -0.20% | -13.72% | |
| 2 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 4.52% | -1.02% | -5.54% | |
| 3 | ARMK | Aramark | Stock-Industrials | 3.99% | -0.05% | +8.12% | |
| 4 | G | Genpact Limited | Stock-Tech | 3.66% | — | -3.68% | |
| 5 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.30% | -1.03% | -5.01% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.90% | -0.79% | -5.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | -1.17% | EXIT | |
| 8 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.33% | -0.52% | -4.46% | |
| 9 | MAS | Masco CORP | Stock-Industrials | 2.22% | +0.04% | -5.08% | |
| 10 | KMX | Carmax Inc | Stock-Consumer Disc | 2.10% | — | -6.00% | |
| 11 | CARR | Carrier Global CORP | Stock-Industrials | 2.05% | -0.48% | -5.35% | |
| 12 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 2.04% | — | +377.20% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.98% | +0.17% | -5.25% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.97% | +0.73% | +9.44% | |
| 15 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.96% | +0.36% | -0.37% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 1.92% | — | -4.09% | |
| 17 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.86% | +0.27% | -48.96% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 1.84% | -1.66% | EXIT | |
| 19 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.83% | -0.29% | -6.06% | |
| 20 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.67% | +0.39% | -0.00% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.66% | — | — | |
| 22 | ARW | Arrow Electronics Inc | Stock-Tech | 1.63% | -1.87% | EXIT | |
| 23 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.61% | +0.37% | +7.24% | |
| 24 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.57% | — | -0.63% | |
| 25 | RHI | Robert Half Inc | Stock-Industrials | 1.48% | +0.12% | +15.40% | |
| 26 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.47% | -0.90% | EXIT | |
| 27 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.46% | -0.35% | -4.50% | |
| 28 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.43% | +0.29% | -0.19% | |
| 29 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.42% | +0.86% | +35.09% | |
| 30 | DCI | Donaldson Co Inc | Stock-Industrials | 1.39% | +0.13% | +19.95% | |
| 31 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.39% | -1.87% | EXIT | |
| 32 | PLXS | Plexus CORP | Stock-Tech | 1.38% | — | -23.95% | |
| 33 | ✓ | Stock-Other | 1.35% | — | -6.19% | ||
| 34 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.35% | +0.06% | -0.29% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 1.33% | — | -5.96% | |
| 36 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.33% | -0.31% | -3.85% | |
| 37 | SLB | Slb LTD | Stock-Energy | 1.31% | — | -5.63% | |
| 38 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.30% | +0.51% | -0.12% | |
| 39 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.26% | +0.15% | -6.40% | |
| 40 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.26% | -1.55% | +76.09% | |
| 41 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 1.21% | — | -0.51% | |
| 42 | PRI | Primerica Inc | Stock-Financials | 1.21% | +0.01% | -0.93% | |
| 43 | CDW | Cdw Corp/de | Stock-Tech | 1.19% | +0.62% | +24.99% | |
| 44 | ZION | Zions Bancorp NA | Stock-Financials | 1.16% | +0.56% | -0.15% | |
| 45 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.15% | +2.25% | -0.35% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 1.13% | — | -4.82% | |
| 47 | MCHP | Microchip Technology Inc | Stock-Tech | 1.11% | — | — | |
| 48 | ALLE | Allegion plc | Stock-Industrials | 1.09% | -0.25% | — | |
| 49 | OMF | Onemain Holdings Inc | Stock-Financials | 1.06% | +0.89% | +0.52% | |
| 50 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.01% | -0.23% | -5.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +1.7% | NEW | New buy |
| 2 | MCHP | Microchip Technology Inc | +1.1% | NEW | New buy |
| 3 | ALLE | Allegion plc | +1.1% | NEW | New buy |
| 4 | ICLR | ICON Public Limited Company | +0.9% | NEW | New buy |
| 5 | HAYW | Hayward Holdings Inc | +0.6% | NEW | New buy |
| 6 | FCFS | Firstcash Holdings Inc | +0.5% | +76.09% | Add |
| 7 | SCHW | Schwab (charles) CORP | +0.4% | -5.01% | Trim |
| 8 | G | Genpact Limited | +0.4% | -3.68% | Trim |
| 9 | BKNG | Booking Holdings Inc | +0.4% | -13.72% | Trim |
| 10 | ARMK | Aramark | +0.4% | +8.12% | Add |
| 11 | ARW | Arrow Electronics Inc | +0.4% | +44.08% | Add |
| 12 | RHI | Robert Half Inc | +0.3% | +15.40% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.21% | Trim |
| 14 | GTES | Gates Industrial Corporation plc | +0.3% | +0.29% | Add |
| 15 | HLI | Houlihan Lokey Inc | +0.3% | -0.37% | Trim |
| 16 | VVV | Valvoline Inc | +0.3% | +35.09% | Add |
| 17 | BECNUSD | Beacon Roofing Supply Inc | +0.2% | -0.51% | Trim |
| 18 | CNM | Core & Main Inc-class A | +0.2% | -0.29% | Trim |
| 19 | BJ | Bj's Wholesale Club Holdings | +0.2% | -0.00% | Trim |
| 20 | ZION | Zions Bancorp NA | +0.2% | -0.15% | Trim |
| 21 | SONY | Sony Group CORP - Sp Adr | +0.2% | +377.20% | Add |
| 22 | DCI | Donaldson Co Inc | +0.2% | +19.95% | Add |
| 23 | OMF | Onemain Holdings Inc | +0.2% | +0.52% | Add |
| 24 | WTM | White Mountains Insurance Group, Ltd. | +0.2% | -0.42% | Trim |
| 25 | HSIC | Henry Schein Inc | +0.1% | +7.24% | Add |
| 26 | FMS | Fresenius Medical Care-adr | +0.1% | -3.85% | Trim |
| 27 | KMX | Carmax Inc | +0.1% | -6.00% | Trim |
| 28 | BLK | Blackrock Inc | +0.1% | -5.96% | Trim |
| 29 | PRI | Primerica Inc | +0.1% | -0.93% | Trim |
| 30 | SKAA | Skechers USA Inc-cl A | +0.1% | -0.63% | Trim |
| 31 | CTS | Cts CORP | +0.1% | -0.24% | Trim |
| 32 | DLTR | Dollar Tree Inc | +0.1% | -5.43% | Trim |
| 33 | ORLY | O'reilly Automotive Inc | 0% | — | Trim |
| 34 | ATR | Aptargroup Inc | 0% | +0.30% | Add |
| 35 | CDW | Cdw Corp/de | 0% | +24.99% | Add |
| 36 | NVT | nVent Electric plc | 0% | -0.43% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +458.59% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +9.44% | Add |
| 39 | TJX | Tjx Companies Inc | 0% | -5.94% | Trim |
| 40 | SYY | Sysco CORP | 0% | -4.09% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | NEW | New buy |
| 42 | IWV | Ishares Russell 3000 ETF | 0% | NEW | New buy |
| 43 | ✓ | — | EXIT | Sold out | |
| 44 | RXEEY | Rexel SA - Unsponsored Adr | — | EXIT | Sold out |
| 45 | EDNMY | Edenred Sa-unsp Adr | — | NEW | New buy |
| 46 | DEO | Diageo Plc-sponsored Adr | — | — | Trim |
| 47 | ✓ | Weir Group PLC | — | — | Unchanged |
| 48 | RHHBY | Roche Holdings Ltd-spons Adr | — | — | Unchanged |
| 49 | SDXAY | Sodexo-sponsored Adr | — | +0.43% | Add |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | EXIT | Sold out |
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 Q4 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, FERG, ARMK) accounted for 31.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
CSX
市值: $178.3M
Top Position Liquidated / Trimmed
OMC
前期市值: $184.3M
During Q4 2024, Fiduciary Management Inc /wi/'s top holdings by market value included BKNG (5.2%)、FERG (4.5%)、ARMK (4.0%). The largest single position, BKNG, represented 5.2% of total portfolio value.
In Q4 2024, Fiduciary Management Inc /wi/ made 75 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 43 holdings, and fully liquidating 7 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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