Fenimore Asset Management Inc

Fundamental diversified ★Signal CIK 884566
League rank
#663
in Fundamental diversified · #5184 overall
Long book
$4.48B
Q1 2026
Positions
92
Top-10 weight
40%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
10%
of book per quarter

Strategy in plain words

auto-generated from filings

Fenimore Asset Management Inc is a diversified fundamental manager, running a $4.48B US long book across 92 positions.

The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ROSS STORES INC, AMPHENOL CORP-CL A, VULCAN MATERIALS CO, STRYKER CORP, FASTENAL CO.

Over the last 9 quarters its long book ran on average 2.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-3.7%
Q2 2024
+9.0%
Q3 2024
-1.9%
Q4 2024
-0.3%
Q1 2025
+6.2%
Q2 2025
+0.6%
Q3 2025
-2.3%
Q4 2025
-2.8%
Q1 2026
+10.0%

Sector allocation

Technology
21%
Financials
17%
Consumer discretionary
17%
Industrials
16%
Healthcare
7%
Services media
7%
Materials
5%
Real estate
4%

Long book by quarter

$4.73B
Q1 2024
$4.57B
Q2 2024
$4.96B
Q3 2024
$4.76B
Q4 2024
$4.72B
Q1 2025
$5.01B
Q2 2025
$4.99B
Q3 2025
$4.80B
Q4 2025
$4.48B
Q1 2026

What does Fenimore Asset own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ROST ROSS STORES INCConsumer discretionary1.4M$295.4M6.6%-11.0%
APH AMPHENOL CORP-CL ATechnology1.6M$195.9M4.4%-6.9%
VMC VULCAN MATERIALS COMaterials656.6K$178.8M4.0%-1.5%
SYK STRYKER CORPHealthcare519.5K$170.7M3.8%-1.1%
FAST FASTENAL COConsumer discretionary3.7M$169.8M3.8%-2.5%
MKL MARKEL GROUP INCFinancials86.6K$165.8M3.7%-1.9%
KEYS KEYSIGHT TECHNOLOGIES INTechnology537.8K$151.8M3.4%-15.2%
IEX IDEX CORPIndustrials798.1K$151.3M3.4%-2.6%
ADI ANALOG DEVICES INCTechnology474.4K$150.9M3.4%-4.1%
TT TRANE TECHNOLOGIES PLCTechnology351.5K$146.5M3.3%-11.1%
BRO BROWN & BROWN INCFinancials2.2M$145.0M3.2%+1.8%
BN BROOKFIELD CORPReal estate3.4M$139.1M3.1%-10.6%
AJG ARTHUR J GALLAGHER & COFinancials566.8K$122.8M2.7%+59.9%
PGR PROGRESSIVE CORPFinancials550.4K$109.1M2.4%-1.7%
AZO AUTOZONE INCConsumer discretionary31.9K$107.8M2.4%-2.8%
CDW CDW CORP/DEConsumer discretionary891.1K$107.8M2.4%-22.6%
ITW ILLINOIS TOOL WORKSIndustrials389.5K$101.4M2.3%-1.5%
GGG GRACO INCIndustrials1.1M$92.7M2.1%-1.6%
MCHP MICROCHIP TECHNOLOGY INCTechnology1.4M$91.5M2.0%-2.0%
LSTR LANDSTAR SYSTEM INCIndustrials566.1K$90.7M2.0%+16.4%
HEI/A HEICO CORP-CLASS AIndustrials428.6K$90.5M2.0%-1.9%
EXLS EXLSERVICE HOLDINGS INCServices media2.8M$84.0M1.9%-0.5%
BKNG BOOKING HOLDINGS INCIndustrials19.8K$83.4M1.9%-0.9%
AME AMETEK INCTechnology359.2K$77.0M1.7%-2.3%
ZBRA ZEBRA TECHNOLOGIES CORP-CL AIndustrials355.5K$74.3M1.7%-1.1%
STE STERIS PLCHealthcare326.6K$72.2M1.6%-0.5%
PNFP PINNACLE FINANCIAL PARTNERSFinancials825.4K$71.1M1.6%New
A AGILENT TECHNOLOGIES INCHealthcare558.4K$63.6M1.4%-6.2%
RSG REPUBLIC SERVICES INCUtilities285.0K$62.4M1.4%-1.9%
ENTG ENTEGRIS INCOther497.8K$58.4M1.3%-9.7%
BR BROADRIDGE FINANCIAL SOLUTIOServices media347.9K$56.5M1.3%+7.5%
MLM MARTIN MARIETTA MATERIALSMaterials88.3K$52.0M1.2%-1.8%
CTAS CINTAS CORPOther284.6K$48.1M1.1%+1.8%
SPGI S&P GLOBAL INCServices media111.0K$47.2M1.1%New
BAM BROOKFIELD ASSET MGMT-AFinancials917.9K$40.8M0.9%-2.1%
VRSK VERISK ANALYTICS INCTechnology206.9K$39.3M0.9%+10.0%
JKHY JACK HENRY & ASSOCIATES INCTechnology215.1K$34.0M0.8%-2.5%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials42$30.2M0.7%Held
WSO WATSCO INCConsumer discretionary81.0K$29.5M0.7%+33.0%
RYAN RYAN SPECIALTY HOLDINGS INCFinancials724.8K$24.5M0.5%+2525.0%
CIGI COLLIERS INTL GR-SUBORD VOTReal estate226.9K$24.3M0.5%+2.1%
AVY AVERY DENNISON CORPOther137.8K$23.8M0.5%-4.2%
TRRSF TRISURA GROUP LTD666.0K$20.8M0.5%-2.7%
PAYX PAYCHEX INCServices media222.1K$20.5M0.5%-47.8%
FSV FIRSTSERVICE CORPReal estate144.2K$20.0M0.4%-3.8%
HLI HOULIHAN LOKEY INCFinancials138.5K$19.9M0.4%+12.0%
SITE SITEONE LANDSCAPE SUPPLY INCConsumer discretionary148.2K$19.7M0.4%-2.5%
CHH CHOICE HOTELS INTL INCServices media188.9K$19.6M0.4%-2.3%
CBZ CBIZ INCServices media682.2K$18.3M0.4%+50.7%
EXPO EXPONENT INCServices media259.1K$16.9M0.4%-2.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202692$4.48B canonicalSEC ↗
Q4 202513F-HRFeb 2, 202692$4.80B canonicalSEC ↗
Q3 202513F-HROct 20, 202591$4.99B canonicalSEC ↗
Q2 202513F-HRJul 22, 202590$5.01B canonicalSEC ↗
Q1 202513F-HRApr 14, 202591$4.72B canonicalSEC ↗
Q4 202413F-HRJan 21, 202594$4.76B canonicalSEC ↗
Q3 202413F-HRNov 14, 202497$4.96B canonicalSEC ↗
Q2 202413F-HRAug 14, 202496$4.57B canonicalSEC ↗
Q1 202413F-HRApr 30, 202497$4.73B canonicalSEC ↗