Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $9.78 Billion
  • Q1 2025

Fiduciary Management Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.78 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $502M, Aramark with a value of $450M, Schwab Charles Corp with a value of $363M, Genpact LTD with a value of $351M, and Berkshire Hathaway Inc Class B with a value of $350M.

Examining the 13F form we can see an decrease of $286M in the current position value, from $10.1B to 9.78B.

Fiduciary Management Inc is based out at Milwaukee, WI

Below you can find more details about Fiduciary Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $9.78 Billion
Industrials: $2.81 Billion
Financial Services: $1.75 Billion
Technology: $1.31 Billion
Healthcare: $1.22 Billion
Consumer Cyclical: $1.04 Billion
Consumer Defensive: $868 Million
Energy: $409 Million
Communication Services: $211 Million
Other: $147 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2B
$93.4 Million 0.96% of portfolio
6,709,914
Q1 2025 Added 62.98%
$5.62B
$82.5 Million 0.84% of portfolio
1,147,819
Q1 2025 Added 0.94%
$12.2B
$75.8 Million 0.78% of portfolio
433,425
Q1 2025 Reduced 2.4%
$9.91B
$53.3 Million 0.55% of portfolio
236,523
Q1 2025 Reduced 2.84%
$1.33B
$49.5 Million 0.51% of portfolio
1,192,328
Q1 2025 Reduced 1.28%
$9.29B
$1.56 Million 0.02% of portfolio
121,693
Q1 2025 Added 15.96%
$0
$2.31 Million 0.02% of portfolio
4,113
Q1 2025 Reduced 20.4%
$3.8B
$1.12 Million 0.01% of portfolio
83,202
Q1 2025 Added 1.77%
$0
$746,000 0.01% of portfolio
7,135
Q1 2025 Reduced 46.13%
$29.1B
$1.03 Million 0.01% of portfolio
4,747
Q1 2025 New
$262B
$235,000 0.0% of portfolio
5,726
Q1 2025 Reduced 4.42%
$9.43B
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 36.99%
$4.53B
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.65%
$13.7B
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.73%
Ferguson Enterprises
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.29%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $9.78 Billion
  • Prior Value $10.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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