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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 79 项
建仓 4
增持 34
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
DGX
Quest Diagnostics
-$187.4M
1,646,275
-31%
减持
MAS
Masco Corp
-$184.3M
8,062,124
-5%
减持
SONY
Sony Group Corp.
-$180.8M
3,415,225
-19%
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
SAP
SAP
+$180.0M
1,622,179
建仓
KMX
CarMax Inc.
+$173.0M
1,792,829
增持
CSL
Carlisle Cos. Inc.
+$163.7M
1,313,336
+105%
减持
BRK/B
Berkshire Hath. Cl B
-$146.9M
1,644,851
-32%
减持
UNH
UnitedHealth Group
-$139.1M
660,076
-30%
清仓
EMR
Emerson Electric Co.
-$136.8M
0
-100%
减持
—
Comcast Corp.
-$120.6M
6,200,363
-24%
减持
JPM
JPMorgan Chase
-$109.7M
1,978,724
-17%
减持
—
Meta Platforms
-$101.0M
769,923
-5%
减持
MU
Micron Technology Inc
-$91.1M
4,495,605
-5%
建仓
—
CDW Corp
+$90.1M
503,546
减持
PPG
PPG Industries Inc
-$85.1M
1,694,903
-5%
减持
SLB
Schlumberger Ltd.
+$82.1M
7,810,839
-3%
增持
—
Alphabet Inc - Cl A
+$78.8M
143,226
+30%
减持
—
Unilever PLC ADR
-$76.2M
6,066,636
-7%
建仓
AVY
Avery Dennison Corp.
+$64.2M
369,255
减持
SCHW
Charles Schwab Corp
-$58.1M
4,341,302
-14%
减持
TJX
TJX Companies Inc.
-$56.4M
2,974,833
-5%
减持
DG
Dollar General Corp
-$53.0M
2,033,658
-5%
清仓
TRN
Trinity Industries
-$45.3M
0
-100%
减持
ARW
Arrow Electronics Inc.
-$42.2M
663,220
-26%
清仓
AOS
A.O. Smith Corp.
-$39.7M
0
-100%
减持
SNN
Smith & Nephew PLC
-$38.2M
7,622,581
-6%
减持
—
Eaton Corp
-$34.3M
1,159,506
-5%
减持
HLI
Houlihan Lokey Inc.
-$31.5M
991,164
-13%
清仓
HII
Huntington Ingalls
-$30.9M
0
-100%
减持
—
Booking Holdings Inc
-$30.2M
203,952
-4%
增持
PHG
Koninklijke Philips NV
-$27.9M
7,440,235
+7%
减持
DLTR
Dollar Tree
+$27.7M
2,354,523
-5%
减持
OMC
Omnicom Group
+$26.5M
3,321,579
-5%
增持
—
Triton International
+$26.3M
501,622
+241%
增持
—
CDK Global
+$26.0M
1,400,635
+39%
增持
DOV
Dover Corp
-$25.6M
1,491,662
+4%
减持
—
Chubb Corp
-$25.5M
1,246,291
-18%
减持
NTRS
Northern Trust Corp
-$23.5M
2,446,522
-5%
增持
—
Skechers USA
+$22.7M
2,303,954
+40%
增持
LCII
LCI Industries
-$21.7M
427,231
+1%
增持
—
Beacon Roofing
+$21.0M
1,451,259
+28%
减持
PCAR
Paccar Inc.
-$17.8M
3,389,956
-5%
增持
—
Genpact Ltd.
-$16.6M
3,077,114
+9%
增持
HSIC
Henry Schein Inc.
+$14.3M
1,328,998
+1%
增持
LGIH
LGI Homes Inc
+$14.0M
434,126
+136%
减持
—
Arch Capital Group
+$13.4M
5,746,224
-4%
增持
TRS
TriMas Corp.
-$12.9M
2,939,100
+1%
减持
PGR
Progressive Corp.
-$12.2M
2,464,534
-14%
增持
—
Herbalife Nutrition
-$11.4M
1,157,316
+2%
减持
ZION
Zions Bancorporation
-$10.5M
1,535,676
-13%
增持
BJ
BJ's Wholesale Club
+$10.3M
932,228
+18%
增持
KBR
KBR Inc.
+$10.2M
1,340,973
+1%
减持
PAHC
Phibro Animal Health
-$9.4M
1,161,380
-27%
减持
IVV
iShares S&P 500
-$9.0M
848
-96%
减持
—
Flowserve Corp
+$8.0M
1,513,375
-0%
增持
—
Gates Industrial
+$7.2M
2,329,522
+33%
增持
DCI
Donaldson Co. Inc.
+$7.1M
1,332,810
+27%
减持
FMS
Fresenius Med. Care
-$6.9M
6,541,454
-7%
减持
WWD
Woodward Inc.
-$6.7M
318,693
-25%
增持
—
Primerica Inc.
-$6.4M
466,852
+2%
增持
FCFS
FirstCash Inc.
-$6.3M
1,526,449
+0%
增持
—
Interpublic Group
-$5.6M
3,548,516
+1%
减持
—
Millicom International
-$5.3M
1,604,950
-0%
增持
—
White Mountains Ins.
+$4.9M
35,892
+1%
增持
CNXC
Concentrix Corp.
-$4.0M
384,946
+1%
增持
XRAY
Dentsply Sirona Inc.
+$3.9M
1,164,442
+22%
增持
BRC
Brady Corp Cl A
-$3.5M
496,191
+1%
增持
RHI
Robert Half Int'l. Inc.
+$3.4M
973,884
+1%
增持
SSD
Simpson Mfg. Co.
-$2.9M
450,435
+21%
增持
—
nVent Electric PLC
+$2.7M
2,755,186
+12%
增持
PLXS
Plexus Corp
-$2.4M
1,174,825
+14%
清仓
IWV
iShares TR Russell 3000
-$2.2M
0
-100%
增持
NSIT
Insight Enterprises
+$2.1M
948,788
+1%
减持
FCN
FTI Consulting Inc
+$2.1M
596,615
-0%
增持
—
Howard Hughes Corp.
+$2.0M
634,095
+1%
增持
—
Kennedy-Wilson Hld.
+$1.8M
3,386,245
+0%
增持
—
Applied Ind. Tech.
+$1.1M
640,925
+2%
清仓
IJR
iShares S&P 600
-$874.0K
0
-100%
增持
MAN
Manpowergroup Inc.
-$609.0K
425,291
+2%
