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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 92 项
建仓 9
增持 35
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
—
Brookfield Asset Management In
-$117.2M
0
-100%
建仓
BN
Brookfield Corp
+$90.1M
2,862,992
减持
ROST
Ross Stores, Inc.
+$53.5M
1,689,273
-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
—
Black Knight Inc.
-$41.5M
465,894
-57%
减持
APD
Air Products & Chemicals, Inc.
+$35.5M
475,583
-0%
减持
CDW
CDW Corporation
+$28.7M
1,290,071
-0%
增持
SYK
Stryker Corporation
+$22.4M
534,211
+0%
建仓
BAM
Brookfield Asset Management Lt
+$21.5M
749,491
减持
MKL
Markel Corporation
+$21.0M
90,246
-0%
减持
—
IDEX Corporation
+$20.9M
749,664
-0%
增持
ZBRA
Zebra Technologies A
+$16.3M
306,286
+29%
增持
ITW
Illinois Tool Works Inc.
+$15.6M
390,031
+0%
增持
ADI
Analog Devices Inc
+$13.1M
459,051
+3%
清仓
CWST
Casella Waste System Inc.
-$12.9M
0
-100%
增持
MCHP
Microchip Technology Incorpora
+$12.5M
1,312,500
+0%
减持
MTB
M&T Bank Corporation
-$12.1M
265,029
-8%
减持
VMC
Vulcan Materials
+$11.6M
674,191
-0%
减持
—
Trane Technologies PLC
+$10.8M
534,698
-2%
减持
EOG
EOG Resources, Inc.
-$10.7M
399,976
-29%
增持
AVY
Avery Dennison Corp
+$10.7M
572,690
+0%
减持
FIS
Fidelity National Info Service
-$10.1M
622,738
-10%
增持
APH
Amphenol Corp.
+$9.1M
939,000
+1%
减持
—
Booking Holdings Inc.
+$7.6M
20,510
-0%
增持
ENTG
Entegris, Inc.
-$7.3M
424,592
+0%
减持
GGG
Graco Inc.
+$7.0M
1,053,876
-1%
清仓
—
Clarivate PLC
-$5.9M
0
-100%
增持
PGR
Progressive Corp.
+$5.9M
422,275
+0%
减持
TRRSF
Trisura Group Ltd.
+$5.8M
637,029
-1%
减持
AJG
Arthur J. Gallagher & Co.
+$5.2M
476,873
-4%
增持
SITE
Siteone Landscape Supply Inc.
+$4.7M
100,269
+47%
减持
OLLI
Ollie's Bargain Outlet Holding
-$4.2M
198,925
-24%
建仓
—
MasterBrand, Inc.
+$4.1M
540,895
增持
KMX
CarMax, Inc.
-$4.0M
883,067
+1%
增持
CTAS
Cintas Corp
+$3.8M
59,132
+0%
增持
—
Steris PLC
+$3.7M
190,983
+1%
增持
FAST
Fastenal Co
+$3.7M
1,787,752
+2%
清仓
—
Ryan Specialty Holdings, Inc
-$3.5M
0
-100%
减持
CASS
Cass Information Systems Inc.
+$3.5M
320,849
-1%
增持
—
Nomad Foods Ltd
+$3.2M
770,326
+9%
增持
BRO
Brown & Brown, Inc.
-$3.1M
2,710,285
+4%
减持
EXLS
Exlservice Holdings Inc.
+$3.1M
181,211
-3%
增持
BR
Broadridge Financial Solutions
-$2.9M
294,159
+0%
增持
—
Pinnacle Financial Partners, I
-$2.7M
697,752
+5%
增持
—
Genpact
+$2.6M
932,831
+1%
增持
USB
US Bancorp
+$2.4M
62,369
+751%
增持
FBIN
Fortune Brands Home & Sec Inc
+$2.2M
563,449
+1%
减持
RSG
Republic Services, Inc.
-$2.2M
298,539
-0%
增持
THG
The Hanover Group
+$2.1M
245,194
+1%
减持
AZO
AutoZone, Inc.
-$2.1M
35,458
-15%
增持
HEI/A
HEICO Corp. Class A
+$2.0M
337,333
+1%
减持
CHE
Chemed Corp
+$1.9M
27,079
-1%
减持
—
SouthState Corporation
-$1.8M
610,863
-0%
减持
BOC
Boston Omaha Corporation
+$1.8M
541,941
-1%
减持
LSTR
Landstar System, Inc.
+$1.7M
100,454
-1%
增持
DG
Dollar General Corporation
+$1.7M
252,162
+0%
减持
POOL
Pool Corp
-$1.5M
94,607
-0%
减持
—
Hostess Brands Inc.
-$1.4M
685,221
-5%
减持
—
Penske Automotive Group Inc.
+$1.4M
88,738
-1%
减持
FTDR
Frontdoor, Inc.
-$1.4M
326,656
-19%
增持
CSV
Carriage Services Inc.
-$1.4M
308,334
+1%
增持
JKHY
Jack Henry & Associates Inc
-$1.3M
203,573
+0%
增持
PAYX
Paychex Inc
+$1.3M
332,640
+0%
增持
MKC
McCormick & Company
+$1.3M
108,874
+0%
减持
CBZ
CBIZ, Inc.
+$1.3M
565,196
-4%
增持
—
Dream Finders Homes Inc.
-$1.1M
609,662
+2%
减持
BRK/B
Berkshire Hathaway Inc. B
+$1.0M
33,369
-4%
增持
CIGI
Colliers International Group I
+$1.0M
179,478
+6%
减持
—
First Hawaiian Inc.
-$994.0K
459,678
-13%
增持
CHH
Choice Hotels International, I
+$853.0K
157,089
+2%
减持
DSGX
Descartes Systems Group Inc.
+$791.0K
134,342
-0%
减持
—
Brookfield Infrastructure Corp
-$706.0K
357,730
-0%
减持
BURL
Burlington Stores, Inc.
+$695.0K
31,154
-38%
增持
FSV
FirstService Corporation
+$643.0K
92,787
+3%
增持
HGTY
Hagerty, Inc.
+$567.0K
921,712
+15%
增持
FND
Floor & Decor Holdings
+$526.0K
156,489
+6%
清仓
—
One Spa World Holdings Ltd.
-$499.0K
0
-100%
减持
XLY
Select Sector Spdr Tr Sbi Cons
-$489.0K
3,138
-50%
减持
—
Exxon Mobil Corporation
+$418.0K
29,584
-9%
清仓
—
Diamond Back Energy Inc.
-$383.0K
0
-100%
减持
FELE
Franklin Electric Co., Inc.
-$308.0K
141,784
-0%
增持
WSO
Watsco, Inc.
-$286.0K
48,405
+1%
减持
SPSC
SPS Commerce Inc.
+$282.0K
91,798
-1%
建仓
WFC
Wells Fargo & Co New
+$248.0K
6,000
建仓
RTX
Raytheon Technologies Corp
+$244.0K
2,421
建仓
CVX
Chevron Corporation
+$243.0K
1,352
建仓
MCO
Moodys Corp
+$219.0K
787
减持
—
T Rowe Price Group, Inc.
+$211.0K
283,749
-3%
建仓
DE
Deere & Co
+$204.0K
475
建仓
—
Xylem, Inc.
+$201.0K
1,817
减持
—
Paya Holdings
-$179.0K
1,128,107
-24%
减持
AAPL
Apple, Inc.
-$134.0K
16,154
-0%
减持
HOMB
Home BancShares, Inc.
+$75.0K
500,865
-1%
