Fenimore Asset Management Inc
Top Portfolio Positions
81 positions ·
$4,316,474,929 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 | 6.84% | |
| APH |
Amphenol Corp /De/
Technology
|
1,550,590 | $195,917,046 | 4.54% | |
| 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 | 3.52% | |
| IEX |
Idex Corp /De/
Industrials
|
798,106 | $151,280,992 | 3.50% | |
| ADI |
Analog Devices Inc
Technology
|
474,387 | $150,921,480 | 3.50% | |
| TT |
Trane Technologies plc
Industrials
|
351,548 | $146,504,113 | 3.39% |
Portfolio Trend
Holdings in EXPO
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,908,885 | 259,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,538,318 | 266,892 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,735,483 | 226,475 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,305,694 | 191,483 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,473,948 | 190,895 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,920,090 | 189,900 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,013,061 | 190,953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,873,520 | 198,418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,348,970 | 197,714 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,219,298 | 172,868 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $9,091,062 | 106,204 | Shares | Sole | 2023-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||