StockDriftsStockDriftsTop 50 Fiduciary Management INC Wi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARMK | Aramark | 5.28% | 6.52M | $371.0M | -38.42%(-4.07M) | $34.97(+78.43%) | 2026-06-30 | |
| BKNG | Booking Holdings Inc | 4.71% | 1.86M | $331.2M | -20.85%(-489.59K) | $100.58(+110.83%) | 2026-06-30 | |
| NSIT | Insight Enterprises | 3.81% | 2.20M | $267.7M | +17.18%(+322.24K) | $98.92(+55.94%) | 2026-06-30 | |
| SCHW | Charles Schwab Corp | 3.01% | 2.30M | $211.8M | -33.75%(-1.17M) | $54.16(+105.35%) | 2026-06-30 | |
| VVV | Valvoline Inc. | 2.88% | 5.12M | $202.5M | +6.08%(+293.41K) | $35.89(-4.75%) | 2026-06-30 | |
| HAYW | Hayward Holdings | 2.88% | 11.68M | $202.3M | +33.70%(+2.95M) | $14.97(+1.30%) | 2026-06-30 | |
| FERG | Ferguson Enterprises | 2.85% | 844.9K | $200.5M | -36.82%(-492.43K) | $155.03(+57.99%) | 2026-06-30 | |
| CDW | CDW Corp | 2.79% | 1.39M | $196.0M | -3.43%(-49.55K) | $167.31(-16.67%) | 2026-06-30 | |
| OMF | OneMain Holdings | 2.67% | 3.08M | $187.8M | +14.80%(+397.25K) | $51.05(+28.65%) | 2026-06-30 | |
| ZION | Zions Bancorporation | 2.55% | 2.59M | $179.3M | -7.06%(-196.70K) | $40.61(+76.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.52% | +8.29% | +48.89% |
| Top 20 Holdings Unweighted | +12.91% | +43.94% | +7.88% | +46.13% |
Fiduciary Management INC Wi reports $7.03B in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are ARMK (5.3%), BKNG (4.7%) and NSIT (3.8%). The top 20 holdings account for 55.31% of reported assets. Its disclosed equity book has returned +47.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fiduciary Management INC Wi, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fiduciary Management INC Wi’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 764532). View Fiduciary Management INC Wi’s 13F filings on SEC