Fiduciary Management Inc Portfolio Stock Holdings

Fiduciary Management Inc disclosed 62 stock positions valued at approximately $8.1 billion in its latest SEC 13F filing. The largest holdings include Aramark, Booking Holdings Inc, and Charles Schwab Corp. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
62
Portfolio Value
$8.1B
Holdings by Sector
Fiduciary Management Inc Portfolio Holdings in Q1 2026

52 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AramarkARMKIndustrials5.33%10,587,895-888,841-7.74%$429,233,263
Booking Holdings IncBKNGConsumer Cyclical4.91%93,911+20,814+28.47%$395,395,362
Charles Schwab CorpSCHWFinancial Services4.04%3,465,521-406,791-10.51%$325,689,664
Ferguson EnterprisesFERGIndustrials3.87%1,337,332-148,774-10.01%$311,946,062
Avery Dennison Corp.AVYConsumer Cyclical2.68%1,252,529-148,285-10.59%$216,286,708
Carrier GlobalCARRIndustrials2.49%3,567,389-404,620-10.19%$200,879,675
Becton DickinsonBDXHealthcare2.42%1,239,752+136,311+12.35%$194,926,207
White Mountains Ins.G9618E107Other2.32%85,066-5,267-5.83%$186,886,599
CDW CorpCDWTechnology2.17%1,443,309+419,630+40.99%$174,669,255
Primerica Inc.PRIFinancial Services2.15%692,022+80,741+13.21%$173,337,671
FirstCash Inc.FCFSFinancial Services2.13%912,051-52,229-5.42%$171,465,588
Carlisle Cos. Inc.CSLIndustrials2.04%493,744-41,837-7.81%$164,722,873
Valvoline Inc.VVVConsumer Cyclical2.02%4,828,931-143,432-2.88%$162,638,396
Zions BancorporationZIONFinancial Services1.99%2,787,957-106,650-3.68%$160,642,082
AptarGroup Inc.ATRHealthcare1.96%1,252,338+4,781+0.38%$157,819,635
Gates IndustrialGTESOther1.87%6,654,116-300,416-4.32%$150,449,563
Arrow Electronics Inc.ARWTechnology1.87%1,048,441-555,939-34.65%$150,356,924
Allegion PLCG0176J109Other1.86%1,033,019+17,236+1.70%$150,087,331
Berkshire Hath. Cl BBRK-BFinancial Services1.81%304,648-41,352-11.95%$145,987,322
FTI Consulting IncFCNIndustrials1.81%823,713+823,713+100.00%$145,607,747
Henry Schein Inc.HSICHealthcare1.79%1,954,083-339,514-14.80%$144,015,917
OneMain HoldingsOMFFinancial Services1.78%2,683,426-129,602-4.61%$143,536,457
Masco CorpMASIndustrials1.77%2,368,825-267,793-10.16%$143,005,965
Quest DiagnosticsDGXHealthcare1.75%720,986-325,935-31.13%$141,298,836
Arch Capital GroupG0450A105Other1.74%1,461,096+348,893+31.37%$140,250,605
Koninklijke Philips NVPHGHealthcare1.69%4,976,913-1,566,209-23.94%$136,367,406
Sysco Corp.SYYConsumer Defensive1.66%1,876,385-231,479-10.98%$133,842,542
PNC Financial ServicesPNCFinancial Services1.64%636,078+636,078+100.00%$132,361,471
Cavco IndustriesCVCOConsumer Cyclical1.61%267,514+71,801+36.69%$129,554,355
Insight EnterprisesNSITTechnology1.56%1,875,277+552,719+41.79%$125,662,312
Core & MainCNMIndustrials1.52%2,482,510-130,434-4.99%$122,635,994
Donaldson Co. Inc.DCIIndustrials1.50%1,426,427-893,854-38.52%$121,060,859
Hayward HoldingsHAYWIndustrials1.45%8,738,960-350,906-3.86%$116,927,285
Dollar TreeDLTRConsumer Defensive1.45%1,067,313-116,439-9.84%$116,881,447
Houlihan Lokey Inc.HLIFinancial Services1.43%803,572+106,279+15.24%$115,409,011
Huron ConsultingHURNIndustrials1.43%903,400+379,075+72.30%$115,174,466
Progressive Corp.PGRFinancial Services1.43%579,706+171,625+42.06%$114,920,917
Mueller Water Prod.MWAIndustrials1.42%4,156,199+990,807+31.30%$114,253,911
MSA SafetyMSAIndustrials1.38%678,986-36,457-5.10%$111,319,755
Capital One FinancialCOFFinancial Services1.33%585,777-70,958-10.80%$106,863,298
Fresenius Med. CareFMSHealthcare1.25%4,462,106-499,863-10.07%$100,665,111
UnitedHealth GroupUNHHealthcare1.20%357,951-35,206-8.95%$96,857,961
Alphabet Inc - Cl AGOOGLCommunication Services1.17%327,682-474,997-59.18%$94,228,236
Louisiana-Pacific Corp.LPXIndustrials1.14%1,265,398+167,265+15.23%$92,057,704
Ryanair HoldingsRYAAYIndustrials1.03%1,441,982-92,949-6.06%$83,346,560
Fortune Brands Innov.FBINIndustrials1.00%2,072,259-55,249-2.60%$80,755,933
Simpson Mfg. Co.SSDBasic Materials0.92%434,209-20,986-4.61%$74,518,949
Coca-Cola EuropacificG25839104Other0.90%802,103-208,357-20.62%$72,726,679
BJ's Wholesale ClubBJConsumer Defensive0.84%689,400-34,753-4.80%$67,850,748
Applied Ind. Tech.AITIndustrials0.68%205,928-10,221-4.73%$54,636,817
CTS CorpCTSTechnology0.62%1,042,452-42,093-3.88%$49,787,508
Robert Half Inc.RHIIndustrials0.54%1,708,488-56,621-3.21%$43,395,595