Fenimore Asset Management Inc.
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$4.5B
Holdings
90
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ROST
Ross Stores, Inc.
Q1 2026: Sold 29.6% (497.3k → 350.3k shares)
6.6%
02
$APH
Amphenol Corp.
Q1 2026: Sold 4.6% (19.4k → 18.5k shares)
4.4%
03
$VMC
Vulcan Materials
Q4 2025: Exited (was 665.7k shares)
4.0%
04
$SYK
Stryker Corporation
Q4 2025: Exited (was 525.4k shares)
3.8%
05
$FAST
Fastenal Co
Q4 2025: Sold 100.0% (3.75M → 276 shares)
3.8%
06
$MKL
Markel Corporation
Q4 2025: Exited (was 88.4k shares)
3.7%
07
$KEYS
Keysight Technologies Inc.
Q4 2025: Exited (was 632.4k shares)
3.4%
08
$IEX
IDEX Corporation
Q4 2025: Exited (was 874.7k shares)
3.4%
09
$ADI
Analog Devices Inc
Q4 2025: Sold 100.0% (496.3k → 180 shares)
3.4%
10
$TT
Trane Technologies PLC
Q4 2025: Sold 99.6% (410.5k → 1.7k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:20 UTC.