StockDriftsStockDriftsTop 50 Fenimore Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROST | Ross Stores, Inc. | 5.92% | 1.16M | $269.8M | -6.83%(-84.73K) | $20.53(+1062.38%) | 2026-09-30 | |
| APH | Amphenol Corp. | 5.25% | 2.83M | $238.9M | -4.54%(-134.69K) | $36.88(+117.65%) | 2026-09-30 | |
| ADI | Analog Devices Inc | 4.05% | 464.5K | $184.3M | -1.57%(-7.43K) | $143.55(+174.71%) | 2026-09-30 | |
| IEX | IDEX Corporation | 3.87% | 772.9K | $176.2M | -3.35%(-26.78K) | $76.88(+204.19%) | 2026-09-30 | |
| KEYS | Keysight Technologies Inc. | 3.75% | 469.0K | $170.8M | -2.75%(-13.28K) | $155.87(+115.48%) | 2026-09-30 | |
| VMC | Vulcan Materials | 3.52% | 655.4K | $160.3M | -0.78%(-5.15K) | $136.92(+88.02%) | 2026-09-30 | |
| FAST | Fastenal Co | 3.4% | 3.12M | $154.8M | -3.15%(-101.51K) | $18.17(+180.86%) | 2026-09-30 | |
| SYK | Stryker Corporation | 3.33% | 550.6K | $151.6M | +0.59%(+3.22K) | $79.44(+275.06%) | 2026-09-30 | |
| MKL | Markel Corporation | 3.25% | 86.6K | $148.2M | -0.79%(-689) | $573.91(+223.37%) | 2026-09-30 | |
| TT | Trane Technologies PLC | 3.01% | 303.7K | $137.3M | -6.81%(-22.21K) | $106.00(+338.70%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.09% | +33.43% | +7.10% | +40.88% |
| Top 20 Holdings Unweighted | +11.81% | +39.78% | +8.25% | +48.66% |
Fenimore Asset Management INC reports $4.55B in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are ROST (5.9%), APH (5.3%) and ADI (4.0%). The top 20 holdings account for 63.8% of reported assets. Its disclosed equity book has returned +33.43% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fenimore Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 884566). View Fenimore Asset Management INC’s 13F filings on SEC