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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 78 项
建仓 7
增持 12
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
EXPD
Expeditors Int'l.
-$173.1M
0
-100%
清仓
—
FirstCash Inc.
-$156.1M
0
-100%
增持
MU
Micron Technology Inc
+$143.9M
4,737,068
+13%
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。
建仓
FCFS
FirstCash Inc.
+$113.7M
1,520,059
增持
TJX
TJX Companies Inc.
+$95.5M
3,116,425
+46%
减持
MAS
Masco Corp
+$86.6M
8,479,654
-7%
减持
PHG
Koninklijke Philips NV
-$82.5M
6,922,537
-9%
减持
—
Comcast Corp.
-$82.1M
8,163,890
-7%
减持
DGX
Quest Diagnostics
-$79.3M
2,385,478
-30%
减持
UNH
UnitedHealth Group
+$78.0M
947,346
-7%
建仓
—
Skechers USA
+$71.2M
1,640,330
增持
—
Arch Capital Group
+$69.7M
5,958,589
+17%
增持
SNN
Smith & Nephew PLC
+$51.7M
8,128,292
+22%
减持
SCHW
Charles Schwab Corp
-$46.6M
5,043,201
-22%
减持
JPM
JPMorgan Chase
-$45.3M
2,396,264
-8%
减持
FMS
Fresenius Med. Care
-$42.0M
6,999,204
-9%
清仓
NPO
EnPro Industries Inc.
-$41.0M
0
-100%
减持
—
Chubb Corp
-$36.1M
1,511,084
-20%
减持
PPG
PPG Industries Inc
+$33.1M
1,781,603
-7%
清仓
R
Ryder System Inc.
-$32.1M
0
-100%
减持
HLI
Houlihan Lokey Inc.
-$28.8M
1,145,413
-28%
建仓
—
Gates Industrial
+$27.9M
1,753,018
减持
SONY
Sony Group Corp.
+$27.7M
4,205,280
-8%
增持
SSD
Simpson Mfg. Co.
+$25.1M
373,740
+49%
增持
NSIT
Insight Enterprises
+$24.5M
935,067
+12%
增持
—
Beacon Roofing
+$23.5M
1,133,460
+30%
减持
—
Meta Platforms
-$21.8M
809,246
-7%
增持
—
Booking Holdings Inc
+$21.7M
212,224
+3%
减持
OMC
Omnicom Group
-$17.2M
3,486,765
-7%
增持
FCN
FTI Consulting Inc
+$17.1M
597,587
+8%
减持
DOV
Dover Corp
+$17.1M
1,430,012
-8%
减持
PCAR
Paccar Inc.
+$16.7M
3,584,320
-6%
减持
RHI
Robert Half Int'l. Inc.
-$16.7M
966,833
-22%
减持
—
Eaton Corp
+$16.4M
1,216,675
-6%
减持
ARW
Arrow Electronics Inc.
+$16.2M
900,137
-3%
减持
DG
Dollar General Corp
+$16.1M
2,144,761
-7%
减持
PGR
Progressive Corp.
+$15.8M
2,855,773
-7%
增持
CNXC
Concentrix Corp.
+$14.7M
381,548
+26%
减持
DLTR
Dollar Tree
-$13.0M
2,486,631
-34%
减持
EMR
Emerson Electric Co.
-$12.5M
1,471,874
-7%
减持
TRS
TriMas Corp.
+$11.0M
2,899,067
-3%
减持
—
Genpact Ltd.
+$10.8M
2,835,446
-4%
减持
AOS
A.O. Smith Corp.
+$10.6M
462,576
-3%
减持
—
nVent Electric PLC
+$10.5M
2,451,725
-4%
减持
CSL
Carlisle Cos. Inc.
-$10.1M
641,778
-25%
减持
SLB
Schlumberger Ltd.
-$9.8M
8,033,171
-5%
减持
KBR
KBR Inc.
+$9.5M
1,327,966
-3%
减持
BRK/B
Berkshire Hath. Cl B
+$9.5M
2,432,627
-8%
建仓
IVV
iShares S&P 500
+$9.4M
19,688
建仓
—
Triton International
+$8.9M
147,148
减持
NTRS
Northern Trust Corp
+$8.7M
2,578,456
-7%
减持
BJ
BJ's Wholesale Club
+$8.5M
787,117
-2%
减持
—
Kennedy-Wilson Hld.
+$8.2M
3,384,775
-3%
增持
HSIC
Henry Schein Inc.
+$8.1M
1,310,481
+7%
减持
—
Howard Hughes Corp.
+$7.0M
625,449
-3%
减持
LCII
LCI Industries
+$7.0M
423,689
-3%
减持
—
Flowserve Corp
-$6.3M
1,514,160
-0%
减持
—
Applied Ind. Tech.
+$6.0M
629,968
-3%
减持
MAN
Manpowergroup Inc.
-$5.9M
416,642
-3%
减持
PLXS
Plexus Corp
+$5.8M
1,026,860
-1%
减持
—
Herbalife Nutrition
-$4.2M
1,138,154
-5%
减持
TRN
Trinity Industries
+$3.8M
1,500,649
-2%
减持
XRAY
Dentsply Sirona Inc.
-$3.7M
957,421
-3%
减持
WWD
Woodward Inc.
-$3.4M
424,702
-4%
减持
—
CDK Global
-$3.0M
1,010,411
-5%
减持
PAHC
Phibro Animal Health
-$3.0M
1,596,416
-3%
减持
—
White Mountains Ins.
-$2.6M
35,432
-2%
减持
—
Primerica Inc.
-$2.5M
458,244
-3%
建仓
IWV
iShares TR Russell 3000
+$2.2M
7,895
增持
—
Unilever PLC ADR
-$1.9M
6,555,817
+0%
减持
LGIH
LGI Homes Inc
+$1.9M
183,948
-2%
减持
HII
Huntington Ingalls
-$1.8M
165,228
-2%
减持
ZION
Zions Bancorporation
-$1.4M
1,760,012
-3%
减持
—
Interpublic Group
-$1.4M
3,508,494
-3%
减持
—
Alphabet Inc - Cl A
+$1.4M
110,300
-7%
减持
BRC
Brady Corp Cl A
+$1.1M
491,740
-2%
建仓
IJR
iShares S&P 600
+$874.0K
7,630
减持
DCI
Donaldson Co. Inc.
-$348.0K
1,048,373
-4%
