Filed: 8/14/2025ACC: 0000764532-25-000009
📋 What this filing means
FIDUCIARY MANAGEMENT INC /WI/ filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $10.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$10.41B
Total AUM (reported)
142.94M
Total Shares
Allocation by class
COM$10.41B100.0%
Portfolio Concentration
Top 3$1.69B16.2%
4–10$1.74B16.7%
11–25$2.82B27.0%
Rest$4.17B40.0%
Top 3 weight
16.2%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 142.94M
Sole
Full voting authority
119.99M
shares
% of voting shares83.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.94M
shares
% of voting shares16.1%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 83.9% of voting shares
Institutional Holdings67
Rows:
Ferguson Enterprises
SOLEShares2.72M
TypeSH
Market value$591.42M
5.68%
Sole
2.29M
Shared
0.00
None
421.57K
Booking Holdings Inc
SOLEShares98.13K
TypeSH
Market value$568.08M
5.46%
Sole
82.70K
Shared
0.00
None
15.42K
Aramark
SOLEShares12.66M
TypeSH
Market value$530.04M
5.09%
Sole
10.39M
Shared
0.00
None
2.27M
Charles Schwab Corp
SOLEShares4.39M
TypeSH
Market value$400.13M
3.84%
Sole
3.27M
Shared
0.00
None
1.11M
Carrier Global
SOLEShares3.50M
TypeSH
Market value$256.06M
2.46%
Sole
2.61M
Shared
0.00
None
886.78K
Berkshire Hath. Cl B
SOLEShares449.29K
TypeSH
Market value$218.25M
2.10%
Sole
335.52K
Shared
0.00
None
113.77K
Arrow Electronics Inc.
SOLEShares1.70M
TypeSH
Market value$216.79M
2.08%
Sole
1.56M
Shared
0.00
None
142.66K
Sony Group Corp.
SOLEShares8.33M
TypeSH
Market value$216.74M
2.08%
Sole
6.20M
Shared
0.00
None
2.13M
Progressive Corp.
SOLEShares810.30K
TypeSH
Market value$216.24M
2.08%
Sole
602.82K
Shared
0.00
None
207.48K
Avery Dennison Corp.
SOLEShares1.23M
TypeSH
Market value$215.14M
2.07%
Sole
913.98K
Shared
0.00
None
312.12K
Quest Diagnostics
SOLEShares1.19M
TypeSH
Market value$212.92M
2.04%
Sole
882.44K
Shared
0.00
None
302.88K
Unilever PLC ADR
SOLEShares3.29M
TypeSH
Market value$201.12M
1.93%
Sole
2.46M
Shared
0.00
None
832.46K
CSX Corp
SOLEShares6.03M
TypeSH
Market value$196.84M
1.89%
Sole
4.49M
Shared
0.00
None
1.54M
Carlisle Cos. Inc.
SOLEShares522.34K
TypeSH
Market value$195.04M
1.87%
Sole
431.92K
Shared
0.00
None
90.41K
Masco Corp
SOLEShares3.02M
TypeSH
Market value$194.11M
1.86%
Sole
2.25M
Shared
0.00
None
766.07K
CarMax Inc.
SOLEShares2.87M
TypeSH
Market value$193.13M
1.85%
Sole
2.15M
Shared
0.00
None
728.52K
Genpact Ltd.
SOLEShares4.24M
TypeSH
Market value$186.47M
1.79%
Sole
4.04M
Shared
0.00
None
198.55K
Alphabet Inc - Cl A
SOLEShares1.05M
TypeSH
Market value$184.34M
1.77%
Sole
779.72K
Shared
0.00
None
266.27K
SLB
SOLEShares5.41M
TypeSH
Market value$182.77M
1.76%
Sole
4.64M
Shared
0.00
None
764.31K
Valvoline Inc.
SOLEShares4.78M
TypeSH
Market value$180.92M
1.74%
Sole
4.38M
Shared
0.00
None
396.88K
Henry Schein Inc.
SOLEShares2.45M
TypeSH
Market value$179.11M
1.72%
Sole
2.25M
Shared
0.00
None
203.89K
Sysco Corp.
SOLEShares2.36M
TypeSH
Market value$178.98M
1.72%
Sole
1.76M
Shared
0.00
None
603.22K
Koninklijke Philips NV
SOLEShares7.46M
TypeSH
Market value$178.97M
1.72%
Sole
5.58M
Shared
0.00
None
1.88M
nVent Electric PLC
SOLEShares2.42M
TypeSH
Market value$176.91M
1.70%
Sole
2.21M
Shared
0.00
None
201.69K
FirstCash Inc.
SOLEShares1.29M
TypeSH
Market value$174.35M
1.67%
Sole
1.18M
Shared
0.00
None
107.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ferguson EnterprisesSOLE | COM | 2.72M | SH | $591.42M 5.68% | 2.29M | 0.00 | 421.57K |
Booking Holdings IncSOLE | COM | 98.13K | SH | $568.08M 5.46% | 82.70K | 0.00 | 15.42K |
AramarkSOLE | COM | 12.66M | SH | $530.04M 5.09% | 10.39M | 0.00 | 2.27M |
Charles Schwab CorpSOLE | COM | 4.39M | SH | $400.13M 3.84% | 3.27M | 0.00 | 1.11M |
Carrier GlobalSOLE | COM | 3.50M | SH | $256.06M 2.46% | 2.61M | 0.00 | 886.78K |
Berkshire Hath. Cl BSOLE | COM | 449.29K | SH | $218.25M 2.10% | 335.52K | 0.00 | 113.77K |
Arrow Electronics Inc.SOLE | COM | 1.70M | SH | $216.79M 2.08% | 1.56M | 0.00 | 142.66K |
Sony Group Corp.SOLE | COM | 8.33M | SH | $216.74M 2.08% | 6.20M | 0.00 | 2.13M |
Progressive Corp.SOLE | COM | 810.30K | SH | $216.24M 2.08% | 602.82K | 0.00 | 207.48K |
Avery Dennison Corp.SOLE | COM | 1.23M | SH | $215.14M 2.07% | 913.98K | 0.00 | 312.12K |
Quest DiagnosticsSOLE | COM | 1.19M | SH | $212.92M 2.04% | 882.44K | 0.00 | 302.88K |
Unilever PLC ADRSOLE | COM | 3.29M | SH | $201.12M 1.93% | 2.46M | 0.00 | 832.46K |
CSX CorpSOLE | COM | 6.03M | SH | $196.84M 1.89% | 4.49M | 0.00 | 1.54M |
Carlisle Cos. Inc.SOLE | COM | 522.34K | SH | $195.04M 1.87% | 431.92K | 0.00 | 90.41K |
Masco CorpSOLE | COM | 3.02M | SH | $194.11M 1.86% | 2.25M | 0.00 | 766.07K |
CarMax Inc.SOLE | COM | 2.87M | SH | $193.13M 1.85% | 2.15M | 0.00 | 728.52K |
Genpact Ltd.SOLE | COM | 4.24M | SH | $186.47M 1.79% | 4.04M | 0.00 | 198.55K |
Alphabet Inc - Cl ASOLE | COM | 1.05M | SH | $184.34M 1.77% | 779.72K | 0.00 | 266.27K |
SLBSOLE | COM | 5.41M | SH | $182.77M 1.76% | 4.64M | 0.00 | 764.31K |
Valvoline Inc.SOLE | COM | 4.78M | SH | $180.92M 1.74% | 4.38M | 0.00 | 396.88K |
Henry Schein Inc.SOLE | COM | 2.45M | SH | $179.11M 1.72% | 2.25M | 0.00 | 203.89K |
Sysco Corp.SOLE | COM | 2.36M | SH | $178.98M 1.72% | 1.76M | 0.00 | 603.22K |
Koninklijke Philips NVSOLE | COM | 7.46M | SH | $178.97M 1.72% | 5.58M | 0.00 | 1.88M |
nVent Electric PLCSOLE | COM | 2.42M | SH | $176.91M 1.70% | 2.21M | 0.00 | 201.69K |
FirstCash Inc.SOLE | COM | 1.29M | SH | $174.35M 1.67% | 1.18M | 0.00 | 107.11K |
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