Funds › Fiduciary Management Inc
Fiduciary Management Inc
13F for Q3 2026, filed Nov 13, 2026. 55 positions worth $6.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$6.6B
−$479.8M (6.8%) vs Q2 2026
Positions
55
56 in Q2 2026
Top 10 share
31.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ARMK Aramark | 6.31M | $338.0M | 5.2% | -3.2% | 13F ↗ |
| 2 | BKNG Booking Holdings Inc. | 1.56M | $254.4M | 3.9% | -16.0% | 13F ↗ |
| 3 | NSIT Insight Enterprises, Inc. | 1.48M | $231.0M | 3.5% | -32.8% | 13F ↗ |
| 4 | SCHW Charles Schwab Corporation | 2.18M | $213.0M | 3.3% | -5.1% | 13F ↗ |
| 5 | VVV Valvoline Inc. | 6.29M | $189.7M | 2.9% | +22.9% | 13F ↗ |
| 6 | HLI Houlihan Lokey, Inc. | 1.47M | $185.9M | 2.8% | +56.8% | 13F ↗ |
| 7 | ATR AptarGroup, Inc. | 1.43M | $173.6M | 2.6% | +0.6% | 13F ↗ |
| 8 | OMF OneMain Holdings, Inc. | 3.10M | $171.8M | 2.6% | +0.7% | 13F ↗ |
| 9 | AVY Avery Dennison Corporation | 960,784 | $164.0M | 2.5% | +2.7% | 13F ↗ |
| 10 | ACN Accenture plc | 884,933 | $162.3M | 2.5% | +3.5% | 13F ↗ |
| 11 | HAYW Hayward Holdings, Inc. | 13.04M | $159.7M | 2.4% | +11.6% | 13F ↗ |
| 12 | ZION Zions Bancorporation N.A. | 2.51M | $157.2M | 2.4% | -3.2% | 13F ↗ |
| 13 | GTES Gates Industrial Corporation Ltd. | 5.96M | $156.2M | 2.4% | -3.7% | 13F ↗ |
| 14 | COF Capital One Financial Corporation | 808,453 | $156.1M | 2.4% | +7.3% | 13F ↗ |
| 15 | HURN Huron Consulting Group Inc. | 955,619 | $149.9M | 2.3% | -26.1% | 13F ↗ |
| 16 | FCN FTI Consulting, Inc. | 1.09M | $146.4M | 2.2% | +13.6% | 13F ↗ |
| 17 | LPX Louisiana-Pacific Corporation | 2.26M | $145.9M | 2.2% | +29.1% | 13F ↗ |
| 18 | FERG Ferguson Enterprises Inc. | 643,276 | $143.2M | 2.2% | -23.9% | 13F ↗ |
| 19 | PRI Primerica, Inc. | 525,699 | $143.2M | 2.2% | -1.6% | 13F ↗ |
| 20 | CSL Carlisle Companies Incorporated | 437,798 | $141.0M | 2.2% | -2.3% | 13F ↗ |
| 21 | BDX Becton, Dickinson and Company | 787,891 | $141.0M | 2.2% | -5.3% | 13F ↗ |
| 22 | MWA Mueller Water Products, Inc. | 6.63M | $140.9M | 2.2% | +12.4% | 13F ↗ |
| 23 | CVCO Cavco Industries, Inc. | 243,304 | $136.3M | 2.1% | -2.7% | 13F ↗ |
| 24 | WTM White Mountains Insurance Group, Ltd. | 65,295 | $131.0M | 2.0% | -1.9% | 13F ↗ |
| 25 | CARR Carrier Global Corporation | 2.37M | $129.9M | 2.0% | +23.1% | 13F ↗ |
| 26 | CDW CDW Corporation | 1.00M | $128.6M | 2.0% | -28.0% | 13F ↗ |
| 27 | MSA MSA Safety Incorporated | 712,888 | $126.8M | 1.9% | -0.1% | 13F ↗ |
| 28 | SUNB Sunbelt Rentals Holdings, Inc. | 1.69M | $123.9M | 1.9% | +8.9% | 13F ↗ |
| 29 | ALLE Allegion plc | 761,866 | $117.2M | 1.8% | -5.2% | 13F ↗ |
| 30 | DCI Donaldson Company, Inc. | 1.24M | $107.9M | 1.6% | -3.1% | 13F ↗ |
| 31 | ACGL Arch Capital Group Ltd. | 1.16M | $107.5M | 1.6% | -5.0% | 13F ↗ |
| 32 | GXO GXO Logistics, Inc. | 2.36M | $104.8M | 1.6% | New | 13F ↗ |
| 33 | PNC PNC Financial Services Group, Inc. | 463,939 | $103.1M | 1.6% | +8.6% | 13F ↗ |
| 34 | UL Unilever PLC · ADR | 1.69M | $102.8M | 1.6% | -5.2% | 13F ↗ |
| 35 | PGR Progressive Corporation | 486,630 | $100.9M | 1.5% | -5.2% | 13F ↗ |
| 36 | MAS Masco Corporation | 1.49M | $100.4M | 1.5% | -4.7% | 13F ↗ |
| 37 | JKHY Jack Henry & Associates, Inc. | 657,123 | $94.1M | 1.4% | New | 13F ↗ |
| 38 | CNM Core & Main, Inc. | 2.22M | $92.2M | 1.4% | -3.7% | 13F ↗ |
| 39 | UNH UnitedHealth Group Incorporated | 247,983 | $91.0M | 1.4% | -23.9% | 13F ↗ |
| 40 | BJ BJ's Wholesale Club Holdings, Inc. | 985,809 | $90.7M | 1.4% | -0.2% | 13F ↗ |
| 41 | ALH Alliance Laundry Holdings Inc. | 3.81M | $81.2M | 1.2% | +70.8% | 13F ↗ |
| 42 | PHG Koninklijke Philips N.V. · Ny Regis Shs New | 3.29M | $80.4M | 1.2% | -4.8% | 13F ↗ |
| 43 | RYAAY Ryanair Holdings plc · ADR | 1.46M | $80.3M | 1.2% | +13.5% | 13F ↗ |
| 44 | DLTR Dollar Tree, Inc. | 667,640 | $76.1M | 1.2% | -5.6% | 13F ↗ |
| 45 | HSIC Henry Schein, Inc. | 878,180 | $73.7M | 1.1% | -51.7% | 13F ↗ |
| 46 | BRK-B Berkshire Hathaway Inc. Class B | 138,568 | $69.0M | 1.1% | -3.3% | 13F ↗ |
| 47 | SSD Simpson Manufacturing Company, Inc. | 394,494 | $67.4M | 1.0% | -2.5% | 13F ↗ |
| 48 | DGX Quest Diagnostics Incorporated | 256,367 | $59.8M | 0.9% | -47.0% | 13F ↗ |
| 49 | MSFT Microsoft Corporation | 114,585 | $58.8M | 0.9% | New | 13F ↗ |
| 50 | Relx Plc | 1.36M | $45.2M | 0.7% | New | 13F ↗ |
Showing the top 50 of 55 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
5 new, 17 added to, 33 trimmed, 6 exited, 0 unchanged. By estimated dollars.
New positions (5)
Added to (17)
| HLI Houlihan Lokey, Inc. | 1.47M | +56.8% | $67.4M |
| VVV Valvoline Inc. | 6.29M | +22.9% | $35.3M |
| ALH Alliance Laundry Holdings Inc. | 3.81M | +70.8% | $33.6M |
| LPX Louisiana-Pacific Corporation | 2.26M | +29.1% | $32.9M |
| CARR Carrier Global Corporation | 2.37M | +23.1% | $24.4M |
| FCN FTI Consulting, Inc. | 1.09M | +13.6% | $17.5M |
| HAYW Hayward Holdings, Inc. | 13.04M | +11.6% | $16.6M |
| MWA Mueller Water Products, Inc. | 6.63M | +12.4% | $15.5M |
| COF Capital One Financial Corporation | 808,453 | +7.3% | $10.6M |
| SUNB Sunbelt Rentals Holdings, Inc. | 1.69M | +8.9% | $10.2M |
Trimmed (33)
| NSIT Insight Enterprises, Inc. | 1.48M | -32.8% | -$112.6M |
| HSIC Henry Schein, Inc. | 878,180 | -51.7% | -$78.9M |
| HURN Huron Consulting Group Inc. | 955,619 | -26.1% | -$53.0M |
| DGX Quest Diagnostics Incorporated | 256,367 | -47.0% | -$53.0M |
| CDW CDW Corporation | 1.00M | -28.0% | -$50.0M |
| BKNG Booking Holdings Inc. | 1.56M | -16.0% | -$48.3M |
| FERG Ferguson Enterprises Inc. | 643,276 | -23.9% | -$44.9M |
| UNH UnitedHealth Group Incorporated | 247,983 | -23.9% | -$28.6M |
| SCHW Charles Schwab Corporation | 2.18M | -5.1% | -$11.4M |
| ARMK Aramark | 6.31M | -3.2% | -$11.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 55 | $6.6B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 56 | $7.0B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 62 | $8.1B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 67 | $9.1B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 68 | $9.9B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 67 | $10.4B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 66 | $10.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer