FIDUCIARY MANAGEMENT INC /WI/
Top Portfolio Positions
52 positions ·
$7,528,120,510 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARMK |
Aramark
Industrials
|
10,587,895 | $429,233,263 | 5.70% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
93,911 | $395,395,342 | 5.25% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
3,465,521 | $325,689,663 | 4.33% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
1,337,332 | $311,946,062 | 4.14% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
1,252,529 | $216,286,707 | 2.87% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
3,567,389 | $200,879,674 | 2.67% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
1,239,752 | $194,926,206 | 2.59% | |
| CDW |
CDW Corp
Technology
|
1,443,309 | $174,669,255 | 2.32% | |
| PRI |
Primerica, Inc.
Financial Services
|
692,022 | $173,337,670 | 2.30% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
912,051 | $171,465,588 | 2.28% |
Portfolio Trend
Holdings in ALLE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,087,330 | 1,033,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $161,732,969 | 1,015,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $139,884,457 | 788,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $117,839,141 | 817,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,328,775 | 868,686 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $116,483,839 | 891,367 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||