小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 76 项
建仓 2
增持 52
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
APH
Amphenol Corp.
+$75.2M
2,287,420
-0%
清仓
MKC
McCormick & Company
-$61.9M
0
-100%
减持
—
Trane Technologies PLC
+$36.7M
416,288
-4%
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。
增持
MCHP
Microchip Technology Incorpora
+$34.7M
1,399,969
+6%
减持
BRO
Brown & Brown, Inc.
-$29.5M
2,140,192
-0%
增持
HEI/A
HEICO Corp. Class A
+$28.9M
427,696
+10%
减持
BN
Brookfield Corp
+$24.2M
2,592,645
-0%
减持
BKNG
Booking Holdings Inc.
+$23.5M
19,934
-0%
增持
ADI
Analog Devices Inc
+$21.5M
496,333
+4%
增持
VMC
Vulcan Materials
+$18.8M
665,852
+0%
增持
AME
Ametek, Inc.
+$17.8M
362,433
+31%
增持
ZBRA
Zebra Technologies A
+$17.2M
351,633
+9%
增持
KEYS
Keysight Technologies Inc.
+$13.5M
625,803
+5%
增持
FAST
Fastenal Co
+$12.8M
3,747,704
+101%
减持
AJG
Arthur J. Gallagher & Co.
-$12.6M
356,342
-3%
增持
SYK
Stryker Corporation
+$12.6M
524,815
+0%
增持
MKL
Markel Corporation
+$11.4M
88,392
+0%
增持
HLI
Houlihan Lokey Inc.
+$10.7M
104,225
+108%
减持
PGR
Progressive Corp.
-$9.8M
559,360
-0%
增持
EXLS
Exlservice Holdings Inc.
-$9.4M
2,771,245
+0%
建仓
GEHC
GE Healthcare Technologies Inc
+$9.3M
125,008
增持
MLM
Martin Marietta Mat
+$8.7M
88,850
+6%
增持
—
Pinnacle Financial Partners, I
+$7.2M
1,076,968
+2%
增持
BAM
Brookfield Asset Management Lt
+$7.1M
930,467
+2%
增持
FTDR
Frontdoor, Inc.
+$7.1M
340,252
+1%
减持
TRRSF
Trisura Group Ltd.
+$6.5M
690,681
-0%
增持
—
Steris PLC
+$6.4M
312,061
+3%
增持
CTAS
Cintas Corp
+$4.9M
277,629
+0%
减持
—
Nomad Foods Ltd
-$4.9M
921,333
-12%
清仓
HGTY
Hagerty, Inc.
-$4.5M
0
-100%
增持
VRSK
Verisk Analytics Inc.
+$4.4M
133,971
+7%
减持
CHE
Chemed Corp
-$3.8M
29,018
-0%
减持
AZO
AutoZone, Inc.
-$3.7M
33,298
-0%
增持
—
One Spa World Holdings Ltd.
+$3.4M
935,555
+0%
增持
GGG
Graco Inc.
+$3.4M
1,098,618
+1%
减持
CDW
CDW Corporation
+$3.2M
1,136,423
-9%
增持
CIGI
Colliers International Group I
+$3.2M
247,663
+3%
增持
BIPC
Brookfield Infrastructure Corp
+$3.1M
566,973
+0%
增持
PAYX
Paychex Inc
-$2.9M
422,697
+1%
清仓
TROW
T Rowe Price Group, Inc.
-$2.8M
0
-100%
增持
EOG
EOG Resources, Inc.
-$2.7M
374,538
+1%
减持
BROS
Dutch Brothers Inc Cl A
+$2.6M
403,490
-0%
增持
POOL
Pool Corp
-$2.5M
95,020
+0%
增持
DFH
Dream Finders Homes Inc.
+$2.3M
688,292
+3%
增持
FND
Floor & Decor Holdings
+$1.9M
172,689
+24%
增持
CBZ
CBIZ, Inc.
-$1.8M
432,377
+0%
增持
IEX
IDEX Corporation
-$1.7M
872,652
+2%
增持
ENTG
Entegris, Inc.
-$1.4M
547,883
+5%
增持
WAT
Waters Corporation
-$1.3M
243,780
+4%
增持
JKHY
Jack Henry & Associates Inc
+$1.3M
232,683
+5%
减持
ASGTF
Altus Group Ltd
+$1.3M
381,749
-0%
增持
WSO
Watsco, Inc.
+$1.2M
69,975
+20%
增持
EXPO
Exponent, Inc.
-$1.2M
191,483
+0%
增持
AVY
Avery Dennison Corp
+$1.1M
143,215
+6%
增持
CHH
Choice Hotels International, I
-$1.0M
178,443
+0%
减持
BRK/B
Berkshire Hathaway Inc. B
-$969.5K
15,274
-3%
减持
RSG
Republic Services, Inc.
+$847.8K
280,961
-1%
减持
FSV
FirstService Corporation
+$834.3K
100,361
-0%
增持
A
Agilent Technologies Inc
+$750.5K
180,880
+3%
增持
BR
Broadridge Financial Solutions
+$681.1K
316,531
+1%
增持
FELE
Franklin Electric Co., Inc.
-$546.2K
139,653
+0%
增持
LSTR
Landstar System, Inc.
-$544.9K
102,957
+4%
增持
BOC
Boston Omaha Corporation
-$437.7K
953,077
+1%
增持
SITE
Siteone Landscape Supply Inc.
+$435.5K
153,243
+3%
增持
ESAB
Esab Corporation
+$434.4K
106,372
+0%
减持
SPSC
SPS Commerce Inc.
+$407.8K
123,852
-0%
增持
ITW
Illinois Tool Works Inc.
+$268.5K
393,529
+1%
增持
ROST
Ross Stores, Inc.
-$263.5K
1,605,116
+0%
建仓
COST
Costco Wholesale Corp
+$207.9K
210
增持
BWIN
The Baldwin Insurance Group In
-$183.5K
351,403
+3%
增持
DSGX
Descartes Systems Group Inc.
+$133.6K
131,152
+0%
增持
HOMB
Home BancShares, Inc.
+$126.1K
512,043
+0%
减持
—
Exxon Mobil Corporation
-$97.1K
3,378
-13%
增持
CASS
Cass Information Systems Inc.
+$95.7K
339,524
+0%
增持
ESI
Element Solutions Inc
+$81.8K
622,476
+0%
增持
ROP
Roper Technologies, Inc.
+$50.9K
48,994
+4%
