13F Insight
DOSSIER · 13F-HR · Q1 2026

FIDUCIARY MANAGEMENT INC /WI/

$8.1B in tracked AUM across 62 positions as of Q1 2026.

FM
CIK 0000764532 · last filed Mar 31, 2026
Total AUM
$8.1B
as of Q1 2026
Holdings
62
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

FIDUCIARY MANAGEMENT INC /WI/ entered 2026-03-31 with $8.1B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a consumer cyclical tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

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.

#HoldingValueSharesWeight
01
ARMK
Aramark
$429M10.6M5.3%02
BKNG
Booking Holdings Inc
$395M94K4.9%03
SCHW
Charles Schwab Corp
$326M3.5M4.0%04
FERG
Ferguson Enterprises
$312M1.3M3.9%05
AVY
Avery Dennison Corp.
$216M1.3M2.7%06
CARR
Carrier Global
$201M3.6M2.5%07
BDX
Becton Dickinson
$195M1.2M2.4%08
G1151C101
Accenture PLC
$191M962K2.4%09
G9618E107
White Mountains Ins.
$187M85K2.3%10
CDW
CDW Corp
$175M1.4M2.2%

Filing history

2026Q1Mar 31
$8.1B▼ 11.4%
62 positionsView →2025Q4Dec 31
$9.1B▼ 8.0%
67 positionsView →2025Q3Sep 30
$9.9B▼ 5.1%
68 positionsView →2025Q2Jun 30
$10.4B▲ 0.6%
67 positionsLocked2025Q1Mar 31
$10.4B▼ 3.4%
66 positionsLocked2024Q4Dec 31
$10.7B▼ 6.1%
70 positionsLocked2024Q3Sep 30
$11.4B▲ 6.2%
69 positionsLocked2024Q2Jun 30
$10.7B▼ 4.3%
70 positionsLocked2024Q1Mar 31
$11.2B▲ 5.0%
68 positionsLocked2023Q4Dec 31
$10.7B▲ 8.9%
67 positionsLocked2023Q3Sep 30
$9.8B▼ 0.8%
67 positionsLocked2023Q2Jun 30
$9.9B▲ 0.1%
60 positionsLocked
Showing 12 of 100