222 is the total number of securities FIDUCIARY MANAGEMENT INC /WI/ has owned. The longest FIDUCIARY MANAGEMENT INC /WI/ has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | Berkshire Hath. Cl B | 42 | 42 | 3.23% | 4.45% | 5.60% | Q2 2013 | Q3 2023 | 42 |
SLB | SLB | 42 | 42 | 1.32% | 3.16% | 4.79% | Q2 2013 | Q3 2023 | 42 |
CSL | Carlisle Cos. Inc. | 42 | 42 | 0.17% | 1.06% | 3.63% | Q2 2013 | Q3 2023 | 42 |
ARW | Arrow Electronics Inc. | 42 | 42 | 0.31% | 0.65% | 1.06% | Q2 2013 | Q3 2023 | 42 |
RHI | Ross Stores Inc | 42 | 42 | 0.21% | 0.64% | 2.52% | Q2 2013 | Q3 2023 | 42 |
ZION | Zions Bancorporation | 42 | 42 | 0.20% | 0.44% | 0.84% | Q2 2013 | Q3 2023 | 42 |
UNH | UnitedHealth Group | 41 | 41 | 0.85% | 3.66% | 5.91% | Q3 2013 | Q3 2023 | 41 |
PCAR | Paccar Inc. | 40 | 40 | 1.57% | 2.42% | 3.30% | Q2 2013 | Q1 2023 | 40 |
UL | Unilever PLC ADR | 40 | 40 | 1.55% | 2.31% | 3.27% | Q4 2013 | Q3 2023 | 40 |
OMC | Omnicom Group | 38 | 1 | 1.30% | 2.48% | 3.86% | Q2 2013 | Q3 2023 | 39 |
G | Genpact, Ltd. | 39 | 39 | 0.28% | 1.03% | 2.71% | Q1 2014 | Q3 2023 | 39 |
AVY | Avery Dennison Corp. | 32 | 7 | 0.36% | 0.98% | 2.84% | Q2 2013 | Q3 2023 | 39 |
IPG | Interpublic Group | 38 | 38 | 0.52% | 0.77% | 1.41% | Q2 2014 | Q3 2023 | 38 |
WWD | Woodward Inc. | 37 | 37 | 0.01% | 0.52% | 0.88% | Q4 2013 | Q4 2022 | 37 |
DG | Dollar General Corp | 34 | 34 | 1.68% | 3.65% | 4.70% | Q2 2015 | Q3 2023 | 34 |
EXPD | Expeditors Intl | 34 | 34 | 1.29% | 2.66% | 3.24% | Q2 2013 | Q3 2021 | 34 |
TRS | TriMas Corp. | 34 | 34 | 0.11% | 0.55% | 0.82% | Q2 2015 | Q3 2023 | 34 |
MAN | Manpowergroup Inc. | 34 | 34 | 0.22% | 0.47% | 0.73% | Q4 2014 | Q1 2023 | 34 |
R | Ryder System Inc. | 34 | 34 | 0.24% | 0.46% | 0.66% | Q2 2013 | Q3 2021 | 34 |
NSRGY | Nestle SA ADR | 32 | 32 | 1.41% | 2.56% | 3.25% | Q2 2013 | Q1 2021 | 32 |
WRB | WR Berkley Corp | 32 | 32 | 0.37% | 0.53% | 0.79% | Q2 2013 | Q1 2021 | 32 |
ACN | Accenture Plc. | 31 | 31 | 1.90% | 4.46% | 6.00% | Q2 2013 | Q4 2020 | 31 |
PGR | Progressive Corp. | 16 | 14 | 1.45% | 2.55% | 3.85% | Q3 2014 | Q3 2023 | 30 |
TEL | TE Connectivity Ltd. | 29 | 29 | 0.00% | 3.18% | 4.50% | Q2 2013 | Q2 2020 | 29 |
GHC | Graham Holdings Co. | 28 | 28 | 0.26% | 0.59% | 1.00% | Q3 2014 | Q2 2021 | 28 |
AWI | Armstrong World Ind. | 28 | 28 | 0.10% | 0.45% | 0.88% | Q3 2014 | Q2 2021 | 28 |
MSM | MSC Industrial Direct | 28 | 28 | 0.17% | 0.32% | 0.63% | Q4 2013 | Q3 2020 | 28 |
FRFHF | Fairfax Financial | 28 | 28 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q1 2020 | 28 |
TJX | TJX Companies Inc. | 27 | 27 | 0.85% | 2.19% | 4.46% | Q1 2017 | Q3 2023 | 27 |
WTM | White Mountains Ins. | 27 | 27 | 0.26% | 0.53% | 0.89% | Q1 2017 | Q3 2023 | 27 |
AIT | Applied Ind. Tech. | 15 | 12 | 0.22% | 0.46% | 0.94% | Q2 2015 | Q3 2023 | 27 |
CMCSA | Comcast Corp. | 15 | 11 | 1.21% | 3.42% | 4.39% | Q3 2014 | Q2 2022 | 26 |
HON | Honeywell Intl Inc | 26 | 26 | 2.22% | 3.37% | 4.34% | Q3 2014 | Q4 2020 | 26 |
JPM | JPMorgan Chase | 26 | 26 | 1.61% | 2.87% | 3.81% | Q3 2016 | Q4 2022 | 26 |
DCI | Donaldson Co. Inc. | 19 | 7 | 0.19% | 0.54% | 1.24% | Q1 2015 | Q3 2023 | 26 |
KW | Kennedy-Wilson Hld. | 26 | 26 | 0.13% | 0.47% | 0.67% | Q3 2016 | Q4 2022 | 26 |
VMI | Valmont Industries | 26 | 26 | 0.19% | 0.33% | 0.46% | Q1 2014 | Q2 2020 | 26 |
BK | Bank of NY Mellon | 25 | 25 | 1.89% | 3.37% | 4.63% | Q2 2013 | Q2 2019 | 25 |
SNN | Smith & Nephew PLC | 23 | 23 | 1.32% | 1.98% | 2.58% | Q1 2018 | Q3 2023 | 23 |
AXE | Anixter Int'l. | 23 | 23 | 0.36% | 0.75% | 5.83% | Q2 2013 | Q4 2018 | 23 |
MAS | Masco Corp | 22 | 22 | 1.55% | 3.17% | 4.38% | Q2 2018 | Q3 2023 | 22 |
BR | Broadridge Financial | 22 | 22 | 0.23% | 0.67% | 0.92% | Q2 2013 | Q3 2018 | 22 |
EBAY | Ebay, Inc. | 21 | 21 | 1.95% | 2.80% | 3.52% | Q3 2014 | Q3 2019 | 21 |
DLTR | Dollar Tree | 21 | 21 | 1.56% | 2.69% | 3.37% | Q3 2018 | Q3 2023 | 21 |
FCFS | FirstCash Inc. | 21 | 21 | 0.45% | 0.82% | 1.16% | Q3 2016 | Q3 2021 | 21 |
MSFT | Microsoft Corp. | 20 | 20 | 0.24% | 2.48% | 3.87% | Q2 2013 | Q1 2018 | 20 |
HHC | Howard Hughes Corp. | 20 | 20 | 0.09% | 0.42% | 0.55% | Q4 2017 | Q3 2022 | 20 |
POT | Progressive Corp | 19 | 19 | 3.16% | 4.58% | 8.71% | Q2 2013 | Q4 2017 | 19 |
SWK | Stanley Black & Decker | 19 | 19 | 0.84% | 2.41% | 3.17% | Q2 2015 | Q4 2019 | 19 |
PAG | Penske Automotive | 19 | 19 | 0.19% | 0.41% | 0.52% | Q2 2016 | Q4 2020 | 19 |
GLRE | Greenlight Capital | 19 | 19 | 0.20% | 0.27% | 0.33% | Q2 2013 | Q4 2017 | 19 |
BKNG | Booking Holdings Inc | 18 | 18 | 1.77% | 3.84% | 6.08% | Q2 2019 | Q3 2023 | 18 |
DGX | Quest Diagnostics | 18 | 18 | 1.26% | 2.93% | 3.92% | Q4 2017 | Q1 2022 | 18 |
ABC | AmerisourceBergen | 18 | 18 | 1.37% | 2.83% | 4.57% | Q2 2013 | Q3 2017 | 18 |
DVN | Devon Energy Corp. | 18 | 18 | 0.95% | 2.82% | 4.63% | Q2 2013 | Q3 2017 | 18 |
KEX | Kirby Corp. | 18 | 18 | 0.14% | 0.38% | 0.56% | Q2 2013 | Q3 2017 | 18 |
PLUS | ePlus Inc. | 18 | 18 | 0.02% | 0.35% | 0.50% | Q4 2015 | Q1 2020 | 18 |
MKSI | MKS Instruments | 18 | 18 | 0.19% | 0.29% | 0.40% | Q2 2013 | Q3 2017 | 18 |
SCHW | Charles Schwab Corp | 17 | 17 | 1.27% | 2.89% | 3.97% | Q3 2019 | Q3 2023 | 17 |
NTRS | Northern Trust Corp | 17 | 17 | 1.27% | 2.09% | 2.42% | Q3 2019 | Q3 2023 | 17 |
FUL | HB Fuller Co | 17 | 17 | 0.34% | 0.56% | 0.69% | Q2 2013 | Q2 2017 | 17 |
TRN | Trinity Industries | 17 | 17 | 0.08% | 0.37% | 0.60% | Q4 2017 | Q4 2021 | 17 |
IVV | iShares SP 500 | 5 | 1 | 0.00% | 0.06% | 0.36% | Q4 2013 | Q4 2022 | 17 |
UEPS | Net 1 UEPS Technologie... | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
CB | Chubb Corp | 16 | 16 | 2.15% | 3.23% | 4.60% | Q3 2018 | Q2 2022 | 16 |
AXP | American Express | 16 | 16 | 1.73% | 2.83% | 3.71% | Q2 2013 | Q1 2017 | 16 |
ETN | Eaton Corp | 16 | 16 | 0.89% | 1.83% | 2.56% | Q4 2019 | Q3 2023 | 16 |
HLI | Houlihan Lokey Inc. | 16 | 16 | 0.19% | 0.79% | 1.26% | Q4 2019 | Q3 2023 | 16 |
CMP | Compass Minerals | 16 | 16 | 0.27% | 0.58% | 3.85% | Q2 2013 | Q1 2017 | 16 |
CABO | Cable One, Inc. | 16 | 16 | 0.22% | 0.35% | 0.44% | Q3 2015 | Q2 2019 | 16 |
NVR | NVR Inc. | 16 | 16 | 0.17% | 0.32% | 0.51% | Q4 2013 | Q3 2017 | 16 |
PHG | Koninklijke Philips NV | 15 | 15 | 1.11% | 2.04% | 2.79% | Q1 2020 | Q3 2023 | 15 |
HSIC | Henry Schein Inc. | 15 | 15 | 0.28% | 0.90% | 1.58% | Q1 2020 | Q3 2023 | 15 |
NSIT | Insight Enterprises Inc. | 15 | 15 | 0.23% | 0.78% | 1.57% | Q1 2020 | Q3 2023 | 15 |
MDRX | Allscripts Healthcare | 15 | 15 | 0.17% | 0.37% | 0.60% | Q1 2015 | Q3 2018 | 15 |
DNB | Dun Bradstreet | 15 | 15 | 0.19% | 0.30% | 0.43% | Q2 2013 | Q4 2016 | 15 |
DANOY | Danone SA ADR | 14 | 14 | 1.38% | 3.29% | 4.06% | Q2 2013 | Q3 2016 | 14 |
SONY | Sony Group Corp. | 14 | 14 | 2.29% | 3.08% | 3.91% | Q2 2020 | Q3 2023 | 14 |
PPG | PPG Industries Inc | 14 | 14 | 1.38% | 2.01% | 2.41% | Q4 2018 | Q1 2022 | 14 |
PLXS | Plexus Corp | 14 | 14 | 0.23% | 0.78% | 1.18% | Q2 2020 | Q3 2023 | 14 |
RPXC | RPX Corp. | 14 | 14 | 0.08% | 0.39% | 0.88% | Q3 2013 | Q4 2016 | 14 |
SCSC | Scansource Inc. | 14 | 14 | 0.16% | 0.35% | 0.43% | Q2 2013 | Q3 2016 | 14 |
NPO | EnPro Industries, Inc. | 14 | 14 | 0.19% | 0.28% | 0.34% | Q2 2018 | Q3 2021 | 14 |
PAHC | Phibro Animal Health | 14 | 14 | 0.05% | 0.17% | 0.30% | Q1 2019 | Q2 2022 | 14 |
CMA | Comerica Inc. | 13 | 13 | 2.32% | 3.09% | 3.76% | Q2 2013 | Q2 2016 | 13 |
MMM | 3M Co. | 13 | 13 | 1.64% | 3.08% | 6.22% | Q2 2013 | Q2 2016 | 13 |
CERN | Cerner Corporation | 13 | 13 | 1.46% | 2.47% | 3.20% | Q4 2016 | Q4 2019 | 13 |
PEP | PepsiCo Inc. | 13 | 13 | 0.82% | 2.19% | 2.80% | Q2 2018 | Q2 2021 | 13 |
PRI | Primerica Inc. | 13 | 13 | 0.17% | 0.68% | 1.32% | Q3 2020 | Q3 2023 | 13 |
TIGO | Millicom International | 13 | 13 | 0.33% | 0.62% | 1.12% | Q1 2019 | Q1 2022 | 13 |
FOX | 21st Century Fox - B | 12 | 12 | 0.94% | 2.52% | 4.42% | Q1 2016 | Q4 2018 | 12 |
MU | Micron Technology Inc | 12 | 12 | 1.96% | 2.45% | 3.25% | Q4 2020 | Q3 2023 | 12 |
NVT | nVent Electric PLC | 12 | 12 | 0.38% | 0.80% | 1.22% | Q4 2020 | Q3 2023 | 12 |
CFR | Cullen/Frost Bankers | 12 | 12 | 0.22% | 0.51% | 0.61% | Q2 2013 | Q1 2016 | 12 |
TV | Grupo Televisa SA | 12 | 12 | 0.24% | 0.50% | 0.75% | Q1 2018 | Q4 2020 | 12 |
VSAT | ViaSat, Inc. | 12 | 12 | 0.17% | 0.43% | 0.54% | Q2 2017 | Q1 2020 | 12 |
FLIR | Flir Systems Inc | 12 | 12 | 0.24% | 0.33% | 0.46% | Q4 2013 | Q3 2016 | 12 |
ATR | AptarGroup Inc. | 5 | 1 | 0.00% | 0.33% | 0.66% | Q2 2013 | Q3 2023 | 12 |
ACGL | Arch Capital Group | 11 | 11 | 1.07% | 2.18% | 3.10% | Q1 2021 | Q3 2023 | 11 |
FMS | Fresenius Med. Care | 11 | 11 | 0.89% | 1.53% | 2.33% | Q1 2021 | Q3 2023 | 11 |
LGIH | LGI Homes Inc | 11 | 11 | 0.20% | 0.42% | 0.79% | Q1 2021 | Q3 2023 | 11 |
KMT | Kennametal Inc. | 11 | 11 | 0.15% | 0.35% | 0.55% | Q2 2013 | Q4 2015 | 11 |
PRGS | Progress Software | 11 | 11 | 0.19% | 0.28% | 0.34% | Q2 2014 | Q4 2016 | 11 |
LNN | Lindsay Corp. | 11 | 11 | 0.16% | 0.27% | 0.36% | Q4 2013 | Q2 2016 | 11 |
UNF | UniFirst Corp. | 11 | 11 | 0.17% | 0.26% | 0.38% | Q2 2014 | Q4 2016 | 11 |
IJR | iShares SP 600 | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 11 |
SMGZY | Smiths Group PLC ADR | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 11 |
GOOGL | Alphabet Inc - Cl A | 10 | 10 | 2.12% | 2.88% | 3.50% | Q2 2021 | Q3 2023 | 10 |
ROST | Ross Stores Inc. | 10 | 10 | 1.62% | 2.80% | 3.48% | Q3 2014 | Q4 2016 | 10 |
ORCL | Oracle Corp. | 10 | 10 | 1.61% | 1.98% | 2.26% | Q4 2016 | Q1 2019 | 10 |
SSD | Simpson Mfg. Co. | 10 | 10 | 0.20% | 0.68% | 1.34% | Q2 2021 | Q3 2023 | 10 |
LCII | LCI Industries | 10 | 10 | 0.36% | 0.49% | 0.63% | Q2 2021 | Q3 2023 | 10 |
ESL | Esterline Technologies | 10 | 10 | 0.21% | 0.39% | 0.55% | Q2 2015 | Q3 2017 | 10 |
BJ | BJ's Wholesale Club | 9 | 9 | 0.33% | 0.99% | 1.55% | Q3 2021 | Q3 2023 | 9 |
BECN | Beacon Roofing | 9 | 9 | 0.31% | 0.92% | 1.51% | Q3 2021 | Q3 2023 | 9 |
FOXA | 21st Century Fox - A | 9 | 9 | 0.01% | 0.90% | 1.29% | Q1 2016 | Q1 2018 | 9 |
FCN | FTI Consulting Inc | 9 | 9 | 0.23% | 0.56% | 0.76% | Q3 2020 | Q3 2022 | 9 |
XRAY | Dentsply Sirona Inc. | 9 | 9 | 0.39% | 0.48% | 0.58% | Q1 2020 | Q1 2022 | 9 |
FLS | Flowserve Corp | 9 | 9 | 0.18% | 0.37% | 0.48% | Q1 2020 | Q1 2022 | 9 |
NTR | Nutrien Ltd. | 8 | 8 | 1.68% | 3.49% | 4.50% | Q1 2018 | Q4 2019 | 8 |
TWX | Time Warner Inc | 8 | 8 | 0.00% | 1.57% | 3.02% | Q2 2013 | Q1 2015 | 8 |
LUMN | CenturyLink Inc. | 8 | 8 | 0.40% | 1.46% | 2.16% | Q2 2017 | Q1 2019 | 8 |
FirstCash Inc. | 8 | 8 | 0.84% | 1.06% | 1.28% | Q4 2021 | Q3 2023 | 8 | |
SKX | Skechers USA | 8 | 8 | 0.52% | 1.05% | 1.46% | Q4 2021 | Q3 2023 | 8 |
EMR | Emerson Electric Co. | 8 | 8 | 0.80% | 1.02% | 1.15% | Q1 2020 | Q4 2021 | 8 |
PDCO | Patterson Cos Inc | 8 | 8 | 0.58% | 0.64% | 0.69% | Q2 2013 | Q1 2015 | 8 |
Varian Medical Sys | 8 | 8 | 0.37% | 0.56% | 0.80% | Q3 2013 | Q2 2015 | 8 | |
XEC | Cimarex Energy Co | 8 | 8 | 0.26% | 0.48% | 0.78% | Q2 2013 | Q1 2015 | 8 |
GTES | Gates Industrial | 8 | 8 | 0.20% | 0.44% | 0.72% | Q4 2021 | Q3 2023 | 8 |
TRTN | Triton International | 8 | 8 | 0.06% | 0.42% | 0.79% | Q4 2021 | Q3 2023 | 8 |
VAR | Varian Medical Sys. | 8 | 8 | 0.34% | 0.38% | 0.44% | Q3 2015 | Q2 2017 | 8 |
ARGO | Argo Group Int'l. | 8 | 8 | 0.19% | 0.36% | 0.43% | Q4 2017 | Q3 2019 | 8 |
AOS | A.O. Smith Corp. | 8 | 8 | 0.22% | 0.34% | 0.54% | Q1 2020 | Q4 2021 | 8 |
FDS | Factset Research Sys. | 8 | 8 | 0.19% | 0.27% | 0.33% | Q2 2017 | Q1 2019 | 8 |
AJG | A J Gallagher | 8 | 8 | 0.00% | 0.16% | 0.46% | Q2 2013 | Q1 2015 | 8 |
FBIZ | First Bus Fin Serv | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CTAS | Cintas Corp | 7 | 7 | 2.10% | 2.76% | 3.35% | Q2 2013 | Q4 2014 | 7 |
CDW | CDW Corp | 7 | 7 | 0.73% | 2.31% | 2.82% | Q1 2022 | Q3 2023 | 7 |
SAP | SAP | 7 | 7 | 1.45% | 2.09% | 2.49% | Q1 2022 | Q3 2023 | 7 |
F113PS | Covidien Plc | 7 | 7 | 0.00% | 2.08% | 4.06% | Q2 2013 | Q4 2014 | 7 |
KMX | CarMax Inc. | 7 | 7 | 1.40% | 1.90% | 2.47% | Q1 2022 | Q3 2023 | 7 |
CDK | CDK Global | 7 | 7 | 0.31% | 0.42% | 0.55% | Q4 2020 | Q2 2022 | 7 |
MD | MEDNAX, Inc. | 7 | 7 | 0.01% | 0.35% | 0.67% | Q4 2016 | Q2 2018 | 7 |
WBC | WABCO Holdings Inc. | 7 | 7 | 0.19% | 0.34% | 0.50% | Q3 2018 | Q1 2020 | 7 |
PL | Protective Life Corp | 7 | 7 | 0.00% | 0.33% | 0.62% | Q2 2013 | Q4 2014 | 7 |
CARS | Cars.com Inc. | 7 | 7 | 0.22% | 0.29% | 0.33% | Q4 2017 | Q2 2019 | 7 |
HII | Huntington Ingalls | 7 | 7 | 0.16% | 0.23% | 0.26% | Q2 2020 | Q4 2021 | 7 |
FWRD | Forward Air Corp | 7 | 7 | 0.20% | 0.21% | 0.22% | Q2 2013 | Q4 2014 | 7 |
FERG | Ferguson PLC | 6 | 6 | 2.10% | 2.84% | 3.35% | Q2 2022 | Q3 2023 | 6 |
HDS | HD Supply Holdings | 6 | 6 | 1.69% | 2.43% | 2.93% | Q2 2019 | Q3 2020 | 6 |
FB | Meta Platforms | 6 | 6 | 1.00% | 1.65% | 2.19% | Q2 2021 | Q3 2022 | 6 |
ROK | Rockwell Automation | 6 | 6 | 0.87% | 0.94% | 1.01% | Q3 2015 | Q4 2016 | 6 |
KBR | KBR Inc. | 6 | 6 | 0.40% | 0.56% | 0.70% | Q3 2021 | Q4 2022 | 6 |
IPHS | Innophos Holdings | 6 | 6 | 0.26% | 0.31% | 0.34% | Q2 2013 | Q3 2014 | 6 |
BRC | Brady Corp Cl A | 6 | 6 | 0.18% | 0.20% | 0.21% | Q4 2020 | Q1 2022 | 6 |
SPY | Spdr Tr Unit Ser 1 | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2020 | 6 |
ITW | Illinois Tool Works | 5 | 5 | 3.07% | 3.94% | 4.71% | Q2 2013 | Q2 2014 | 5 |
LVLT | Level 3 Comm. | 5 | 5 | 1.66% | 2.20% | 2.60% | Q3 2016 | Q3 2017 | 5 |
GSK | Glaxosmithkline ADR | 5 | 5 | 1.66% | 1.97% | 2.84% | Q2 2013 | Q2 2014 | 5 |
DOV | Dover Corp | 5 | 5 | 1.64% | 1.79% | 1.91% | Q1 2021 | Q1 2022 | 5 |
BLK | Blackrock Inc. | 5 | 5 | 1.23% | 1.41% | 1.62% | Q3 2022 | Q3 2023 | 5 |
CNXC | Concentrix Corp. | 5 | 5 | 0.30% | 0.44% | 0.52% | Q2 2021 | Q2 2022 | 5 |
CSH | Cash America Intl Inc. | 5 | 5 | 0.26% | 0.33% | 0.41% | Q2 2015 | Q2 2016 | 5 |
RGR | Sturm Ruger & Co. | 5 | 5 | 0.11% | 0.17% | 0.20% | Q3 2014 | Q3 2015 | 5 |
SDXAY | Sodexo | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WMT | Wal-Mart Stores | 4 | 4 | 3.11% | 3.34% | 3.57% | Q2 2013 | Q1 2014 | 4 |
WSH | Willis Group Holdings | 4 | 4 | 1.93% | 2.04% | 2.19% | Q2 2013 | Q1 2014 | 4 |
FBHS | Fortune Brands Innov. | 4 | 4 | 0.59% | 0.94% | 1.19% | Q4 2022 | Q3 2023 | 4 |
BEN | Franklin Resources | 4 | 4 | 0.80% | 0.89% | 0.95% | Q3 2018 | Q2 2019 | 4 |
ITT | ITT Inc. | 4 | 4 | 0.29% | 0.56% | 0.71% | Q4 2022 | Q3 2023 | 4 |
FDO | Family Dollar Stores | 4 | 4 | 0.30% | 0.47% | 0.59% | Q2 2013 | Q1 2014 | 4 |
HLF | Herbalife Nutrition | 4 | 4 | 0.28% | 0.37% | 0.46% | Q2 2021 | Q1 2022 | 4 |
INT | World Fuel Services | 4 | 4 | 0.23% | 0.35% | 0.41% | Q2 2013 | Q1 2014 | 4 |
SQM | Quimica y Min ADR | 4 | 4 | 0.17% | 0.35% | 0.47% | Q3 2014 | Q2 2015 | 4 |
FCFS | First Cash Financial | 4 | 4 | 0.24% | 0.28% | 0.33% | Q3 2015 | Q2 2016 | 4 |
WSO | Watsco Inc. | 4 | 4 | 0.20% | 0.27% | 0.30% | Q1 2019 | Q4 2019 | 4 |
BMRRY | B&M European Value | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYY | Sysco Corp. | 2 | 1 | 0.92% | 1.96% | 2.58% | Q2 2013 | Q3 2023 | 3 |
LUV | Southwest Airlines | 3 | 3 | 0.96% | 1.27% | 1.75% | Q3 2019 | Q1 2020 | 3 |
FOX | Fox Corp. Cl B | 3 | 3 | 0.82% | 0.93% | 1.00% | Q1 2019 | Q3 2019 | 3 |
FOXA | Fox Corp. Cl A | 3 | 3 | 0.78% | 0.87% | 0.93% | Q1 2019 | Q3 2019 | 3 |
FIVE | Five Below Inc. | 3 | 3 | 0.55% | 0.73% | 0.90% | Q2 2022 | Q4 2022 | 3 |
LILAK | Liberty Latin America | 3 | 3 | 0.46% | 0.49% | 0.52% | Q4 2017 | Q2 2018 | 3 |
LILAK | Liberty Global LiLAC - C | 3 | 3 | 0.24% | 0.46% | 0.58% | Q1 2017 | Q3 2017 | 3 |
HAIN | Hain Celestial Group | 3 | 3 | 0.19% | 0.24% | 0.28% | Q3 2018 | Q1 2019 | 3 |
OMI | Owens Minor Inc | 3 | 3 | 0.04% | 0.24% | 0.34% | Q2 2013 | Q4 2013 | 3 |
TIVO | TiVo Corporation | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2018 | Q3 2018 | 3 |
CASY | Casey's General Stores | 3 | 3 | 0.17% | 0.21% | 0.30% | Q1 2017 | Q3 2017 | 3 |
HNGR | Hanger Inc | 3 | 3 | 0.11% | 0.12% | 0.16% | Q2 2014 | Q4 2014 | 3 |
IWM | iShares Russell 2000 | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 3 |
IWV | iShares TR Russell 3000 | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 3 |
CARR | Carrier Global | 2 | 2 | 2.21% | 2.30% | 2.38% | Q2 2023 | Q3 2023 | 2 |
AET | Aetna Inc. | 2 | 2 | 1.78% | 1.81% | 1.84% | Q2 2018 | Q3 2018 | 2 |
FN | Fabrinet | 2 | 2 | 0.42% | 0.47% | 0.53% | Q2 2023 | Q3 2023 | 2 |
CTS | CTS Corp | 2 | 2 | 0.31% | 0.40% | 0.48% | Q2 2023 | Q3 2023 | 2 |
AZEK | AZEK Co. | 2 | 2 | 0.25% | 0.27% | 0.29% | Q3 2022 | Q4 2022 | 2 |
MSA | Mine Safety | 2 | 2 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q3 2013 | 2 |
DRC | Dresser Rand Group | 2 | 2 | 0.01% | 0.10% | 0.20% | Q1 2014 | Q2 2014 | 2 |
CALM | Cal Maine Foods | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q1 2014 | 2 |
CCEP | Coca-Cola Europacific ... | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
RYAAY | Ryanair Holdings | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
VVV | Valvoline Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Core & Main | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 | |
MOLXA | Molex Inc - CL A | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
TKR | Timken Co | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
GNTX | Gentex Corp | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
MDR | McDermott Int'l | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
JOSB | Jos A Bank Clothiers | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
GDI | Gardner Denver Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
IR | Ingersoll-Rand Co | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
JKHY | Jack Henry Assoc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
KDN | Kaydon Corporation | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
LYV | Live Nation Entertain | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
IVE | iShares S&P 500 Value ETF | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
SPSM | SPDR S&P 600 Small Cap | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IJS | iShares S&P 600 Val. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VONV | Vanguard Russell 1000 ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ITOT | iShares Core S&P Total... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VOO | Vanguard S&P 500 ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
IWD | iShares Russell 1000 V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DIS | Walt Disney Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NLY | Annaly Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
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The securities at the top of the list , including Berkshire Hath. Cl B, SLB, and Carlisle Cos. Inc., are the highest-conviction holdings of FIDUCIARY MANAGEMENT INC /WI/.
The conviction is calculated by counting the number of quarters a security has been reported by FIDUCIARY MANAGEMENT INC /WI/. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FIDUCIARY MANAGEMENT INC /WI/ owns currently or has owned in the past.