13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000764532
Total reported value
$7.0B
$7.0B
66 檔
30.2%
During the Q1 2025 filing period, Fiduciary Management Inc /wi/ (CIK: 0000764532) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.0B across 66 reported positions.
In Q1 2025, Fiduciary Management Inc /wi/ displayed an active expansion posture, initiating 66 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.85% | -0.20% | -2.97% | |
| 2 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 4.42% | -1.02% | +2.29% | |
| 3 | ARMK | Aramark | Stock-Industrials | 4.35% | -0.05% | +13.82% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.50% | -1.03% | -3.11% | |
| 5 | G | Genpact Limited | Stock-Tech | 3.39% | — | -23.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.38% | -0.79% | -4.22% | |
| 7 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 2.42% | — | -4.53% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.39% | +0.73% | +13.19% | |
| 9 | SLB | Slb LTD | Stock-Energy | 2.35% | — | +58.90% | |
| 10 | PGR | Progressive CORP | Stock-Financials | 2.35% | +0.17% | -3.06% | |
| 11 | CARR | Carrier Global CORP | Stock-Industrials | 2.25% | -0.48% | +13.96% | |
| 12 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.22% | -0.52% | -3.35% | |
| 13 | MAS | Masco CORP | Stock-Industrials | 2.13% | +0.04% | -3.05% | |
| 14 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.05% | -0.29% | -3.94% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | -1.17% | EXIT | |
| 16 | KMX | Carmax Inc | Stock-Consumer Disc | 2.00% | — | -3.89% | |
| 17 | UL | Unilever PLC | Stock-Consumer Staples | 1.99% | — | -4.66% | |
| 18 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.85% | +0.39% | -16.61% | |
| 19 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.84% | -0.35% | +21.68% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 1.80% | -1.66% | EXIT | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.78% | — | +13.57% | |
| 22 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.76% | +0.27% | -0.93% | |
| 23 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.72% | -0.90% | EXIT | |
| 24 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.63% | +0.37% | -1.08% | |
| 25 | DCI | Donaldson Co Inc | Stock-Industrials | 1.62% | +0.13% | +13.15% | |
| 26 | ✓ | Stock-Other | 1.61% | — | -4.57% | ||
| 27 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.60% | +0.86% | +12.98% | |
| 28 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.55% | — | +12.91% | |
| 29 | ARW | Arrow Electronics Inc | Stock-Tech | 1.54% | -1.87% | EXIT | |
| 30 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.51% | -1.55% | -0.65% | |
| 31 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.43% | -0.31% | -5.69% | |
| 32 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.39% | +0.29% | -0.66% | |
| 33 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.38% | +2.25% | +17.14% | |
| 34 | RHI | Robert Half Inc | Stock-Industrials | 1.36% | +0.12% | +14.45% | |
| 35 | PRI | Primerica Inc | Stock-Financials | 1.35% | +0.01% | +2.81% | |
| 36 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.35% | +0.51% | +12.81% | |
| 37 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.34% | -0.36% | +46.18% | |
| 38 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.33% | +0.06% | +0.28% | |
| 39 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.29% | -1.87% | EXIT | |
| 40 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.26% | +0.15% | -1.27% | |
| 41 | OMF | Onemain Holdings Inc | Stock-Financials | 1.25% | +0.89% | +21.81% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 1.21% | — | +24.61% | |
| 43 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.18% | +0.36% | -37.57% | |
| 44 | PLXS | Plexus CORP | Stock-Tech | 1.16% | — | -0.72% | |
| 45 | CDW | Cdw Corp/de | Stock-Tech | 1.11% | +0.62% | -1.76% | |
| 46 | ZION | Zions Bancorp NA | Stock-Financials | 1.10% | +0.56% | -0.08% | |
| 47 | ATR | Aptargroup Inc | Stock-Healthcare | 1.10% | +0.58% | +40.84% | |
| 48 | ALLE | Allegion plc | Stock-Industrials | 1.09% | -0.25% | -2.54% | |
| 49 | NVT | nVent Electric plc | Stock-Industrials | 1.07% | — | +38.15% | |
| 50 | SNN | Smith & Nephew PLC -spon Adr | Stock-Other | 1.03% | — | -6.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 2 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 3 | ARMK | Aramark | — | NEW | New buy |
| 4 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 5 | G | Genpact Limited | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | SLB | Slb LTD | — | NEW | New buy |
| 10 | PGR | Progressive CORP | — | NEW | New buy |
| 11 | CARR | Carrier Global CORP | — | NEW | New buy |
| 12 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 13 | MAS | Masco CORP | — | NEW | New buy |
| 14 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | KMX | Carmax Inc | — | NEW | New buy |
| 17 | UL | Unilever PLC | — | NEW | New buy |
| 18 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 19 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | New buy |
| 20 | SYY | Sysco CORP | — | NEW | New buy |
| 21 | CSX | Csx CORP | — | NEW | New buy |
| 22 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 23 | KO | The Coca-Cola Company | — | NEW | New buy |
| 24 | HSIC | Henry Schein Inc | — | NEW | New buy |
| 25 | DCI | Donaldson Co Inc | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | VVV | Valvoline Inc | — | NEW | New buy |
| 28 | SKAA | Skechers USA Inc-cl A | — | NEW | New buy |
| 29 | ARW | Arrow Electronics Inc | — | NEW | New buy |
| 30 | FCFS | Firstcash Holdings Inc | — | NEW | New buy |
| 31 | FMS | Fresenius Medical Care-adr | — | NEW | New buy |
| 32 | SSD | Simpson Manufacturing Co Inc | — | NEW | New buy |
| 33 | NSIT | Insight Enterprises Inc | — | NEW | New buy |
| 34 | RHI | Robert Half Inc | — | NEW | New buy |
| 35 | PRI | Primerica Inc | — | NEW | New buy |
| 36 | FBIN | Fortune Brands Innovations I | — | NEW | New buy |
| 37 | WTM | White Mountains Insurance Group, Ltd. | — | NEW | New buy |
| 38 | CNM | Core & Main Inc-class A | — | NEW | New buy |
| 39 | GTES | Gates Industrial Corporation plc | — | NEW | New buy |
| 40 | RYAAY | Ryanair Holdings Plc-sp Adr | — | NEW | New buy |
| 41 | OMF | Onemain Holdings Inc | — | NEW | New buy |
| 42 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 43 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
| 44 | PLXS | Plexus CORP | — | NEW | New buy |
| 45 | CDW | Cdw Corp/de | — | NEW | New buy |
| 46 | ZION | Zions Bancorp NA | — | NEW | New buy |
| 47 | ATR | Aptargroup Inc | — | NEW | New buy |
| 48 | ALLE | Allegion plc | — | NEW | New buy |
| 49 | NVT | nVent Electric plc | — | NEW | New buy |
| 50 | SNN | Smith & Nephew PLC -spon Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Fiduciary Management Inc /wi/ reported a total U.S. public equity portfolio value of $7.0B across 66 disclosed positions in Q1 2025.
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 30.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKNG
市值: $502.3M
During Q1 2025, Fiduciary Management Inc /wi/'s top holdings by market value included BKNG (4.8%)、FERG (4.4%)、ARMK (4.3%). The largest single position, BKNG, represented 4.8% of total portfolio value.
In Q1 2025, Fiduciary Management Inc /wi/ made 66 total portfolio adjustments, initiating 66 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.