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Jonathan T. Bloom — Institutional Investor Profile | Buyside Digest

Jonathan T. Bloom

Institutional Investor • FMI All Cap Equity

Value

$0M

Stocks

49 Stocks

Turnover

0.0%

CIK

0000764532EDGAR ↗

Website ↗

Top Holdings

ARMK(5.37%) BKNG(4.79%) INSG(3.87%) SCHW(3.07%) VVV(2.93%)

About Investor

Jonathan T. Bloom, CFA, serves as Chief Investment Officer and Partner at Fiduciary Management, Inc., leading investment research and portfolio management activities since joining in 2010. He holds an MBA with specialization in Value Investing and Finance from Columbia Business School and a BA from Brown University. In 2023, Bloom was promoted to Co-Chief Investment Officer alongside Patrick English. Patrick J. English, CFA, serves as Executive Chairman and Partner, having joined FMI in 1986 and previously serving as CIO (1989-2022), President (2001-2010), and CEO (2010-2022). He holds a BA in Economics from Stanford University and currently chairs the Lynde & Harry Bradley Foundation while serving on the board of Encounter for Culture and Education. Both leaders are members of the Portfolio Management Committee and hold CFA designations, bringing decades of experience in value investing and equity research.

Investor Philosophy

Investment philosophy details pending verification.

Jonathan T. Bloom Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
ARMK	None	Aramark	Industrials	$371.0M	5.4%	No Change
BKNG	None	Booking Holdings	Consumer Discretionary	$331.2M	4.8%	No Change
INSG	None	Insight Enterprises, Inc.	General	$267.7M	3.9%	No Change
SCHW	None	The Charles Schwab Corporation	Financials	$211.8M	3.1%	No Change
VVV	None	Valvoline Inc.	Consumer Discretionary	$202.5M	2.9%	No Change
HAYW	None	Hayward Holdings	Industrials	$202.3M	2.9%	No Change
FERG	None	Ferguson Enterprises Inc	Industrials	$200.5M	2.9%	No Change
CDW	None	CDW Corp.	Information Technology	$196.0M	2.8%	No Change
OMF	None	OneMain	Financials	$187.8M	2.7%	No Change
ZION	None	Zions	General	$179.3M	2.6%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
RYAAYRyanair Holdings	$83263.3M	-100.0%	0.0%	Sold Out
RYA.IRyanair Holdings Plc	$83.3M	-99.9%	1.2%	Decreased

13F Sector Breakdown

Industrials31.7%

General19.1%

Financials17.3%

Health Care11.4%

Consumer Discretionary7.7%

Sector	Stocks	Value	Exposure
Industrials	14	$2187.5M	31.7%
General	10	$1322.0M	19.1%
Financials	9	$1192.6M	17.3%
Health Care	6	$788.0M	11.4%
Consumer Discretionary	2	$533.7M	7.7%
Information Technology	2	$302.4M	4.4%
Consumer Staples	3	$279.2M	4.0%
Materials	2	$236.7M	3.4%
Healthcare	1	$66.4M	1.0%