Fenimore Asset Management Inc
Net seller this quarter
$4.83B
84
-$76.5M
39.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ROST | $264M | 5.47% | 0.39% | -9.0% | Q2 2013 |
 APH | $262M | 5.42% | 0.12% | -4.3% | Q2 2021 |
 VMC | $195M | 4.03% | 0.51% | +0.6% | Q4 2019 |
 ADI | $187M | 3.88% | 0.10% | -0.5% | Q1 2020 |
 IEX | $181M | 3.76% | 1.08% | +0.2% | Q2 2013 |
 SYK | $172M | 3.57% | 0.14% | +5.4% | Q2 2013 |
 MKL | $170M | 3.53% | 0.70% | +0.8% | Q2 2013 |
 KEYS | $169M | 3.50% | 0.28% | -10.3% | Q2 2015 |
 TT | $160M | 3.31% | 0.15% | -7.3% | Q1 2020 |
 FAST | $155M | 3.21% | 0.28% | -11.8% | Q1 2019 |
 BN | $147M | 3.05% | Not reported | +0.7% | Q4 2022 |
 BRO | $144M | 2.98% | 0.68% | +0.9% | Q2 2013 |
 AJG | $132M | 2.74% | 0.23% | +1.8% | Q2 2013 |
 MCHP | $126M | 2.61% | 0.25% | -2.5% | Q2 2013 |
 PGR | $122M | 2.52% | 0.10% | +1.3% | Q2 2021 |
 HEI.A | $112M | 2.31% | Not reported | +1.1% | Q3 2020 |
 ITW | $106M | 2.20% | 0.14% | +0.9% | Q2 2013 |
 LSTR | $105M | 2.17% | 1.49% | -10.5% | Q1 2016 |
 AZO | $104M | 2.15% | 0.20% | +1.8% | Q2 2013 |
 CDW | $99.8M | 2.07% | 0.57% | -20.4% | Q1 2014 |
 ZBRA | $95.1M | 1.97% | 0.76% | +1.7% | Q2 2013 |
 BKNG | $89.8M | 1.86% | 0.07% | +1.7% | Q1 2022 |
 AME | $88.4M | 1.83% | 0.16% | +1.7% | Q3 2024 |
 PNFP | $84.2M | 1.74% | 0.55% | +1.1% | Q2 2013 |
 GGG | $83.9M | 1.74% | 0.67% | +1.3% | Q2 2013 |
 STE | $74.8M | 1.55% | 0.36% | +8.8% | Q1 2020 |
 A | $74.6M | 1.54% | 0.20% | +0.5% | Q1 2024 |
 ENTG | $64.6M | 1.34% | 0.24% | -27.8% | Q2 2019 |
 RSG | $59.8M | 1.24% | 0.09% | -1.6% | Q2 2015 |
 MLM | $50.8M | 1.05% | 0.15% | -0.2% | Q1 2024 |
 RYAN | $49.3M | 1.02% | 1.19% | +80.3% | Q3 2021 |
 SPGI | $48.9M | 1.01% | 0.04% | +8.1% | Q1 2026 |
 CTAS | $48.3M | 1.00% | 0.07% | -0.3% | Q2 2020 |
 EXLS | $44.4M | 0.92% | 1.13% | -37.7% | Q4 2016 |
| BAM | $40.7M | 0.84% | Not reported | -1.1% | Q2 2013 |
 VRSK | $35.3M | 0.73% | 0.15% | -5.1% | Q4 2021 |
 BR | $34.8M | 0.72% | 0.22% | -26.9% | Q4 2018 |
 WSO | $33.4M | 0.69% | Not reported | -0.9% | Q4 2018 |
 BRK.A | $30.7M | 0.64% | Not reported | -2.4% | Q2 2013 |
 JKHY | $27.7M | 0.57% | 0.28% | -6.4% | Q1 2020 |
 TYL | $26.9M | 0.56% | 0.19% | New | Q2 2026 |
 GIL | $25.6M | 0.53% | 0.27% | +147.5% | Q1 2026 |
 CIGI | $23M | 0.48% | 0.61% | +8.2% | Q2 2018 |
 HLI | $22.5M | 0.47% | 28.56% | +21.3% | Q2 2024 |
 AVY | $22.2M | 0.46% | 0.18% | -0.8% | Q2 2018 |
 CBZ | $21.9M | 0.45% | 1.24% | -0.1% | Q1 2017 |
 PAYX | $21.8M | 0.45% | 0.06% | -0.3% | Q2 2020 |
 BWIN | $21.1M | 0.44% | 2.34% | +13.1% | Q1 2025 |
 FND | $21M | 0.43% | 0.33% | +21.9% | Q2 2019 |
 NOVT | $18.8M | 0.39% | 0.33% | +0.3% | Q4 2025 |
| Q1 2026 | |||||
| ROST | $295M | 6.59% | 0.42% | -11.0% | Q2 2013 |
| APH | $196M | 4.37% | 0.13% | -6.9% | Q2 2021 |
| VMC | $179M | 3.99% | 0.50% | -1.5% | Q4 2019 |
| SYK | $171M | 3.81% | 0.14% | -1.1% | Q2 2013 |
| FAST | $170M | 3.79% | 0.32% | -2.5% | Q1 2019 |
| MKL | $166M | 3.70% | 0.69% | -1.9% | Q2 2013 |
| KEYS | $152M | 3.39% | 0.31% | -15.2% | Q2 2015 |
| IEX | $151M | 3.37% | 1.07% | -2.6% | Q2 2013 |
| ADI | $151M | 3.37% | 0.10% | -4.1% | Q1 2020 |
| TT | $147M | 3.27% | 0.16% | -11.1% | Q1 2020 |
| BRO | $145M | 3.23% | 0.66% | +1.8% | Q2 2013 |
| BN | $139M | 3.10% | Not reported | -10.6% | Q4 2022 |
| AJG | $123M | 2.74% | 0.22% | +59.9% | Q2 2013 |
| PGR | $109M | 2.43% | 0.09% | -1.7% | Q2 2021 |
| AZO | $108M | 2.41% | 0.19% | -2.8% | Q2 2013 |
| CDW | $108M | 2.40% | 0.70% | -22.6% | Q1 2014 |
| ITW | $101M | 2.26% | 0.14% | -1.6% | Q2 2013 |
| GGG | $92.7M | 2.07% | 0.66% | -1.6% | Q2 2013 |
| MCHP | $91.5M | 2.04% | 0.26% | -2.0% | Q2 2013 |
| LSTR | $90.7M | 2.02% | 1.66% | +16.4% | Q1 2016 |
| HEI.A | $90.5M | 2.02% | Not reported | -1.9% | Q3 2020 |
| EXLS | $84M | 1.87% | 1.80% | -0.6% | Q4 2016 |
| BKNG | $83.4M | 1.86% | 0.06% | -1.0% | Q1 2022 |
| AME | $77M | 1.72% | 0.16% | -2.4% | Q3 2024 |
| ZBRA | $74.3M | 1.66% | 0.72% | -1.1% | Q2 2013 |
| STE | $72.2M | 1.61% | 0.33% | -0.5% | Q1 2020 |
| PNFP | $71.1M | 1.59% | 0.55% | -2.3% | Q2 2013 |
| A | $63.6M | 1.42% | 0.20% | -6.2% | Q1 2024 |
| RSG | $62.4M | 1.39% | 0.09% | -1.9% | Q2 2015 |
| ENTG | $58.4M | 1.30% | 0.33% | -9.7% | Q2 2019 |
| BR | $56.5M | 1.26% | 0.30% | +7.5% | Q4 2018 |
| MLM | $52M | 1.16% | 0.15% | -1.8% | Q1 2024 |
| CTAS | $48.1M | 1.07% | 0.07% | +1.8% | Q2 2020 |
| SPGI | $47.2M | 1.05% | 0.04% | New | Q1 2026 |
| BAM | $40.8M | 0.91% | Not reported | -2.1% | Q2 2013 |
| VRSK | $39.3M | 0.88% | 0.16% | +10.0% | Q4 2021 |
| JKHY | $34M | 0.76% | 0.30% | -2.5% | Q1 2020 |
| BRK.A | $30.2M | 0.67% | Not reported | Not reported | Q2 2013 |
| WSO | $29.5M | 0.66% | Not reported | +33.1% | Q4 2018 |
| RYAN | $24.5M | 0.55% | 0.66% | +2525.0% | Q3 2021 |
| CIGI | $24.3M | 0.54% | 0.56% | +2.1% | Q2 2018 |
| AVY | $23.8M | 0.53% | 0.18% | -4.2% | Q2 2018 |
| PAYX | $20.5M | 0.46% | 0.06% | -47.8% | Q2 2020 |
 FSV | $20M | 0.45% | 0.32% | -3.8% | Q2 2022 |
| HLI | $19.9M | 0.44% | 23.55% | +12.0% | Q2 2024 |
 SITE | $19.7M | 0.44% | 0.33% | -2.5% | Q3 2022 |
 CHH | $19.6M | 0.44% | 0.41% | -2.4% | Q2 2016 |
| CBZ | $18.3M | 0.41% | 1.24% | +50.7% | Q1 2017 |
 EXPO | $16.9M | 0.38% | 0.53% | -2.9% | Q3 2023 |
 ESI | $16M | 0.36% | 0.19% | -23.7% | Q3 2023 |
| Q4 2025 | |||||
| ROST | $276M | 5.75% | 0.47% | -4.6% | Q2 2013 |
| APH | $225M | 4.69% | 0.14% | -18.8% | Q2 2021 |
| VMC | $190M | 3.96% | 0.51% | +0.2% | Q4 2019 |
| MKL | $190M | 3.95% | 0.70% | -0.1% | Q2 2013 |
| SYK | $185M | 3.85% | 0.14% | 0.0% | Q2 2013 |
| BN | $176M | 3.67% | Not reported | -0.5% | Q4 2022 |
| BRO | $174M | 3.62% | 0.65% | +1.3% | Q2 2013 |
| CDW | $157M | 3.26% | 0.89% | +0.8% | Q1 2014 |
| TT | $154M | 3.21% | 0.18% | -3.6% | Q1 2020 |
| FAST | $151M | 3.14% | 0.33% | 0.0% | Q1 2019 |
| IEX | $146M | 3.04% | 1.09% | -6.3% | Q2 2013 |
| ADI | $134M | 2.79% | 0.10% | -0.4% | Q1 2020 |
| KEYS | $129M | 2.68% | 0.37% | +0.2% | Q2 2015 |
| PGR | $128M | 2.66% | 0.10% | +0.1% | Q2 2021 |
| EXLS | $118M | 2.45% | 1.77% | -0.6% | Q4 2016 |
| AZO | $111M | 2.32% | 0.20% | -0.8% | Q2 2013 |
| HEI.A | $110M | 2.30% | Not reported | +0.5% | Q3 2020 |
| BKNG | $107M | 2.23% | 0.06% | 0.0% | Q1 2022 |
| ITW | $97.4M | 2.03% | 0.14% | 0.0% | Q2 2013 |
| MCHP | $92.1M | 1.92% | 0.27% | +1.4% | Q2 2013 |
| AJG | $91.7M | 1.91% | 0.14% | -0.2% | Q2 2013 |
| GGG | $91.2M | 1.90% | 0.67% | +0.9% | Q2 2013 |
| ZBRA | $87.2M | 1.82% | 0.71% | +1.5% | Q2 2013 |
| STE | $83.2M | 1.73% | 0.33% | +1.0% | Q1 2020 |
| A | $81M | 1.69% | 0.21% | +1.4% | Q1 2024 |
| PNFP | $80.6M | 1.68% | 1.08% | -10.9% | Q2 2013 |
| AME | $75.5M | 1.57% | 0.16% | +0.1% | Q3 2024 |
| BR | $72.2M | 1.50% | 0.28% | +1.5% | Q4 2018 |
| LSTR | $69.9M | 1.45% | 1.42% | +42.5% | Q1 2016 |
| RSG | $61.6M | 1.28% | 0.09% | +3.0% | Q2 2015 |
| MLM | $56M | 1.17% | 0.15% | +0.3% | Q1 2024 |
| CTAS | $52.6M | 1.10% | 0.07% | +0.4% | Q2 2020 |
| BAM | $49.1M | 1.02% | Not reported | +0.2% | Q2 2013 |
| PAYX | $47.7M | 0.99% | 0.12% | +0.6% | Q2 2020 |
| ENTG | $46.4M | 0.97% | 0.36% | +1.0% | Q2 2019 |
| VRSK | $42.1M | 0.88% | 0.14% | +36.6% | Q4 2021 |
 EOG | $40.7M | 0.85% | 0.07% | 0.0% | Q2 2013 |
| JKHY | $40.3M | 0.84% | 0.30% | -6.8% | Q1 2020 |
| CIGI | $32.7M | 0.68% | 0.55% | -10.1% | Q2 2018 |
| BRK.A | $31.7M | 0.66% | Not reported | -19.2% | Q2 2013 |
| AVY | $26.2M | 0.54% | 0.19% | +0.4% | Q2 2018 |
| FSV | $23.3M | 0.49% | 0.33% | +3.6% | Q2 2022 |
 ROP | $23.2M | 0.48% | 0.05% | +5.5% | Q1 2019 |
| CBZ | $22.8M | 0.48% | 0.83% | -0.6% | Q1 2017 |
| HLI | $21.5M | 0.45% | 21.04% | +16.2% | Q2 2024 |
| WSO | $20.5M | 0.43% | Not reported | -13.9% | Q4 2018 |
| BIPC | $19.4M | 0.40% | 0.63% | -24.4% | Q3 2020 |
 BROS | $19.1M | 0.40% | 0.20% | -10.7% | Q1 2024 |
| SITE | $18.9M | 0.39% | 0.34% | -0.6% | Q3 2022 |
| EXPO | $18.5M | 0.39% | 0.54% | +17.9% | Q3 2023 |
| Q3 2025 | |||||
| APH | $254M | 5.09% | 0.17% | -10.4% | Q2 2021 |
| ROST | $245M | 4.90% | 0.49% | 0.0% | Q2 2013 |
| VMC | $205M | 4.11% | 0.50% | 0.0% | Q4 2019 |
| BRO | $202M | 4.05% | 0.64% | +0.8% | Q2 2013 |
| SYK | $194M | 3.89% | 0.14% | +0.1% | Q2 2013 |
| FAST | $184M | 3.69% | 0.33% | +0.1% | Q1 2019 |
| CDW | $182M | 3.64% | 0.88% | +0.4% | Q1 2014 |
| BN | $177M | 3.54% | Not reported | -0.7% | Q4 2022 |
| TT | $173M | 3.47% | 0.18% | -1.4% | Q1 2020 |
| MKL | $169M | 3.39% | 0.70% | 0.0% | Q2 2013 |
| IEX | $142M | 2.85% | 1.16% | +0.2% | Q2 2013 |
| AZO | $142M | 2.85% | 0.20% | -0.6% | Q2 2013 |
| PGR | $138M | 2.77% | 0.10% | 0.0% | Q2 2021 |
| EXLS | $123M | 2.46% | 1.76% | +0.7% | Q4 2016 |
| ADI | $122M | 2.44% | 0.10% | 0.0% | Q1 2020 |
| KEYS | $111M | 2.22% | 0.37% | +1.1% | Q2 2015 |
| HEI.A | $110M | 2.21% | Not reported | +1.6% | Q3 2020 |
| AJG | $110M | 2.21% | 0.14% | -0.3% | Q2 2013 |
| BKNG | $108M | 2.16% | 0.06% | +0.3% | Q1 2022 |
| ZBRA | $105M | 2.11% | 0.70% | +0.7% | Q2 2013 |
| ITW | $103M | 2.07% | 0.14% | +0.5% | Q2 2013 |
| GGG | $93.7M | 1.88% | 0.67% | +0.4% | Q2 2013 |
| MCHP | $91.5M | 1.84% | 0.26% | +1.8% | Q2 2013 |
| PNFP | $88.9M | 1.78% | 1.23% | -12.0% | Q2 2013 |
| STE | $80.4M | 1.61% | 0.33% | +4.1% | Q1 2020 |
| BR | $75.9M | 1.52% | 0.27% | +0.7% | Q4 2018 |
| A | $75.3M | 1.51% | 0.21% | +224.3% | Q1 2024 |
| AME | $69.1M | 1.39% | 0.16% | +1.4% | Q3 2024 |
| RSG | $64.7M | 1.30% | 0.09% | +0.4% | Q2 2015 |
| CTAS | $57.2M | 1.15% | 0.07% | +0.4% | Q2 2020 |
| MLM | $56.5M | 1.13% | 0.15% | +0.9% | Q1 2024 |
| PAYX | $53.6M | 1.08% | 0.12% | +0.1% | Q2 2020 |
| BAM | $53.3M | 1.07% | Not reported | +0.6% | Q2 2013 |
| ENTG | $50.5M | 1.01% | 0.36% | -0.4% | Q2 2019 |
| EOG | $43.5M | 0.87% | 0.07% | +3.5% | Q2 2013 |
| LSTR | $41.8M | 0.84% | 0.98% | +231.3% | Q1 2016 |
| BRK.A | $39.2M | 0.79% | Not reported | Not reported | Q2 2013 |
| CIGI | $38.6M | 0.77% | 0.62% | -0.2% | Q2 2018 |
| JKHY | $35.3M | 0.71% | 0.32% | +1.7% | Q1 2020 |
| VRSK | $34.6M | 0.69% | 0.10% | +2.8% | Q4 2021 |
| WSO | $28.6M | 0.57% | Not reported | +1.0% | Q4 2018 |
| FSV | $27.6M | 0.55% | 0.32% | +44.1% | Q2 2022 |
| ROP | $24.7M | 0.49% | 0.05% | +1.0% | Q1 2019 |
| CBZ | $24.1M | 0.48% | 0.84% | +5.3% | Q1 2017 |
| BIPC | $23.3M | 0.47% | 0.84% | -0.1% | Q3 2020 |
| AVY | $23.2M | 0.47% | 0.18% | 0.0% | Q2 2018 |
 FTDR | $22.9M | 0.46% | 0.47% | +0.1% | Q4 2018 |
| HLI | $21.9M | 0.44% | 18.11% | +2.2% | Q2 2024 |
 OSW | $19.8M | 0.40% | 0.91% | 0.0% | Q1 2020 |
| SITE | $19.7M | 0.39% | 0.34% | -0.2% | Q3 2022 |