FENIMORE ASSET MANAGEMENT INC Q1 2019 Filing

Filed April 11, 2019

Portfolio Value

$2.8B

Holdings

117

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
CDWCDW Corporation
$176.9M
ROSTRoss Stores, Inc.
$144.4M
IDEX Corporation
$108.2M
SYKStryker Corporation
$98.9M
BAMBrookfield Asset Management In
$95.6M
MKLMarkel Corporation
$90.5M
BROBrown & Brown, Inc.
$87.7M
WATWaters Corporation
$80.8M
APDAir Products & Chemicals, Inc.
$79.9M
EOGEOG Resources, Inc.
$76.2M
KMXCarMax, Inc.
$71.0M
FLIRFLIR Systems, Inc.
$68.2M
MTBM&T Bank Corporation
$65.4M
AVYAvery Dennison Corp
$65.1M
ITWIllinois Tool Works Inc.
$62.5M
DCIDonaldson Company, Inc.
$61.6M
SSBUSDSouth State Corporation
$61.0M
BRK-BBerkshire Hathaway Inc. A
$60.5M
MCHPMicrochip Technology Incorpora
$59.4M
AZOAutoZone, Inc.
$52.2M
SNASnap On Inc.
$50.1M
GGGGraco Inc.
$49.6M
MHKMohawk Industries, Inc.
$45.4M
AJGArthur J. Gallagher & Co.
$43.7M
DGDollar General Corporation
$43.0M
IRIngersoll-Rand, PLC
$41.1M
MARMarriott Intl Inc New Cl A
$41.0M
TROWT Rowe Price Group, Inc.
$38.9M
LSTRLandstar System, Inc.
$37.5M
XLNXEURXilinx, Inc.
$34.0M
HSICHenry Schein, Inc.
$32.4M
BKIEURBlack Knight
$32.2M
FWRDUSDForward Air Corporation
$31.5M
BRK/BBerkshire Hathaway Inc. B
$29.3M
PNFPPinnacle Financial Partners, I
$29.3M
FQIDigital Realty Trust, Inc.
$25.0M
YUMYUM! Brands, Inc.
$24.5M
Aqua America, Inc.
$24.1M
MNROMonro Inc.
$22.2M
WTMWhite Mountains Insurance Grou
$20.6M
BRBroadridge Financial Solutions
$19.9M
RHIRobert Half Intl. Inc.
$17.9M
Hostess Brands Inc.
$17.5M
PAGPenske Automotive Group Inc.
$17.5M
FBINFortune Brands Home & Sec Inc
$15.6M
CHHChoice Hotels International, I
$14.1M
THRThermon Group Holdings, Inc.
$13.3M
ANGOAngiodynamics, Inc.
$13.0M
RSGRepublic Services, Inc.
$12.7M
FTDRFrontdoor, Inc.
$12.6M
US Ecology, Inc.
$11.8M
MCXMcCormick & Company
$11.4M
DHILDiamond Hill Investment Group,
$11.1M
EXLSExlservice Holdings Inc.
$11.1M
CBZCBIZ, Inc.
$11.0M
National Commerce Corporation
$10.2M
CIGIColliers International Group I
$10.0M
Natus Medical Inc.
$9.9M
MTDRMatador Resources Company
$9.1M
CSVCarriage Services Inc.
$8.8M
FRPHFRP Holdings, Inc.
$8.7M
SCSCScansource, Inc.
$8.3M
FELEFranklin Electric Co., Inc.
$8.2M
WSOWatsco, Inc.
$8.0M
Multi-Color Corp
$7.8M
PC Connection, Inc.
$7.7M
FASTFastenal Co
$7.7M
Hallmark Financial Services, I
$7.1M
CVETUSDCovetrus, Inc.
$6.9M
CWSTCasella Waste System Inc.
$6.7M
MDUMDU Resources Group, Inc.
$6.5M
IFFInternational Flavors and Frag
$6.0M
National Instruments
$5.4M
BOCBoston Omaha Corporation
$4.8M
SYBTStock Yards Bancorp, Inc.
$4.0M
HOMBHome BancShares, Inc.
$2.9M
XOMExxon Mobil Corporation
$2.1M
ROPRoper Industries Inc.
$1.4M
WINAWinmark Corporation
$1.3M
NBTBNBT Bancorp Inc
$1.3M
IBMInternational Business Machine
$1.2M
Allergan PLC
$1.2M
FHBFirst Hawiian Inc.
$1.2M
VUGVanguard Growth
$1.0M
XLYSelect Sector Spdr Tr Sbi Cons
$997K
AAPLApple Inc
$864K
XBISpdr Series Trust S&P Biotech
$819K
Powershares Dynamic Large Cap
$807K
MSFTMicrosoft Corp
$701K
Chemical Financial Corp
$645K
Spdr S&P Regional Banking Etf
$642K
MRKMerck & Co Inc New
$606K
CNMDConmed Corp
$589K
Nestle Sa Ord F
$553K
PGProcter & Gamble
$496K
CBUCommunity Bank System
$484K
PFEPfizer Incorporated
$453K
SPYSpdr S&P 500 ETF Trust
$433K
GEGeneral Electric Company
$425K
Glenville Bank Hldg Co
$376K
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