Fiduciary Management Inc
$7.03B
50
33.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ARMK | $371M | 5.28% | 2.48% | Not reported | Q2 2024 |
 BKNG | $331M | 4.71% | 0.24% | Not reported | Q2 2019 |
 NSIT | $268M | 3.81% | 7.45% | Not reported | Q1 2020 |
 SCHW | $212M | 3.01% | 0.13% | Not reported | Q3 2019 |
 VVV | $203M | 2.88% | 4.01% | Not reported | Q3 2023 |
 HAYW | $202M | 2.88% | 5.46% | Not reported | Q4 2024 |
 FERG | $201M | 2.85% | 0.44% | Not reported | Q2 2022 |
 CDW | $196M | 2.79% | 1.11% | Not reported | Q1 2022 |
 OMF | $188M | 2.67% | 2.67% | Not reported | Q2 2024 |
 ZION | $179M | 2.55% | 1.78% | Not reported | Q2 2013 |
 ATR | $178M | 2.54% | 2.23% | Not reported | Q2 2013 |
 GTES | $173M | 2.46% | 2.44% | Not reported | Q4 2021 |
 CSL | $163M | 2.31% | 1.13% | Not reported | Q2 2013 |
 CVCO | $154M | 2.19% | 3.24% | Not reported | Q3 2025 |
 MWA | $152M | 2.17% | 3.78% | Not reported | Q4 2025 |
 AVY | $152M | 2.16% | 1.23% | Not reported | Q2 2013 |
 PRI | $152M | 2.16% | 1.73% | Not reported | Q4 2020 |
 HSIC | $152M | 2.16% | 1.62% | Not reported | Q1 2020 |
 COF | $151M | 2.15% | 0.12% | Not reported | Q2 2025 |
 FCN | $143M | 2.03% | 3.46% | Not reported | Q4 2020 |
 CARR | $141M | 2.01% | 0.23% | Not reported | Q2 2023 |
 WTM | $138M | 1.96% | 2.79% | Not reported | Q1 2017 |
 LPX | $138M | 1.96% | 2.50% | Not reported | Q2 2025 |
 UNH | $135M | 1.93% | 0.04% | Not reported | Q3 2013 |
 MAS | $127M | 1.81% | 0.79% | Not reported | Q2 2018 |
 BDX | $126M | 1.79% | 0.31% | Not reported | Q2 2025 |
 HLI | $126M | 1.79% | 159.63% | Not reported | Q4 2019 |
 MSA | $125M | 1.77% | 1.85% | Not reported | Q2 2025 |
 ACGL | $119M | 1.69% | 0.35% | Not reported | Q1 2021 |
 HURN | $117M | 1.66% | 7.98% | Not reported | Q4 2025 |
 SUNB | $116M | 1.65% | 0.38% | New | Q2 2026 |
 DCI | $115M | 1.63% | 1.10% | Not reported | Q1 2015 |
 ALLE | $113M | 1.61% | 0.94% | Not reported | Q4 2024 |
 PGR | $112M | 1.60% | 0.09% | Not reported | Q3 2014 |
 CNM | $111M | 1.58% | Not reported | Not reported | Q3 2023 |
 UL | $107M | 1.53% | 0.08% | Not reported | Q1 2014 |
 ACN | $106M | 1.51% | 0.13% | Not reported | Q2 2013 |
 FBIN | $106M | 1.51% | 1.62% | Not reported | Q4 2022 |
 PNC | $105M | 1.50% | 0.11% | New | Q2 2026 |
 DGX | $102M | 1.46% | 0.44% | Not reported | Q4 2017 |
 PHG | $94.1M | 1.34% | 0.36% | Not reported | Q1 2020 |
 BJ | $86.2M | 1.23% | 0.77% | Not reported | Q3 2021 |
 DLTR | $85.6M | 1.22% | 0.37% | Not reported | Q3 2018 |
 SSD | $84.7M | 1.21% | 0.98% | Not reported | Q2 2021 |
 RYAAY | $83.3M | 1.18% | 0.12% | Not reported | Q3 2023 |
 BRK.B | $71.7M | 1.02% | Not reported | Not reported | Q2 2013 |
 FMS | $66.4M | 0.94% | 1.05% | Not reported | Q1 2021 |
 ALH | $59.2M | 0.84% | 1.12% | New | Q2 2026 |
 RHI | $46.7M | 0.66% | 1.49% | Not reported | Q2 2013 |
 FCFS | $41M | 0.58% | 0.43% | Not reported | Q3 2015 |
| Q4 2025 | |||||
| ARMK | $423M | 4.65% | 4.36% | -7.2% | Q2 2024 |
| BKNG | $391M | 4.30% | 0.23% | -8.9% | Q2 2019 |
| SCHW | $387M | 4.25% | 0.22% | -8.0% | Q3 2019 |
| FERG | $331M | 3.64% | 0.76% | -25.0% | Q2 2022 |
| AVY | $255M | 2.80% | 1.82% | -7.0% | Q2 2013 |
 GOOGL | $251M | 2.76% | 0.01% | -7.5% | Q2 2021 |
| BDX | $214M | 2.35% | 0.39% | -7.3% | Q2 2025 |
| CARR | $210M | 2.31% | 0.48% | +5.3% | Q2 2023 |
| DCI | $206M | 2.26% | 2.01% | -6.3% | Q1 2015 |
| ACN | $191M | 2.10% | 0.11% | Not reported | Q2 2013 |
| OMF | $190M | 2.09% | 2.40% | -5.4% | Q2 2024 |
 PLXS | $190M | 2.09% | 4.82% | -4.5% | Q2 2020 |
| WTM | $188M | 2.06% | 3.64% | -4.3% | Q1 2017 |
| DGX | $182M | 2.00% | 0.94% | -8.8% | Q4 2017 |
| PHG | $177M | 1.95% | 0.68% | -8.9% | Q1 2020 |
 ARW | $177M | 1.94% | 3.11% | -5.2% | Q2 2013 |
| BRK.B | $174M | 1.91% | Not reported | -6.9% | Q2 2013 |
| HSIC | $173M | 1.91% | 1.98% | -6.0% | Q1 2020 |
| CSL | $171M | 1.88% | 1.31% | -5.2% | Q2 2013 |
| ZION | $169M | 1.86% | 1.96% | -4.5% | Q2 2013 |
| UL | $168M | 1.85% | 0.12% | -8.4% | Q1 2014 |
| MAS | $167M | 1.84% | 1.29% | -8.8% | Q2 2018 |
 SLB | $162M | 1.78% | 0.28% | -11.4% | Q2 2013 |
| ALLE | $162M | 1.78% | 1.18% | +28.8% | Q4 2024 |
| COF | $159M | 1.75% | 0.11% | -7.2% | Q2 2025 |
| PRI | $158M | 1.74% | 1.92% | -4.5% | Q4 2020 |
 SYY | $155M | 1.71% | 0.44% | -8.3% | Q2 2013 |
| FCFS | $154M | 1.69% | 2.19% | -24.9% | Q3 2015 |
| ATR | $152M | 1.67% | 1.90% | +9.2% | Q2 2013 |
| GTES | $149M | 1.64% | 2.74% | -6.1% | Q4 2021 |
| DLTR | $146M | 1.60% | 0.60% | -8.4% | Q3 2018 |
 CSX | $146M | 1.60% | 0.22% | -31.4% | Q4 2024 |
| VVV | $144M | 1.59% | 3.91% | +4.6% | Q3 2023 |
 SONY | $143M | 1.58% | 0.09% | -7.6% | Q2 2020 |
| HAYW | $140M | 1.54% | 4.18% | +13.3% | Q4 2024 |
| CDW | $139M | 1.53% | 0.79% | -8.0% | Q1 2022 |
| CNM | $136M | 1.49% | Not reported | -4.0% | Q3 2023 |
| UNH | $130M | 1.43% | 0.04% | -8.8% | Q3 2013 |
| HLI | $121M | 1.34% | 118.61% | -6.8% | Q4 2019 |
| FMS | $118M | 1.30% | 1.78% | -9.1% | Q1 2021 |
| CVCO | $116M | 1.27% | 2.51% | +14.3% | Q3 2025 |
| MSA | $115M | 1.26% | 1.84% | +12.8% | Q2 2025 |
| RYAAY | $111M | 1.22% | 0.14% | -14.5% | Q3 2023 |
| NSIT | $108M | 1.18% | 4.27% | -4.8% | Q1 2020 |
| ACGL | $107M | 1.17% | 0.31% | Not reported | Q1 2021 |
| FBIN | $106M | 1.17% | 1.77% | -6.4% | Q4 2022 |
| PGR | $92.9M | 1.02% | 0.07% | -7.2% | Q3 2014 |
 CCEP | $91.6M | 1.01% | 0.23% | -12.9% | Q3 2023 |
| HURN | $90.7M | 1.00% | 3.04% | New | Q4 2025 |
| LPX | $88.7M | 0.98% | 1.57% | +23.9% | Q2 2025 |
| Q3 2025 | |||||
| ARMK | $475M | 4.81% | 4.71% | -2.3% | Q2 2024 |
| FERG | $445M | 4.50% | 1.01% | -27.0% | Q2 2022 |
| BKNG | $433M | 4.38% | 0.25% | -18.3% | Q2 2019 |
| SCHW | $402M | 4.06% | 0.23% | -4.1% | Q3 2019 |
| AVY | $244M | 2.47% | 1.94% | +22.8% | Q2 2013 |
| CARR | $225M | 2.28% | 0.44% | +7.8% | Q2 2023 |
| BDX | $223M | 2.25% | 0.42% | +32.9% | Q2 2025 |
| DGX | $219M | 2.21% | 1.03% | -3.2% | Q4 2017 |
| GOOGL | $211M | 2.14% | 0.01% | -17.0% | Q2 2021 |
| CSX | $208M | 2.10% | 0.31% | -3.0% | Q4 2024 |
| ARW | $205M | 2.07% | 3.29% | -0.5% | Q2 2013 |
| FCFS | $203M | 2.06% | 2.90% | -0.4% | Q3 2015 |
| MAS | $203M | 2.06% | 1.39% | -4.2% | Q2 2018 |
| DCI | $203M | 2.05% | 2.14% | -0.5% | Q1 2015 |
| PHG | $196M | 1.98% | 0.78% | -3.8% | Q1 2020 |
| PLXS | $196M | 1.98% | 5.04% | +44.6% | Q2 2020 |
| SYY | $189M | 1.91% | 0.48% | -2.8% | Q2 2013 |
| UL | $187M | 1.89% | 0.13% | -3.9% | Q1 2014 |
| BRK.B | $187M | 1.89% | Not reported | -17.3% | Q2 2013 |
| CSL | $186M | 1.88% | 1.35% | +8.2% | Q2 2013 |
| GTES | $184M | 1.86% | 2.87% | -0.3% | Q4 2021 |
| PRI | $178M | 1.80% | 2.00% | +30.9% | Q4 2020 |
| CDW | $177M | 1.79% | 0.85% | +63.6% | Q1 2022 |
| SONY | $174M | 1.76% | 0.10% | -27.3% | Q2 2020 |
| ZION | $171M | 1.73% | 2.05% | +14.3% | Q2 2013 |
| VVV | $171M | 1.73% | 3.74% | -0.5% | Q3 2023 |
| SSD | $170M | 1.72% | 2.45% | -0.6% | Q2 2021 |
| OMF | $168M | 1.70% | 2.51% | -0.5% | Q2 2024 |
| SLB | $164M | 1.66% | 0.32% | -11.8% | Q2 2013 |
| HSIC | $162M | 1.64% | 2.06% | -0.5% | Q1 2020 |
| WTM | $158M | 1.60% | 3.67% | +32.0% | Q1 2017 |
| NSIT | $158M | 1.59% | 4.49% | +27.5% | Q1 2020 |
| HLI | $154M | 1.55% | 127.21% | -0.5% | Q4 2019 |
| ATR | $153M | 1.55% | 1.73% | +49.6% | Q2 2013 |
 G | $152M | 1.54% | 2.11% | -14.2% | Q1 2014 |
| COF | $150M | 1.52% | 0.11% | -2.6% | Q2 2025 |
| UNH | $149M | 1.51% | 0.05% | -3.8% | Q3 2013 |
| CNM | $147M | 1.48% | Not reported | +17.7% | Q3 2023 |
 KMX | $146M | 1.48% | 2.21% | +13.1% | Q1 2022 |
| FMS | $144M | 1.45% | 1.86% | -3.5% | Q1 2021 |
| ALLE | $140M | 1.42% | 0.92% | -3.5% | Q4 2024 |
| DLTR | $122M | 1.23% | 0.63% | -3.2% | Q3 2018 |
| FBIN | $121M | 1.23% | 1.89% | -0.4% | Q4 2022 |
| HAYW | $121M | 1.23% | 3.70% | -0.4% | Q4 2024 |
| MSA | $109M | 1.10% | 1.62% | +20.1% | Q2 2025 |
| PGR | $109M | 1.10% | 0.08% | -45.7% | Q3 2014 |
| RYAAY | $108M | 1.09% | 0.17% | -29.5% | Q3 2023 |
| CCEP | $105M | 1.06% | 0.25% | -31.6% | Q3 2023 |
| CVCO | $99.4M | 1.01% | 2.18% | New | Q3 2025 |
 ICLR | $98.2M | 0.99% | 0.73% | -13.8% | Q4 2024 |
| Q2 2025 | |||||
| FERG | $591M | 5.68% | 1.38% | -4.9% | Q2 2022 |
| BKNG | $568M | 5.46% | 0.30% | -10.0% | Q2 2019 |
| ARMK | $530M | 5.09% | 4.82% | -2.9% | Q2 2024 |
| SCHW | $400M | 3.84% | 0.24% | -5.3% | Q3 2019 |
| CARR | $256M | 2.46% | 0.41% | -4.8% | Q2 2023 |
| BRK.B | $218M | 2.10% | Not reported | -31.5% | Q2 2013 |
| ARW | $217M | 2.08% | 3.28% | +10.7% | Q2 2013 |
| SONY | $217M | 2.08% | 0.13% | -15.5% | Q2 2020 |
| PGR | $216M | 2.08% | 0.14% | -5.6% | Q3 2014 |
| AVY | $215M | 2.07% | 1.57% | -5.1% | Q2 2013 |
| DGX | $213M | 2.04% | 1.06% | -5.3% | Q4 2017 |
| UL | $201M | 1.93% | 0.13% | -5.2% | Q1 2014 |
| CSX | $197M | 1.89% | 0.32% | -3.8% | Q4 2024 |
| CSL | $195M | 1.87% | 1.23% | -2.5% | Q2 2013 |
| MAS | $194M | 1.86% | 1.44% | -5.0% | Q2 2018 |
| KMX | $193M | 1.85% | 1.91% | +8.4% | Q1 2022 |
| G | $186M | 1.79% | 2.43% | -39.1% | Q1 2014 |
| GOOGL | $184M | 1.77% | 0.01% | -23.2% | Q2 2021 |
| SLB | $183M | 1.76% | 0.40% | -7.1% | Q2 2013 |
| VVV | $181M | 1.74% | 3.76% | +0.2% | Q3 2023 |
| HSIC | $179M | 1.72% | 2.01% | -0.4% | Q1 2020 |
| SYY | $179M | 1.72% | 0.49% | -4.7% | Q2 2013 |
| PHG | $179M | 1.72% | 0.81% | -0.7% | Q1 2020 |
 NVT | $177M | 1.70% | 1.50% | +13.9% | Q4 2020 |
| FCFS | $174M | 1.67% | 2.91% | -0.4% | Q3 2015 |
| DCI | $173M | 1.66% | 2.14% | -0.4% | Q1 2015 |
| GTES | $171M | 1.64% | 2.88% | +2.2% | Q4 2021 |
| OMF | $170M | 1.64% | 2.52% | +13.0% | Q2 2024 |
| FMS | $162M | 1.55% | 1.93% | -4.9% | Q1 2021 |
| SSD | $159M | 1.53% | 2.45% | +11.7% | Q2 2021 |
| CCEP | $157M | 1.51% | 0.37% | -17.1% | Q3 2023 |
| COF | $155M | 1.49% | 0.11% | New | Q2 2025 |
| BDX | $154M | 1.48% | 0.31% | New | Q2 2025 |
| NSIT | $150M | 1.45% | 3.47% | +14.8% | Q1 2020 |
| RYAAY | $147M | 1.41% | 0.24% | -17.1% | Q3 2023 |
| UNH | $140M | 1.34% | 0.05% | -5.2% | Q3 2013 |
| CNM | $140M | 1.34% | Not reported | -18.7% | Q3 2023 |
| ZION | $138M | 1.32% | 1.80% | +15.7% | Q2 2013 |
| HLI | $135M | 1.30% | 127.81% | -0.5% | Q4 2019 |
| PRI | $134M | 1.29% | 1.50% | -0.4% | Q4 2020 |
| DLTR | $132M | 1.27% | 0.64% | -5.2% | Q3 2018 |
| WTM | $128M | 1.23% | 2.78% | -0.4% | Q1 2017 |
| PLXS | $126M | 1.21% | 3.46% | -0.4% | Q2 2020 |
| SKX | $125M | 1.20% | Not reported | -30.3% | Q4 2021 |
| CDW | $121M | 1.17% | 0.52% | -5.4% | Q1 2022 |
| ATR | $120M | 1.15% | 1.16% | -0.5% | Q2 2013 |
| ALLE | $118M | 1.13% | 0.95% | -5.9% | Q4 2024 |
| FBIN | $118M | 1.13% | 1.90% | -0.4% | Q4 2022 |
| HAYW | $111M | 1.07% | 3.72% | +20.0% | Q4 2024 |
| ICLR | $94.6M | 0.91% | 0.84% | +50.1% | Q4 2024 |