Fiduciary-Management-Inc-Wi

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GTES",
  null,
  "PLXS",
  "ARW",
  "ATR",
  "NSIT",
  "GOOGL",
  "BLK",
  "AIT",
  "KMX",
  "FMS",
  "PHG",
  "RYAAY",
  "FERG",
  "FBIN",
  "SNN",
  "HLI",
  "BKNG",
  null,
  null,
  null,
  "RHI",
  "OMF",
  "ORLY",
  "ICLR",
  "IJR",
  "PGR",
  "IVV",
  "UNH",
  "MAS",
  "DGX",
  null,
  "SLB",
  "UL",
  "FCFS",
  "SCHW",
  "SKX",
  null,
  "PRI",
  "AVY",
  "TKR",
  "SONY",
  "ALLE",
  "VVV",
  "DLTR",
  "HSIC",
  "ARMK",
  null,
  "WTM",
  "HAYW",
  "G",
  "SSD",
  "SYY",
  "ZION",
  "NVT",
  "BRK-B",
  "BJ",
  "CARR",
  "CSL",
  "CDW",
  "CCEP",
  "CNM",
  "CSX",
  "CTS",
  "DCI",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 66
Total Value: 10351333809
Accession Number: 0000764532-25-000008
Form Type: 13F-HR
CIK: fiduciary-management-inc-wi
Manager Name: Fiduciary-Management-Inc-Wi

Data Enrichment

89% identified

59 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

66 positions • $10.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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05590Y100

Shares:83.2K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$10.4B)

045055100

Shares:4.7K

Value:$1.0M

% of Portfolio:0.0% ($1.0M/$10.4B)

464287804

IJR|464287804

Shares:7.1K

Value:$746.1K

% of Portfolio:0.0% ($746.1K/$10.4B)

45672B305

Shares:11.3K

Value:$236.4K

% of Portfolio:0.0% ($236.4K/$10.4B)

771195104

Shares:5.7K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$10.4B)

279655104

Shares:11.8K

Value:$192.0K

% of Portfolio:0.0% ($192.0K/$10.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip05590Y100)✕	83.2K	QoQ +1.77% (-1.4K) YoY +51.51% (-28.3K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$10.4B)	QoQ -24.38% (-$361.8K) YoY -25.97% (-$393.7K)
(cusip045055100)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$1.0M	0.0% ($1.0M/$10.4B)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(IJRcusip464287804)	7.1K	QoQ -46.13% (-6.1K) YoY NEW(+7.1K)	All Managers (Combined)	$746.1K	0.0% ($746.1K/$10.4B)	QoQ -51.10% (-$780.0K) YoY NEW(+$746.1K)
(cusip45672B305)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$236.4K	0.0% ($236.4K/$10.4B)	QoQ NEW(+$236.4K) YoY NEW(+$236.4K)
(cusip771195104)✕	5.7K	QoQ -4.42% (-265) YoY NEW(+5.7K)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$10.4B)	QoQ +12.75% (-$26.7K) YoY NEW(+$235.6K)
(cusip279655104)✕	11.8K	QoQ -4.73% (-585) YoY NEW(+11.8K)	All Managers (Combined)	$192.0K	0.0% ($192.0K/$10.4B)	QoQ -3.24% (-$6.4K) YoY NEW(+$192.0K)