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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 82 项
建仓 4
增持 37
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
FAST
Fastenal Co
-$33.4M
3,752,643
+0%
减持
ROST
Ross Stores, Inc.
+$31.3M
1,531,966
-5%
减持
AZO
AutoZone, Inc.
-$30.6M
32,830
-1%
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
APH
Amphenol Corp.
-$28.6M
1,665,809
-19%
增持
BRO
Brown & Brown, Inc.
-$28.2M
2,183,511
+1%
增持
LSTR
Landstar System, Inc.
+$28.1M
486,165
+43%
增持
CDW
CDW Corporation
-$25.0M
1,150,567
+1%
减持
MKL
Markel Corporation
+$20.8M
88,266
-0%
减持
—
Trane Technologies PLC
-$19.2M
395,638
-4%
减持
AJG
Arthur J. Gallagher & Co.
-$18.3M
354,440
-0%
增持
KEYS
Keysight Technologies Inc.
+$18.2M
633,773
+0%
增持
ZBRA
Zebra Technologies A
-$17.9M
359,257
+2%
增持
VMC
Vulcan Materials
-$14.6M
666,670
+0%
建仓
NOVT
Novanta Inc
+$14.1M
118,553
清仓
CASS
Cass Information Systems Inc.
-$13.4M
0
-100%
减持
ADI
Analog Devices Inc
+$12.2M
494,546
-0%
增持
PGR
Progressive Corp.
-$10.6M
559,924
+0%
减持
SYK
Stryker Corporation
-$9.6M
525,378
-0%
减持
FTDR
Frontdoor, Inc.
-$8.8M
245,564
-28%
减持
—
Pinnacle Financial Partners, I
-$8.3M
844,455
-11%
减持
WSO
Watsco, Inc.
-$8.1M
60,859
-14%
减持
BRK/A
Berkshire Hathaway Inc. A
-$7.5M
42
-19%
增持
VRSK
Verisk Analytics Inc.
+$7.5M
188,194
+37%
增持
AME
Ametek, Inc.
+$6.4M
367,870
+0%
减持
DFH
Dream Finders Homes Inc.
-$6.1M
686,041
-0%
减持
CIGI
Colliers International Group I
-$5.9M
222,258
-10%
增持
PAYX
Paychex Inc
-$5.9M
425,591
+1%
减持
ITW
Illinois Tool Works Inc.
-$5.7M
395,628
-0%
增持
A
Agilent Technologies Inc
+$5.7M
594,972
+1%
增持
FND
Floor & Decor Holdings
+$5.5M
300,203
+73%
减持
EXLS
Exlservice Holdings Inc.
-$5.2M
2,773,142
-1%
减持
JKHY
Jack Henry & Associates Inc
+$5.0M
220,615
-7%
增持
CTAS
Cintas Corp
-$4.6M
279,651
+0%
增持
FSV
FirstService Corporation
-$4.2M
149,827
+4%
增持
BAM
Brookfield Asset Management Lt
-$4.2M
937,887
+0%
增持
ENTG
Entegris, Inc.
-$4.0M
551,246
+1%
减持
BIPC
Brookfield Infrastructure Corp
-$3.9M
427,910
-24%
增持
BR
Broadridge Financial Solutions
-$3.7M
323,621
+2%
减持
IEX
IDEX Corporation
+$3.4M
819,203
-6%
减持
—
One Spa World Holdings Ltd.
-$3.3M
794,612
-15%
增持
RSG
Republic Services, Inc.
-$3.2M
290,625
+3%
增持
AVY
Avery Dennison Corp
+$2.9M
143,826
+0%
增持
EXPO
Exponent, Inc.
+$2.8M
266,892
+18%
增持
—
Steris PLC
+$2.8M
328,107
+1%
减持
EOG
EOG Resources, Inc.
-$2.8M
387,628
-0%
增持
GGG
Graco Inc.
-$2.5M
1,112,750
+1%
减持
TRRSF
Trisura Group Ltd.
+$2.2M
684,344
-1%
增持
ROP
Roper Technologies, Inc.
-$1.4M
52,195
+5%
增持
GEHC
GE Healthcare Technologies Inc
+$1.3M
187,695
+0%
减持
CBZ
CBIZ, Inc.
-$1.3M
452,592
-1%
减持
BOC
Boston Omaha Corporation
-$997.8K
926,624
-3%
减持
DSGX
Descartes Systems Group Inc.
-$944.7K
130,384
-1%
增持
BKNG
Booking Holdings Inc.
-$867.7K
19,994
+0%
减持
CHE
Chemed Corp
-$848.6K
36,987
-1%
增持
RYAN
Ryan Specialty Holdings, Inc
+$821.6K
27,613
+158%
减持
BROS
Dutch Brothers Inc Cl A
+$820.1K
312,111
-11%
减持
SITE
Siteone Landscape Supply Inc.
-$766.9K
151,994
-1%
增持
CWST
Casella Waste System Inc.
+$669.5K
117,493
+3%
减持
ASGTF
Altus Group Ltd
-$629.2K
379,464
-1%
减持
BRK/B
Berkshire Hathaway Inc. B
-$617.0K
13,022
-9%
增持
CHH
Choice Hotels International, I
-$595.7K
193,444
+9%
增持
MCHP
Microchip Technology Incorpora
+$529.9K
1,444,945
+1%
增持
MLM
Martin Marietta Mat
-$514.4K
89,928
+0%
增持
SPSC
SPS Commerce Inc.
-$496.7K
164,884
+13%
减持
HOMB
Home BancShares, Inc.
-$356.4K
510,618
-1%
减持
ESI
Element Solutions Inc
-$341.6K
613,873
-1%
增持
HLI
Houlihan Lokey Inc.
-$318.6K
123,672
+16%
增持
BWIN
The Baldwin Insurance Group In
-$298.2K
582,850
+15%
建仓
AKRE
Akre Focus Etf
+$263.8K
4,027
增持
BN
Brookfield Corp
-$259.3K
3,842,656
+49%
建仓
—
Diamond Hill Investment Group,
+$226.5K
1,336
建仓
—
Bank Of Richmondville
+$224.4K
1,000
清仓
INTU
Intuit Com
-$204.9K
0
-100%
清仓
AXP
American Express Company
-$201.0K
0
-100%
减持
AAPL
Apple, Inc.
+$182.0K
13,296
-1%
减持
POOL
Pool Corp
-$179.3K
1,080
-21%
增持
HEI/A
HEICO Corp. Class A
-$159.9K
436,906
+1%
减持
ESAB
Esab Corporation
-$92.5K
105,713
-1%
减持
FELE
Franklin Electric Co., Inc.
-$62.2K
138,823
-1%
减持
ABBV
Abbvie, Inc.
-$23.9K
7,448
-0%
减持
IVV
iShares Core S&P 500 ETF
-$15.5K
1,150
-4%
增持
XLY
SPDR Fund Consumer
-$2.6K
6,276
+100%
