FIDUCIARY MANAGEMENT INC /WI/

CIK

764532

City

MILWAUKEE

State / Country

Stock

BKNG — Booking Holdings Inc.

Top Portfolio Positions

55 positions · $8,292,658,959 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
ARMK	Aramark Industrials	10,587,895	$429,233,263	5.18%
BKNG	Booking Holdings Inc. Consumer Cyclical	93,911	$395,395,342	4.77%
SCHW	Schwab Charles Corp Financial Services	3,465,521	$325,689,663	3.93%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	1,337,332	$311,946,062	3.76%
NSIT	Insight Enterprises Inc Technology	3,750,554	$251,324,622	3.03%
HURN	Huron Consulting Group Inc. Industrials	1,806,800	$230,348,932	2.78%
AVY	Avery Dennison Corp Consumer Cyclical	1,252,529	$216,286,707	2.61%
CARR	CARRIER GLOBAL Corp Industrials	3,567,389	$200,879,674	2.42%
BDX	Becton Dickinson & Co Healthcare	1,239,752	$194,926,206	2.35%
ACN	Accenture plc Technology	962,367	$190,827,752	2.30%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$395,395,342	93,911	+28.5%	Shares	Sole	2026-05-14
2025-12-31	$391,458,564	73,097	-8.9%	Shares	Sole	2026-02-11
2025-09-30	$433,102,443	80,215	-18.3%	Shares	Sole	2025-11-14
2025-06-30	$568,080,773	98,127	-10.0%	Shares	Sole	2025-08-14
2025-03-31	$502,291,419	109,030	-3.0%	Shares	Sole	2025-05-14
2024-12-31	$558,276,502	112,365	-13.7%	Shares	Sole	2025-02-13
2024-09-30	$548,527,552	130,226	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$533,352,591	134,634	-1.2%	Shares	Sole	2024-08-13
2024-03-31	$494,251,473	136,237	-2.2%	Shares	Sole	2024-05-14
2023-12-31	$493,982,309	139,259	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$438,287,890	142,119	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$392,606,393	145,392	-35.9%	Shares	Sole	2023-08-11
2023-03-31	$601,380,896	226,730	-3.1%	Shares	Sole	2023-05-12
2022-12-31	$471,404,221	233,915	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$382,443,981	232,742	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$406,346,344	232,332	+13.9%	Shares	Sole	2022-08-12
2022-03-31	$478,971,074	203,952	-3.9%	Shares	Sole	2022-05-12
2021-12-31	$509,174,187	212,224	+3.3%	Shares	Sole	2022-02-11
2021-09-30	$487,514,580	205,367	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$451,343,909	206,273	-2.9%	Shares	Sole	2021-08-13
2021-03-31	$495,144,607	212,523	-12.8%	Shares	Sole	2021-05-13
2020-12-31	$543,024,016	243,807	-20.1%	Shares	Sole	2021-02-12
2020-09-30	$521,880,599	305,072	-6.3%	Shares	Sole	2020-11-13
2020-06-30	$518,663,354	325,724	-14.0%	Shares	Sole	2020-08-11
2020-03-31	$509,258,740	378,541	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.