FIDUCIARY MANAGEMENT INC /WI/
100 EAST WISCONSIN AVENUE, MILWAUKEE, Wisconsin, 53202, (414) 226-4545
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 74 |
| New Positions | 4 |
| Increased Positions | 33 |
| Decreased Positions | 40 |
| Positions with Activity | 73 |
| Sold Out Positions | 7 |
| Total Mkt Value (in $ millions) |
16,288 |
Sector Weighting
| Basic Materials | 4.72% |
| Capital Goods | 7.98% |
| Conglomerates | |
| Consumer Cyclical | 6.2% |
| Consumer/Non-Cyclical | 5% |
| Energy | 7.32% |
| Financial | 20.84% |
| Healthcare | 10.08% |
| Services | 25.23% |
| Technology | 9.72% |
| Transportation | 2.91% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
40 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SYSCO CORP | COM | 548,776 | -63,732 | (10.41) | 15,616,846 |
| CINTAS CORP | COM | 456,231 | -5,904 | (1.28) | 9,941,838 |
| AMERISOURCEBERGEN CORP | COM | 447,817 | -93,029 | (17.2) | 8,143,615 |
| ARROW ELECTRS INC | COM | 127,087 | -17,211 | (11.93) | 3,188,342 |
| CIMAREX ENERGY CO | COM | 108,087 | -12,837 | (10.62) | 1,530,117 |
| PATTERSON COMPANIES INC | COM | 105,656 | -53,928 | (33.79) | 2,731,545 |
| MOLEX INC | CL A | 96,629 | -11,355 | (10.52) | 3,814,823 |
| CULLEN FROST BANKERS INC | COM | 91,984 | -10,672 | (10.4) | 1,421,920 |
| BROADRIDGE FINL SOLUTIONS INC | COM | 91,104 | -10,942 | (10.72) | 3,359,301 |
| BERKLEY W R CORP | COM | 88,648 | -11,522 | (11.5) | 2,081,909 |
| GENTEX CORP | COM | 88,457 | -2,971 | (3.25) | 3,508,788 |
| CARLISLE COS INC | COM | 87,404 | -11,939 | (12.02) | 1,297,946 |
| PROTECTIVE LIFE CORP | COM | 87,154 | -11,356 | (11.53) | 2,243,335 |
| KENNAMETAL INC | COM | 84,628 | -11,719 | (12.16) | 1,983,771 |
| APTARGROUP INC | COM | 80,759 | -13,226 | (14.07) | 1,415,084 |
| FULLER H B CO | COM | 79,082 | -60 | (0.08) | 1,953,135 |
| GALLAGHER ARTHUR J & CO | COM | 78,864 | -11,467 | (12.69) | 1,732,504 |
| RYDER SYS INC | COM | 68,268 | -9,767 | (12.52) | 1,091,940 |
| WORLD FUEL SVCS CORP | COM | 68,161 | -7,042 | (9.36) | 1,654,384 |
| DUN & BRADSTREET CORP DEL NEW | COM | 66,623 | -8,594 | (11.43) | 673,099 |
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