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
68 檔
28.4%
The Q3 2025 SEC filing reveals that Fiduciary Management Inc /wi/ held a total portfolio value of $7.0B, covering 68 public equity positions.
In Q3 2025, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARMK | Aramark | Stock-Industrials | 4.81% | -0.05% | -2.28% | |
| 2 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 4.50% | -1.02% | -27.04% | |
| 3 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.38% | -0.20% | -18.25% | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.06% | -1.03% | -4.07% | |
| 5 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.47% | -0.52% | +22.80% | |
| 6 | CARR | Carrier Global CORP | Stock-Industrials | 2.28% | -0.48% | +7.84% | |
| 7 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.25% | -0.63% | +32.88% | |
| 8 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.21% | -0.29% | -3.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -1.17% | EXIT | |
| 10 | CSX | Csx CORP | Stock-Industrials | 2.10% | — | -2.95% | |
| 11 | ARW | Arrow Electronics Inc | Stock-Tech | 2.07% | -1.87% | EXIT | |
| 12 | FCFS | Firstcash Holdings Inc | Stock-Financials | 2.06% | -1.55% | -0.44% | |
| 13 | MAS | Masco CORP | Stock-Industrials | 2.06% | +0.04% | -4.18% | |
| 14 | DCI | Donaldson Co Inc | Stock-Industrials | 2.05% | +0.13% | -0.54% | |
| 15 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.98% | -0.35% | -3.81% | |
| 16 | PLXS | Plexus CORP | Stock-Tech | 1.98% | — | +44.63% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 1.91% | -1.66% | EXIT | |
| 18 | UL | Unilever PLC | Stock-Consumer Staples | 1.89% | — | -3.94% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.79% | -17.33% | |
| 20 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.88% | +0.27% | +8.18% | |
| 21 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.86% | -1.87% | EXIT | |
| 22 | PRI | Primerica Inc | Stock-Financials | 1.80% | +0.01% | +30.91% | |
| 23 | CDW | Cdw Corp/de | Stock-Tech | 1.79% | +0.62% | +63.60% | |
| 24 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.76% | — | -27.25% | |
| 25 | ZION | Zions Bancorp NA | Stock-Financials | 1.73% | +0.56% | +14.27% | |
| 26 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.73% | +0.86% | -0.54% | |
| 27 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 1.72% | +0.29% | -0.56% | |
| 28 | OMF | Onemain Holdings Inc | Stock-Financials | 1.70% | +0.89% | -0.54% | |
| 29 | SLB | Slb LTD | Stock-Energy | 1.66% | — | -11.80% | |
| 30 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.64% | +0.37% | -0.47% | |
| 31 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 1.60% | -0.36% | +32.04% | |
| 32 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.59% | +2.25% | +27.50% | |
| 33 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.55% | +0.36% | -0.46% | |
| 34 | ATR | Aptargroup Inc | Stock-Healthcare | 1.55% | +0.58% | +49.56% | |
| 35 | G | Genpact Limited | Stock-Tech | 1.54% | — | -14.24% | |
| 36 | COF | Capital One Financial CORP | Stock-Financials | 1.52% | +0.82% | -2.64% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.51% | +0.73% | -3.76% | |
| 38 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.48% | +0.06% | +17.74% | |
| 39 | KMX | Carmax Inc | Stock-Consumer Disc | 1.48% | — | +13.08% | |
| 40 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.45% | -0.31% | -3.52% | |
| 41 | ALLE | Allegion plc | Stock-Industrials | 1.42% | -0.25% | -3.53% | |
| 42 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.23% | -0.23% | -3.21% | |
| 43 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.23% | +0.51% | -0.40% | |
| 44 | HAYW | Hayward Holdings Inc | Stock-Other | 1.23% | +1.43% | -0.35% | |
| 45 | MSA | Msa Safety Inc | Stock-Industrials | 1.10% | +0.39% | +20.05% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 1.10% | +0.17% | -45.71% | |
| 47 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.09% | +0.15% | -29.48% | |
| 48 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.06% | -0.90% | EXIT | |
| 49 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.01% | +0.58% | — | |
| 50 | ✓ | Stock-Other | 0.99% | — | -13.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLXS | Plexus CORP | +0.8% | +44.63% | Add |
| 2 | CDW | Cdw Corp/de | +0.7% | +63.60% | Add |
| 3 | ZION | Zions Bancorp NA | +0.6% | +14.27% | Add |
| 4 | GTES | Gates Industrial Corporation plc | +0.6% | -0.30% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.6% | -4.07% | Trim |
| 6 | FCFS | Firstcash Holdings Inc | +0.6% | -0.44% | Trim |
| 7 | ARW | Arrow Electronics Inc | +0.5% | -0.50% | Add |
| 8 | ARMK | Aramark | +0.5% | -2.28% | Trim |
| 9 | ATR | Aptargroup Inc | +0.5% | +49.56% | Add |
| 10 | OMF | Onemain Holdings Inc | +0.5% | -0.54% | Add |
| 11 | PRI | Primerica Inc | +0.5% | +30.91% | Add |
| 12 | DCI | Donaldson Co Inc | +0.4% | -0.54% | Trim |
| 13 | HLI | Houlihan Lokey Inc | +0.4% | -0.46% | Trim |
| 14 | HAYW | Hayward Holdings Inc | +0.3% | -0.35% | Add |
| 15 | ALLE | Allegion plc | +0.3% | -3.53% | Trim |
| 16 | SSD | Simpson Manufacturing Co Inc | +0.3% | -0.56% | Add |
| 17 | CSX | Csx CORP | +0.3% | -2.95% | Trim |
| 18 | ✓ | +0.3% | -13.78% | Add | |
| 19 | WTM | White Mountains Insurance Group, Ltd. | +0.3% | +32.04% | Add |
| 20 | AVY | Avery Dennison CORP | +0.3% | +22.80% | Add |
| 21 | DLTR | Dollar Tree Inc | +0.2% | -3.21% | Trim |
| 22 | NSIT | Insight Enterprises Inc | +0.2% | +27.50% | Add |
| 23 | BLK | Blackrock Inc | +0.2% | -2.44% | Trim |
| 24 | DGX | Quest Diagnostics Inc | +0.2% | -3.19% | Trim |
| 25 | CNM | Core & Main Inc-class A | +0.2% | +17.74% | Trim |
| 26 | PHG | Koninklijke Philips Nvr- Ny | +0.1% | -3.81% | Trim |
| 27 | VVV | Valvoline Inc | +0.1% | -0.54% | Trim |
| 28 | CSL | Carlisle Cos Inc | +0.1% | +8.18% | Add |
| 29 | AIT | Applied Industrial Tech Inc | +0.1% | -0.42% | Trim |
| 30 | SYY | Sysco CORP | +0.1% | -2.75% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | -17.01% | Trim |
| 32 | FERG | Ferguson Enterprises Inc | +0.1% | -27.04% | Trim |
| 33 | CARR | Carrier Global CORP | 0% | +7.84% | Add |
| 34 | FMS | Fresenius Medical Care-adr | 0% | -3.52% | Trim |
| 35 | HSIC | Henry Schein Inc | 0% | -0.47% | Trim |
| 36 | ASHTY | Ashtead Group Plc-unspon Adr | 0% | +29.12% | Add |
| 37 | CTS | Cts CORP | — | -0.64% | Trim |
| 38 | ✓ | Weir Group PLC | — | -0.85% | Trim |
| 39 | BMRRY | B&m European Value-unsp Adr | — | -28.06% | Trim |
| 40 | IFJPY | Informa Plc-sp Adr | — | -7.12% | Add |
| 41 | EDNMY | Edenred Sa-unsp Adr | — | +2.77% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 43 | SDXAY | Sodexo-sponsored Adr | 0% | -19.78% | Trim |
| 44 | MAS | Masco CORP | -0.1% | -4.18% | Trim |
| 45 | UL | Unilever PLC | -0.1% | -3.94% | Trim |
| 46 | FBIN | Fortune Brands Innovations I | -0.1% | -0.40% | Trim |
| 47 | RYAAY | Ryanair Holdings Plc-sp Adr | -0.2% | -29.48% | Trim |
| 48 | BKNG | Booking Holdings Inc | -0.5% | -18.25% | Trim |
| 49 | KMX | Carmax Inc | -0.5% | +13.08% | Add |
| 50 | NVT | nVent Electric plc | -0.6% | -79.24% | 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 68 disclosed positions in Q3 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 ARMK, FERG, BKNG) accounted for 28.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDX
市值: $222.8M
Top Position Liquidated / Trimmed
前期市值: $166.4M
During Q3 2025, Fiduciary Management Inc /wi/'s top holdings by market value included ARMK (4.8%)、FERG (4.5%)、BKNG (4.4%). The largest single position, ARMK, represented 4.8% of total portfolio value.
In Q3 2025, Fiduciary Management Inc /wi/ made 75 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 39 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.
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.