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FIDUCIARY MANAGEMENT INC /WI/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FIDUCIARY MANAGEMENT INC /WI/
报告期 2026-03-31 · CIK 0000764532
持仓数
62
前50大市值合计
$7.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 76 项
建仓 3
增持 43
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
PEP
PepsiCo Inc.
-$111.1M
0
-100%
增持
SONY
Sony Group Corp.
+$88.5M
4,556,296
+7%
增持
PCAR
Paccar Inc.
+$86.0M
3,796,644
+59%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
GHC
Graham Holdings Co.
-$66.3M
0
-100%
减持
SNN
Smith & Nephew PLC
-$61.1M
6,688,117
-0%
减持
PPG
PPG Industries Inc
-$54.1M
1,916,681
-1%
建仓
KBR
KBR Inc.
+$53.7M
1,363,650
增持
FMS
Fresenius Med. Care
-$47.9M
7,698,056
+1%
建仓
BJ
BJ's Wholesale Club
+$44.3M
805,735
减持
—
Eaton Corp
-$42.1M
1,298,370
-18%
减持
DGX
Quest Diagnostics
+$41.5M
3,386,134
-1%
建仓
—
Beacon Roofing
+$41.5M
868,724
减持
—
Booking Holdings Inc
+$36.2M
205,367
-0%
减持
MAS
Masco Corp
-$32.3M
9,159,222
-0%
增持
—
Alphabet Inc - Cl A
+$30.4M
118,998
+1%
清仓
—
Armstrong World Ind.
-$28.7M
0
-100%
减持
OMC
Omnicom Group
-$28.5M
3,762,938
-0%
增持
—
Unilever PLC ADR
-$27.4M
6,538,845
+0%
减持
SLB
Schlumberger Ltd.
-$25.1M
8,448,223
-2%
减持
—
Chubb Corp
+$23.6M
1,892,099
-1%
减持
NTRS
Northern Trust Corp
-$23.6M
2,779,787
-1%
增持
—
FirstCash Inc.
+$20.6M
1,784,113
+1%
增持
PGR
Progressive Corp.
-$20.6M
3,067,795
+1%
减持
JPM
JPMorgan Chase
+$19.4M
2,594,779
-0%
减持
BRK/B
Berkshire Hath. Cl B
-$19.3M
2,630,254
-1%
增持
HLI
Houlihan Lokey Inc.
+$18.1M
1,600,578
+1%
减持
DLTR
Dollar Tree
-$17.0M
3,785,783
-1%
增持
—
Interpublic Group
+$16.3M
3,621,354
+1%
减持
ZION
Zions Bancorporation
+$16.3M
1,819,097
-0%
减持
R
Ryder System Inc.
-$16.2M
388,702
-40%
增持
RHI
Robert Half Int'l. Inc.
+$14.8M
1,240,873
+1%
减持
DG
Dollar General Corp
-$14.2M
2,308,407
-1%
减持
UNH
UnitedHealth Group
-$14.0M
1,017,707
-1%
减持
—
Comcast Corp.
-$13.9M
8,814,571
-1%
增持
CNXC
Concentrix Corp.
+$12.7M
301,778
+19%
增持
MU
Micron Technology Inc
-$11.6M
4,189,424
+15%
增持
—
Herbalife Nutrition
-$11.1M
1,198,494
+2%
增持
EXPD
Expeditors Int'l.
-$10.1M
1,453,182
+0%
减持
XRAY
Dentsply Sirona Inc.
-$10.0M
984,595
-7%
增持
DOV
Dover Corp
+$8.8M
1,560,264
+0%
增持
CSL
Carlisle Cos. Inc.
+$8.4M
851,628
+1%
减持
—
Millicom International
-$8.0M
1,607,500
-4%
增持
—
Genpact Ltd.
+$7.9M
2,940,585
+1%
增持
TRS
TriMas Corp.
+$7.7M
2,975,013
+2%
增持
—
Flowserve Corp
-$7.6M
1,517,444
+2%
减持
EMR
Emerson Electric Co.
-$7.4M
1,585,042
-3%
增持
NSIT
Insight Enterprises
-$7.2M
834,830
+1%
减持
—
Howard Hughes Corp.
-$6.9M
645,080
-1%
增持
—
CDK Global
-$6.7M
1,061,880
+2%
增持
DCI
Donaldson Co. Inc.
-$5.7M
1,088,228
+1%
减持
MAN
Manpowergroup Inc.
-$5.3M
428,643
-1%
增持
PHG
Koninklijke Philips NV
-$5.0M
7,597,514
+10%
增持
AOS
A.O. Smith Corp.
-$4.9M
476,069
+1%
减持
NPO
EnPro Industries Inc.
-$4.9M
470,865
-0%
增持
PAHC
Phibro Animal Health
-$4.8M
1,650,804
+18%
增持
HSIC
Henry Schein Inc.
+$4.2M
1,228,063
+2%
增持
—
Kennedy-Wilson Hld.
+$4.0M
3,473,666
+1%
增持
—
nVent Electric PLC
+$4.0M
2,555,540
+2%
增持
—
Meta Platforms
-$3.9M
866,198
+1%
增持
WWD
Woodward Inc.
-$3.1M
440,496
+2%
增持
LGIH
LGI Homes Inc
-$3.0M
186,948
+2%
增持
LCII
LCI Industries
+$2.7M
438,744
+2%
增持
TJX
TJX Companies Inc.
-$2.5M
2,138,462
+0%
增持
HII
Huntington Ingalls
-$2.4M
168,969
+2%
增持
BRC
Brady Corp Cl A
-$2.1M
501,760
+2%
增持
—
Primerica Inc.
+$2.0M
473,435
+3%
减持
SCHW
Charles Schwab Corp
-$1.9M
6,463,207
-0%
增持
—
White Mountains Ins.
-$1.9M
36,043
+2%
减持
ARW
Arrow Electronics Inc.
-$1.9M
931,626
-0%
增持
TRN
Trinity Industries
+$1.4M
1,526,981
+2%
增持
—
Arch Capital Group
-$1.3M
5,111,603
+1%
增持
—
Applied Ind. Tech.
+$695.0K
651,084
+2%
清仓
ITOT
iShares Core S&P Total U.S.
-$597.0K
0
-100%
增持
FCN
FTI Consulting Inc
+$495.0K
553,499
+2%
增持
PLXS
Plexus Corp
-$330.0K
1,036,172
+2%
增持
SSD
Simpson Mfg. Co.
-$199.0K
251,150
+2%
