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 ESI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,990,356 | 468,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,340,686 | 613,873 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,682,319 | 623,056 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,099,081 | 622,476 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $14,017,250 | 619,958 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $15,687,461 | 616,888 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,855,115 | 620,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,884,532 | 622,586 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,526,343 | 621,551 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,316,394 | 618,686 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,872,070 | 605,409 | Shares | Sole | 2023-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||