FIDUCIARY MANAGEMENT INC /WI/ Information

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)
16,140

Sector Weighting

Basic Materials 4.63%
Capital Goods 7.99%
Conglomerates
Consumer Cyclical 6.23%
Consumer/Non-Cyclical 5.05%
Energy 7.38%
Financial 20.71%
Healthcare 10.15%
Services 25.22%
Technology 9.71%
Transportation 2.92%
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

74 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
KIMBERLY CLARK CORP COM -559,866 Sold Out 0
COVANCE INC COM -102,499 Sold Out 0
AMERISOURCEBERGEN CORP COM 443,501 -92,133 (17.2) 8,143,615
ADVANCE AUTO PARTS INC COM -76,767 Sold Out 0
WEST PHARMACEUTICAL SVSC INC COM -65,358 Sold Out 0
SYSCO CORP COM 547,683 -63,605 (10.41) 15,616,846
VCA ANTECH INC COM -63,583 Sold Out 0
PATTERSON COMPANIES INC COM 106,530 -54,375 (33.79) 2,731,545
ARROW ELECTRS INC COM 126,258 -17,098 (11.93) 3,188,342
APTARGROUP INC COM 80,108 -13,119 (14.07) 1,415,084
CIMAREX ENERGY CO COM 105,211 -12,495 (10.62) 1,530,117
KENNAMETAL INC COM 84,528 -11,705 (12.16) 1,983,771
CARLISLE COS INC COM 85,249 -11,645 (12.02) 1,297,946
GALLAGHER ARTHUR J & CO COM 77,599 -11,283 (12.69) 1,732,504
BERKLEY W R CORP COM 85,920 -11,168 (11.5) 2,081,909
PROTECTIVE LIFE CORP COM 85,583 -11,152 (11.53) 2,243,335
MOLEX INC CL A 94,493 -11,104 (10.52) 3,814,823
BROADRIDGE FINL SOLUTIONS INC COM 90,063 -10,817 (10.72) 3,359,301
CULLEN FROST BANKERS INC COM 90,519 -10,502 (10.4) 1,421,920
RYDER SYS INC COM 68,585 -9,812 (12.52) 1,091,940

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