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Fenimore Asset Management INC

Portfolio Manager
Fenimore Asset Management INC
Performance
-1.22% (2026 Q1)
AUM (13F)
$4.48B
# of Holdings
92
Performance Rank
Allocation (Top 20)
64.35%

Fenimore Asset Management INC Holdings Map

Top 50 Fenimore Asset Management INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ROST
Ross Stores, Inc.
6.59%1.36M$295.4M
-10.99%(-168.34K)
2025-Q1: 1.60M shares2025-Q2: 1.61M shares2025-Q3: 1.61M shares2025-Q4: 1.53M shares2026-Q1: 1.36M shares
$20.53(+939.50%)
2026-03-31
APH
Amphenol Corp.
4.37%1.55M$195.9M
-6.92%(-115.22K)
2025-Q1: 2.30M shares2025-Q2: 2.29M shares2025-Q3: 2.05M shares2025-Q4: 1.67M shares2026-Q1: 1.55M shares
$36.88(+346.23%)
2026-03-31
VMC
Vulcan Materials
3.99%656.6K$178.8M
-1.52%(-10.11K)
2025-Q1: 663.8K shares2025-Q2: 665.9K shares2025-Q3: 665.7K shares2025-Q4: 666.7K shares2026-Q1: 656.6K shares
$136.05(+122.86%)
2026-03-31
SYK
Stryker Corporation
3.81%519.5K$170.7M
-1.12%(-5.87K)
2025-Q1: 524.0K shares2025-Q2: 524.8K shares2025-Q3: 525.4K shares2025-Q4: 525.4K shares2026-Q1: 519.5K shares
$65.19(+400.89%)
2026-03-31
FAST
Fastenal Co
3.79%3.66M$169.8M
-2.51%(-94.17K)
2025-Q1: 1.86M shares2025-Q2: 3.75M shares2025-Q3: 3.75M shares2025-Q4: 3.75M shares2026-Q1: 3.66M shares
$18.17(+167.54%)
2026-03-31
MKL
Markel Corporation
3.7%86.6K$165.8M
-1.88%(-1.66K)
2025-Q1: 88.4K shares2025-Q2: 88.4K shares2025-Q3: 88.4K shares2025-Q4: 88.3K shares2026-Q1: 86.6K shares
$563.75(+251.16%)
2026-03-31
KEYS
Keysight Technologies Inc.
3.39%537.8K$151.8M
-15.15%(-96.02K)
2025-Q1: 594.7K shares2025-Q2: 625.8K shares2025-Q3: 632.4K shares2025-Q4: 633.8K shares2026-Q1: 537.8K shares
$155.87(+101.36%)
2026-03-31
IEX
IDEX Corporation
3.37%798.1K$151.3M
-2.58%(-21.10K)
2025-Q1: 856.0K shares2025-Q2: 872.7K shares2025-Q3: 874.7K shares2025-Q4: 819.2K shares2026-Q1: 798.1K shares
$76.63(+192.07%)
2026-03-31
ADI
Analog Devices Inc
3.37%474.4K$150.9M
-4.08%(-20.16K)
2025-Q1: 479.0K shares2025-Q2: 496.3K shares2025-Q3: 496.3K shares2025-Q4: 494.5K shares2026-Q1: 474.4K shares
$156.38(+141.18%)
2026-03-31
TT
Trane Technologies PLC
3.27%351.5K$146.5M
-11.14%(-44.09K)
2025-Q1: 431.5K shares2025-Q2: 416.3K shares2025-Q3: 410.5K shares2025-Q4: 395.6K shares2026-Q1: 351.5K shares
$106.00(+351.05%)
2026-03-31

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