FENIMORE ASSET MANAGEMENT INC

Est. AUM

$4.83B

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Ross Stores, Inc.	COM	$264.1M	1240618	5.47%	SOLE
2	Amphenol Corp.	COM	$261.7M	1484406	5.42%	SOLE
3	Vulcan Materials	COM	$194.9M	660566	4.03%	SOLE
4	Analog Devices Inc	COM	$187.4M	471965	3.88%	SOLE
5	IDEX Corporation	COM	$181.5M	799639	3.76%	SOLE
6	Stryker Corporation	COM	$172.3M	547340	3.57%	SOLE
7	Markel Corporation	COM	$170.4M	87260	3.53%	SOLE
8	Keysight Technologies Inc.	COM	$168.8M	482322	3.50%	SOLE
9	Trane Technologies PLC	COM	$160.1M	325912	3.31%	SOLE
10	Fastenal Co	COM	$155.0M	3226348	3.21%	SOLE
11	Brookfield Corp	COM	$147.3M	3459743	3.05%	SOLE
12	Brown & Brown, Inc.	COM	$143.9M	2243843	2.98%	SOLE
13	Arthur J. Gallagher & Co.	COM	$132.5M	577158	2.74%	SOLE
14	Microchip Technology Incorpora	COM	$126.0M	1381598	2.61%	SOLE
15	Progressive Corp.	COM	$121.7M	557273	2.52%	SOLE
16	HEICO Corp. Class A	COM	$111.8M	433480	2.31%	SOLE
17	Illinois Tool Works Inc.	COM	$106.3M	392941	2.20%	SOLE
18	Landstar System, Inc.	COM	$104.8M	506585	2.17%	SOLE
19	AutoZone, Inc.	COM	$103.9M	32506	2.15%	SOLE
20	CDW Corporation	COM	$99.8M	709575	2.07%	SOLE
21	Zebra Technologies A	COM	$95.1M	361407	1.97%	SOLE
22	Booking Holdings Inc.	COM	$89.8M	503555	1.86%	SOLE
23	Ametek, Inc.	COM	$88.4M	365310	1.83%	SOLE
24	Pinnacle Financial Partners In	COM	$84.2M	834382	1.74%	SOLE
25	Graco Inc.	COM	$83.9M	1109344	1.74%	SOLE
26	Steris PLC	COM	$74.8M	355212	1.55%	SOLE
27	Agilent Technologies Inc	COM	$74.6M	561375	1.54%	SOLE
28	Entegris, Inc.	COM	$64.6M	359334	1.34%	SOLE
29	Republic Services, Inc.	COM	$59.8M	280511	1.24%	SOLE
30	Martin Marietta Mat	COM	$50.8M	88146	1.05%	SOLE
31	Ryan Specialty Holdings, Inc	COM	$49.3M	1306606	1.02%	SOLE
32	S&P Global Inc.	COM	$48.9M	119992	1.01%	SOLE
33	Cintas Corp	COM	$48.3M	283710	1.00%	SOLE
34	Exlservice Holdings Inc.	COM	$44.4M	1716983	0.92%	SOLE
35	Brookfield Asset Management Lt	COM	$40.7M	908085	0.84%	SOLE
36	Verisk Analytics Inc.	COM	$35.3M	196360	0.73%	SOLE
37	Broadridge Financial Solutions	COM	$34.8M	254452	0.72%	SOLE
38	Watsco, Inc.	COM	$33.4M	80217	0.69%	SOLE
39	Berkshire Hathaway Inc. A	COM	$30.7M	41	0.64%	SOLE
40	Jack Henry & Associates Inc	COM	$27.7M	201374	0.57%	SOLE
41	Tyler Technologies Inc	COM	$26.9M	91828	0.56%	SOLE
42	Gildan Activewear Inc	COM	$25.6M	496609	0.53%	SOLE
43	Colliers International Group I	COM	$23.0M	245520	0.48%	SOLE
44	Houlihan Lokey Inc.	COM	$22.5M	167898	0.47%	SOLE
45	Avery Dennison Corp	COM	$22.2M	136748	0.46%	SOLE
46	CBIZ, Inc.	COM	$21.9M	681628	0.45%	SOLE
47	Paychex Inc	COM	$21.8M	221463	0.45%	SOLE
48	The Baldwin Insurance Group In	COM	$21.1M	795434	0.44%	SOLE
49	Floor & Decor Holdings	COM	$21.0M	353516	0.43%	SOLE
50	Novanta Inc	COM	$18.8M	115973	0.39%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.