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CIK: 0000764532
Total reported value
$7.0B
$7.0B
67 檔
25.4%
As reported in its official Q4 2025 Form 13F filing, Fiduciary Management Inc /wi/'s tracked investment portfolio stood at $7.0B with 67 total positions.
In Q4 2025, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARMK | Aramark | Stock-Industrials | 4.65% | -0.05% | -7.22% | |
| 2 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.30% | -0.20% | -8.87% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.25% | -1.03% | -7.96% | |
| 4 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.64% | -1.02% | -25.01% | |
| 5 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.80% | -0.52% | -6.97% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.76% | -1.17% | EXIT | |
| 7 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.35% | -0.63% | -7.29% | |
| 8 | CARR | Carrier Global CORP | Stock-Industrials | 2.31% | -0.48% | +5.27% | |
| 9 | DCI | Donaldson Co Inc | Stock-Industrials | 2.26% | +0.13% | -6.27% | |
| 10 | ✓ | Stock-Other | 2.10% | — | — | ||
| 11 | OMF | Onemain Holdings Inc | Stock-Financials | 2.09% | +0.89% | -5.44% | |
| 12 | PLXS | Plexus CORP | Stock-Tech | 2.09% | — | -4.51% | |
| 13 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 2.06% | -0.36% | -4.29% | |
| 14 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 2.00% | -0.29% | -8.77% | |
| 15 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.95% | -0.35% | -8.86% | |
| 16 | ARW | Arrow Electronics Inc | Stock-Tech | 1.94% | -1.87% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.91% | -0.79% | -6.85% | |
| 18 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.91% | +0.37% | -6.01% | |
| 19 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.88% | +0.27% | -5.22% | |
| 20 | ZION | Zions Bancorp NA | Stock-Financials | 1.86% | +0.56% | -4.45% | |
| 21 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.85% | -0.09% | — | |
| 22 | MAS | Masco CORP | Stock-Industrials | 1.84% | +0.04% | -8.76% | |
| 23 | SLB | Slb LTD | Stock-Energy | 1.78% | — | -11.36% | |
| 24 | ALLE | Allegion plc | Stock-Industrials | 1.78% | -0.25% | +28.78% | |
| 25 | COF | Capital One Financial CORP | Stock-Financials | 1.75% | +0.82% | -7.23% | |
| 26 | PRI | Primerica Inc | Stock-Financials | 1.74% | +0.01% | -4.53% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.71% | -1.66% | EXIT | |
| 28 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.69% | -1.55% | -24.93% | |
| 29 | ATR | Aptargroup Inc | Stock-Healthcare | 1.67% | +0.58% | +9.16% | |
| 30 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.64% | -1.87% | EXIT | |
| 31 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.60% | -0.23% | -8.37% | |
| 32 | CSX | Csx CORP | Stock-Industrials | 1.60% | — | -31.40% | |
| 33 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.59% | +0.86% | +4.64% | |
| 34 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.58% | — | -7.59% | |
| 35 | HAYW | Hayward Holdings Inc | Stock-Other | 1.54% | +1.43% | +13.25% | |
| 36 | CDW | Cdw Corp/de | Stock-Tech | 1.53% | +0.62% | -8.03% | |
| 37 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.49% | +0.06% | -4.00% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.43% | +0.73% | -8.83% | |
| 39 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.34% | +0.36% | -6.76% | |
| 40 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.30% | -0.31% | -9.08% | |
| 41 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.27% | +0.58% | +14.30% | |
| 42 | MSA | Msa Safety Inc | Stock-Industrials | 1.26% | +0.39% | +12.81% | |
| 43 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.22% | +0.15% | -14.46% | |
| 44 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.18% | +2.25% | -4.82% | |
| 45 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.17% | -0.05% | — | |
| 46 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.17% | +0.51% | -6.43% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 1.02% | +0.17% | -7.24% | |
| 48 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.01% | -0.90% | EXIT | |
| 49 | HURN | Huron Consulting Group Inc | Stock-Other | 1.00% | +0.23% | — | |
| 50 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.98% | +0.82% | +23.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -7.53% | Trim |
| 2 | WTM | White Mountains Insurance Group, Ltd. | +0.5% | -4.29% | Trim |
| 3 | OMF | Onemain Holdings Inc | +0.4% | -5.44% | Trim |
| 4 | DLTR | Dollar Tree Inc | +0.4% | -8.37% | Trim |
| 5 | ALLE | Allegion plc | +0.4% | +28.78% | Add |
| 6 | AVY | Avery Dennison CORP | +0.3% | -6.97% | Trim |
| 7 | HAYW | Hayward Holdings Inc | +0.3% | +13.25% | Add |
| 8 | HSIC | Henry Schein Inc | +0.3% | -6.01% | Trim |
| 9 | CVCO | Cavco Industries Inc | +0.3% | +14.30% | Add |
| 10 | COF | Capital One Financial CORP | +0.2% | -7.23% | Trim |
| 11 | DCI | Donaldson Co Inc | +0.2% | -6.27% | Trim |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | -7.96% | Trim |
| 13 | LPX | Louisiana-pacific CORP | +0.2% | +23.86% | Add |
| 14 | MSA | Msa Safety Inc | +0.2% | +12.81% | Add |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | -14.46% | Trim |
| 16 | ZION | Zions Bancorp NA | +0.1% | -4.45% | Trim |
| 17 | SLB | Slb LTD | +0.1% | -11.36% | Trim |
| 18 | ATR | Aptargroup Inc | +0.1% | +9.16% | Add |
| 19 | PLXS | Plexus CORP | +0.1% | -4.51% | Trim |
| 20 | BDX | Becton Dickinson And Co | +0.1% | -7.29% | Trim |
| 21 | CARR | Carrier Global CORP | 0% | +5.27% | Add |
| 22 | CTS | Cts CORP | 0% | -7.92% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -6.85% | Trim |
| 24 | CNM | Core & Main Inc-class A | 0% | -4.00% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +323.76% | Add |
| 26 | ✓ | Weir Group PLC | 0% | -9.51% | Trim |
| 27 | SDXAY | Sodexo-sponsored Adr | 0% | +34.20% | Add |
| 28 | CSL | Carlisle Cos Inc | — | -5.22% | Trim |
| 29 | BJ | Bj's Wholesale Club Holdings | — | -5.37% | Trim |
| 30 | RXEEY | Rexel SA - Unsponsored Adr | — | -0.06% | Trim |
| 31 | EDNMY | Edenred Sa-unsp Adr | — | -0.48% | Trim |
| 32 | IFJPY | Informa Plc-sp Adr | — | +0.11% | Add |
| 33 | AIT | Applied Industrial Tech Inc | 0% | -7.55% | Trim |
| 34 | BMRRY | B&m European Value-unsp Adr | 0% | -78.69% | Trim |
| 35 | PHG | Koninklijke Philips Nvr- Ny | 0% | -8.86% | Trim |
| 36 | ✓ | 0% | -14.25% | Trim | |
| 37 | KO | The Coca-Cola Company | -0.1% | -12.90% | Trim |
| 38 | PRI | Primerica Inc | -0.1% | -4.53% | Trim |
| 39 | FBIN | Fortune Brands Innovations I | -0.1% | -6.43% | Trim |
| 40 | BKNG | Booking Holdings Inc | -0.1% | -8.87% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -8.83% | Trim |
| 42 | PGR | Progressive CORP | -0.1% | -7.24% | Trim |
| 43 | RHI | Robert Half Inc | -0.1% | -5.64% | Trim |
| 44 | ARW | Arrow Electronics Inc | -0.1% | -5.22% | Trim |
| 45 | VVV | Valvoline Inc | -0.1% | +4.64% | Add |
| 46 | FMS | Fresenius Medical Care-adr | -0.2% | -9.08% | Trim |
| 47 | ARMK | Aramark | -0.2% | -7.22% | Trim |
| 48 | SONY | Sony Group CORP - Sp Adr | -0.2% | -7.59% | Trim |
| 49 | SYY | Sysco CORP | -0.2% | -8.28% | Trim |
| 50 | DGX | Quest Diagnostics Inc | -0.2% | -8.77% | 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 Q4 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, BKNG, SCHW) accounted for 25.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $191.0M
Top Position Liquidated / Trimmed
UL
前期市值: $187.2M
During Q4 2025, Fiduciary Management Inc /wi/'s top holdings by market value included ARMK (4.7%)、BKNG (4.3%)、SCHW (4.3%). The largest single position, ARMK, represented 4.7% of total portfolio value.
In Q4 2025, Fiduciary Management Inc /wi/ made 76 total portfolio adjustments, initiating 8 new buys, adding to 11 positions, trimming 48 holdings, and fully liquidating 9 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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