Arkolith/Funds/Fenimore Asset Management Inc

Fenimore Asset Management Inc

CIK 884566
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Fenimore Asset Management Inc holds a diversified book of 91 stocks 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 equity book.

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Use Arkolith to show FENIMORE ASSET MANAGEMENT INC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
18
existing
Trimmed
50
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
40%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Financials
9%
Industrials
6%
Materials
2%
Real Estate
0%
Consumer Discretionary
0%
Health Care
0%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • EOG Resources, Inc.
    −99%$55.4M
  • Ross Stores, Inc.
    −11%$36.5M
  • CDW Corporation
    −23%$31.4M
  • Keysight Technologies Inc.
    −15%$27.1M
  • −48%$18.7M
  • Trane Technologies PLC
    −11%$18.4M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

92 positions
#SecurityValueShares% PortLast moveHistory
1Ross Stores, Inc.
COM
$295.4M1.36M
6.6%
−11%
Reduced · −168K sh
2Amphenol Corp.
COM
$195.9M1.55M
4.4%
−6.9%
Reduced · −115K sh
3Vulcan Materials
COM
$178.8M656.6K
4.0%
−1.5%
Reduced · −10K sh
4Stryker Corporation
COM
$170.7M519.5K
3.8%
−1.1%
Reduced · −6K sh
5Fastenal Co
COM
$169.8M3.66M
3.8%
−2.5%
Reduced · −94K sh
6Markel Corporation
COM
$165.8M86.6K
3.7%
−1.9%
Reduced · −2K sh
7Keysight Technologies Inc.
COM
$151.8M537.8K
3.4%
−15%
Reduced · −96K sh
8IDEX Corporation
COM
$151.3M798.1K
3.4%
−2.6%
Reduced · −21K sh
9Analog Devices Inc
COM
$150.9M474.4K
3.4%
−4.1%
Reduced · −20K sh
10Trane Technologies PLC
COM
$146.5M351.5K
3.3%
−11%
Reduced · −44K sh
11Brown & Brown, Inc.
COM
$145.0M2.22M
3.2%
+1.8%
Added · +40K sh
12Brookfield Corp
COM
$139.1M3.44M
3.1%
−11%
Reduced · −406K sh
13Arthur J. Gallagher & Co.
COM
$122.8M566.8K
2.7%
+60%
Added · +212K sh
14Progressive Corp.
COM
$109.1M550.4K
2.4%
−1.7%
Reduced · −10K sh
15AutoZone, Inc.
COM
$107.8M31.9K
2.4%
−2.8%
Reduced · −904 sh
16CDW Corporation
COM
$107.8M891.1K
2.4%
−23%
Reduced · −260K sh
17Illinois Tool Works Inc.
COM
$101.4M389.5K
2.3%
−1.5%
Reduced · −6K sh
18Graco Inc.
COM
$92.7M1.09M
2.1%
−1.6%
Reduced · −18K sh
19Microchip Technology Incorpora
COM
$91.5M1.42M
2.0%
−2.0%
Reduced · −28K sh
20Landstar System, Inc.
COM
$90.7M566.1K
2.0%
+16%
Added · +80K sh
21HEICO Corp. Class A
COM
$90.5M428.6K
2.0%
−1.9%
Reduced · −8K sh
22Exlservice Holdings Inc.
COM
$84.0M2.76M
1.9%
−0.5%
Reduced · −15K sh
23Booking Holdings Inc.
COM
$83.4M19.8K
1.9%
−0.9%
Reduced · −189 sh
24Ametek, Inc.
COM
$77.0M359.2K
1.7%
−2.3%
Reduced · −9K sh
25Zebra Technologies A
COM
$74.3M355.5K
1.7%
−1.1%
Reduced · −4K sh
26Steris PLC
COM
$72.2M326.6K
1.6%
−0.5%
Reduced · −1K sh
27Pinnacle Financial Partners In
COM
$71.1M825.4K
1.6%
New
New position
28Agilent Technologies Inc
COM
$63.6M558.4K
1.4%
−6.2%
Reduced · −37K sh
29Republic Services, Inc.
COM
$62.4M285.0K
1.4%
−1.9%
Reduced · −6K sh
30Entegris, Inc.
COM
$58.4M497.8K
1.3%
−9.7%
Reduced · −53K sh
31Broadridge Financial Solutions
COM
$56.5M347.9K
1.3%
+7.5%
Added · +24K sh
32Martin Marietta Mat
COM
$52.0M88.3K
1.2%
−1.8%
Reduced · −2K sh
33Cintas Corp
COM
$48.1M284.6K
1.1%
+1.8%
Added · +5K sh
34S&P Global Inc.
COM
$47.2M111.0K
1.1%
New
New position
35Brookfield Asset Management Lt
COM
$40.8M917.9K
0.9%
−2.1%
Reduced · −20K sh
36Verisk Analytics Inc.
COM
$39.3M206.9K
0.9%
+9.9%
Added · +19K sh
37Jack Henry & Associates Inc
COM
$34.0M215.1K
0.8%
−2.5%
Reduced · −6K sh
38Berkshire Hathaway Inc. A
COM
$30.2M42
0.7%
Held
39Watsco, Inc.
COM
$29.5M81.0K
0.7%
+33%
Added · +20K sh
40Ryan Specialty Holdings, Inc
COM
$24.5M724.8K
0.5%
26×
Added · +697K sh
41Colliers International Group I
COM
$24.3M226.9K
0.5%
+2.1%
Added · +5K sh
42Avery Dennison Corp
COM
$23.8M137.8K
0.5%
−4.2%
Reduced · −6K sh
43Trisura Group Ltd.
COM
$20.8M666.0K
0.5%
−2.7%
Reduced · −18K sh
44Paychex Inc
COM
$20.5M222.1K
0.5%
−48%
Reduced · −203K sh
45FirstService Corporation
COM
$20.0M144.2K
0.4%
−3.8%
Reduced · −6K sh
46Houlihan Lokey Inc.
COM
$19.9M138.5K
0.4%
+12%
Added · +15K sh
47Siteone Landscape Supply Inc.
COM
$19.7M148.2K
0.4%
−2.5%
Reduced · −4K sh
48Choice Hotels International, I
COM
$19.6M188.9K
0.4%
−2.3%
Reduced · −5K sh
49CBIZ, Inc.
COM
$18.3M682.2K
0.4%
+51%
Added · +230K sh
50Exponent, Inc.
COM
$16.9M259.1K
0.4%
−2.9%
Reduced · −8K sh
Showing 50 of 92 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202692$4.5B13F-HR
Q4 2025Dec 31, 2025Feb 2, 202692$4.8B13F-HR
Q3 2025Sep 30, 2025Oct 20, 202591$5.0B13F-HR
Q2 2025Jun 30, 2025Jul 22, 202590$5.0B13F-HR
Q1 2025Mar 31, 2025Apr 14, 202591$4.7B13F-HR
Q4 2024Dec 31, 2024Jan 21, 202594$4.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202497$5.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202496$4.6B13F-HR
Q1 2024Mar 31, 2024Apr 30, 202497$4.7B13F-HR
Q4 2023Dec 31, 2023Jan 23, 202495$4.3B13F-HR
Q3 2023Sep 30, 2023Oct 19, 2023100$3.9B13F-HR
Q2 2023Jun 30, 2023Jul 25, 2023106$4.0B13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023106$3.8B13F-HR
Q4 2022Dec 31, 2022Jan 17, 2023111$3.7B13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022108$3.5B13F-HR
Q2 2022Jun 30, 2022Jul 26, 2022110$3.5B13F-HR
Q1 2022Mar 31, 2022Apr 12, 2022115$4.1B13F-HR
Q4 2021Dec 31, 2021Jan 13, 2022124$4.5B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021112$4.1B13F-HR
Q2 2021Jun 30, 2021Jul 15, 2021125$4.1B13F-HR
Q1 2021Mar 31, 2021Apr 16, 2021119$3.9B13F-HR
Q4 2020Dec 31, 2020Jan 28, 2021112$3.6B13F-HR
Q3 2020Sep 30, 2020Oct 13, 2020107$3.1B13F-HR
Q2 2020Jun 30, 2020Jul 28, 2020107$2.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.