FIDUCIARY MANAGEMENT INC /WI/
Top Portfolio Positions
55 positions ·
$8,292,658,959 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CVCO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,554,355 | 267,514 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $115,615,497 | 195,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,435,494 | 171,225 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||