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
25 quarters · across all stocks
Holdings in FTDR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,644,587 | 239,209 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,166,587 | 245,564 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,920,319 | 340,620 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $20,054,452 | 340,252 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,995,334 | 338,244 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,367,042 | 335,962 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,181,700 | 337,189 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,540,257 | 459,907 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,957,217 | 459,092 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,824,481 | 335,732 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,172,765 | 332,552 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $10,531,210 | 330,132 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $9,191,617 | 329,685 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,794,444 | 326,656 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $8,184,546 | 401,400 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,446,584 | 392,300 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $11,742,243 | 393,375 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $12,906,297 | 352,150 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $14,741,677 | 351,830 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $14,215,638 | 285,340 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $15,354,762 | 285,670 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $14,330,185 | 285,405 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $11,083,318 | 284,845 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $12,627,178 | 284,845 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $9,807,612 | 281,990 | Shares | Sole | 2020-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||