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Fiduciary Management Inc.

CIK 764532 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Fiduciary Management Inc. reported 56 US-listed holdings worth $7.03 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Aramark (5.3%), Booking Holdings Inc. (4.7%) and Insight Enterprises Inc. (3.8%). Against the quarter before, it opened 5 positions, added to 14, trimmed 37 and sold out of 11.

Reported holdings$7.03B-12.7% on Q1 2026
Positions56-6 on Q1 2026
The largest ten33.4%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toTrimmed
ARMK5.3%BKNG4.7%NSIT3.8%SCHW3.0%VVV2.9%HAYW2.9%FERG2.9%CDW2.8%OMF2.7%ZION2.6%ATR2.5%GTES2.5%CSL2.3%CVCO2.2%42 more57.1%

The 14 largest of its 56 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $11.41 billion in 69 positions$11.4BQ3 24Q4 2024: $10.72 billion in 70 positions$10.7BQ4 24Q1 2025: $10.35 billion in 66 positions$10.4BQ1 25Q2 2025: $10.41 billion in 67 positions$10.4BQ2 25Q3 2025: $9.88 billion in 68 positions$9.88BQ3 25Q4 2025: $9.09 billion in 67 positions$9.09BQ4 25Q1 2026: $8.06 billion in 62 positions$8.06BQ1 26Q2 2026: $7.03 billion in 56 positions$7.03BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 14Trimmed 37Sold out 11
Opened: 5Added: 14Trimmed: 37Sold out: 11

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Gates Industrial Corp. Ltd. GTES$173.1 million
  2. Alliance Laundry Hldgs Inc. ALH$59.2 million
  3. iShares Core S&P 500 ETF IVV$1.3 million
  4. iShares Core S&P Small-Cap ETF IJR$903,208
  5. Rexel RXEEY$201,981

Added to 14

  1. Booking Holdings Inc. BKNG+1.8 million shares · +1879%
  2. Hayward Holdings, Inc. HAYW+2.9 million shares · +34%
  3. Mueller Water Products, Inc. MWA+1.7 million shares · +42%
  4. Insight Enterprises Inc. NSIT+322,244 shares · +17%
  5. Louisiana-Pacific Corp. LPX+485,722 shares · +38%
  6. Huron Consulting Group Inc. HURN+389,904 shares · +43%
  7. Capital One Financial Corp. COF+167,926 shares · +29%
  8. BJ's Wholesale Club Holdings, Inc. BJ+298,758 shares · +43%

and 6 more in the table below

Trimmed 37

  1. Aramark ARMK-4.1 million shares · -38%
  2. FirstCash Holdings, Inc. FCFS-722,388 shares · -79%
  3. Carrier Global Corp. CARR-1.6 million shares · -46%
  4. Ferguson Enterprises Inc. FERG-492,425 shares · -37%
  5. Charles Schwab Corp. SCHW-1.2 million shares · -34%
  6. Berkshire Hathaway Inc. Class B BRKB-161,326 shares · -53%
  7. Masco Corp. MAS-805,912 shares · -34%
  8. Becton Dickinson & Co. BDX-407,971 shares · -33%

and 29 more in the table below

Sold out of 11

  1. Gates Industrial Corp. Ltd. GTES$150.4 million last quarter
  2. Arrow Electronics, Inc. ARW$150.4 million last quarter
  3. Sysco Corp. SYY$133.8 million last quarter
  4. Alphabet Inc. GOOGL$94.2 million last quarter
  5. Coca-Cola Europacific Partners plc CCEP$72.7 million last quarter
  6. Applied Industrial Technologies Inc. AIT$54.6 million last quarter
  7. CTS Corp. CTS$49.8 million last quarter
  8. Weir Group PLC$1.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Aramark ARMK6,520,495$371.0 million5.28%-4,067,400
Booking Holdings Inc. BKNG1,858,189$331.2 million4.71%+1,764,278
Insight Enterprises Inc. NSIT2,197,521$267.7 million3.81%+322,244
Charles Schwab Corp. SCHW2,295,743$211.8 million3.01%-1,169,778
Valvoline Inc. VVV5,122,337$202.5 million2.88%+293,406
Hayward Holdings, Inc. HAYW11,684,338$202.3 million2.88%+2,945,378
Ferguson Enterprises Inc. FERG844,907$200.5 million2.85%-492,425
CDW Corp. CDW1,393,758$196.0 million2.79%-49,551
Onemain Hldgs Inc. OMF3,080,673$187.8 million2.67%+397,247
Zions Bancorporation, National Association ZION2,591,257$179.3 million2.55%-196,700
Aptargroup, Inc. ATR1,423,771$178.3 million2.54%+171,433
Gates Industrial Corp. Ltd. GTES6,189,245$173.1 million2.46%new
Carlisle Companies Inc. CSL447,968$162.5 million2.31%-45,776
Cavco Industries, Inc. CVCO250,135$153.7 million2.19%-17,379
Mueller Water Products, Inc. MWA5,902,018$152.4 million2.17%+1,745,819
Avery Dennison Corp. AVY935,794$151.9 million2.16%-316,735
Primerica, Inc. PRI534,226$151.8 million2.16%-157,796
Henry Schein Inc. HSIC1,817,353$151.8 million2.16%-136,730
Capital One Financial Corp. COF753,703$151.2 million2.15%+167,926
FTI Consulting, Inc. FCN957,952$142.7 million2.03%+134,239
Carrier Global Corp. CARR1,923,538$141.1 million2.01%-1,643,851
White Mtns Ins Group Ltd WTM66,550$138.0 million1.96%-18,516
Louisiana-Pacific Corp. LPX1,751,120$137.7 million1.96%+485,722
UnitedHealth Group Inc. UNH325,962$135.5 million1.93%-31,989
Masco Corp. MAS1,562,913$127.2 million1.81%-805,912
Becton Dickinson & Co. BDX831,781$125.9 million1.79%-407,971
Houlihan Lokey, Inc. HLI938,411$125.9 million1.79%+134,839
MSA Safety Inc. MSA713,768$124.6 million1.77%+34,782
Arch Capital Group Ltd. ACGL1,225,226$118.9 million1.69%-235,870
Huron Consulting Group Inc. HURN1,293,304$116.6 million1.66%+389,904
Sunbelt Rentals Holdings Inc. SUNB1,553,309$116.2 million1.65%-367,941
Donaldson Co. Inc. DCI1,279,144$114.8 million1.63%-147,283
Allegion plc ALLE803,654$112.9 million1.61%-229,365
Progressive Corp. PGR513,457$112.2 million1.60%-66,249
Core & Main, Inc. CNM2,308,589$111.4 million1.58%-173,921
Unilever plc UL1,786,644$107.4 million1.53%-508,279
Accenture plc ACN855,060$106.4 million1.51%-107,307
Fortune Brands Innovations, Inc. FBIN1,928,059$105.9 million1.51%-144,200
PNC Financial Services Group, Inc. PNC427,245$105.2 million1.50%-208,833
Quest Diagnostics Inc. DGX483,557$102.5 million1.46%-237,429
Koninklijke Philips N.V. PHG3,459,961$94.1 million1.34%-1,516,952
BJ's Wholesale Club Holdings, Inc. BJ988,158$86.2 million1.23%+298,758
Dollar Tree, Inc. DLTR707,327$85.6 million1.22%-359,986
Simpson Manufacturing Co., Inc. SSD404,809$84.7 million1.21%-29,400
Ryanair Holdings PLC RYAAY1,285,919$83.3 million1.18%-156,063
Berkshire Hathaway Inc. Class B BRKB143,322$71.7 million1.02%-161,326
Fresenius Medical Care AG FMS2,937,829$66.4 million0.94%-1,524,277
Alliance Laundry Hldgs Inc. ALH2,230,990$59.2 million0.84%new
Robert Half Inc. RHI1,521,878$46.7 million0.66%-186,610
FirstCash Holdings, Inc. FCFS189,663$41.0 million0.58%-722,388
Informa PLC SP ADR IFJPY70,966$1.7 million0.02%-1,034
Sodexo SDXAY137,928$1.6 million0.02%-32,144
iShares Core S&P 500 ETF IVV1,678$1.3 million0.02%new
iShares Core S&P Small-Cap ETF IJR6,090$903,2080.01%new
Rexel RXEEY4,544$201,9810.00%new
Edenred Sa-Unsp ADR EDNMY13,586$172,5420.00%-685
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.