AI Analysis · Q1 2026 · Q1 2026
FIDUCIARY MANAGEMENT INC /WI/ reported $8.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in consumer cyclical with leading positions in ARMK, BKNG, SCHW. Notable moves this quarter: CDW INCREASED (+$35.2M); G0450A INCREASED (+$33.6M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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