Filed: 8/13/2026ACC: 0000764532-26-000007
📋 What this filing means
FIDUCIARY MANAGEMENT INC /WI/ filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $7.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$7.03B
Total AUM (reported)
93.48M
Total Shares
Allocation by class
COM$7.03B100.0%
Portfolio Concentration
Top 3$969.88M13.8%
4–10$1.38B19.6%
11–25$2.25B32.0%
Rest$2.43B34.6%
Top 3 weight
13.8%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 93.48M
Sole
Full voting authority
83.91M
shares
% of voting shares89.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.56M
shares
% of voting shares10.2%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 89.8% of voting shares
Institutional Holdings56
Rows:
Aramark
SOLEShares6.52M
TypeSH
Market value$371.02M
5.28%
Sole
5.87M
Shared
0.00
None
654.24K
Booking Holdings Inc
SOLEShares1.86M
TypeSH
Market value$331.20M
4.71%
Sole
1.77M
Shared
0.00
None
86.37K
Insight Enterprises
SOLEShares2.20M
TypeSH
Market value$267.66M
3.81%
Sole
1.94M
Shared
0.00
None
260.93K
Charles Schwab Corp
SOLEShares2.30M
TypeSH
Market value$211.83M
3.01%
Sole
2.12M
Shared
0.00
None
174.03K
Valvoline Inc.
SOLEShares5.12M
TypeSH
Market value$202.54M
2.88%
Sole
4.52M
Shared
0.00
None
607.16K
Hayward Holdings
SOLEShares11.68M
TypeSH
Market value$202.26M
2.88%
Sole
10.28M
Shared
0.00
None
1.40M
Ferguson Enterprises
SOLEShares844.91K
TypeSH
Market value$200.52M
2.85%
Sole
792.36K
Shared
0.00
None
52.55K
CDW Corp
SOLEShares1.39M
TypeSH
Market value$196.02M
2.79%
Sole
1.29M
Shared
0.00
None
106.78K
OneMain Holdings
SOLEShares3.08M
TypeSH
Market value$187.83M
2.67%
Sole
2.71M
Shared
0.00
None
369.50K
Zions Bancorporation
SOLEShares2.59M
TypeSH
Market value$179.29M
2.55%
Sole
2.29M
Shared
0.00
None
297.97K
AptarGroup Inc.
SOLEShares1.42M
TypeSH
Market value$178.26M
2.54%
Sole
1.25M
Shared
0.00
None
171.41K
Gates Industrial
SOLEShares6.19M
TypeSH
Market value$173.11M
2.46%
Sole
5.47M
Shared
0.00
None
718.15K
Carlisle Cos. Inc.
SOLEShares447.97K
TypeSH
Market value$162.50M
2.31%
Sole
400.71K
Shared
0.00
None
47.25K
Cavco Industries
SOLEShares250.13K
TypeSH
Market value$153.68M
2.19%
Sole
221.27K
Shared
0.00
None
28.86K
Mueller Water Prod.
SOLEShares5.90M
TypeSH
Market value$152.45M
2.17%
Sole
5.19M
Shared
0.00
None
710.23K
Avery Dennison Corp.
SOLEShares935.79K
TypeSH
Market value$151.93M
2.16%
Sole
863.52K
Shared
0.00
None
72.27K
Primerica Inc.
SOLEShares534.23K
TypeSH
Market value$151.83M
2.16%
Sole
470.69K
Shared
0.00
None
63.54K
Henry Schein Inc.
SOLEShares1.82M
TypeSH
Market value$151.79M
2.16%
Sole
1.61M
Shared
0.00
None
208.36K
Capital One Financial
SOLEShares753.70K
TypeSH
Market value$151.21M
2.15%
Sole
696.22K
Shared
0.00
None
57.48K
FTI Consulting Inc
SOLEShares957.95K
TypeSH
Market value$142.74M
2.03%
Sole
842.94K
Shared
0.00
None
115.02K
Carrier Global
SOLEShares1.92M
TypeSH
Market value$141.09M
2.01%
Sole
1.78M
Shared
0.00
None
148.27K
White Mountains Ins.
SOLEShares66.55K
TypeSH
Market value$137.98M
1.96%
Sole
58.68K
Shared
0.00
None
7.87K
Louisiana-Pacific Corp.
SOLEShares1.75M
TypeSH
Market value$137.74M
1.96%
Sole
1.54M
Shared
0.00
None
207.96K
UnitedHealth Group
SOLEShares325.96K
TypeSH
Market value$135.48M
1.93%
Sole
302.18K
Shared
0.00
None
23.78K
Masco Corp
SOLEShares1.56M
TypeSH
Market value$127.17M
1.81%
Sole
1.44M
Shared
0.00
None
122.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AramarkSOLE | COM | 6.52M | SH | $371.02M 5.28% | 5.87M | 0.00 | 654.24K |
Booking Holdings IncSOLE | COM | 1.86M | SH | $331.20M 4.71% | 1.77M | 0.00 | 86.37K |
Insight EnterprisesSOLE | COM | 2.20M | SH | $267.66M 3.81% | 1.94M | 0.00 | 260.93K |
Charles Schwab CorpSOLE | COM | 2.30M | SH | $211.83M 3.01% | 2.12M | 0.00 | 174.03K |
Valvoline Inc.SOLE | COM | 5.12M | SH | $202.54M 2.88% | 4.52M | 0.00 | 607.16K |
Hayward HoldingsSOLE | COM | 11.68M | SH | $202.26M 2.88% | 10.28M | 0.00 | 1.40M |
Ferguson EnterprisesSOLE | COM | 844.91K | SH | $200.52M 2.85% | 792.36K | 0.00 | 52.55K |
CDW CorpSOLE | COM | 1.39M | SH | $196.02M 2.79% | 1.29M | 0.00 | 106.78K |
OneMain HoldingsSOLE | COM | 3.08M | SH | $187.83M 2.67% | 2.71M | 0.00 | 369.50K |
Zions BancorporationSOLE | COM | 2.59M | SH | $179.29M 2.55% | 2.29M | 0.00 | 297.97K |
AptarGroup Inc.SOLE | COM | 1.42M | SH | $178.26M 2.54% | 1.25M | 0.00 | 171.41K |
Gates IndustrialSOLE | COM | 6.19M | SH | $173.11M 2.46% | 5.47M | 0.00 | 718.15K |
Carlisle Cos. Inc.SOLE | COM | 447.97K | SH | $162.50M 2.31% | 400.71K | 0.00 | 47.25K |
Cavco IndustriesSOLE | COM | 250.13K | SH | $153.68M 2.19% | 221.27K | 0.00 | 28.86K |
Mueller Water Prod.SOLE | COM | 5.90M | SH | $152.45M 2.17% | 5.19M | 0.00 | 710.23K |
Avery Dennison Corp.SOLE | COM | 935.79K | SH | $151.93M 2.16% | 863.52K | 0.00 | 72.27K |
Primerica Inc.SOLE | COM | 534.23K | SH | $151.83M 2.16% | 470.69K | 0.00 | 63.54K |
Henry Schein Inc.SOLE | COM | 1.82M | SH | $151.79M 2.16% | 1.61M | 0.00 | 208.36K |
Capital One FinancialSOLE | COM | 753.70K | SH | $151.21M 2.15% | 696.22K | 0.00 | 57.48K |
FTI Consulting IncSOLE | COM | 957.95K | SH | $142.74M 2.03% | 842.94K | 0.00 | 115.02K |
Carrier GlobalSOLE | COM | 1.92M | SH | $141.09M 2.01% | 1.78M | 0.00 | 148.27K |
White Mountains Ins.SOLE | COM | 66.55K | SH | $137.98M 1.96% | 58.68K | 0.00 | 7.87K |
Louisiana-Pacific Corp.SOLE | COM | 1.75M | SH | $137.74M 1.96% | 1.54M | 0.00 | 207.96K |
UnitedHealth GroupSOLE | COM | 325.96K | SH | $135.48M 1.93% | 302.18K | 0.00 | 23.78K |
Masco CorpSOLE | COM | 1.56M | SH | $127.17M 1.81% | 1.44M | 0.00 | 122.10K |
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