Fiduciary Management Inc Q2 2026 Portfolio Activity: Key Purchases and Sales
Fiduciary Management Inc disclosed significant changes to its portfolio holdings during the second quarter of 2026, including notable purchases and sales across various sectors.
Fiduciary Management Inc's portfolio saw substantial shifts in Q2 2026, with a mix of increased positions, decreased stakes, and new investments. The firm managed its holdings strategically during the period.
Booking Holdings Inc (BKNG) stands out as one of the most significant additions to Fiduciary Management's portfolio this quarter. BKNG experienced an impressive increase in share count by 1878.67%, indicating strong confidence from the investor, who holds approximately 4.71% of this stock. Booking Holdings Inc is a major player in online travel and hospitality.
In contrast to BKNG's growth, Fiduciary Management also divested from several stocks. Charles Schwab Corp (SCHW) saw one of the largest reductions, with its share count decreasing by 33.75%. SCHW represents about 3.01% of the portfolio. Charles Schwab Corp is a leading financial services holding company.
Fiduciary Management exited FirstCash Inc (FCFS) entirely, reducing its stake by 79.2%. FCFS accounted for roughly 0.58% of the portfolio before this sale. FirstCash Inc operates in the financial services sector.
The firm also sold Ferguson Enterprises (FERG), decreasing its allocation by approximately 36.82%. FERG was part of the portfolio at about a 2.85% weighting. Ferguson Enterprises is involved in logistics and industrial services.
Louisiana-Pacific Corp (LPX) experienced an increase, but its change percentage was not provided. Similarly, Mueller Water Products (MWA) saw a significant boost with a 42.01% share count rise. Louisiana-Pacific Corp focuses on building products and packaging.
Fiduciary Management sold Armark (ARMK), which saw its portfolio allocation drop by 38.42%. The firm also disposed of other Industrials holdings like FMS, PHG, BDX, CARR, and HURN. Aramark operates in the food services industry.
The overall portfolio turnover rate was high during Q2 2026. Every single holding changed its position or allocation percentage, reflecting active management by Fiduciary Management Inc. Fiduciary Management Inc is known for managing institutional portfolios.