FIDUCIARY MANAGEMENT INC /WI/
•CIK: 764532•Filing: Q4 2025
Fiduciary Management Inc. /WI/, with $9.1 billion in assets under management, is known for its concentrated, high-conviction investment strategy, currently holding 67 positions with top holdings in ARMK, BKNG, and SCHW. Recently, the fund has added ACN, UL, and VYLD to its portfolio, while exiting FITBM and G, and significantly reducing positions in SSD and IEI, reflecting a focus on tech and healthcare sectors.
Total AUM
$9.1B
QoQ Performance
-8.0%
Positions
66
Top 10 Concentration
31.4%
Latest Filing
Q4 2025
Top Holdings Allocation
ARMK4.7%
BKNG4.3%
SCHW4.3%
FERG3.6%
AVY2.8%
GOOGL2.8%
BDX2.4%
CARR2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.8%
Financial7.9%
Consumer4.3%
Technology2.8%
Energy1.8%
Healthcare1.4%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑11 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023