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Portfolio (Quarterly) Guide ↗

FIDUCIARY MANAGEMENT INC /WI/

· CIK 0000764532
13F Portfolio $8.1B AUM 63 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 17 Added 39 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FCN FTI Consulting Inc Industrials 823,713.0 $145.6M 1.81% NEW $176.77 -13.3%
2 PNC PNC Financial Services Financial Services 636,078.0 $132.4M 1.64% NEW $208.09 +4.2%
3 SUNB Sunbelt Rentals Financial Services 1,921,250.0 $125.1M 1.55% NEW $65.09 +14.3%
4 IMCD N.V. 4,002.0 $209K 0.00% NEW $52.24

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.3%
Financial Services 24.7%
Healthcare 12.6%
Technology 9.0%
Consumer Cyclical 6.8%
Consumer Defensive 5.1%
Energy 2.1%
Communication Services 1.2%
Basic Materials 1.2%