Titelia

Holdings of FMI Global Fund

FMI Funds Inc · Original filing · Compare with another fund · Report an error

Net assets
10.6M $ including 10.5M $ in equities, 99.3 %
Positions
32 in 8 countries
Top ten
43.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Booking Holdings Inc 155652.6K $6.15 %
2Charles Schwab Corp/The 5,695535.2K $5.04 %
3Accenture PLC 2,230442.2K $4.17 %
4Informa PLC 43,600437.9K $4.13 %
5Ferguson Enterprises Inc 1,855432.7K $4.08 %
6Sunbelt Rentals Holdings Inc 6,690426.8K $4.02 %
7Ryanair Holdings PLC 7,315422.8K $3.98 %
8Avery Dennison Corp 2,405415.3K $3.91 %
9Coca-Cola Europacific Partners PLC 4,425401.2K $3.78 %
10Becton Dickinson & Co 2,525397K $3.74 %
11Carrier Global Corp 6,980393K $3.70 %
12Weir Group PLC/The 9,900371.3K $3.50 %
13Berkshire Hathaway Inc 730349.8K $3.30 %
14IMCD NV 3,320347.4K $3.27 %
15Sodexo SA 6,640340.8K $3.21 %
16CDW Corp/DE 2,730330.4K $3.11 %
17Koninklijke Philips NV 11,500314.6K $2.96 %
18Rexel SA 7,935314.4K $2.96 %
19Unilever PLC 5,550304.7K $2.87 %
20PNC Financial Services Group Inc/The 1,350280.9K $2.65 %
21Fresenius Medical Care AG 5,940269.2K $2.54 %
22Masco Corp 4,415266.5K $2.51 %
23Valvoline Inc 7,475251.8K $2.37 %
24Sysco Corp 3,385241.5K $2.28 %
25Edenred SE 11,870236.4K $2.23 %
26Arch Capital Group Ltd 2,400230.4K $2.17 %
27UnitedHealth Group Inc 790213.8K $2.01 %
28Alphabet Inc 690198.4K $1.87 %
29Greggs PLC 9,400191.1K $1.80 %
30Diageo PLC 9,575178.1K $1.68 %
31B&M European Value Retail plc 78,985177.4K $1.67 %
32Dollar Tree Inc 1,550169.7K $1.60 %

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Sector breakdown

  • Financials 13.3 %
  • Industrials 11.9 %
  • Consumer discretionary 11.8 %
  • Technology 7.3 %
  • Consumer staples 6.9 %
  • Health care 5.8 %
  • Communication 1.9 %
  • Unattributed 41.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 62.9 %
  • GBP 19.8 %
  • EUR 17.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 56.9 %
  • United Kingdom 17.9 %
  • France 8.5 %
  • Netherlands 6.3 %
  • Ireland 4.0 %
  • Germany 2.6 %
  • Bermuda 2.2 %
  • Jersey 1.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States176M $56.93 %
2United Kingdom61.9M $17.88 %
3France3891.7K $8.46 %
4Netherlands2662K $6.28 %
5Ireland1422.8K $4.01 %
6Germany1269.2K $2.56 %
7Bermuda1230.4K $2.19 %
8Jersey1177.4K $1.68 %
Cite this page

Titelia. "Holdings of FMI Global Fund". https://titelia.com/en/funds/S000089320