EdgeMarket › What Fenimore Asset Management Inc reported owning
What Fenimore Asset Management Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.5BPositions
92Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ROST ROSS STORES, INC. | 295.4M | 6.6% | 1.4M | 239.04 | +63.3% |
| APH AMPHENOL CORP /DE/ | 195.9M | 4.4% | 1.6M | 157.01 | +44.5% |
| VMC Vulcan Materials CO | 178.8M | 4.0% | 656.6K | 276.04 | -3.6% |
| SYK STRYKER CORP | 170.7M | 3.8% | 519.5K | 329.45 | -15.9% |
| FAST FASTENAL CO | 169.8M | 3.8% | 3.7M | 51.26 | +3.5% |
| MKL MARKEL GROUP INC. | 165.8M | 3.7% | 86.6K | 1,795.62 | -8.9% |
| KEYS Keysight Technologies, Inc. | 151.8M | 3.4% | 537.8K | 316.13 | +99.4% |
| IEX IDEX CORP /DE/ | 151.3M | 3.4% | 798.1K | 234.39 | +42.5% |
| ADI ANALOG DEVICES INC | 150.9M | 3.4% | 474.4K | 373.09 | +52.4% |
| TT Trane Technologies plc | 146.5M | 3.3% | 351.5K | 453.43 | +6.4% |
| BRO BROWN & BROWN, INC. | 145.0M | 3.2% | 2.2M | 72.92 | -24.7% |
| BN BROOKFIELD Corp /ON/ | 139.1M | 3.1% | 3.4M | 41.69 | -2.4% |
| AJG Arthur J. Gallagher & Co. | 122.8M | 2.7% | 566.8K | 263.81 | -12.8% |
| PGR PROGRESSIVE CORP/OH/ | 109.1M | 2.4% | 550.4K | 219.28 | -13.2% |
| AZO AUTOZONE INC | 107.8M | 2.4% | 31.9K | 2,957.95 | -28.9% |
| CDW CDW Corp | 107.8M | 2.4% | 891.1K | 137.25 | -17.8% |
| ITW ILLINOIS TOOL WORKS INC | 101.4M | 2.3% | 389.5K | 282.29 | +7.7% |
| GGG GRACO INC | 92.7M | 2.1% | 1.1M | 80.64 | -5.5% |
| MCHP MICROCHIP TECHNOLOGY INC | 91.5M | 2.0% | 1.4M | 76.08 | +14.0% |
| LSTR LANDSTAR SYSTEM INC | 90.7M | 2.0% | 566.1K | 186.58 | +44.6% |
| unmapped CUSIP 422806208 | 90.5M | 2.0% | 428.6K | — | — |
| EXLS ExlService Holdings, Inc. | 84.0M | 1.9% | 2.8M | 37.53 | -13.3% |
| BKNG Booking Holdings Inc. | 83.4M | 1.9% | 19.8K | 209.62 | -7.1% |
| AME AMETEK INC/ | 77.0M | 1.7% | 359.2K | 239.55 | +30.7% |
| ZBRA ZEBRA TECHNOLOGIES CORP | 74.3M | 1.7% | 355.5K | 368.51 | +20.9% |
| STE STERIS plc | 72.2M | 1.6% | 326.6K | 237.93 | -4.7% |
| PNFP Pinnacle Financial Partners, Inc. | 71.1M | 1.6% | 825.4K | 102.26 | +10.1% |
| A AGILENT TECHNOLOGIES, INC. | 63.6M | 1.4% | 558.4K | 159.00 | +33.5% |
| RSG REPUBLIC SERVICES, INC. | 62.4M | 1.4% | 285.0K | 220.67 | -6.5% |
| ENTG ENTEGRIS INC | 58.4M | 1.3% | 497.8K | 143.66 | +80.9% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 56.5M | 1.3% | 347.9K | 182.18 | -30.4% |
| MLM MARTIN MARIETTA MATERIALS INC | 52.0M | 1.2% | 88.3K | 534.92 | -10.9% |
| CTAS CINTAS CORP | 48.1M | 1.1% | 284.6K | 203.79 | -6.0% |
| SPGI S&P Global Inc. | 47.2M | 1.1% | 111.0K | 431.29 | -22.6% |
| BAM Brookfield Asset Management Ltd. | 40.8M | 0.9% | 917.9K | 52.30 | -11.9% |
| VRSK Verisk Analytics, Inc. | 39.3M | 0.9% | 206.9K | 187.50 | -30.8% |
| JKHY JACK HENRY & ASSOCIATES INC | 34.0M | 0.8% | 215.1K | 166.20 | +1.5% |
| unmapped CUSIP 084670108 | 30.2M | 0.7% | 42 | — | — |
| WSO WATSCO INC | 29.5M | 0.7% | 81.0K | 311.94 | -25.5% |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 24.5M | 0.5% | 724.8K | 43.28 | -27.6% |
| CIGI Colliers International Group Inc. | 24.3M | 0.5% | 226.9K | 107.06 | -34.2% |
| AVY Avery Dennison Corp | 23.8M | 0.5% | 137.8K | 183.71 | +4.6% |
| TRRSF TRISURA GROUP LTD-WI Ordinary Shares | 20.8M | 0.5% | 666.0K | — | — |
| PAYX PAYCHEX INC | 20.5M | 0.5% | 222.1K | 124.47 | -10.4% |
| FSV FirstService Corp | 20.0M | 0.4% | 144.2K | 144.49 | -27.5% |
| HLI HOULIHAN LOKEY, INC. | 19.9M | 0.4% | 138.5K | 129.05 | -33.1% |
| SITE SiteOne Landscape Supply, Inc. | 19.7M | 0.4% | 148.2K | 95.94 | -30.4% |
| CHH CHOICE HOTELS INTERNATIONAL INC /DE | 19.6M | 0.4% | 188.9K | 109.62 | -8.0% |
| CBZ CBIZ, Inc. | 18.3M | 0.4% | 682.2K | 54.66 | -14.6% |
| EXPO EXPONENT INC | 16.9M | 0.4% | 259.1K | 70.21 | +0.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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