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Fiduciary Management, Inc.
inversor institucional · cartera $7.03 mil M · 56 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 13.08.2026; cambio — frente a 31.03.2026 · 67
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Aramark Holdings US:ARMK | 6 520 495 | $371 M | 5.28% | −4 067 400 |
| Booking Holdings Inc US:BKNG | 1 858 189 | $331 M | 4.71% | +1 764 278 |
| Insight Enterprises Inc US:NSIT | 2 197 521 | $268 M | 3.81% | +322 244 |
| SCHWAB CHARLES CORP US:SCHW | 2 295 743 | $212 M | 3.01% | −1 169 778 |
| Valvoline Inc US:VVV | 5 122 337 | $203 M | 2.88% | +293 406 |
| Hayward Holdings Inc US:HAYW | 11 684 338 | $202 M | 2.88% | +2 945 378 |
| Ferguson Plc US:FERG | 844 907 | $201 M | 2.85% | −492 425 |
| CDW Corp US:CDW | 1 393 758 | $196 M | 2.79% | −49 551 |
| OneMain Holdings Inc US:OMF | 3 080 673 | $188 M | 2.67% | +397 247 |
| Zions Bancorporation US:ZION | 2 591 257 | $179 M | 2.55% | −196 700 |
| AptarGroup Inc US:ATR | 1 423 771 | $178 M | 2.54% | +171 433 |
| Gates Industrial CUSIP G39104107 | 6 189 245 | $173 M | 2.46% | nueva |
| Carlisle Companies Incorpora… US:CSL | 447 968 | $163 M | 2.31% | −45 776 |
| Cavco Industries Inc US:CVCO | 250 135 | $154 M | 2.19% | −17 379 |
| Mueller Water Products US:MWA | 5 902 018 | $152 M | 2.17% | +1 745 819 |
| Avery Dennison Corp US:AVY | 935 794 | $152 M | 2.16% | −316 735 |
| Primerica Inc US:PRI | 534 226 | $152 M | 2.16% | −157 796 |
| Henry Schein Inc US:HSIC | 1 817 353 | $152 M | 2.16% | −136 730 |
| Capital One Financial Corpor… US:COF | 753 703 | $151 M | 2.15% | +167 926 |
| FTI Consulting Inc US:FCN | 957 952 | $143 M | 2.03% | +134 239 |
| Carrier Global Corp US:CARR | 1 923 538 | $141 M | 2.01% | −1 643 851 |
| White Mountains Ins. CUSIP G9618E107 | 66 550 | $138 M | 1.96% | −18 516 |
| Louisiana-Pacific Corporatio… US:LPX | 1 751 120 | $138 M | 1.96% | +485 722 |
| UNITEDHEALTH GROUP INC US:UNH | 325 962 | $135 M | 1.93% | −31 989 |
| Masco Corporation US:MAS | 1 562 913 | $127 M | 1.81% | −805 912 |
| Becton Dickinson and Company US:BDX | 831 781 | $126 M | 1.79% | −407 971 |
| HOULIHAN LOKEY, INC. US:HLI | 938 411 | $126 M | 1.79% | +134 839 |
| MSA Safety Incorporated US:MSA | 713 768 | $125 M | 1.77% | +34 782 |
| Arch Capital Group CUSIP G0450A105 | 1 225 226 | $119 M | 1.69% | −235 870 |
| Huron Consulting Group Inc US:HURN | 1 293 304 | $117 M | 1.66% | +389 904 |
| Sunbelt Rentals Holdings, In… US:SUNB | 1 553 309 | $116 M | 1.65% | −367 941 |
| Donaldson Company Inc US:DCI | 1 279 144 | $115 M | 1.63% | −147 283 |
| Allegion PLC CUSIP G0176J109 | 803 654 | $113 M | 1.61% | −229 365 |
| Progressive Corp US:PGR | 513 457 | $112 M | 1.60% | −66 249 |
| Core & Main Inc US:CNM | 2 308 589 | $111 M | 1.58% | −173 921 |
| Unilever PLC US:UL · certificado de depósito | 1 786 644 | $107 M | 1.53% | −508 279 |
| Accenture PLC CUSIP G1151C101 | 855 060 | $106 M | 1.51% | −107 307 |
| Fortune Brands Innovations I… US:FBIN | 1 928 059 | $106 M | 1.51% | −144 200 |
| PNC Financial Services Group… US:PNC | 427 245 | $105 M | 1.50% | −208 833 |
| Quest Diagnostics Incorporat… US:DGX | 483 557 | $102 M | 1.46% | −237 429 |
| Koninklijke Philips NV ADR US:PHG · certificado de depósito | 3 459 961 | $94.1 M | 1.34% | −1 516 952 |
| BJs Wholesale Club Holdings… US:BJ | 988 158 | $86.2 M | 1.23% | +298 758 |
| DOLLAR TREE, INC. US:DLTR | 707 327 | $85.6 M | 1.22% | −359 986 |
| Simpson Manufacturing Compan… US:SSD | 404 809 | $84.7 M | 1.21% | −29 400 |
| Ryanair Holdings PLC ADR US:RYAAY · certificado de depósito | 1 285 919 | $83.3 M | 1.18% | −156 063 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 143 322 | $71.7 M | 1.02% | −161 326 |
| Fresenius Medical Care AG &… US:FMS · certificado de depósito | 2 937 829 | $66.4 M | 0.94% | −1 524 277 |
| Alliance Laundry Holdings In… US:ALH | 2 230 990 | $59.2 M | 0.84% | nueva |
| Robert Half International In… US:RHI | 1 521 878 | $46.7 M | 0.66% | −186 610 |
| FirstCash Inc US:FCFS | 189 663 | $41.0 M | 0.58% | −722 388 |
| Informa PLC ADR US:IFJPY · certificado de depósito | 70 966 | $1.71 M | 0.02% | −1 034 |
| Sodexo PK US:SDXAY · certificado de depósito | 137 928 | $1.59 M | 0.02% | −32 144 |
| iShares Core S&P 500 ETF US:IVV · ETF | 1 678 | $1.26 M | 0.02% | nueva |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 6 090 | $903 mil | 0.01% | nueva |
| Rexel SA ADR US:RXEEY · certificado de depósito | 4 544 | $202 mil | 0.00% | nueva |
| Edenred Malakoff ADR US:EDNMY · certificado de depósito | 13 586 | $173 mil | 0.00% | −685 |
| iShares S&P 500 CUSIP 066923566 | 0 (era 443) | — | — | vendida |
| CTS Corporation US:CTS | 0 (era 1 042 452) | — | — | vendida |
| IMCD N.V US:IMCDY · certificado de depósito | 0 (era 4 002) | — | — | vendida |
| SYSCO CORP US:SYY | 0 (era 1 876 385) | — | — | vendida |
| Coca-Cola Europacific CUSIP G25839104 | 0 (era 802 103) | — | — | vendida |
| Gates Industrial CUSIP G39108108 | 0 (era 6 654 116) | — | — | vendida |
| Weir Group PLC CUSIP G95248137 | 0 (era 34 009) | — | — | vendida |
| Alphabet Inc. US:GOOGL | 0 (era 327 682) | — | — | vendida |
| Applied Industrial Technolog… US:AIT | 0 (era 205 928) | — | — | vendida |
| Arrow Electronics Inc US:ARW | 0 (era 1 048 441) | — | — | vendida |
| B&M European Value Retail SA US:BMRRY · certificado de depósito | 0 (era 12 165) | — | — | vendida |
En las empresas de nuestra base de datos 2
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Koninklijke Philips NV ADR | 0.35% | 3 459 961 | 2026-06-30 |
| Greggs PLC | 0.01% | 5 552 | 2024-09-30 |
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