Pat English's portfolio
In the Q2 2026 13F, filed August 13, 2026, Fiduciary Management (FMI) reported 56 US stock positions worth $7.0B. The largest was Aramark (ARMK) at 5.3% of the portfolio. New positions: Alliance Laundry (ALH), iShares Core S&P 500 ETF (IVV) and iShares Core S&P Small-Cap ETF (IJR). Added to: Booking (BKNG) and Insight Enterprises (NSIT). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Alliance LaundryALH$59M
- iShares Core S&P 500 ETFIVV$1M
- iShares Core S&P Small-Cap ETFIJR$903,208
- RexelRXEEY$201,981
Added to
- BookingBKNG$331M
- Insight EnterprisesNSIT$268M
- ValvolineVVV$203M
- OneMainOMF$188M
- AptarGroupATR$178M
- Capital One FinancialCOF$151M
- FTI ConsultingFCN$143M
- Louisiana-PacificLPX$138M
- Houlihan LokeyHLI$126M
- MSA SafetyMSA$125M
Trimmed
- AramarkARMK$371M
- Charles SchwabSCHW$212M
- Ferguson PlcFERG$201M
- CDWCDW$196M
- Zions Bancorporation, National AssociationZION$179M
- Gates Industrial CorporationGTES$173M
- Carlisle CompaniesCSL$163M
- Cavco IndustriesCVCO$154M
- Avery DennisonAVY$152M
- PrimericaPRI$152M
Sold out
None this quarter.
Holdings
56 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| AramarkARMK | 5.28% | $371M | 6,520,495 | Trimmed |
| BookingBKNG | 4.71% | $331M | 1,858,189 | Added |
| Insight EnterprisesNSIT | 3.81% | $268M | 2,197,521 | Added |
| Charles SchwabSCHW | 3.01% | $212M | 2,295,743 | Trimmed |
| ValvolineVVV | 2.88% | $203M | 5,122,337 | Added |
| Hayward Holdings | 2.88% | $202M | 11,684,338 | Held |
| Ferguson PlcFERG | 2.85% | $201M | 844,907 | Trimmed |
| CDWCDW | 2.79% | $196M | 1,393,758 | Trimmed |
| OneMainOMF | 2.67% | $188M | 3,080,673 | Added |
| Zions Bancorporation, National AssociationZION | 2.55% | $179M | 2,591,257 | Trimmed |
| AptarGroupATR | 2.54% | $178M | 1,423,771 | Added |
| Gates Industrial CorporationGTES | 2.46% | $173M | 6,189,245 | Trimmed |
| Carlisle CompaniesCSL | 2.31% | $163M | 447,968 | Trimmed |
| Cavco IndustriesCVCO | 2.19% | $154M | 250,135 | Trimmed |
| Mueller Water Prod. | 2.17% | $152M | 5,902,018 | Held |
| Avery DennisonAVY | 2.16% | $152M | 935,794 | Trimmed |
| PrimericaPRI | 2.16% | $152M | 534,226 | Trimmed |
| Henry ScheinHSIC | 2.16% | $152M | 1,817,353 | Trimmed |
| Capital One FinancialCOF | 2.15% | $151M | 753,703 | Added |
| FTI ConsultingFCN | 2.03% | $143M | 957,952 | Added |
| Carrier GlobalCARR | 2.01% | $141M | 1,923,538 | Trimmed |
| White Mountains Ins. | 1.96% | $138M | 66,550 | Held |
| Louisiana-PacificLPX | 1.96% | $138M | 1,751,120 | Added |
| UnitedHealth GroupUNH | 1.93% | $135M | 325,962 | Trimmed |
| Masco | 1.81% | $127M | 1,562,913 | Held |
| Becton Dickinson and CompanyBDX | 1.79% | $126M | 831,781 | Trimmed |
| Houlihan LokeyHLI | 1.79% | $126M | 938,411 | Added |
| MSA SafetyMSA | 1.77% | $125M | 713,768 | Added |
| Arch Capital Group | 1.69% | $119M | 1,225,226 | Held |
| Huron ConsultingHURN | 1.66% | $117M | 1,293,304 | Added |
| Sunbelt RentalsSUNB | 1.65% | $116M | 1,553,309 | Trimmed |
| Donaldson CompanyDCI | 1.63% | $115M | 1,279,144 | Trimmed |
| AllegionALLE | 1.61% | $113M | 803,654 | Trimmed |
| ProgressivePGR | 1.59% | $112M | 513,457 | Trimmed |
| Core & MainCNM | 1.58% | $111M | 2,308,589 | Trimmed |
| UnileverUL | 1.53% | $107M | 1,786,644 | Trimmed |
| Accenture Plc | 1.51% | $106M | 855,060 | Held |
| Fortune Brands InnovationsFBIN | 1.51% | $106M | 1,928,059 | Trimmed |
| PNC Financial ServicesPNC | 1.50% | $105M | 427,245 | Trimmed |
| Quest DiagnosticsDGX | 1.46% | $102M | 483,557 | Trimmed |
| Koninklijke PhilipsPHG | 1.34% | $94M | 3,459,961 | Trimmed |
| BJs Wholesale ClubBJ | 1.23% | $86M | 988,158 | Added |
| Dollar TreeDLTR | 1.22% | $86M | 707,327 | Trimmed |
| Simpson Manufacturing CompanySSD | 1.21% | $85M | 404,809 | Trimmed |
| Ryanair HoldingsRYAAY | 1.18% | $83M | 1,285,919 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 1.02% | $72M | 143,322 | Trimmed |
| Fresenius Medical CareFMS | 0.94% | $66M | 2,937,829 | Trimmed |
| Alliance LaundryALH | 0.84% | $59M | 2,230,990 | New |
| Robert HalfRHI | 0.67% | $47M | 1,521,878 | Trimmed |
| FirstCashFCFS | 0.58% | $41M | 189,663 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Pat English own?
In the Q2 2026 13F, Fiduciary Management (FMI) reported 56 US stock positions worth $7.0B. The largest: Aramark (ARMK) 5.3%, Booking (BKNG) 4.7%, Insight Enterprises (NSIT) 3.8%, Charles Schwab (SCHW) 3.0%, Valvoline (VVV) 2.9%.
What did Pat English buy last quarter?
In Q2 2026: new position in Alliance Laundry (ALH); new position in iShares Core S&P 500 ETF (IVV); new position in iShares Core S&P Small-Cap ETF (IJR); added to Booking (BKNG); added to Insight Enterprises (NSIT); added to Valvoline (VVV).
What did Pat English sell last quarter?
In Q2 2026: cut Aramark (ARMK); cut Charles Schwab (SCHW); cut Ferguson Plc (FERG).
When is Pat English's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.