StockDriftsStockDriftsTop 50 Fenimore Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROST | Ross Stores, Inc. | 5.47% | 1.24M | $264.1M | -9.02%(-123.01K) | $20.53(+1143.67%) | 2026-06-30 | |
| APH | Amphenol Corp. | 5.42% | 1.48M | $261.7M | -4.27%(-66.18K) | $36.88(+362.96%) | 2026-06-30 | |
| VMC | Vulcan Materials | 4.03% | 660.6K | $194.9M | +0.61%(+4.01K) | $136.92(+110.02%) | 2026-06-30 | |
| ADI | Analog Devices Inc | 3.88% | 472.0K | $187.5M | -0.51%(-2.42K) | $156.38(+150.04%) | 2026-06-30 | |
| IEX | IDEX Corporation | 3.76% | 799.6K | $181.5M | +0.19%(+1.53K) | $76.88(+207.47%) | 2026-06-30 | |
| SYK | Stryker Corporation | 3.57% | 547.3K | $172.3M | +5.36%(+27.83K) | $78.17(+346.39%) | 2026-06-30 | |
| MKL | Markel Corporation | 3.53% | 87.3K | $170.4M | +0.76%(+654) | $573.91(+221.38%) | 2026-06-30 | |
| KEYS | Keysight Technologies Inc. | 3.5% | 482.3K | $168.8M | -10.31%(-55.43K) | $155.87(+118.11%) | 2026-06-30 | |
| TT | Trane Technologies PLC | 3.31% | 325.9K | $160.1M | -7.29%(-25.64K) | $106.00(+360.52%) | 2026-06-30 | |
| FAST | Fastenal Co | 3.21% | 3.23M | $155.0M | -11.81%(-432.12K) | $18.17(+189.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.66% | +42.97% | +8.77% | +52.28% |
| Top 20 Holdings Unweighted | +13.85% | +47.57% | +9.81% | +59.63% |
Fenimore Asset Management INC reports $4.83B in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are ROST (5.5%), APH (5.4%) and VMC (4.0%). The top 20 holdings account for 64.48% of reported assets. Its disclosed equity book has returned +42.97% on a three-year cumulative basis. Figures reflect the Q2 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