Arkolith/Funds/Fiduciary Management Inc

Fiduciary Management Inc

CIK 764532
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Inactive

Fiduciary Management Inc holds a diversified book of 62 stocks worth $8.1B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened FTI CONSULTING INC and trimmed Aramark. Their largest long position is Aramark at 5% of the equity book.

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Use Arkolith to show FIDUCIARY MANAGEMENT INC /WI/'s latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
19
existing
Trimmed
39
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Industrials
12%
Financials
11%
Health Care
7%
Materials
4%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Aramark
COM
$429.2M10.59M
5.3%
−7.7%
Reduced · −889K sh
2Booking Holdings Inc
COM
$395.4M93.9K
4.9%
+28%
Added · +21K sh
3Charles Schwab Corp
COM
$325.7M3.47M
4.0%
−11%
Reduced · −407K sh
4Ferguson Enterprises
COM
$311.9M1.34M
3.9%
−10%
Reduced · −149K sh
5Avery Dennison Corp.
COM
$216.3M1.25M
2.7%
−11%
Reduced · −148K sh
6Carrier Global
COM
$200.9M3.57M
2.5%
−10%
Reduced · −405K sh
7Becton Dickinson
COM
$194.9M1.24M
2.4%
+12%
Added · +136K sh
8Accenture PLC
COM
$190.8M962.4K
2.4%
+35%
Added · +251K sh
9White Mountains Ins.
COM
$186.9M85.1K
2.3%
−5.8%
Reduced · −5K sh
10CDW Corp
COM
$174.7M1.44M
2.2%
+41%
Added · +420K sh
11Primerica Inc.
COM
$173.3M692.0K
2.2%
+13%
Added · +81K sh
12FirstCash Inc.
COM
$171.5M912.1K
2.1%
−5.4%
Reduced · −52K sh
13Carlisle Cos. Inc.
COM
$164.7M493.7K
2.0%
−7.8%
Reduced · −42K sh
14Valvoline Inc.
COM
$162.6M4.83M
2.0%
−2.9%
Reduced · −143K sh
15Zions Bancorporation
COM
$160.6M2.79M
2.0%
−3.7%
Reduced · −107K sh
16AptarGroup Inc.
COM
$157.8M1.25M
2.0%
+0.4%
Added · +5K sh
17Gates Industrial
COM
$150.4M6.65M
1.9%
−4.3%
Reduced · −300K sh
18Arrow Electronics Inc.
COM
$150.4M1.05M
1.9%
−35%
Reduced · −556K sh
19Allegion PLC
COM
$150.1M1.03M
1.9%
+1.7%
Added · +17K sh
20Berkshire Hath. Cl B
COM
$146.0M304.6K
1.8%
−12%
Reduced · −41K sh
21FTI Consulting Inc
COM
$145.6M823.7K
1.8%
New
New position
22Henry Schein Inc.
COM
$144.0M1.95M
1.8%
−15%
Reduced · −340K sh
23OneMain Holdings
COM
$143.5M2.68M
1.8%
−4.6%
Reduced · −130K sh
24Masco Corp
COM
$143.0M2.37M
1.8%
−10%
Reduced · −268K sh
25Quest Diagnostics
COM
$141.3M721.0K
1.8%
−31%
Reduced · −326K sh
26Arch Capital Group
COM
$140.3M1.46M
1.7%
+31%
Added · +349K sh
27Koninklijke Philips NV
COM
$136.4M4.98M
1.7%
−24%
Reduced · −1.6M sh
28Sysco Corp.
COM
$133.8M1.88M
1.7%
−11%
Reduced · −231K sh
29PNC Financial Services
COM
$132.4M636.1K
1.6%
New
New position
30Unilever PLC ADR
COM
$130.7M2.29M
1.6%
−11%
Reduced · −274K sh
31Cavco Industries
COM
$129.6M267.5K
1.6%
+37%
Added · +72K sh
32Insight Enterprises
COM
$125.7M1.88M
1.6%
+42%
Added · +553K sh
33Sunbelt Rentals
COM
$125.1M1.92M
1.6%
New
New position
34Core & Main
COM
$122.6M2.48M
1.5%
−5.0%
Reduced · −130K sh
35Donaldson Co. Inc.
COM
$121.1M1.43M
1.5%
−39%
Reduced · −894K sh
36Hayward Holdings
COM
$116.9M8.74M
1.5%
−3.9%
Reduced · −351K sh
37Dollar Tree
COM
$116.9M1.07M
1.5%
−9.8%
Reduced · −116K sh
38Houlihan Lokey Inc.
COM
$115.4M803.6K
1.4%
+15%
Added · +106K sh
39Huron Consulting
COM
$115.2M903.4K
1.4%
+72%
Added · +379K sh
40Progressive Corp.
COM
$114.9M579.7K
1.4%
+42%
Added · +172K sh
41Mueller Water Prod.
COM
$114.3M4.16M
1.4%
+31%
Added · +991K sh
42MSA Safety
COM
$111.3M679.0K
1.4%
−5.1%
Reduced · −36K sh
43Capital One Financial
COM
$106.9M585.8K
1.3%
−11%
Reduced · −71K sh
44Fresenius Med. Care
COM
$100.7M4.46M
1.2%
−10%
Reduced · −500K sh
45UnitedHealth Group
COM
$96.9M358.0K
1.2%
−8.9%
Reduced · −35K sh
46Alphabet Inc - Cl A
COM
$94.2M327.7K
1.2%
−59%
Reduced · −475K sh
47Louisiana-Pacific Corp.
COM
$92.1M1.27M
1.1%
+15%
Added · +167K sh
48Ryanair Holdings
COM
$83.3M1.44M
1.0%
−6.0%
Reduced · −93K sh
49Fortune Brands Innov.
COM
$80.8M2.07M
1.0%
−2.6%
Reduced · −55K sh
50Simpson Mfg. Co.
COM
$74.5M434.2K
0.9%
−4.6%
Reduced · −21K sh
Showing 50 of 62 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 202662$8.1B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202667$9.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202568$9.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202567$10.4B13F-HR
Q1 2025Mar 31, 2025May 14, 202566$10.4B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202570$10.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202469$11.4B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202470$10.7B13F-HR
Q1 2024Mar 31, 2024May 14, 202468$11.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202467$10.7B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202367$9.8B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202360$9.9B13F-HR
Q1 2023Mar 31, 2023May 12, 202359$9.9B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202370$9.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202266$9.5B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202267$10.6B13F-HR
Q1 2022Mar 31, 2022May 12, 202273$12.4B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202275$13.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202172$13.4B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202173$13.6B13F-HR
Q1 2021Mar 31, 2021May 13, 202169$13.3B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202173$13.2B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202068$12.1B13F-HR
Q2 2020Jun 30, 2020Aug 11, 202069$11.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.