Fiduciary Management Inc Portfolio Holdings

Fiduciary Management Inc

  • $10.1 Billion
  • Q4 2024

Fiduciary Management Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.1 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $558M, Aramark with a value of $427M, Genpact LTD with a value of $393M, Schwab Charles Corp with a value of $354M, and Berkshire Hathaway Inc Class B with a value of $311M.

Examining the 13F form we can see an decrease of $544M in the current position value, from $10.6B to 10.1B.

Fiduciary Management Inc is based out at Milwaukee, WI

Below you can find more details about Fiduciary Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $10.1 Billion
Industrials: $2.94 Billion
Financial Services: $1.68 Billion
Technology: $1.49 Billion
Consumer Cyclical: $1.25 Billion
Healthcare: $1.14 Billion
Consumer Defensive: $851 Million
Energy: $293 Million
Communication Services: $267 Million
Other: $158 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.7B
$95.5 Million 0.95% of portfolio
49,114
Q4 2024 Reduced 0.42%
$15.2B
$93.1 Million 0.93% of portfolio
444,100
Q4 2024 New
$144B
$85.7 Million 0.85% of portfolio
709,138
Q4 2024 Reduced 5.94%
$9.46B
$85.6 Million 0.85% of portfolio
545,059
Q4 2024 Added 0.3%
$6.05B
$81.2 Million 0.81% of portfolio
1,137,130
Q4 2024 Added 0.15%
$1.01B
$64.2 Million 0.64% of portfolio
2,610,861
Q4 2024 Reduced 18.14%
$1.48B
$63.7 Million 0.63% of portfolio
1,207,804
Q4 2024 Reduced 0.24%
$3.06B
$62.9 Million 0.63% of portfolio
4,116,988
Q4 2024 New
$10.2B
$58.3 Million 0.58% of portfolio
243,440
Q4 2024 Reduced 54.12%
$11.1B
$1.73 Million 0.02% of portfolio
104,940
Q4 2024 Added 0.43%
$3.96B
$1.48 Million 0.01% of portfolio
81,752
Q4 2024 Added 5.12%
$61.2B
$1.05 Million 0.01% of portfolio
8,285
Q4 2024 Reduced 1.95%
$13.7B
$0 0.0% of portfolio
-
Q4 2024 New
$263B
$208,000 0.0% of portfolio
5,991
Q2 2024 New
$4.53B
$0 0.0% of portfolio
-
Q3 2024 Added 13.17%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $10.1 Billion
  • Prior Value $10.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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