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CIK: 0000764532
Total reported value
$7.0B
$7.0B
63 檔
23.9%
According to the latest 13F quarterly dataset, Fiduciary Management Inc /wi/ managed an equity portfolio of $7.0B at the end of Q1 2026, spanning 63 distinct U.S. exchange-listed positions.
In Q1 2026, Fiduciary Management Inc /wi/ adopted a defensive or profit-taking posture, trimming 39 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 | 5.33% | -0.05% | -7.74% | |
| 2 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.91% | -0.20% | +28.47% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.04% | -1.03% | -10.51% | |
| 4 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.87% | -1.02% | -10.01% | |
| 5 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 2.68% | -0.52% | -10.59% | |
| 6 | CARR | Carrier Global CORP | Stock-Industrials | 2.49% | -0.48% | -10.19% | |
| 7 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.42% | -0.63% | +12.35% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.37% | -0.86% | — | |
| 9 | ✓ | Stock-Other | 2.37% | — | +35.20% | ||
| 10 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 2.32% | -0.36% | -5.83% | |
| 11 | CDW | Cdw Corp/de | Stock-Tech | 2.17% | +0.62% | +40.99% | |
| 12 | PRI | Primerica Inc | Stock-Financials | 2.15% | +0.01% | +13.21% | |
| 13 | FCFS | Firstcash Holdings Inc | Stock-Financials | 2.13% | -1.55% | -5.42% | |
| 14 | CSL | Carlisle Cos Inc | Stock-Industrials | 2.04% | +0.27% | -7.81% | |
| 15 | VVV | Valvoline Inc | Stock-Consumer Disc | 2.02% | +0.86% | -2.88% | |
| 16 | ZION | Zions Bancorp NA | Stock-Financials | 1.99% | +0.56% | -3.68% | |
| 17 | ATR | Aptargroup Inc | Stock-Healthcare | 1.96% | +0.58% | +0.38% | |
| 18 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 1.87% | -1.87% | EXIT | |
| 19 | ARW | Arrow Electronics Inc | Stock-Tech | 1.87% | -1.87% | EXIT | |
| 20 | ALLE | Allegion plc | Stock-Industrials | 1.86% | -0.25% | +1.70% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.79% | -11.95% | |
| 22 | FCN | Fti Consulting Inc | Stock-Industrials | 1.81% | +0.22% | — | |
| 23 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.79% | +0.37% | -14.80% | |
| 24 | OMF | Onemain Holdings Inc | Stock-Financials | 1.78% | +0.89% | -4.61% | |
| 25 | MAS | Masco CORP | Stock-Industrials | 1.77% | +0.04% | -10.16% | |
| 26 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.75% | -0.29% | -31.13% | |
| 27 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.74% | -0.05% | +31.37% | |
| 28 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.69% | -0.35% | -23.94% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 1.66% | -1.66% | EXIT | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.64% | -0.14% | — | |
| 31 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.62% | -0.09% | -10.66% | |
| 32 | CVCO | Cavco Industries Inc | Stock-Consumer Disc | 1.61% | +0.58% | +36.69% | |
| 33 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.56% | +2.25% | +41.79% | |
| 34 | SUNB | Sunbelt Rentals Holdings Inc | Stock-Industrials | 1.55% | +0.10% | — | |
| 35 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.52% | +0.06% | -4.99% | |
| 36 | DCI | Donaldson Co Inc | Stock-Industrials | 1.50% | +0.13% | -38.52% | |
| 37 | HAYW | Hayward Holdings Inc | Stock-Other | 1.45% | +1.43% | -3.86% | |
| 38 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.45% | -0.23% | -9.84% | |
| 39 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.43% | +0.36% | +15.24% | |
| 40 | HURN | Huron Consulting Group Inc | Stock-Other | 1.43% | +0.23% | +72.30% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 1.43% | +0.17% | +42.06% | |
| 42 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.42% | +0.75% | +31.30% | |
| 43 | MSA | Msa Safety Inc | Stock-Industrials | 1.38% | +0.39% | -5.10% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 1.33% | +0.82% | -10.80% | |
| 45 | FMS | Fresenius Medical Care-adr | Stock-Other | 1.25% | -0.31% | -10.07% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.73% | -8.95% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -1.17% | EXIT | |
| 48 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.14% | +0.82% | +15.23% | |
| 49 | RYAAY | Ryanair Holdings Plc-sp Adr | Stock-Industrials | 1.03% | +0.15% | -6.06% | |
| 50 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 1.00% | +0.51% | -2.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARMK | Aramark | +0.7% | -7.74% | Trim |
| 2 | CDW | Cdw Corp/de | +0.6% | +40.99% | Add |
| 3 | BKNG | Booking Holdings Inc | +0.6% | +28.47% | Add |
| 4 | MWA | Mueller Water Products Inc-a | +0.6% | +31.30% | Add |
| 5 | ACGL | Arch Capital Group Ltd. | +0.6% | +31.37% | Add |
| 6 | FCFS | Firstcash Holdings Inc | +0.4% | -5.42% | Trim |
| 7 | HURN | Huron Consulting Group Inc | +0.4% | +72.30% | Add |
| 8 | VVV | Valvoline Inc | +0.4% | -2.88% | Trim |
| 9 | PGR | Progressive CORP | +0.4% | +42.06% | Add |
| 10 | PRI | Primerica Inc | +0.4% | +13.21% | Add |
| 11 | NSIT | Insight Enterprises Inc | +0.4% | +41.79% | Add |
| 12 | CVCO | Cavco Industries Inc | +0.3% | +36.69% | Add |
| 13 | ATR | Aptargroup Inc | +0.3% | +0.38% | Add |
| 14 | ✓ | +0.3% | +35.20% | Add | |
| 15 | WTM | White Mountains Insurance Group, Ltd. | +0.3% | -5.83% | Trim |
| 16 | FERG | Ferguson Enterprises Inc | +0.2% | -10.01% | Trim |
| 17 | GTES | Gates Industrial Corporation plc | +0.2% | -4.32% | Trim |
| 18 | CARR | Carrier Global CORP | +0.2% | -10.19% | Trim |
| 19 | CSL | Carlisle Cos Inc | +0.2% | -7.81% | Trim |
| 20 | LPX | Louisiana-pacific CORP | +0.2% | +15.23% | Add |
| 21 | ZION | Zions Bancorp NA | +0.1% | -3.68% | Trim |
| 22 | MSA | Msa Safety Inc | +0.1% | -5.10% | Trim |
| 23 | BJ | Bj's Wholesale Club Holdings | +0.1% | -4.80% | Trim |
| 24 | CTS | Cts CORP | +0.1% | -3.88% | Trim |
| 25 | SSD | Simpson Manufacturing Co Inc | +0.1% | -4.61% | Trim |
| 26 | HLI | Houlihan Lokey Inc | +0.1% | +15.24% | Add |
| 27 | ALLE | Allegion plc | +0.1% | +1.70% | Add |
| 28 | BDX | Becton Dickinson And Co | +0.1% | +12.35% | Add |
| 29 | AIT | Applied Industrial Tech Inc | +0.1% | -4.73% | Trim |
| 30 | CNM | Core & Main Inc-class A | 0% | -4.99% | Trim |
| 31 | IFJPY | Informa Plc-sp Adr | 0% | +495.98% | Add |
| 32 | RHI | Robert Half Inc | 0% | -3.21% | Trim |
| 33 | SDXAY | Sodexo-sponsored Adr | — | +22.31% | Add |
| 34 | BSPAX | Ishares S&p 500 Index-a | — | +0.23% | Add |
| 35 | EDNMY | Edenred Sa-unsp Adr | — | +21.07% | Add |
| 36 | BMRRY | B&m European Value-unsp Adr | — | -3.04% | Trim |
| 37 | ✓ | Weir Group PLC | 0% | -44.08% | Trim |
| 38 | SYY | Sysco CORP | -0.1% | -10.98% | Trim |
| 39 | FMS | Fresenius Medical Care-adr | -0.1% | -10.07% | Trim |
| 40 | ARW | Arrow Electronics Inc | -0.1% | -34.65% | Trim |
| 41 | MAS | Masco CORP | -0.1% | -10.16% | Trim |
| 42 | HAYW | Hayward Holdings Inc | -0.1% | -3.86% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.95% | Trim |
| 44 | KO | The Coca-Cola Company | -0.1% | -20.62% | Trim |
| 45 | AVY | Avery Dennison CORP | -0.1% | -10.59% | Trim |
| 46 | HSIC | Henry Schein Inc | -0.1% | -14.80% | Trim |
| 47 | DLTR | Dollar Tree Inc | -0.2% | -9.84% | Trim |
| 48 | FBIN | Fortune Brands Innovations I | -0.2% | -2.60% | Trim |
| 49 | RYAAY | Ryanair Holdings Plc-sp Adr | -0.2% | -6.06% | Trim |
| 50 | SCHW | Schwab (charles) CORP | -0.2% | -10.51% | 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 63 disclosed positions in Q1 2026.
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 23.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FCN
市值: $145.6M
Top Position Liquidated / Trimmed
PLXS
前期市值: $189.7M
During Q1 2026, Fiduciary Management Inc /wi/'s top holdings by market value included ARMK (5.3%)、BKNG (4.9%)、SCHW (4.0%). The largest single position, ARMK, represented 5.3% of total portfolio value.
In Q1 2026, Fiduciary Management Inc /wi/ made 71 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 39 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.
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.