Holders — by stockHoldings — by fund
FIDUCIARY MANAGEMENT INC /WI/
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000764532
$7.03B
disclosed book value
56
positions
5.3%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARMKAramark | 6.5M | $371.0M | 5.3% |
| 2 | BKNGBooking Holdings Inc | 1.9M | $331.2M | 4.7% |
| 3 | NSITInsight Enterprises | 2.2M | $267.7M | 3.8% |
| 4 | SCHWCharles Schwab Corp | 2.3M | $211.8M | 3% |
| 5 | VVVValvoline Inc. | 5.1M | $202.5M | 2.9% |
| 6 | HAYWHayward Holdings | 11.7M | $202.3M | 2.9% |
| 7 | FERGFerguson Enterprises | 844,907 | $200.5M | 2.9% |
| 8 | CDWCDW Corp | 1.4M | $196.0M | 2.8% |
| 9 | OMFOneMain Holdings | 3.1M | $187.8M | 2.7% |
| 10 | ZIONZions Bancorporation | 2.6M | $179.3M | 2.6% |
| 11 | ATRAptarGroup Inc. | 1.4M | $178.3M | 2.5% |
| 12 | Gates Industrial | 6.2M | $173.1M | 2.5% |
| 13 | CSLCarlisle Cos. Inc. | 447,968 | $162.5M | 2.3% |
| 14 | CVCOCavco Industries | 250,135 | $153.7M | 2.2% |
| 15 | MWAMueller Water Prod. | 5.9M | $152.4M | 2.2% |
| 16 | AVYAvery Dennison Corp. | 935,794 | $151.9M | 2.2% |
| 17 | PRIPrimerica Inc. | 534,226 | $151.8M | 2.2% |
| 18 | HSICHenry Schein Inc. | 1.8M | $151.8M | 2.2% |
| 19 | COFCapital One Financial | 753,703 | $151.2M | 2.2% |
| 20 | FCNFTI Consulting Inc | 957,952 | $142.7M | 2% |
| 21 | CARRCarrier Global | 1.9M | $141.1M | 2% |
| 22 | White Mountains Ins. | 66,550 | $138.0M | 2% |
| 23 | LPXLouisiana-Pacific Corp. | 1.8M | $137.7M | 2% |
| 24 | UNHUnitedHealth Group | 325,962 | $135.5M | 1.9% |
| 25 | MASMasco Corp | 1.6M | $127.2M | 1.8% |
| 26 | BDXBecton Dickinson | 831,781 | $125.9M | 1.8% |
| 27 | HLIHoulihan Lokey Inc. | 938,411 | $125.9M | 1.8% |
| 28 | MSAMSA Safety | 713,768 | $124.6M | 1.8% |
| 29 | Arch Capital Group | 1.2M | $118.9M | 1.7% |
| 30 | HURNHuron Consulting | 1.3M | $116.6M | 1.7% |
| 31 | SUNBSunbelt Rentals | 1.6M | $116.2M | 1.7% |
| 32 | DCIDonaldson Co. Inc. | 1.3M | $114.8M | 1.6% |
| 33 | Allegion PLC | 803,654 | $112.9M | 1.6% |
| 34 | PGRProgressive Corp. | 513,457 | $112.2M | 1.6% |
| 35 | CNMCore & Main | 2.3M | $111.4M | 1.6% |
| 36 | ULUnilever PLC ADR | 1.8M | $107.4M | 1.5% |
| 37 | Accenture PLC | 855,060 | $106.4M | 1.5% |
| 38 | FBINFortune Brands Innov. | 1.9M | $105.9M | 1.5% |
| 39 | PNCPNC Financial Services | 427,245 | $105.2M | 1.5% |
| 40 | DGXQuest Diagnostics | 483,557 | $102.5M | 1.5% |
| 41 | PHGKoninklijke Philips NV | 3.5M | $94.1M | 1.3% |
| 42 | BJBJ's Wholesale Club | 988,158 | $86.2M | 1.2% |
| 43 | DLTRDollar Tree | 707,327 | $85.6M | 1.2% |
| 44 | SSDSimpson Mfg. Co. | 404,809 | $84.7M | 1.2% |
| 45 | RYAAYRyanair Holdings | 1.3M | $83.3M | 1.2% |
| 46 | BRK/BBerkshire Hath. Cl B | 143,322 | $71.7M | 1% |
| 47 | FMSFresenius Med. Care | 2.9M | $66.4M | 0.9% |
| 48 | ALHAlliance Laundry | 2.2M | $59.2M | 0.8% |
| 49 | RHIRobert Half Inc. | 1.5M | $46.7M | 0.7% |
| 50 | FCFSFirstCash Inc. | 189,663 | $41.0M | 0.6% |
| 51 | IFJPYInforma PLC | 70,966 | $1.7M | 0% |
| 52 | SDXAYSodexo | 137,928 | $1.6M | 0% |
| 53 | IVViShares S&P 500 | 1,678 | $1.3M | 0% |
| 54 | IJRiShares S&P 600 | 6,090 | $903,208 | 0% |
| 55 | RXEEYRexel | 4,544 | $201,981 | 0% |
| 56 | EDNMYEdenred | 13,586 | $172,542 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.