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FENIMORE ASSET MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FENIMORE ASSET MANAGEMENT INC
报告期 2026-03-31 · CIK 0000884566
持仓数
92
前50大市值合计
$4.23B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
ROST
Ross Stores, Inc.
COM
$295.4M
1,363,625
7.0%
APH
Amphenol Corp.
COM
$195.9M
1,550,590
4.6%
VMC
Vulcan Materials
COM
$178.8M
656,558
4.2%
SYK
Stryker Corporation
COM
$170.7M
519,513
4.0%
FAST
Fastenal Co
COM
$169.8M
3,658,472
4.0%
MKL
Markel Corporation
COM
$165.8M
86,606
3.9%
KEYS
Keysight Technologies Inc.
COM
$151.8M
537,750
3.6%
IEX
IDEX Corporation
COM
$151.3M
798,106
3.6%
ADI
Analog Devices Inc
COM
$150.9M
474,387
3.6%
—
Trane Technologies PLC
COM
$146.5M
351,548
3.5%
BRO
Brown & Brown, Inc.
COM
$145.0M
2,223,136
3.4%
BN
Brookfield Corp
COM
$139.1M
3,436,218
3.3%
AJG
Arthur J. Gallagher & Co.
COM
$122.8M
566,766
2.9%
PGR
Progressive Corp.
COM
$109.1M
550,384
2.6%
AZO
AutoZone, Inc.
COM
$107.8M
31,926
2.6%
CDW
CDW Corporation
COM
$107.8M
891,067
2.6%
ITW
Illinois Tool Works Inc.
COM
$101.4M
389,511
2.4%
GGG
Graco Inc.
COM
$92.7M
1,094,912
2.2%
MCHP
Microchip Technology Incorpora
COM
$91.5M
1,416,575
2.2%
LSTR
Landstar System, Inc.
COM
$90.7M
566,064
2.1%
HEI/A
HEICO Corp. Class A
COM
$90.5M
428,623
2.1%
EXLS
Exlservice Holdings Inc.
COM
$84.0M
2,757,931
2.0%
BKNG
Booking Holdings Inc.
COM
$83.4M
19,805
2.0%
AME
Ametek, Inc.
COM
$77.0M
359,232
1.8%
ZBRA
Zebra Technologies A
COM
$74.3M
355,476
1.8%
—
Steris PLC
COM
$72.2M
326,625
1.7%
PNFP
Pinnacle Financial Partners In
COM
$71.1M
825,389
1.7%
A
Agilent Technologies Inc
COM
$63.6M
558,370
1.5%
RSG
Republic Services, Inc.
COM
$62.4M
284,979
1.5%
ENTG
Entegris, Inc.
COM
$58.4M
497,838
1.4%
BR
Broadridge Financial Solutions
COM
$56.5M
347,950
1.3%
MLM
Martin Marietta Mat
COM
$52.0M
88,327
1.2%
CTAS
Cintas Corp
COM
$48.1M
284,568
1.1%
SPGI
S&P Global Inc.
COM
$47.2M
111,035
1.1%
BAM
Brookfield Asset Management Lt
COM
$40.8M
917,899
1.0%
VRSK
Verisk Analytics Inc.
COM
$39.3M
206,927
0.9%
JKHY
Jack Henry & Associates Inc
COM
$34.0M
215,101
0.8%
BRK/A
Berkshire Hathaway Inc. A
COM
$30.2M
42
0.7%
WSO
Watsco, Inc.
COM
$29.5M
80,971
0.7%
RYAN
Ryan Specialty Holdings, Inc
COM
$24.5M
724,832
0.6%
CIGI
Colliers International Group I
COM
$24.3M
226,943
0.6%
AVY
Avery Dennison Corp
COM
$23.8M
137,810
0.6%
TRRSF
Trisura Group Ltd.
COM
$20.8M
665,963
0.5%
PAYX
Paychex Inc
COM
$20.5M
222,145
0.5%
FSV
FirstService Corporation
COM
$20.0M
144,177
0.5%
HLI
Houlihan Lokey Inc.
COM
$19.9M
138,466
0.5%
SITE
Siteone Landscape Supply Inc.
COM
$19.7M
148,154
0.5%
CHH
Choice Hotels International, I
COM
$19.6M
188,907
0.5%
CBZ
CBIZ, Inc.
COM
$18.3M
682,222
0.4%
EXPO
Exponent, Inc.
COM
$16.9M
259,140
0.4%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
28%
前 6 大占比
ROST
7.0%
APH
4.6%
VMC
4.2%
SYK
4.0%
FAST
4.0%
MKL
3.9%
其他
72.2%
