Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $9.71 Billion
  • Q2 2025

Fiduciary Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.71 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $568M, Aramark with a value of $530M, Schwab Charles Corp with a value of $400M, Carrier Global Corp with a value of $256M, and Berkshire Hathaway Inc Class B with a value of $218M.

Examining the 13F form we can see an decrease of $66.5M in the current position value, from $9.78B to 9.71B.

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 $9.71 Billion
Industrials: $3.15 Billion
Financial Services: $1.87 Billion
Healthcare: $1.19 Billion
Technology: $1.07 Billion
Consumer Cyclical: $967 Million
Consumer Defensive: $754 Million
Energy: $364 Million
Communication Services: $184 Million
Other: $159 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.32B
$50.5 Million 0.52% of portfolio
1,185,367
Q2 2025 Reduced 0.58%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $9.71 Billion
  • Prior Value $9.78 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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