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CIK: 0000764532
Total reported value
$7.0B
$7.0B
67 檔
33.4%
As reported in its official Q2 2025 Form 13F filing, Fiduciary Management Inc /wi/'s tracked investment portfolio stood at $7.0B with 67 total positions.
In Q2 2025, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 47 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 | 5.68% | -1.02% | -4.86% | |
| 2 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.46% | -0.20% | -10.00% | |
| 3 | ARMK | Aramark | Stock-Industrials | 5.09% | -0.05% | -2.90% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.84% | -1.03% | -5.32% | |
| 5 | CARR | Carrier Global CORP | Stock-Industrials | 2.46% | -0.48% | -4.75% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.10% | -0.79% | -31.54% | |
| 7 | ARW | Arrow Electronics Inc | Stock-Tech | 2.08% | -1.87% | EXIT | |
| 8 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 2.08% | — | -15.49% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 2.08% | +0.17% | -5.55% | |
| 10 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.07% | -0.52% | -5.14% | |
| 11 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.04% | -0.29% | -5.28% | |
| 12 | UL | Unilever PLC | Stock-Consumer Staples | 1.93% | — | -5.16% | |
| 13 | CSX | Csx CORP | Stock-Industrials | 1.89% | — | -3.84% | |
| 14 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.87% | +0.27% | -2.53% | |
| 15 | MAS | Masco CORP | Stock-Industrials | 1.86% | +0.04% | -4.97% | |
| 16 | KMX | Carmax Inc | Stock-Consumer Disc | 1.85% | — | +8.37% | |
| 17 | G | Genpact Limited | Stock-Tech | 1.79% | — | -39.10% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -1.17% | EXIT | |
| 19 | SLB | Slb LTD | Stock-Energy | 1.76% | — | -7.12% | |
| 20 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.74% | +0.86% | +0.17% | |
| 21 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.72% | +0.37% | -0.39% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.72% | -1.66% | EXIT | |
| 23 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.72% | -0.35% | -0.70% | |
| 24 | NVT | nVent Electric plc | Stock-Industrials | 1.70% | — | +13.91% | |
| 25 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.67% | -1.55% | -0.38% | |
| 26 | DCI | Donaldson Co Inc | Stock-Industrials | 1.66% | +0.13% | -0.43% | |
| 27 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.64% | -1.87% | EXIT | |
| 28 | OMF | Onemain Holdings Inc | Stock-Financials | 1.64% | +0.89% | +12.96% | |
| 29 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.55% | -0.31% | -4.94% | |
| 30 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.53% | +0.29% | +11.69% | |
| 31 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.51% | -0.90% | EXIT | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 1.49% | +0.82% | — | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.48% | -0.63% | — | |
| 34 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.45% | +2.25% | +14.81% | |
| 35 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.41% | +0.15% | -17.11% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.73% | -5.21% | |
| 37 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.34% | +0.06% | -18.65% | |
| 38 | ZION | Zions Bancorp NA | Stock-Financials | 1.32% | +0.56% | +15.69% | |
| 39 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.30% | +0.36% | -0.48% | |
| 40 | PRI | Primerica Inc | Stock-Financials | 1.29% | +0.01% | -0.37% | |
| 41 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.27% | -0.23% | -5.19% | |
| 42 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.23% | -0.36% | -0.44% | |
| 43 | PLXS | Plexus CORP | Stock-Tech | 1.21% | — | -0.39% | |
| 44 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.20% | — | -30.31% | |
| 45 | CDW | Cdw Corp/de | Stock-Tech | 1.17% | +0.62% | -5.35% | |
| 46 | ATR | Aptargroup Inc | Stock-Healthcare | 1.15% | +0.58% | -0.45% | |
| 47 | ALLE | Allegion plc | Stock-Industrials | 1.13% | -0.25% | -5.88% | |
| 48 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.13% | +0.51% | -0.40% | |
| 49 | HAYW | Hayward Holdings Inc | Stock-Other | 1.07% | +1.43% | +20.04% | |
| 50 | ✓ | Stock-Other | 0.91% | — | +50.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.5% | NEW | New buy |
| 2 | BDX | Becton Dickinson And Co | +1.5% | NEW | New buy |
| 3 | FERG | Ferguson Enterprises Inc | +1.3% | -4.86% | Trim |
| 4 | MSA | Msa Safety Inc | +0.9% | NEW | New buy |
| 5 | ARMK | Aramark | +0.7% | -2.90% | Trim |
| 6 | LPX | Louisiana-pacific CORP | +0.7% | NEW | New buy |
| 7 | NVT | nVent Electric plc | +0.6% | +13.91% | Add |
| 8 | BKNG | Booking Holdings Inc | +0.6% | -10.00% | Trim |
| 9 | ARW | Arrow Electronics Inc | +0.5% | +10.73% | Add |
| 10 | OMF | Onemain Holdings Inc | +0.4% | +12.96% | Add |
| 11 | GTES | Gates Industrial Corporation plc | +0.4% | +2.20% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | -5.32% | Trim |
| 13 | DLTR | Dollar Tree Inc | +0.3% | -5.19% | Trim |
| 14 | ZION | Zions Bancorp NA | +0.2% | +15.69% | Add |
| 15 | CARR | Carrier Global CORP | +0.2% | -4.75% | Trim |
| 16 | ICLR | ICON Public Limited Company | +0.2% | — | Add |
| 17 | HAYW | Hayward Holdings Inc | +0.2% | +20.04% | Add |
| 18 | FCFS | Firstcash Holdings Inc | +0.2% | -0.38% | Trim |
| 19 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.2% | -17.11% | Trim |
| 20 | SSD | Simpson Manufacturing Co Inc | +0.1% | +11.69% | Add |
| 21 | VVV | Valvoline Inc | +0.1% | +0.17% | Add |
| 22 | FMS | Fresenius Medical Care-adr | +0.1% | -4.94% | Trim |
| 23 | HLI | Houlihan Lokey Inc | +0.1% | -0.48% | Trim |
| 24 | CSL | Carlisle Cos Inc | +0.1% | -2.53% | Trim |
| 25 | CSX | Csx CORP | +0.1% | -3.84% | Trim |
| 26 | HSIC | Henry Schein Inc | +0.1% | -0.39% | Trim |
| 27 | NSIT | Insight Enterprises Inc | +0.1% | +14.81% | Add |
| 28 | CDW | Cdw Corp/de | +0.1% | -5.35% | Trim |
| 29 | PLXS | Plexus CORP | +0.1% | -0.39% | Trim |
| 30 | ATR | Aptargroup Inc | +0.1% | -0.45% | Trim |
| 31 | BLK | Blackrock Inc | +0.1% | -4.13% | Trim |
| 32 | DCI | Donaldson Co Inc | 0% | -0.43% | Trim |
| 33 | ALLE | Allegion plc | 0% | -5.88% | Trim |
| 34 | CNM | Core & Main Inc-class A | 0% | -18.65% | Trim |
| 35 | AIT | Applied Industrial Tech Inc | 0% | -0.73% | Trim |
| 36 | CTS | Cts CORP | — | -0.58% | Trim |
| 37 | TKR | Timken Co | — | -0.42% | Trim |
| 38 | ASHTY | Ashtead Group Plc-unspon Adr | — | +6.91% | Add |
| 39 | ✓ | Weir Group PLC | — | -1.63% | Trim |
| 40 | RXEEY | Rexel SA - Unsponsored Adr | — | NEW | New buy |
| 41 | BMRRY | B&m European Value-unsp Adr | — | -1.62% | Trim |
| 42 | IFJPY | Informa Plc-sp Adr | — | +15.47% | Add |
| 43 | SDXAY | Sodexo-sponsored Adr | — | +6.13% | Add |
| 44 | EDNMY | Edenred Sa-unsp Adr | — | -2.16% | Trim |
| 45 | RHHBY | Roche Holdings Ltd-spons Adr | — | -2.18% | Trim |
| 46 | DGX | Quest Diagnostics Inc | 0% | -5.28% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | EXIT | Sold out |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | EXIT | Sold out |
| 49 | PRI | Primerica Inc | -0.1% | -0.37% | Trim |
| 50 | UL | Unilever PLC | -0.1% | -5.16% | 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 67 disclosed positions in Q2 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 FERG, BKNG, ARMK) accounted for 33.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $154.7M
Top Position Liquidated / Trimmed
MCHP
前期市值: $125.6M
During Q2 2025, Fiduciary Management Inc /wi/'s top holdings by market value included FERG (5.7%)、BKNG (5.5%)、ARMK (5.1%). The largest single position, FERG, represented 5.7% of total portfolio value.
In Q2 2025, Fiduciary Management Inc /wi/ made 71 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 47 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.
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