Fenimore Asset Management Inc
Top Portfolio Positions
82 positions ·
$4,322,217,182 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,363,625 | $295,402,083 | 6.83% | |
| APH |
Amphenol Corp /De/
Technology
|
1,550,590 | $195,917,046 | 4.53% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
656,558 | $178,780,743 | 4.14% | |
| SYK |
Stryker Corp
Healthcare
|
519,513 | $170,706,776 | 3.95% | |
| FAST |
Fastenal Co
Industrials
|
3,658,472 | $169,753,100 | 3.93% | |
| MKL |
Markel Group Inc.
Financial Services
|
86,606 | $165,769,937 | 3.84% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
537,750 | $151,844,467 | 3.51% | |
| IEX |
Idex Corp /De/
Industrials
|
798,106 | $151,280,992 | 3.50% | |
| ADI |
Analog Devices Inc
Technology
|
474,387 | $150,921,480 | 3.49% | |
| TT |
Trane Technologies plc
Industrials
|
351,548 | $146,504,113 | 3.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DFH
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $11,731,301 | 686,041 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,862,301 | 689,132 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $17,296,777 | 688,292 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,011,897 | 665,421 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,974,909 | 557,581 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $20,307,690 | 560,831 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,671,707 | 490,771 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,406,097 | 489,506 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,038,059 | 592,121 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $13,210,021 | 594,243 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $14,800,302 | 601,883 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,994,864 | 603,386 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,279,672 | 609,662 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,353,640 | 599,400 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,233,390 | 585,845 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,889,917 | 579,035 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $11,267,287 | 579,295 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $8,297,777 | 478,810 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,543,579 | 390,650 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,388,262 | 390,040 | Shares | Sole | 2021-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||