FA
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FENIMORE ASSET MANAGEMENT INC13F | |
| FENIMORE ASSET MANAGEMENT INC | |
| Last update 2025-04-14 | 90 Stocks (1 new) |
| Value $4.72 Bil | Turnover 2 % |
FENIMORE ASSET MANAGEMENT INC Top Holdings of 2025-03-31
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| 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 | 2,144,293 | 266,750.0 | -6.71% | 5.650 | -0.33% | 0.750 | -11.34% | +2.02% | 34,231.7 | Insurance | |
ROST | Ross Stores Inc | 1,604,541 | 205,044.3 | -0.42% | 4.340 | -0.02% | 0.490 | -6.55% | -13.46% | 42,556.8 | Retail - Cyclical | |
CDW | CDW Corp | 1,246,188 | 199,714.0 | -0.64% | 4.230 | -0.03% | 0.950 | +19.07% | +3.98% | 23,669.1 | Software | |
SYK | Stryker Corp | 523,985 | 195,053.3 | -0.05% | 4.130 | 0% | 0.140 | +12.42% | +8.44% | 148,553.2 | Medical Devices & Instruments | |
MKL | Markel Group Inc | 88,357 | 165,193.1 | -0.07% | 3.500 | 0% | 0.690 | +14.75% | +17.56% | 25,741.9 | Insurance | |
PGR | Progressive Corp | 561,962 | 159,040.7 | -1.45% | 3.370 | -0.04% | 0.100 | -7.11% | +4.93% | 144,486.6 | Insurance | |
IEX | IDEX Corp | 855,951 | 154,901.4 | +1.96% | 3.280 | +0.06% | 1.130 | +12.56% | -11.54% | 13,836.4 | Industrial Products | |
VMC | Vulcan Materials Co | 663,813 | 154,867.6 | +0.33% | 3.280 | +0.01% | 0.500 | +10.13% | +3.81% | 35,134.3 | Building Materials | |
APH | Amphenol Corp | 2,296,616 | 150,635.0 | -0.34% | 3.190 | -0.01% | 0.190 | +58.87% | +49.21% | 124,800.4 | Hardware | |
TT | Trane Technologies PLC | 431,542 | 145,395.0 | -4.24% | 3.080 | -0.15% | 0.190 | +34.64% | +21.78% | 99,818.4 | Construction |
FENIMORE ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns
FENIMORE ASSET MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KEYS | Keysight Technologies Inc | 2025-03-31 | Add Add | +0.60% | 148.16 ($165.11) 185.11 | $162.30 | -1.70% | Add 46.05% | 594,731 | 187,517 | |
FBIN | Fortune Brands Innovations Inc | 2025-03-31 | Sold Out Sold Out | -0.35% | 60.06 ($67.15) 74.89 | $53.33 | -20.58% | Sold Out | 0 | -244,506 | |
BRO | Brown & Brown Inc | 2025-03-31 | Reduce Reduce | -0.33% | 100.54 ($111.74) 124.4 | $103.79 | -7.11% | Reduce -6.71% | 2,144,293 | -154,215 | |
BWIN | The Baldwin Insurance Group Inc | 2025-03-31 | New Buy New Buy | +0.32% | 35.72 ($40.73) 46.41 | $41.37 | 1.57% | New holding | 340,727 | 340,727 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.29% | 663000 ($729331) 801950 | $711,426.47 | -2.45% | Reduce -27.78% | 52 | -20 | |
STE | Steris PLC | 2025-03-31 | Add Add | +0.23% | 202.46 ($219.95) 232.74 | $225.63 | 2.58% | Add 18.86% | 302,505 | 47,995 | |
AJG | Arthur J. Gallagher & Co | 2025-03-31 | Reduce Reduce | -0.22% | 275.89 ($315.87) 345.24 | $312.80 | -0.97% | Reduce -9.18% | 366,904 | -37,098 | |
TT | Trane Technologies PLC | 2025-03-31 | Reduce Reduce | -0.15% | 332 ($361.35) 400.86 | $447.58 | 23.86% | Reduce -4.24% | 431,542 | -19,119 | |
SPSC | SPS Commerce Inc | 2025-03-31 | Add Add | +0.11% | 123.05 ($157.21) 197.4 | $139.37 | -11.35% | Add 45.01% | 123,915 | 38,463 | |
HGTY | Hagerty Inc | 2025-03-31 | Reduce Reduce | -0.09% | 9 ($9.7) 10.33 | $10.10 | 4.07% | Reduce -47.5% | 498,986 | -451,536 |
FENIMORE ASSET MANAGEMENT INC Total Holding History ($B)
FENIMORE ASSET MANAGEMENT INC's Asset Allocation
FENIMORE ASSET MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FENIMORE ASSET MANAGEMENT INC's Hypothetical Growth since 2025-03-31
FENIMORE ASSET MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FENIMORE ASSET MANAGEMENT INC's Holdings Heat Map
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FENIMORE ASSET MANAGEMENT INC's Holdings Bubble Chart
FENIMORE ASSET MANAGEMENT INC News
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