Filed: 10/20/2025ACC: 0001376474-25-000850
📋 What this filing means
FENIMORE ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $4.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$4.99B
Total AUM (reported)
40.47M
Total Shares
Allocation by class
COM$4.98B99.8%
ETF$7.83M0.2%
Portfolio Concentration
Top 3$703.12M14.1%
4–10$1.28B25.7%
11–25$1.67B33.5%
Rest$1.33B26.8%
Top 3 weight
14.1%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 40.47M
Sole
Full voting authority
40.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
Amphenol Corp.
SOLEShares2.05M
TypeSH
Market value$253.72M
5.09%
Sole
2.05M
Shared
0.00
None
0.00
Ross Stores, Inc.
SOLEShares1.61M
TypeSH
Market value$244.63M
4.90%
Sole
1.61M
Shared
0.00
None
0.00
Vulcan Materials
SOLEShares665.67K
TypeSH
Market value$204.77M
4.11%
Sole
665.67K
Shared
0.00
None
0.00
Brown & Brown, Inc.
SOLEShares2.16M
TypeSH
Market value$202.25M
4.05%
Sole
2.16M
Shared
0.00
None
0.00
Stryker Corporation
SOLEShares525.44K
TypeSH
Market value$194.24M
3.89%
Sole
525.44K
Shared
0.00
None
0.00
Fastenal Co
SOLEShares3.75M
TypeSH
Market value$183.96M
3.69%
Sole
3.75M
Shared
0.00
None
0.00
CDW Corporation
SOLEShares1.14M
TypeSH
Market value$181.75M
3.64%
Sole
1.14M
Shared
0.00
None
0.00
Brookfield Corp
SOLEShares2.58M
TypeSH
Market value$176.60M
3.54%
Sole
2.58M
Shared
0.00
None
0.00
Trane Technologies PLC
SOLEShares410.53K
TypeSH
Market value$173.23M
3.47%
Sole
410.53K
Shared
0.00
None
0.00
Markel Corporation
SOLEShares88.39K
TypeSH
Market value$168.94M
3.39%
Sole
88.39K
Shared
0.00
None
0.00
IDEX Corporation
SOLEShares874.68K
TypeSH
Market value$142.36M
2.85%
Sole
874.68K
Shared
0.00
None
0.00
AutoZone, Inc.
SOLEShares33.09K
TypeSH
Market value$141.98M
2.85%
Sole
33.09K
Shared
0.00
None
0.00
Progressive Corp.
SOLEShares559.33K
TypeSH
Market value$138.13M
2.77%
Sole
559.33K
Shared
0.00
None
0.00
Exlservice Holdings Inc.
SOLEShares2.79M
TypeSH
Market value$122.84M
2.46%
Sole
2.79M
Shared
0.00
None
0.00
Analog Devices Inc
SOLEShares496.31K
TypeSH
Market value$121.94M
2.44%
Sole
496.31K
Shared
0.00
None
0.00
Keysight Technologies Inc.
SOLEShares632.43K
TypeSH
Market value$110.63M
2.22%
Sole
632.43K
Shared
0.00
None
0.00
HEICO Corp. Class A
SOLEShares434.68K
TypeSH
Market value$110.45M
2.21%
Sole
434.68K
Shared
0.00
None
0.00
Arthur J. Gallagher & Co.
SOLEShares355.30K
TypeSH
Market value$110.05M
2.21%
Sole
355.30K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares19.99K
TypeSH
Market value$107.94M
2.16%
Sole
19.99K
Shared
0.00
None
0.00
Zebra Technologies A
SOLEShares353.91K
TypeSH
Market value$105.17M
2.11%
Sole
353.91K
Shared
0.00
None
0.00
Illinois Tool Works Inc.
SOLEShares395.63K
TypeSH
Market value$103.17M
2.07%
Sole
395.63K
Shared
0.00
None
0.00
Graco Inc.
SOLEShares1.10M
TypeSH
Market value$93.70M
1.88%
Sole
1.10M
Shared
0.00
None
0.00
Microchip Technology Incorpora
SOLEShares1.43M
TypeSH
Market value$91.54M
1.84%
Sole
1.43M
Shared
0.00
None
0.00
Pinnacle Financial Partners, I
SOLEShares947.75K
TypeSH
Market value$88.89M
1.78%
Sole
947.75K
Shared
0.00
None
0.00
Steris PLC
SOLEShares324.97K
TypeSH
Market value$80.41M
1.61%
Sole
324.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amphenol Corp.SOLE | COM | 2.05M | SH | $253.72M 5.09% | 2.05M | 0.00 | 0.00 |
Ross Stores, Inc.SOLE | COM | 1.61M | SH | $244.63M 4.90% | 1.61M | 0.00 | 0.00 |
Vulcan MaterialsSOLE | COM | 665.67K | SH | $204.77M 4.11% | 665.67K | 0.00 | 0.00 |
Brown & Brown, Inc.SOLE | COM | 2.16M | SH | $202.25M 4.05% | 2.16M | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 525.44K | SH | $194.24M 3.89% | 525.44K | 0.00 | 0.00 |
Fastenal CoSOLE | COM | 3.75M | SH | $183.96M 3.69% | 3.75M | 0.00 | 0.00 |
CDW CorporationSOLE | COM | 1.14M | SH | $181.75M 3.64% | 1.14M | 0.00 | 0.00 |
Brookfield CorpSOLE | COM | 2.58M | SH | $176.60M 3.54% | 2.58M | 0.00 | 0.00 |
Trane Technologies PLCSOLE | COM | 410.53K | SH | $173.23M 3.47% | 410.53K | 0.00 | 0.00 |
Markel CorporationSOLE | COM | 88.39K | SH | $168.94M 3.39% | 88.39K | 0.00 | 0.00 |
IDEX CorporationSOLE | COM | 874.68K | SH | $142.36M 2.85% | 874.68K | 0.00 | 0.00 |
AutoZone, Inc.SOLE | COM | 33.09K | SH | $141.98M 2.85% | 33.09K | 0.00 | 0.00 |
Progressive Corp.SOLE | COM | 559.33K | SH | $138.13M 2.77% | 559.33K | 0.00 | 0.00 |
Exlservice Holdings Inc.SOLE | COM | 2.79M | SH | $122.84M 2.46% | 2.79M | 0.00 | 0.00 |
Analog Devices IncSOLE | COM | 496.31K | SH | $121.94M 2.44% | 496.31K | 0.00 | 0.00 |
Keysight Technologies Inc.SOLE | COM | 632.43K | SH | $110.63M 2.22% | 632.43K | 0.00 | 0.00 |
HEICO Corp. Class ASOLE | COM | 434.68K | SH | $110.45M 2.21% | 434.68K | 0.00 | 0.00 |
Arthur J. Gallagher & Co.SOLE | COM | 355.30K | SH | $110.05M 2.21% | 355.30K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | COM | 19.99K | SH | $107.94M 2.16% | 19.99K | 0.00 | 0.00 |
Zebra Technologies ASOLE | COM | 353.91K | SH | $105.17M 2.11% | 353.91K | 0.00 | 0.00 |
Illinois Tool Works Inc.SOLE | COM | 395.63K | SH | $103.17M 2.07% | 395.63K | 0.00 | 0.00 |
Graco Inc.SOLE | COM | 1.10M | SH | $93.70M 1.88% | 1.10M | 0.00 | 0.00 |
Microchip Technology IncorporaSOLE | COM | 1.43M | SH | $91.54M 1.84% | 1.43M | 0.00 | 0.00 |
Pinnacle Financial Partners, ISOLE | COM | 947.75K | SH | $88.89M 1.78% | 947.75K | 0.00 | 0.00 |
Steris PLCSOLE | COM | 324.97K | SH | $80.41M 1.61% | 324.97K | 0.00 | 0.00 |
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