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Portfolio (Quarterly) Guide ↗

FIDUCIARY MANAGEMENT INC /WI/

· CIK 0000764532
13F Portfolio $9.1B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Ashtead Group PLC 26,208.0 $1.9M 0.02% NEW $70.74
62 Sodexo 139,046.0 $1.4M 0.02% NEW $10.29
63 iShares S&P 500 442.0 $352K 0.00% NEW $796.75
64 Informa PLC 12,081.0 $291K 0.00% NEW $24.09
65 Rexel 6,737.0 $264K 0.00% NEW $39.20
66 Edenred 11,787.0 $131K 0.00% NEW $11.15
67 B&M European Value 12,546.0 $113K 0.00% NEW $9.03
Page 4 of 4  ·  67 positions

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 35.5%
Financial Services 20.0%
Healthcare 14.3%
Technology 11.5%
Consumer Cyclical 5.9%
Consumer Defensive 5.3%
Energy 3.6%
Communication Services 2.9%
Basic Materials 1.0%