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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
$4.23B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 99 项
建仓 14
增持 41
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
BRO
Brown & Brown, Inc.
+$41.9M
2,884,768
-1%
减持
CDW
CDW Corporation
+$27.9M
1,316,941
-1%
增持
VMC
Vulcan Materials
+$26.6M
683,511
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
LSTR
Landstar System, Inc.
-$26.5M
237,292
-46%
增持
APD
Air Products & Chemicals, Inc.
+$23.2M
476,126
+0%
增持
FAST
Fastenal Co
+$22.0M
1,724,699
+1%
建仓
—
Clarivate PLC
+$21.7M
922,635
增持
APH
Amphenol Corp.
+$21.6M
460,434
+80%
增持
—
Black Knight
+$20.7M
1,089,049
+13%
减持
—
IDEX Corporation
+$20.4M
765,248
-1%
减持
DLR
Digital Realty Trust, Inc.
-$18.1M
41,738
-76%
减持
—
Brookfield Asset Management In
+$17.7M
3,026,689
-2%
增持
ITW
Illinois Tool Works Inc.
+$17.5M
424,927
+0%
减持
AZO
AutoZone, Inc.
+$16.6M
45,289
-2%
减持
—
Trane Technologies PLC
+$15.5M
541,232
-0%
增持
GGG
Graco Inc.
+$14.6M
1,215,921
+2%
建仓
CHE
Chemed Corp
+$14.3M
26,949
增持
—
Genpact
+$13.9M
2,280,647
+1%
增持
MCHP
Microchip Technology Incorpora
+$13.1M
1,281,588
+100%
减持
POOL
Pool Corp
+$12.4M
97,402
-1%
增持
RSG
Republic Services, Inc.
+$11.4M
311,468
+17%
减持
HOMB
Home BancShares, Inc.
-$10.5M
326,665
-58%
增持
—
Steris PLC
+$9.4M
183,127
+6%
减持
AJG
Arthur J. Gallagher & Co.
+$9.3M
551,202
-3%
增持
BR
Broadridge Financial Solutions
+$9.3M
438,603
+3%
减持
FBIN
Fortune Brands Home & Sec Inc
+$9.2M
538,573
-0%
增持
ROST
Ross Stores, Inc.
+$9.1M
1,647,671
+0%
减持
ZBRA
Zebra Technologies A
+$8.4M
105,924
-0%
减持
—
SouthState Corporation
-$8.3M
613,059
-20%
增持
PAYX
Paychex Inc
+$8.0M
318,819
+1%
清仓
HCSG
Healthcare Services Group, Inc
-$7.6M
0
-100%
增持
DG
Dollar General Corporation
+$6.3M
251,552
+1%
增持
ENTG
Entegris, Inc.
+$6.3M
401,709
+2%
增持
FIS
Fidelity National Info Service
-$6.1M
523,248
+1%
增持
—
Paya Holdings
-$5.9M
1,414,167
+3%
增持
PGR
Progressive Corp.
+$5.7M
419,576
+1%
减持
CSV
Carriage Services Inc.
+$5.6M
281,184
-0%
减持
EOG
EOG Resources, Inc.
+$4.9M
824,396
-3%
减持
AVY
Avery Dennison Corp
+$4.2M
565,660
-1%
减持
EXLS
Exlservice Holdings Inc.
+$4.2M
214,816
-2%
增持
MKL
Markel Corporation
+$4.2M
98,047
+0%
增持
BOC
Boston Omaha Corporation
-$4.2M
417,880
+0%
增持
CTAS
Cintas Corp
+$4.1M
58,097
+2%
减持
CBZ
CBIZ, Inc.
+$3.9M
589,302
-0%
增持
ADI
Analog Devices Inc
+$3.9M
360,877
+2%
增持
HEI/A
HEICO Corp. Class A
+$3.9M
276,654
+3%
减持
SPSC
SPS Commerce Inc.
-$3.7M
87,908
-12%
增持
MKC
McCormick & Company
+$3.5M
123,272
+19%
减持
BRK/B
Berkshire Hathaway Inc. B
-$3.1M
48,100
-25%
减持
BRK/A
Berkshire Hathaway Inc. A
+$3.1M
132
-4%
增持
—
Dream Finders Homes Inc.
+$3.0M
579,295
+21%
增持
JKHY
Jack Henry & Associates Inc
+$2.8M
232,083
+6%
减持
CIGI
Colliers International Group I
+$2.2M
163,967
-6%
减持
—
Brookfield Infrastructure Corp
+$2.1M
249,235
-0%
增持
—
Trisura Group Ltd.
+$2.0M
526,275
+0%
减持
FELE
Franklin Electric Co., Inc.
+$2.0M
136,424
-0%
减持
—
Penske Automotive Group Inc.
-$1.9M
109,585
-19%
增持
OLLI
Ollie's Bargain Outlet Holding
+$1.9M
224,540
+40%
增持
FTDR
Frontdoor, Inc.
-$1.8M
352,150
+0%
增持
THG
The Hanover Group
+$1.8M
236,956
+5%
增持
—
Ryan Specialty Group Holdings
+$1.8M
267,278
+0%
减持
—
Hostess Brands Inc.
+$1.7M
719,711
-4%
减持
—
White Mountains Insurance Grou
-$1.6M
4,476
-22%
减持
CHH
Choice Hotels International, I
+$1.6M
146,549
-13%
增持
—
U.S. Physical Therapy Inc.
-$1.5M
105,416
+0%
增持
—
First Hawaiian Inc.
-$1.3M
834,065
+2%
增持
—
Pinnacle Financial Partners, I
+$1.1M
659,221
+0%
减持
SYK
Stryker Corporation
+$1.1M
561,055
-1%
增持
—
Nomad Foods Ltd
-$986.0K
480,005
+0%
增持
—
T Rowe Price Group, Inc.
+$956.0K
294,728
+2%
增持
CASS
Cass Information Systems Inc.
-$752.0K
306,420
+0%
建仓
BURL
Burlington Stores, Inc.
+$747.0K
2,561
增持
—
Cambridge Bancorp
+$608.0K
104,881
+0%
减持
MNRO
Monro Inc.
-$604.0K
201,592
-6%
建仓
ZTS
Zoetis
+$547.0K
2,240
建仓
—
SVB Financial Group
+$510.0K
752
减持
KMX
CarMax, Inc.
+$479.0K
859,453
-1%
建仓
MCO
Moodys Corp
+$473.0K
1,212
清仓
CVS
CVS Caremark Corp
-$367.0K
0
-100%
建仓
MSCI
MSCI, Inc.
+$350.0K
572
减持
MTB
M&T Bank Corporation
+$328.0K
294,727
-2%
建仓
CME
Cme Group Inc
+$304.0K
1,329
建仓
VRSK
Verisk Analytics Inc.
+$239.0K
1,047
建仓
AMAT
Applied Materials Inc
+$220.0K
1,400
建仓
SJM
Smuckers, Jm
+$208.0K
1,528
建仓
—
Linde PLC
+$208.0K
600
建仓
WEX
Wex Inc.
+$206.0K
1,467
建仓
ADP
Auto Data Processing
+$202.0K
820
增持
DSGX
Descartes Systems Group Inc.
+$184.0K
125,792
+0%
减持
PFE
Pfizer Incorporated
+$157.0K
10,409
-2%
减持
FND
Floor & Decor Holdings
+$139.0K
25,056
-3%
减持
XLY
Select Sector Spdr Tr Sbi Cons
+$103.0K
6,276
-5%
减持
—
Exxon Mobil Corporation
+$54.0K
35,189
-1%
减持
DIS
Walt Disney Co.
-$50.0K
1,333
-12%
减持
NBTB
NBT Bancorp Inc
+$24.0K
14,480
-2%
减持
—
One Spa World Holdings Ltd.
+$20.0K
752,983
-0%
减持
PG
Procter & Gamble
+$3.0K
3,189
-14%
减持
MRK
Merck & Co Inc New
+$3.0K
7,535
-1%
增持
LQD
Ishares Iboxx Investop Iboxx $
+$1.0K
1,555
+1%
