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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 97 项
建仓 3
增持 41
减持 41
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
Genpact
-$76.5M
1,023,608
-55%
建仓
—
Booking Holdings Inc.
+$43.8M
18,667
增持
ROST
Ross Stores, Inc.
-$38.6M
1,655,355
+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
CDW
CDW Corporation
-$36.8M
1,301,710
-1%
减持
—
IDEX Corporation
-$36.2M
754,283
-1%
减持
BR
Broadridge Financial Solutions
-$34.1M
296,001
-33%
增持
KMX
CarMax, Inc.
-$28.7M
862,993
+0%
增持
—
Black Knight
-$27.1M
1,089,659
+0%
增持
—
Trane Technologies PLC
-$25.8M
546,874
+1%
增持
APD
Air Products & Chemicals, Inc.
-$25.1M
479,379
+1%
增持
BURL
Burlington Stores, Inc.
+$24.4M
138,253
+5298%
增持
AVY
Avery Dennison Corp
-$23.9M
566,958
+0%
减持
MKL
Markel Corporation
+$22.6M
97,310
-1%
减持
LSTR
Landstar System, Inc.
-$22.3M
133,782
-44%
减持
ITW
Illinois Tool Works Inc.
-$20.1M
404,839
-5%
清仓
—
Trisura Group Ltd.
-$19.8M
0
-100%
增持
FBIN
Fortune Brands Home & Sec Inc
-$17.5M
539,043
+0%
减持
VMC
Vulcan Materials
-$16.5M
682,525
-0%
减持
EOG
EOG Resources, Inc.
+$16.0M
748,119
-9%
减持
POOL
Pool Corp
-$14.6M
95,741
-2%
建仓
TRRSF
Trisura Group Ltd.
+$14.6M
529,540
增持
MCHP
Microchip Technology Incorpora
-$13.9M
1,300,254
+1%
减持
BRO
Brown & Brown, Inc.
-$13.8M
2,614,079
-9%
增持
—
T Rowe Price Group, Inc.
-$12.9M
298,154
+1%
减持
—
Brookfield Asset Management In
-$12.4M
3,010,996
-1%
清仓
NVR
NVR Inc.
-$11.2M
0
-100%
增持
GGG
Graco Inc.
-$11.0M
1,248,541
+3%
清仓
—
Cambridge Bancorp
-$9.8M
0
-100%
增持
FIS
Fidelity National Info Service
+$9.8M
666,402
+27%
增持
ZBRA
Zebra Technologies A
+$8.3M
172,338
+63%
清仓
DLR
Digital Realty Trust, Inc.
-$7.4M
0
-100%
增持
—
Clarivate PLC
+$7.3M
1,728,105
+87%
增持
FAST
Fastenal Co
-$7.0M
1,742,704
+1%
增持
HEI/A
HEICO Corp. Class A
+$6.5M
331,746
+20%
减持
JKHY
Jack Henry & Associates Inc
+$6.4M
228,934
-1%
增持
MTB
M&T Bank Corporation
+$6.0M
302,649
+3%
建仓
HGTY
Hagerty, Inc.
+$6.0M
553,570
减持
BRK/A
Berkshire Hathaway Inc. A
+$5.6M
123
-7%
增持
PGR
Progressive Corp.
+$4.9M
420,625
+0%
增持
THG
The Hanover Group
+$4.8M
239,746
+1%
减持
MNRO
Monro Inc.
-$4.0M
174,177
-14%
减持
AZO
AutoZone, Inc.
-$3.7M
44,632
-1%
减持
DG
Dollar General Corporation
-$3.5M
250,839
-0%
增持
ADI
Analog Devices Inc
-$3.4M
363,457
+1%
增持
HOMB
Home BancShares, Inc.
+$3.2M
493,875
+51%
减持
CSV
Carriage Services Inc.
-$3.2M
280,604
-0%
减持
CIGI
Colliers International Group I
-$3.2M
162,747
-1%
增持
ENTG
Entegris, Inc.
-$2.8M
402,871
+0%
减持
—
Pinnacle Financial Partners, I
-$2.4M
658,029
-0%
减持
BRK/B
Berkshire Hathaway Inc. B
-$1.9M
35,348
-27%
增持
RSG
Republic Services, Inc.
-$1.9M
313,501
+1%
增持
CHH
Choice Hotels International, I
-$1.8M
148,354
+1%
增持
APH
Amphenol Corp.
+$1.7M
557,494
+21%
增持
CBZ
CBIZ, Inc.
+$1.7M
589,772
+0%
减持
—
Penske Automotive Group Inc.
-$1.5M
109,155
-0%
增持
FELE
Franklin Electric Co., Inc.
-$1.5M
137,149
+1%
减持
—
Dream Finders Homes Inc.
-$1.4M
579,035
-0%
增持
FTDR
Frontdoor, Inc.
-$1.2M
393,375
+12%
增持
—
Hostess Brands Inc.
+$1.1M
720,846
+0%
增持
BOC
Boston Omaha Corporation
-$1.1M
431,000
+3%
减持
MKC
McCormick & Company
-$908.0K
110,230
-11%
减持
SYK
Stryker Corporation
-$855.0K
558,003
-1%
减持
—
SouthState Corporation
+$840.0K
612,229
-0%
增持
DSGX
Descartes Systems Group Inc.
-$785.0K
131,242
+4%
减持
CASS
Cass Information Systems Inc.
-$756.0K
305,940
-0%
减持
—
Brookfield Infrastructure Corp
+$635.0K
233,930
-6%
减持
—
Exxon Mobil Corporation
+$629.0K
33,689
-4%
增持
—
Paya Holdings
-$628.0K
1,422,792
+1%
减持
AJG
Arthur J. Gallagher & Co.
+$624.0K
539,208
-2%
增持
SPSC
SPS Commerce Inc.
-$624.0K
90,623
+3%
增持
CTAS
Cintas Corp
-$620.0K
59,067
+2%
减持
EXLS
Exlservice Holdings Inc.
-$610.0K
212,806
-1%
增持
CHE
Chemed Corp
-$552.0K
27,056
+0%
增持
OLLI
Ollie's Bargain Outlet Holding
-$520.0K
255,455
+14%
增持
—
Steris PLC
+$501.0K
186,440
+2%
减持
—
First Hawaiian Inc.
+$456.0K
833,674
-0%
增持
—
Ryan Specialty Group Holdings
-$391.0K
267,968
+0%
减持
PAYX
Paychex Inc
-$380.0K
316,106
-1%
减持
—
White Mountains Insurance Grou
-$378.0K
3,661
-18%
增持
—
Nomad Foods Ltd
+$329.0K
554,310
+15%
减持
—
U.S. Physical Therapy Inc.
+$327.0K
104,566
-1%
清仓
CME
Cme Group Inc
-$304.0K
0
-100%
减持
AAPL
Apple, Inc.
-$232.0K
15,212
-6%
减持
—
SVB Financial Group
-$221.0K
517
-31%
清仓
AMAT
Applied Materials Inc
-$220.0K
0
-100%
清仓
—
Xylem, Inc.
-$218.0K
0
-100%
清仓
—
Linde PLC
-$208.0K
0
-100%
减持
MCO
Moodys Corp
-$207.0K
787
-35%
清仓
LQD
Ishares Iboxx Investop Iboxx $
-$206.0K
0
-100%
清仓
WEX
Wex Inc.
-$206.0K
0
-100%
清仓
DIS
Walt Disney Co.
-$206.0K
0
-100%
清仓
ADP
Auto Data Processing
-$202.0K
0
-100%
增持
—
One Spa World Holdings Ltd.
+$171.0K
756,433
+0%
减持
MSFT
Microsoft Corp
-$99.0K
3,236
-1%
减持
IBM
International Business Machine
-$25.0K
4,985
-1%
增持
FND
Floor & Decor Holdings
+$16.0K
40,421
+61%
减持
—
Bank of Labor Bancshares Inc
+$3.0K
16,671
-2%
