Fiduciary Management Inc /wi/
Fiduciary Management Inc /wi/ reported 56 stocks worth $7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARMK (5.3%), BKNG (4.7%) and NSIT (3.8%). Compared with Q1 2026, the fund opened new positions in GTES, ALH and IVV, added to BKNG, NSIT and VVV, trimmed ARMK, SCHW and FERG and sold out of ARW, SYY and GOOGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ARMK Aramark | $371M | 5.3% | 6.5M | −4.1M (−38%) | 8 of 8 | |
| 2 |  BKNG Booking Hldgs Inc | $331M | 4.7% | 1.9M | +1.8M (+1879%) | 8 of 8 | |
| 3 |  NSIT Insight Enterprises Inc | $268M | 3.8% | 2.2M | +322K (+17%) | 8 of 8 | |
| 4 |  SCHW Schwab Charles Corp | $212M | 3.0% | 2.3M | −1.2M (−34%) | 8 of 8 | |
| 5 |  VVV Valvoline Inc | $203M | 2.9% | 5.1M | +293K (+6%) | 8 of 8 | |
| 6 |  HAYW Hayward Hldgs Inc | $202M | 2.9% | 11.7M | +2.9M (+34%) | 7 of 8 | |
| 7 |  FERG Ferguson Enterprises Inc | $201M | 2.9% | 845K | −492K (−37%) | 8 of 8 | |
| 8 |  CDW Cdw Corp | $196M | 2.8% | 1.4M | −50K (−3%) | 8 of 8 | |
| 9 |  OMF Onemain Hldgs | $188M | 2.7% | 3.1M | +397K (+15%) | 8 of 8 | |
| 10 |  ZION Zions Bancorporation N A | $179M | 2.5% | 2.6M | −197K (−7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
GATES INDL CORP PLC | $150M | 6.7M |
 ARW Arrow Electrs Inc | $150M | 1M |
 SYY Sysco Corp | $134M | 1.9M |
 GOOGL Alphabet Inc | $94.2M | 328K |
 CCEP Coca-Cola Europacific F | $72.7M | 802K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Management Inc /wi/ 13F FAQ
What does Fiduciary Management Inc /wi/ own?
Fiduciary Management Inc /wi/ reported 56 stocks worth $7B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARMK (5.3%), BKNG (4.7%) and NSIT (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Management Inc /wi/ buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 14 added to, 37 trimmed and 11 sold out. New positions include GTES, ALH and IVV. It sold all of ARW, SYY and GOOGL.
When will Fiduciary Management Inc /wi/ file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fiduciary Management Inc /wi/'s portfolio worth?
The Q2 2026 filing reports $7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.