Fenimore Asset Management Inc holds a diversified book of 92 reported positions worth $4.5B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Ross Stores Inc. Their largest long position is Ross Stores Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2013 would be +304% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 15.6 points over this window.
Growth of $10,000 cloning Fenimore Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fenimore Asset Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 22 / 80 | $998.5M |
| Mirae Asset Global Investments Co., Ltd. | 48 / 80 | $268.0B |
| Capula Management Ltd | 14 / 80 | $18.6B |
| Greenleaf Trust | 43 / 80 | $6.5B |
| Independent Investors Inc | 8 / 80 | $326.5M |
| Trust Asset Management LLC | 21 / 80 | $979.2M |
| Hikari Tsushin, Inc. | 9 / 80 | $914.5M |
| Shulman DeMeo Asset Management LLC | 9 / 80 | $314.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Fenimore Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ross Stores, Inc. COM | $295.4M | 1.36M | 6.6% | ▼−11% Reduced · −168K sh | |
| 2 | Amphenol Corp. COM | $195.9M | 1.55M | 4.4% | ▼−6.9% Reduced · −115K sh | |
| 3 | Vulcan Materials COM | $178.8M | 656.6K | 4.0% | ▼−1.5% Reduced · −10K sh | |
| 4 | Stryker Corporation COM | $170.7M | 519.5K | 3.8% | ▼−1.1% Reduced · −6K sh | |
| 5 | Fastenal Co COM | $169.8M | 3.66M | 3.8% | ▼−2.5% Reduced · −94K sh | |
| 6 | Markel Corporation COM | $165.8M | 86.6K | 3.7% | ▼−1.9% Reduced · −2K sh | |
| 7 | Keysight Technologies Inc. COM | $151.8M | 537.8K | 3.4% | ▼−15% Reduced · −96K sh | |
| 8 | IDEX Corporation COM | $151.3M | 798.1K | 3.4% | ▼−2.6% Reduced · −21K sh | |
| 9 | Analog Devices Inc COM | $150.9M | 474.4K | 3.4% | ▼−4.1% Reduced · −20K sh | |
| 10 | Trane Technologies PLC COM | $146.5M | 351.5K | 3.3% | ▼−11% Reduced · −44K sh | |
| 11 | Brown & Brown, Inc. COM | $145.0M | 2.22M | 3.2% | ▲+1.8% Added · +40K sh | |
| 12 | Brookfield Corp COM | $139.1M | 3.44M | 3.1% | ▼−11% Reduced · −406K sh | |
| 13 | Arthur J. Gallagher & Co. COM | $122.8M | 566.8K | 2.7% | ▲+60% Added · +212K sh | |
| 14 | Progressive Corp. COM | $109.1M | 550.4K | 2.4% | ▼−1.7% Reduced · −10K sh | |
| 15 | AutoZone, Inc. COM | $107.8M | 31.9K | 2.4% | ▼−2.8% Reduced · −904 sh | |
| 16 | CDW Corporation COM | $107.8M | 891.1K | 2.4% | ▼−23% Reduced · −260K sh | |
| 17 | Illinois Tool Works Inc. COM | $101.4M | 389.5K | 2.3% | ▼−1.5% Reduced · −6K sh | |
| 18 | Graco Inc. COM | $92.7M | 1.09M | 2.1% | ▼−1.6% Reduced · −18K sh | |
| 19 | Microchip Technology Incorpora COM | $91.5M | 1.42M | 2.0% | ▼−2.0% Reduced · −28K sh | |
| 20 | Landstar System, Inc. COM | $90.7M | 566.1K | 2.0% | ▲+16% Added · +80K sh | |
| 21 | HEICO Corp. Class A COM | $90.5M | 428.6K | 2.0% | ▼−1.9% Reduced · −8K sh | |
| 22 | Exlservice Holdings Inc. COM | $84.0M | 2.76M | 1.9% | ▼−0.5% Reduced · −15K sh | |
| 23 | Booking Holdings Inc. COM | $83.4M | 19.8K | 1.9% | ▼−0.9% Reduced · −189 sh | |
| 24 | Ametek, Inc. COM | $77.0M | 359.2K | 1.7% | ▼−2.3% Reduced · −9K sh | |
| 25 | Zebra Technologies A COM | $74.3M | 355.5K | 1.7% | ▼−1.1% Reduced · −4K sh | |
| 26 | Steris PLC COM | $72.2M | 326.6K | 1.6% | ▼−0.5% Reduced · −1K sh | |
| 27 | Pinnacle Financial Partners In COM | $71.1M | 825.4K | 1.6% | ▲New New position | |
| 28 | Agilent Technologies Inc COM | $63.6M | 558.4K | 1.4% | ▼−6.2% Reduced · −37K sh | |
| 29 | Republic Services, Inc. COM | $62.4M | 285.0K | 1.4% | ▼−1.9% Reduced · −6K sh | |
| 30 | Entegris, Inc. COM | $58.4M | 497.8K | 1.3% | ▼−9.7% Reduced · −53K sh | |
| 31 | Broadridge Financial Solutions COM | $56.5M | 347.9K | 1.3% | ▲+7.5% Added · +24K sh | |
| 32 | Martin Marietta Mat COM | $52.0M | 88.3K | 1.2% | ▼−1.8% Reduced · −2K sh | |
| 33 | Cintas Corp COM | $48.1M | 284.6K | 1.1% | ▲+1.8% Added · +5K sh | |
| 34 | S&P Global Inc. COM | $47.2M | 111.0K | 1.1% | ▲New New position | |
| 35 | Brookfield Asset Management Lt COM | $40.8M | 917.9K | 0.9% | ▼−2.1% Reduced · −20K sh | |
| 36 | Verisk Analytics Inc. COM | $39.3M | 206.9K | 0.9% | ▲+9.9% Added · +19K sh | |
| 37 | Jack Henry & Associates Inc COM | $34.0M | 215.1K | 0.8% | ▼−2.5% Reduced · −6K sh | |
| 38 | Berkshire Hathaway Inc. A COM | $30.2M | 42 | 0.7% | —Held | |
| 39 | Watsco, Inc. COM | $29.5M | 81.0K | 0.7% | ▲+33% Added · +20K sh | |
| 40 | Ryan Specialty Holdings, Inc COM | $24.5M | 724.8K | 0.5% | ▲26× Added · +697K sh | |
| 41 | Colliers International Group I COM | $24.3M | 226.9K | 0.5% | ▲+2.1% Added · +5K sh | |
| 42 | Avery Dennison Corp COM | $23.8M | 137.8K | 0.5% | ▼−4.2% Reduced · −6K sh | |
| 43 | Trisura Group Ltd. COM | $20.8M | 666.0K | 0.5% | ▼−2.7% Reduced · −18K sh | |
| 44 | Paychex Inc COM | $20.5M | 222.1K | 0.5% | ▼−48% Reduced · −203K sh | |
| 45 | FirstService Corporation COM | $20.0M | 144.2K | 0.4% | ▼−3.8% Reduced · −6K sh | |
| 46 | Houlihan Lokey Inc. COM | $19.9M | 138.5K | 0.4% | ▲+12% Added · +15K sh | |
| 47 | Siteone Landscape Supply Inc. COM | $19.7M | 148.2K | 0.4% | ▼−2.5% Reduced · −4K sh | |
| 48 | Choice Hotels International, I COM | $19.6M | 188.9K | 0.4% | ▼−2.3% Reduced · −5K sh | |
| 49 | Cbiz, Inc. COM | $18.3M | 682.2K | 0.4% | ▲+51% Added · +230K sh | |
| 50 | Exponent, Inc. COM | $16.9M | 259.1K | 0.4% | ▼−2.9% Reduced · −8K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show FENIMORE ASSET MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 92 | $4.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 92 | $4.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 91 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 90 | $5.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 91 | $4.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 94 | $4.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 97 | $5.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 96 | $4.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 30d | 97 | $4.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 23d | 95 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 19d | 100 | $3.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 25d | 106 | $4.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 20d | 106 | $3.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 17d | 111 | $3.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 25, 2022 | 25d | 108 | $3.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 26, 2022 | 26d | 110 | $3.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 12d | 115 | $4.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 13, 2022 | 13d | 124 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 26d | 112 | $4.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 15, 2021 | 15d | 125 | $4.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 16, 2021 | 16d | 119 | $3.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 28, 2021 | 28d | 112 | $3.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 13, 2020 | 13d | 107 | $3.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 28, 2020 | 28d | 107 | $2.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.