FIDUCIARY MANAGEMENT INC /WI/
MILWAUKEE WI · SEC CIK 0000764532
$80.57亿2026Q1 申报市值
62持仓数
32.6%前十大占比 · 第一大 5.3%
4 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FCN 新建仓+$1.46亿
PNC 新建仓+$1.32亿
SUNB 新建仓+$1.25亿
BKNG 加仓+$8,763.36万
CDW 加仓+$5,078.36万
2026Q1 卖出最多 按季末市值估算
PLXS 清仓-$1.90亿
SLB 清仓-$1.62亿
CSX 清仓-$1.46亿
SONY 清仓-$1.43亿
GOOGL 减仓-$1.37亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLXS | Plexus Corp | $0 | 0.00% | 0 | -1,290,446 | -100.0% | -$1.90亿 | 清仓 |
| SLB | SLB | $0 | 0.00% | 0 | -4,227,636 | -100.0% | -$1.62亿 | 清仓 |
| CSX | CSX Corp | $0 | 0.00% | 0 | -4,016,503 | -100.0% | -$1.46亿 | 清仓 |
| SONY | Sony Group Corp. | $0 | 0.00% | 0 | -5,597,452 | -100.0% | -$1.43亿 | 清仓 |
| ICLR | Icon Plc | $0 | 0.00% | 0 | -480,996 | -100.0% | -$8,764.71万 | 清仓 |
| IJR | iShares S&P 600 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | iShares S&P 500 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Ashtead Group PLC | $0 | 0.00% | 0 | -26,208 | -100.0% | -$185.40万 | 清仓 |
| — | Rexel | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | B&M European Value | $10.64万 | 0.00% | 12,165 | -381 | -3.0% | -$3,334 | 减仓 |
| — | Edenred | $13.84万 | 0.00% | 14,271 | 2,484 | 21.1% | $2.41万 | 加仓 |
| — | IMCD N.V. | $20.91万 | 0.00% | 4,002 | 4,002 | — | $20.91万 | 新建仓 |
| — | iShares S&P 500 | $33.66万 | 0.00% | 443 | 1 | 0.2% | $760 | 加仓 |
| — | Weir Group PLC | $125.49万 | 0.02% | 34,009 | -26,804 | -44.1% | -$98.91万 | 减仓 |
| — | Informa PLC | $146.85万 | 0.02% | 72,000 | 59,919 | 496.0% | $122.21万 | 加仓 |
| — | Sodexo | $175.68万 | 0.02% | 170,072 | 31,026 | 22.3% | $32.05万 | 加仓 |
| RHI | Robert Half Inc. | $4,339.56万 | 0.54% | 1,708,488 | -56,621 | -3.2% | -$143.82万 | 减仓 |
| CTS | CTS Corp | $4,978.75万 | 0.62% | 1,042,452 | -42,093 | -3.9% | -$201.04万 | 减仓 |
| AIT | Applied Ind. Tech. | $5,463.68万 | 0.68% | 205,928 | -10,221 | -4.7% | -$271.18万 | 减仓 |
| BJ | BJ's Wholesale Club | $6,785.07万 | 0.84% | 689,400 | -34,753 | -4.8% | -$342.04万 | 减仓 |
| CCEP | Coca-Cola Europacific | $7,272.67万 | 0.90% | 802,103 | -208,357 | -20.6% | -$1,889.17万 | 减仓 |
| SSD | Simpson Mfg. Co. | $7,451.89万 | 0.92% | 434,209 | -20,986 | -4.6% | -$360.16万 | 减仓 |
| FBIN | Fortune Brands Innov. | $8,075.59万 | 1.00% | 2,072,259 | -55,249 | -2.6% | -$215.31万 | 减仓 |
| RYAAY | Ryanair Holdings | $8,334.66万 | 1.03% | 1,441,982 | -92,949 | -6.1% | -$537.25万 | 减仓 |
| LPX | Louisiana-Pacific Corp. | $9,205.77万 | 1.14% | 1,265,398 | 167,265 | 15.2% | $1,216.85万 | 加仓 |
| GOOGL | Alphabet Inc - Cl A | $9,422.82万 | 1.17% | 327,682 | -474,997 | -59.2% | -$1.37亿 | 减仓 |
| UNH | UnitedHealth Group | $9,685.80万 | 1.20% | 357,951 | -35,206 | -9.0% | -$952.64万 | 减仓 |
| FMS | Fresenius Med. Care | $1.01亿 | 1.25% | 4,462,106 | -499,863 | -10.1% | -$1,127.69万 | 减仓 |
| COF | Capital One Financial | $1.07亿 | 1.33% | 585,777 | -70,958 | -10.8% | -$1,294.49万 | 减仓 |
| MSA | MSA Safety | $1.11亿 | 1.38% | 678,986 | -36,457 | -5.1% | -$597.71万 | 减仓 |
| MWA | Mueller Water Prod. | $1.14亿 | 1.42% | 4,156,199 | 990,807 | 31.3% | $2,723.73万 | 加仓 |
| PGR | Progressive Corp. | $1.15亿 | 1.43% | 579,706 | 171,625 | 42.1% | $3,402.29万 | 加仓 |
| HURN | Huron Consulting | $1.15亿 | 1.43% | 903,400 | 379,075 | 72.3% | $4,832.83万 | 加仓 |
| HLI | Houlihan Lokey Inc. | $1.15亿 | 1.43% | 803,572 | 106,279 | 15.2% | $1,526.38万 | 加仓 |
| DLTR | Dollar Tree | $1.17亿 | 1.45% | 1,067,313 | -116,439 | -9.8% | -$1,275.12万 | 减仓 |
| HAYW | Hayward Holdings | $1.17亿 | 1.45% | 8,738,960 | -350,906 | -3.9% | -$469.51万 | 减仓 |
| DCI | Donaldson Co. Inc. | $1.21亿 | 1.50% | 1,426,427 | -893,854 | -38.5% | -$7,586.14万 | 减仓 |
| CNM | Core & Main | $1.23亿 | 1.52% | 2,482,510 | -130,434 | -5.0% | -$644.34万 | 减仓 |
| SUNB | Sunbelt Rentals | $1.25亿 | 1.55% | 1,921,250 | 1,921,250 | — | $1.25亿 | 新建仓 |
| NSIT | Insight Enterprises | $1.26亿 | 1.56% | 1,875,277 | 552,719 | 41.8% | $3,703.77万 | 加仓 |
| CVCO | Cavco Industries | $1.30亿 | 1.61% | 267,514 | 71,801 | 36.7% | $3,477.25万 | 加仓 |
| UL | Unilever PLC ADR | $1.31亿 | 1.62% | 2,294,923 | -273,795 | -10.7% | -$1,559.81万 | 减仓 |
| PNC | PNC Financial Services | $1.32亿 | 1.64% | 636,078 | 636,078 | — | $1.32亿 | 新建仓 |
| SYY | Sysco Corp. | $1.34亿 | 1.66% | 1,876,385 | -231,479 | -11.0% | -$1,651.14万 | 减仓 |
| PHG | Koninklijke Philips NV | $1.36亿 | 1.69% | 4,976,913 | -1,566,209 | -23.9% | -$4,291.41万 | 减仓 |
| ACGL | Arch Capital Group | $1.40亿 | 1.74% | 1,461,096 | 348,893 | 31.4% | $3,349.02万 | 加仓 |
| DGX | Quest Diagnostics | $1.41亿 | 1.75% | 720,986 | -325,935 | -31.1% | -$6,387.67万 | 减仓 |
| MAS | Masco Corp | $1.43亿 | 1.77% | 2,368,825 | -267,793 | -10.2% | -$1,616.67万 | 减仓 |
| OMF | OneMain Holdings | $1.44亿 | 1.78% | 2,683,426 | -129,602 | -4.6% | -$693.24万 | 减仓 |
| HSIC | Henry Schein Inc. | $1.44亿 | 1.79% | 1,954,083 | -339,514 | -14.8% | -$2,502.22万 | 减仓 |
| FCN | FTI Consulting Inc | $1.46亿 | 1.81% | 823,713 | 823,713 | — | $1.46亿 | 新建仓 |
| BRK/B | Berkshire Hath. Cl B | $1.46亿 | 1.81% | 304,648 | -41,352 | -12.0% | -$1,981.59万 | 减仓 |
| ALLE | Allegion PLC | $1.50亿 | 1.86% | 1,033,019 | 17,236 | 1.7% | $250.42万 | 加仓 |
| ARW | Arrow Electronics Inc. | $1.50亿 | 1.87% | 1,048,441 | -555,939 | -34.7% | -$7,972.72万 | 减仓 |
| — | Gates Industrial | $1.50亿 | 1.87% | 6,654,116 | -300,416 | -4.3% | -$679.24万 | 减仓 |
| ATR | AptarGroup Inc. | $1.58亿 | 1.96% | 1,252,338 | 4,781 | 0.4% | $60.25万 | 加仓 |
| ZION | Zions Bancorporation | $1.61亿 | 1.99% | 2,787,957 | -106,650 | -3.7% | -$614.52万 | 减仓 |
| VVV | Valvoline Inc. | $1.63亿 | 2.02% | 4,828,931 | -143,432 | -2.9% | -$483.08万 | 减仓 |
| CSL | Carlisle Cos. Inc. | $1.65亿 | 2.04% | 493,744 | -41,837 | -7.8% | -$1,395.77万 | 减仓 |
| FCFS | FirstCash Inc. | $1.71亿 | 2.13% | 912,051 | -52,229 | -5.4% | -$981.91万 | 减仓 |
| PRI | Primerica Inc. | $1.73亿 | 2.15% | 692,022 | 80,741 | 13.2% | $2,022.40万 | 加仓 |
| CDW | CDW Corp | $1.75亿 | 2.17% | 1,443,309 | 419,630 | 41.0% | $5,078.36万 | 加仓 |
| WTM | White Mountains Ins. | $1.87亿 | 2.32% | 85,066 | -5,267 | -5.8% | -$1,157.14万 | 减仓 |
| ACN | Accenture PLC | $1.91亿 | 2.37% | 962,367 | 250,552 | 35.2% | $4,968.20万 | 加仓 |
| BDX | Becton Dickinson | $1.95亿 | 2.42% | 1,239,752 | 136,311 | 12.4% | $2,143.22万 | 加仓 |
| CARR | Carrier Global | $2.01亿 | 2.49% | 3,567,389 | -404,620 | -10.2% | -$2,278.42万 | 减仓 |
| AVY | Avery Dennison Corp. | $2.16亿 | 2.68% | 1,252,529 | -148,285 | -10.6% | -$2,560.59万 | 减仓 |
| FERG | Ferguson Enterprises | $3.12亿 | 3.87% | 1,337,332 | -148,774 | -10.0% | -$3,470.30万 | 减仓 |
| SCHW | Charles Schwab Corp | $3.26亿 | 4.04% | 3,465,521 | -406,791 | -10.5% | -$3,823.02万 | 减仓 |
| BKNG | Booking Holdings Inc | $3.95亿 | 4.91% | 93,911 | 20,814 | 28.5% | $8,763.36万 | 加仓 |
| ARMK | Aramark | $4.29亿 | 5.33% | 10,587,895 | -888,841 | -7.7% | -$3,603.36万 | 减仓 |