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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$206B
$549 Million 5.17% of portfolio
130,226
Q3 2024 Reduced 3.27%
$602B
$335 Million 3.16% of portfolio
728,355
Q3 2024 Reduced 3.04%
$1.11T
$247 Million 2.33% of portfolio
1,487,739
Q3 2024 Reduced 30.48%
$529B
$223 Million 2.1% of portfolio
381,601
Q3 2024 Reduced 3.43%
$231B
$239,000 0.0% of portfolio
5,991
Q2 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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