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FIDUCIARY MANAGEMENT INC /WI/ Last Quarter Change: USA Stocks, Sold Out

FIDUCIARY MANAGEMENT INC /WI/ quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FIDUCIARY MANAGEMENT INC /WI/ opened 2 positions, added to 14, reduced 35, sold out of 6 and left 0 unchanged. The largest increase in value was GTES (+$173,113,183); the largest decrease was ARW (-$150,356,924).

  • ARW: Country of operation United States; Class COM; Shares 2026-03-31 1,048,441; Shares 2026-06-30 0.
  • SYY: Country of operation United States; Class COM; Shares 2026-03-31 1,876,385; Shares 2026-06-30 0.
  • GOOGL: Country of operation United States; Class COM; Shares 2026-03-31 327,682; Shares 2026-06-30 0.
  • CCEP: Country of operation —; Class COM; Shares 2026-03-31 802,103; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 764532): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
ARW
Arrow Electronics Inc.
United StatesCOM1,048,4410-1,048,441$150,356,924$0-$150,356,924
SYY
Sysco Corp.
United StatesCOM1,876,3850-1,876,385$133,842,542$0-$133,842,542
GOOGL
Alphabet Inc - Cl A
United StatesCOM327,6820-327,682$94,228,236$0-$94,228,236
CCEP
Coca-Cola Europacific
COM802,1030-802,103$72,726,679$0-$72,726,679
AIT
Applied Ind. Tech.
United StatesCOM205,9280-205,928$54,636,817$0-$54,636,817
CTS
CTS Corp
United StatesCOM1,042,4520-1,042,452$49,787,508$0-$49,787,508

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