Fiduciary Management Inc holds a diversified book of 62 reported positions worth $8.1B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings, a listing rather than a purchase; they opened Fti Consulting Inc and trimmed Aramark. Their largest long position is Aramark at 5% of the reported non-option book. Cloning the disclosed picks since 2013 would be +237% (+9.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +297.1%, a 60.0-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Fiduciary Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fiduciary Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Ruane, Cunniff & Goldfarb L.P. | 9 / 62 | $2.7B |
| Sprucegrove Investment Management Ltd | 8 / 62 | $236.4M |
| Shayne & Jacobs, LLC | 8 / 62 | $116.8M |
| Wallace Capital Management Inc. | 7 / 62 | $312.7M |
| Citadel Investment Advisory, Inc. | 7 / 62 | $73.1M |
| Longview Partners (Guernsey) LTD | 7 / 62 | $2.0B |
| Brave Warrior Advisors, LLC | 8 / 62 | $1.2B |
| Hendershot Investments Inc. | 7 / 62 | $187.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Fiduciary Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aramark COM | $429.2M | 10.59M | 5.3% | ▼−7.7% Reduced · −889K sh | |
| 2 | Booking Holdings Inc COM | $395.4M | 93.9K | 4.9% | ▲+28% Added · +21K sh | |
| 3 | Charles Schwab Corp COM | $325.7M | 3.47M | 4.0% | ▼−11% Reduced · −407K sh | |
| 4 | Ferguson Enterprises COM | $311.9M | 1.34M | 3.9% | ▼−10% Reduced · −149K sh | |
| 5 | Avery Dennison Corp. COM | $216.3M | 1.25M | 2.7% | ▼−11% Reduced · −148K sh | |
| 6 | Carrier Global COM | $200.9M | 3.57M | 2.5% | ▼−10% Reduced · −405K sh | |
| 7 | Becton Dickinson COM | $194.9M | 1.24M | 2.4% | ▲+12% Added · +136K sh | |
| 8 | Accenture PLC COM | $190.8M | 962.4K | 2.4% | ▲+35% Added · +251K sh | |
| 9 | White Mountains Ins. COM | $186.9M | 85.1K | 2.3% | ▼−5.8% Reduced · −5K sh | |
| 10 | CDW Corp COM | $174.7M | 1.44M | 2.2% | ▲+41% Added · +420K sh | |
| 11 | Primerica Inc. COM | $173.3M | 692.0K | 2.2% | ▲+13% Added · +81K sh | |
| 12 | FirstCash Inc. COM | $171.5M | 912.1K | 2.1% | ▼−5.4% Reduced · −52K sh | |
| 13 | Carlisle Cos. Inc. COM | $164.7M | 493.7K | 2.0% | ▼−7.8% Reduced · −42K sh | |
| 14 | Valvoline Inc. COM | $162.6M | 4.83M | 2.0% | ▼−2.9% Reduced · −143K sh | |
| 15 | Zions Bancorporation COM | $160.6M | 2.79M | 2.0% | ▼−3.7% Reduced · −107K sh | |
| 16 | AptarGroup Inc. COM | $157.8M | 1.25M | 2.0% | ▲+0.4% Added · +5K sh | |
| 17 | Gates Industrial COM | $150.4M | 6.65M | 1.9% | ▼−4.3% Reduced · −300K sh | |
| 18 | Arrow Electronics Inc. COM | $150.4M | 1.05M | 1.9% | ▼−35% Reduced · −556K sh | |
| 19 | Allegion PLC COM | $150.1M | 1.03M | 1.9% | ▲+1.7% Added · +17K sh | |
| 20 | Berkshire Hath. Cl B COM | $146.0M | 304.6K | 1.8% | ▼−12% Reduced · −41K sh | |
| 21 | FTI Consulting Inc COM | $145.6M | 823.7K | 1.8% | ▲New New position | |
| 22 | Henry Schein Inc. COM | $144.0M | 1.95M | 1.8% | ▼−15% Reduced · −340K sh | |
| 23 | OneMain Holdings COM | $143.5M | 2.68M | 1.8% | ▼−4.6% Reduced · −130K sh | |
| 24 | Masco Corp COM | $143.0M | 2.37M | 1.8% | ▼−10% Reduced · −268K sh | |
| 25 | Quest Diagnostics COM | $141.3M | 721.0K | 1.8% | ▼−31% Reduced · −326K sh | |
| 26 | Arch Capital Group COM | $140.3M | 1.46M | 1.7% | ▲+31% Added · +349K sh | |
| 27 | Koninklijke Philips NV COM | $136.4M | 4.98M | 1.7% | ▼−24% Reduced · −1.6M sh | |
| 28 | Sysco Corp. COM | $133.8M | 1.88M | 1.7% | ▼−11% Reduced · −231K sh | |
| 29 | PNC Financial Services COM | $132.4M | 636.1K | 1.6% | ▲New New position | |
| 30 | Unilever PLC ADR COM | $130.7M | 2.29M | 1.6% | ▼−11% Reduced · −274K sh | |
| 31 | Cavco Industries COM | $129.6M | 267.5K | 1.6% | ▲+37% Added · +72K sh | |
| 32 | Insight Enterprises COM | $125.7M | 1.88M | 1.6% | ▲+42% Added · +553K sh | |
| 33 | Sunbelt Rentals COM | $125.1M | 1.92M | 1.6% | →Listed Newly reportable | |
| 34 | Core & Main COM | $122.6M | 2.48M | 1.5% | ▼−5.0% Reduced · −130K sh | |
| 35 | Donaldson Co. Inc. COM | $121.1M | 1.43M | 1.5% | ▼−39% Reduced · −894K sh | |
| 36 | Hayward Holdings COM | $116.9M | 8.74M | 1.5% | ▼−3.9% Reduced · −351K sh | |
| 37 | Dollar Tree COM | $116.9M | 1.07M | 1.5% | ▼−9.8% Reduced · −116K sh | |
| 38 | Houlihan Lokey Inc. COM | $115.4M | 803.6K | 1.4% | ▲+15% Added · +106K sh | |
| 39 | Huron Consulting COM | $115.2M | 903.4K | 1.4% | ▲+72% Added · +379K sh | |
| 40 | Progressive Corp. COM | $114.9M | 579.7K | 1.4% | ▲+42% Added · +172K sh | |
| 41 | Mueller Water Prod. COM | $114.3M | 4.16M | 1.4% | ▲+31% Added · +991K sh | |
| 42 | MSA Safety COM | $111.3M | 679.0K | 1.4% | ▼−5.1% Reduced · −36K sh | |
| 43 | Capital One Financial COM | $106.9M | 585.8K | 1.3% | ▼−11% Reduced · −71K sh | |
| 44 | Fresenius Med. Care COM | $100.7M | 4.46M | 1.2% | ▼−10% Reduced · −500K sh | |
| 45 | UnitedHealth Group COM | $96.9M | 358.0K | 1.2% | ▼−8.9% Reduced · −35K sh | |
| 46 | Alphabet Inc - Cl A COM | $94.2M | 327.7K | 1.2% | ▼−59% Reduced · −475K sh | |
| 47 | Louisiana-Pacific Corp. COM | $92.1M | 1.27M | 1.1% | ▲+15% Added · +167K sh | |
| 48 | Ryanair Holdings COM | $83.3M | 1.44M | 1.0% | ▼−6.0% Reduced · −93K sh | |
| 49 | Fortune Brands Innov. COM | $80.8M | 2.07M | 1.0% | ▼−2.6% Reduced · −55K sh | |
| 50 | Simpson Mfg. Co. COM | $74.5M | 434.2K | 0.9% | ▼−4.6% Reduced · −21K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/764532/holdings"
Use Arkolith to show FIDUCIARY MANAGEMENT INC /WI/'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 62 | $8.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 67 | $9.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 68 | $9.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 67 | $10.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 66 | $10.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 70 | $10.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 69 | $11.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 70 | $10.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 68 | $11.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 67 | $10.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 67 | $9.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 42d | 60 | $9.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 42d | 59 | $9.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 70 | $9.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 66 | $9.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 67 | $10.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42d | 73 | $12.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 42d | 75 | $13.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 72 | $13.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 73 | $13.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 43d | 69 | $13.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 73 | $13.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 44d | 68 | $12.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 42d | 69 | $11.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.