Long-term investor

Fiduciary Management Inc. @fiduciarymanagementincwi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000764532).

Record

  • Tracked since 2025-06-30 (454 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +990.0% · all +990.0%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ARMK · 5.3% · long · since 2025-06-30
  • BKNG · 4.7% · long · since 2025-06-30
  • NSIT · 3.8% · long · since 2025-06-30
  • SCHW · 3.0% · long · since 2025-06-30
  • VVV · 2.9% · long · since 2025-06-30
  • HAYW · 2.9% · long · since 2025-06-30
  • FERG · 2.9% · long · since 2025-06-30
  • CDW · 2.8% · long · since 2025-06-30
  • OMF · 2.7% · long · since 2025-06-30
  • ZION · 2.6% · long · since 2025-06-30
  • ATR · 2.5% · long · since 2025-06-30
  • G39104107 · 2.5% · long · since 2026-06-30

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