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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 78 项
建仓 5
增持 18
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
Pinnacle Financial Partners, I
-$80.6M
0
-100%
建仓
PNFP
Pinnacle Financial Partners In
+$71.1M
825,389
减持
CDW
CDW Corporation
-$48.9M
891,067
-23%
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。
建仓
SPGI
S&P Global Inc.
+$47.2M
111,035
减持
EOG
EOG Resources, Inc.
-$40.1M
4,329
-99%
减持
BN
Brookfield Corp
-$37.3M
3,436,218
-11%
减持
EXLS
Exlservice Holdings Inc.
-$33.7M
2,757,931
-1%
增持
AJG
Arthur J. Gallagher & Co.
+$31.0M
566,766
+60%
减持
APH
Amphenol Corp.
-$29.2M
1,550,590
-7%
增持
BRO
Brown & Brown, Inc.
-$29.1M
2,223,136
+2%
减持
PAYX
Paychex Inc
-$27.3M
222,145
-48%
减持
MKL
Markel Corporation
-$24.0M
86,606
-2%
减持
BKNG
Booking Holdings Inc.
-$23.7M
19,805
-1%
清仓
ROP
Roper Technologies, Inc.
-$23.2M
0
-100%
减持
KEYS
Keysight Technologies Inc.
+$23.1M
537,750
-15%
增持
RYAN
Ryan Specialty Holdings, Inc
+$23.0M
724,832
+2525%
增持
LSTR
Landstar System, Inc.
+$20.9M
566,064
+16%
减持
HEI/A
HEICO Corp. Class A
-$19.8M
428,623
-2%
减持
ROST
Ross Stores, Inc.
+$19.4M
1,363,625
-11%
减持
FAST
Fastenal Co
+$19.2M
3,658,472
-3%
清仓
BROS
Dutch Brothers Inc Cl A
-$19.1M
0
-100%
减持
PGR
Progressive Corp.
-$18.4M
550,384
-2%
减持
A
Agilent Technologies Inc
-$17.3M
558,370
-6%
减持
ADI
Analog Devices Inc
+$16.8M
474,387
-4%
增持
BR
Broadridge Financial Solutions
-$15.7M
347,950
+8%
减持
SYK
Stryker Corporation
-$13.9M
519,513
-1%
减持
ZBRA
Zebra Technologies A
-$12.9M
355,476
-1%
减持
ENTG
Entegris, Inc.
+$11.9M
497,838
-10%
清仓
DFH
Dream Finders Homes Inc.
-$11.7M
0
-100%
减持
VMC
Vulcan Materials
-$11.4M
656,558
-2%
建仓
GIL
Gildan Activewear Inc
+$11.2M
200,691
减持
—
Steris PLC
-$11.0M
326,625
-0%
增持
WSO
Watsco, Inc.
+$8.9M
80,971
+33%
增持
CIGI
Colliers International Group I
-$8.4M
226,943
+2%
减持
BAM
Brookfield Asset Management Lt
-$8.3M
917,899
-2%
减持
—
Trane Technologies PLC
-$7.5M
351,548
-11%
减持
BIPC
Brookfield Infrastructure Corp
-$7.1M
312,524
-27%
减持
JKHY
Jack Henry & Associates Inc
-$6.3M
215,101
-2%
减持
IEX
IDEX Corporation
+$5.5M
798,106
-3%
增持
CBZ
CBIZ, Inc.
-$4.5M
682,222
+51%
增持
CTAS
Cintas Corp
-$4.5M
284,568
+2%
减持
MLM
Martin Marietta Mat
-$4.0M
88,327
-2%
减持
ITW
Illinois Tool Works Inc.
+$3.9M
389,511
-2%
增持
SPSC
SPS Commerce Inc.
-$3.7M
197,041
+20%
减持
FND
Floor & Decor Holdings
-$3.5M
290,028
-3%
减持
AZO
AutoZone, Inc.
-$3.5M
31,926
-3%
减持
FSV
FirstService Corporation
-$3.3M
144,177
-4%
增持
VRSK
Verisk Analytics Inc.
-$2.8M
206,927
+10%
增持
ASGTF
Altus Group Ltd
-$2.6M
383,010
+1%
减持
AVY
Avery Dennison Corp
-$2.4M
137,810
-4%
减持
CHE
Chemed Corp
-$2.3M
35,745
-3%
减持
GEHC
GE Healthcare Technologies Inc
-$2.2M
185,588
-1%
减持
ESAB
Esab Corporation
-$1.9M
102,626
-3%
增持
HLI
Houlihan Lokey Inc.
-$1.7M
138,466
+12%
减持
EXPO
Exponent, Inc.
-$1.6M
259,140
-3%
减持
FTDR
Frontdoor, Inc.
-$1.5M
239,209
-3%
减持
AME
Ametek, Inc.
+$1.5M
359,232
-2%
减持
GGG
Graco Inc.
+$1.5M
1,094,912
-2%
增持
BWIN
The Baldwin Insurance Group In
+$1.4M
703,308
+21%
减持
CHH
Choice Hotels International, I
+$1.1M
188,907
-2%
减持
RSG
Republic Services, Inc.
+$823.9K
284,979
-2%
减持
FELE
Franklin Electric Co., Inc.
-$823.8K
134,946
-3%
减持
HOMB
Home BancShares, Inc.
-$805.6K
496,821
-3%
减持
BRK/B
Berkshire Hathaway Inc. B
-$803.3K
11,983
-8%
减持
SITE
Siteone Landscape Supply Inc.
+$788.4K
148,154
-3%
减持
ESI
Element Solutions Inc
+$649.7K
468,376
-24%
减持
—
One Spa World Holdings Ltd.
-$621.2K
691,025
-13%
增持
BOC
Boston Omaha Corporation
-$597.7K
930,190
+0%
减持
MCHP
Microchip Technology Incorpora
-$547.0K
1,416,575
-2%
减持
NOVT
Novanta Inc
-$450.3K
115,624
-2%
减持
TRRSF
Trisura Group Ltd.
-$417.6K
665,963
-3%
建仓
GLW
Corning Inc
+$271.9K
2,000
清仓
POOL
Pool Corp
-$247.1K
0
-100%
增持
DSGX
Descartes Systems Group Inc.
-$221.9K
156,618
+20%
增持
—
Invesco Large-Cap Growth
+$221.1K
18,915
+11%
建仓
COST
Costco Wholesale Corp
+$209.3K
210
增持
CWST
Casella Waste System Inc.
+$118.7K
146,534
+25%
减持
ABBV
Abbvie, Inc.
-$86.9K
7,425
-0%