FA

FENIMORE ASSET MANAGEMENT INC

13F
FENIMORE ASSET MANAGEMENT INC
Last update 2025-07-22 89 Stocks (2 new)
Value $5.01 Bil Turnover 2 %
Countries:
Top Holdings: BRO(4.74%)APH(4.51%)SYK(4.15%)ROST(4.09%)CDW(4.05%)
Summary Stock Picks Current Portfolio
FENIMORE ASSET MANAGEMENT INC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRO
Brown & Brown Inc
2,140,192
237,283.0
-0.19%
4.740
-0.01%
0.650
-9.15%
+2.06%
34,244.9
Insurance
APH
Amphenol Corp
2,287,420
225,882.8
-0.40%
4.510
-0.01%
0.190
+39.42%
+52.66%
127,685.3
Hardware
SYK
Stryker Corp
524,815
207,632.5
+0.16%
4.150
+0.01%
0.140
+9.29%
+11.07%
152,148.2
Medical Devices & Instruments
ROST
Ross Stores Inc
1,605,116
204,780.8
+0.04%
4.090
0%
0.490
-1.22%
-8.47%
45,009.8
Retail - Cyclical
CDW
CDW Corp
1,136,423
202,953.8
-8.81%
4.050
-0.37%
0.860
+14.85%
+4.58%
23,806.0
Software
TT
Trane Technologies PLC
416,288
182,088.5
-3.53%
3.640
-0.11%
0.190
+35.27%
+27.79%
104,742.6
Construction
MKL
Markel Group Inc
88,392
176,550.6
+0.04%
3.520
0%
0.700
+11.35%
+16.31%
25,468.7
Insurance
VMC
Vulcan Materials Co
665,852
173,667.6
+0.31%
3.470
+0.01%
0.500
+10.70%
+6.55%
36,061.0
Building Materials
BN
Brookfield Corp
2,592,645
160,355.1
-0.19%
3.200
-0.01%
0.170
+26.41%
+17.38%
103,392.9
Asset Management
FAST
Fastenal Co
3,747,704
157,403.6
+0.51%
3.140
+0.02%
0.330
+17.47%
+33.35%
54,415.2
Industrial Distribution

FENIMORE ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns

FENIMORE ASSET MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKC
McCormick & Co Inc
2025-06-30
Sold Out
Sold Out
-1.31%
●
71.11 ($75.04) 82.31
$71.11
-5.24%
Sold Out
0
-751,723
CDW
CDW Corp
2025-06-30
Reduce
Reduce
-0.37%
●
144.49 ($169.7) 190.68
$180.78
6.53%
Reduce -8.81%
1,136,423
-109,765
AME
AMETEK Inc
2025-06-30
Add
Add
+0.31%
●
151.41 ($172.04) 182.75
$179.85
4.54%
Add 30.67%
362,433
85,062
HEI.A
Heico Corp
2025-06-30
Add
Add
+0.21%
●
186.15 ($218.76) 258.75
$251.35
14.90%
Add 10.3%
427,696
39,929
HLI
Houlihan Lokey Inc
2025-06-30
Add
Add
+0.19%
●
141.59 ($167.9) 182.75
$196.72
17.16%
Add 108.14%
104,225
54,151
GEHC
GE HealthCare Technologies Inc
2025-06-30
New Buy
New Buy
+0.18%
●
58.75 ($69.79) 80.71
$76.11
9.05%
New holding
125,008
125,008
ZBRA
Zebra Technologies Corp
2025-06-30
Add
Add
+0.18%
●
213.54 ($271.68) 309.26
$331.82
22.14%
Add 8.87%
351,633
28,655
MCHP
Microchip Technology Inc
2025-06-30
Add
Add
+0.11%
●
35.34 ($54.86) 71.6
$68.19
24.31%
Add 6.13%
1,399,969
80,809
TT
Trane Technologies PLC
2025-06-30
Reduce
Reduce
-0.11%
●
315.21 ($393.6) 437.41
$469.02
19.16%
Reduce -3.53%
416,288
-15,254
KEYS
Keysight Technologies Inc
2025-06-30
Add
Add
+0.10%
●
127.02 ($152.38) 165.4
$166.16
9.04%
Add 5.22%
625,803
31,072

FENIMORE ASSET MANAGEMENT INC Total Holding History ($B)

To

FENIMORE ASSET MANAGEMENT INC's Asset Allocation

To

FENIMORE ASSET MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FENIMORE ASSET MANAGEMENT INC's Hypothetical Growth since 2025-06-30

FENIMORE ASSET MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

FENIMORE ASSET MANAGEMENT INC's Holdings Heat Map

Size field:

FENIMORE ASSET MANAGEMENT INC's Holdings Bubble Chart

FENIMORE ASSET MANAGEMENT INC News

  • 1

Discussions on FENIMORE ASSET MANAGEMENT INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.