Fiduciary Management Inc holds a diversified book of 62 stocks worth $8.1B as of Q1 2026 (disclosed May 14, 2026, a ~44-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. Cloning the disclosed picks since 2013 would be +241% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +306.3%, a 65.6-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
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, no cost basis
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 62 | $8.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 67 | $9.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 68 | $9.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 67 | $10.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 66 | $10.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 70 | $10.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 69 | $11.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 70 | $10.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 68 | $11.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 67 | $10.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 67 | $9.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 60 | $9.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 59 | $9.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 70 | $9.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 66 | $9.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 67 | $10.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 73 | $12.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 75 | $13.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 72 | $13.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 73 | $13.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 69 | $13.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 73 | $13.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 68 | $12.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 69 | $11.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.