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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 78 项
建仓 4
增持 48
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
WAT
Waters Corporation
-$85.1M
0
-100%
增持
A
Agilent Technologies Inc
+$53.9M
586,500
+224%
增持
ROST
Ross Stores, Inc.
+$39.8M
1,605,273
+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。
增持
BRO
Brown & Brown, Inc.
-$35.0M
2,156,455
+1%
减持
VMC
Vulcan Materials
+$31.1M
665,666
-0%
减持
—
Pinnacle Financial Partners, I
-$30.0M
947,745
-12%
减持
APH
Amphenol Corp.
+$27.8M
2,050,259
-10%
增持
LSTR
Landstar System, Inc.
+$27.5M
341,130
+231%
减持
POOL
Pool Corp
-$27.3M
1,375
-99%
增持
FAST
Fastenal Co
+$26.6M
3,751,178
+0%
增持
CDW
CDW Corporation
-$21.2M
1,141,082
+0%
减持
AZO
AutoZone, Inc.
+$18.4M
33,094
-1%
减持
BN
Brookfield Corp
+$16.2M
2,575,076
-1%
清仓
—
Nomad Foods Ltd
-$15.7M
0
-100%
增持
SYK
Stryker Corporation
-$13.4M
525,437
+0%
减持
PGR
Progressive Corp.
-$11.1M
559,328
-0%
增持
IEX
IDEX Corporation
-$10.8M
874,679
+0%
建仓
CWST
Casella Waste System Inc.
+$10.8M
114,226
增持
FSV
FirstService Corporation
+$10.0M
144,633
+44%
减持
BROS
Dutch Brothers Inc Cl A
-$9.3M
349,395
-13%
减持
—
Trane Technologies PLC
-$8.9M
410,528
-1%
增持
KEYS
Keysight Technologies Inc.
+$8.1M
632,432
+1%
增持
PAYX
Paychex Inc
-$7.9M
423,118
+0%
增持
MLM
Martin Marietta Mat
+$7.7M
89,657
+1%
减持
MKL
Markel Corporation
-$7.6M
88,388
-0%
增持
BKNG
Booking Holdings Inc.
-$7.5M
19,992
+0%
增持
VRSK
Verisk Analytics Inc.
-$7.1M
137,744
+3%
增持
MCHP
Microchip Technology Incorpora
-$7.0M
1,425,444
+2%
增持
CBZ
CBIZ, Inc.
-$6.9M
455,344
+5%
增持
JKHY
Jack Henry & Associates Inc
-$6.7M
236,732
+2%
减持
CIGI
Colliers International Group I
+$6.3M
247,220
-0%
减持
ENTG
Entegris, Inc.
+$6.3M
545,870
-0%
增持
ITW
Illinois Tool Works Inc.
+$5.9M
395,635
+1%
增持
—
Steris PLC
+$5.4M
324,971
+4%
增持
GEHC
GE Healthcare Technologies Inc
+$4.8M
187,188
+50%
增持
CTAS
Cintas Corp
-$4.7M
278,638
+0%
增持
RSG
Republic Services, Inc.
-$4.5M
282,141
+0%
减持
AJG
Arthur J. Gallagher & Co.
-$4.0M
355,301
-0%
减持
ADI
Analog Devices Inc
+$3.8M
496,310
-0%
减持
TRRSF
Trisura Group Ltd.
-$3.7M
689,411
-0%
减持
CHH
Choice Hotels International, I
-$3.6M
177,936
-0%
增持
AME
Ametek, Inc.
+$3.5M
367,497
+1%
增持
ZBRA
Zebra Technologies A
-$3.3M
353,914
+1%
增持
HLI
Houlihan Lokey Inc.
+$3.1M
106,473
+2%
增持
ROP
Roper Technologies, Inc.
-$3.1M
49,475
+1%
增持
FTDR
Frontdoor, Inc.
+$2.9M
340,620
+0%
增持
CHE
Chemed Corp
+$2.5M
37,240
+28%
增持
WSO
Watsco, Inc.
-$2.3M
70,701
+1%
增持
AVY
Avery Dennison Corp
-$1.9M
143,249
+0%
增持
BAM
Brookfield Asset Management Lt
+$1.9M
936,273
+1%
增持
SPSC
SPS Commerce Inc.
-$1.7M
145,888
+18%
增持
ESI
Element Solutions Inc
+$1.6M
623,056
+0%
增持
ASGTF
Altus Group Ltd
+$1.5M
382,699
+0%
增持
EXLS
Exlservice Holdings Inc.
+$1.5M
2,789,992
+1%
增持
EXPO
Exponent, Inc.
+$1.4M
226,475
+18%
增持
CASS
Cass Information Systems Inc.
-$1.4M
340,544
+0%
增持
EOG
EOG Resources, Inc.
-$1.3M
387,687
+4%
减持
SITE
Siteone Landscape Supply Inc.
+$1.2M
152,945
-0%
增持
BR
Broadridge Financial Solutions
-$1.0M
318,791
+1%
增持
DSGX
Descartes Systems Group Inc.
-$956.8K
131,319
+0%
减持
BOC
Boston Omaha Corporation
-$921.0K
952,613
-0%
增持
ESAB
Esab Corporation
-$920.4K
106,522
+0%
增持
FELE
Franklin Electric Co., Inc.
+$791.5K
139,958
+0%
增持
GGG
Graco Inc.
-$747.2K
1,102,884
+0%
增持
BWIN
The Baldwin Insurance Group In
-$739.5K
507,057
+44%
减持
—
One Spa World Holdings Ltd.
+$700.4K
935,495
-0%
建仓
RYAN
Ryan Specialty Holdings, Inc
+$604.0K
10,717
增持
DFH
Dream Finders Homes Inc.
+$565.5K
689,132
+0%
增持
FND
Floor & Decor Holdings
-$332.5K
173,473
+0%
减持
BIPC
Brookfield Infrastructure Corp
-$300.6K
566,282
-0%
减持
BRK/B
Berkshire Hathaway Inc. B
-$257.1K
14,247
-7%
增持
HEI/A
HEICO Corp. Class A
-$218.2K
434,681
+2%
清仓
COST
Costco Wholesale Corp
-$207.9K
0
-100%
建仓
INTU
Intuit Com
+$204.9K
300
建仓
AXP
American Express Company
+$201.0K
605
减持
CNMD
Conmed Corp
-$45.0K
8,902
-0%
增持
HOMB
Home BancShares, Inc.
-$31.4K
513,828
+0%
减持
USB
US Bancorp
+$22.5K
7,331
-0%
