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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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