Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

$10.6 Billion
Q3 2024

Fiduciary Management Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.6 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $549M, Carlisle Companies Inc with a value of $476M, Aramark with a value of $410M, Genpact LTD with a value of $372M, and Berkshire Hathaway Inc Class B with a value of $335M.

Examining the 13F form we can see an increase of $182M in the current position value, from $10.4B to 10.6B.

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 $10.6 Billion

Industrials: $3 Billion

Financial Services: $1.85 Billion

Technology: $1.42 Billion

Consumer Cyclical: $1.26 Billion

Healthcare: $1.15 Billion

Consumer Defensive: $902 Million

Communication Services: $552 Million

Energy: $294 Million

Other: $178 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWM Ishares Russell 2000 ETF ETFs	$0	$746,000 0.01% of portfolio	3,380	Q3 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$533,000 0.01% of portfolio	925	Q3 2024 New

Summary

Portfolio
No. of Stocks 69
Current Value $10.6 Billion
Prior Value $10.4 Billion
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 3 stocks
Additional Purchases 18 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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Fiduciary Management Inc Portfolio Holdings