FENIMORE ASSET MANAGEMENT INC Q3 2020 Filing

Filed October 13, 2020

Portfolio Value

$3.1B

Holdings

107

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
CDWCDW Corporation
$165.2M
ROSTRoss Stores, Inc.
$151.9M
IDEX Corporation
$145.9M
APDAir Products & Chemicals, Inc.
$138.7M
BROBrown & Brown, Inc.
$133.2M
SYKStryker Corporation
$118.9M
BAMBrookfield Asset Management In
$104.2M
MKLMarkel Corporation
$92.1M
VMCVulcan Materials
$91.2M
KMXCarMax, Inc.
$90.9M
ITWIllinois Tool Works Inc.
$84.7M
GGenpact
$82.6M
AVYAvery Dennison Corp
$78.0M
FASTFastenal Co
$74.3M
TTTrane Technologies PLC
$68.2M
BKIEURBlack Knight
$67.7M
MCHPMicrochip Technology Incorpora
$65.4M
AJGArthur J. Gallagher & Co.
$65.3M
BRK-BBerkshire Hathaway Inc. A
$64.6M
GGGGraco Inc.
$60.7M
LSTRLandstar System, Inc.
$59.8M
XLNXEURXilinx, Inc.
$58.1M
AZOAutoZone, Inc.
$57.1M
BRBroadridge Financial Solutions
$49.5M
DGDollar General Corporation
$49.2M
FBINFortune Brands Home & Sec Inc
$47.1M
ZBRAZebra Technologies A
$46.0M
ENQEntegris, Inc.
$43.4M
SSBUSDSouth State Corporation
$41.4M
ADIAnalog Devices Inc
$37.9M
TROWT Rowe Price Group, Inc.
$37.0M
POOLPool Corp
$33.8M
EOGEOG Resources, Inc.
$32.9M
FQIDigital Realty Trust, Inc.
$32.8M
BRK/BBerkshire Hathaway Inc. B
$32.2M
THGThe Hanover Group
$30.1M
MTBM&T Bank Corporation
$27.7M
PAYXPaychex Inc
$21.2M
WTMWhite Mountains Insurance Grou
$20.9M
MCXMcCormick & Company
$20.1M
JKHYJack Henry & Associates Inc
$19.7M
STESteris PLC
$18.1M
RSGRepublic Services, Inc.
$17.9M
PNFPPinnacle Financial Partners, I
$17.5M
FNDFloor & Decor Holdings
$16.2M
CHHChoice Hotels International, I
$15.4M
CBZCBIZ, Inc.
$13.3M
CIGIColliers International Group I
$12.9M
Hostess Brands Inc.
$12.7M
EXLSExlservice Holdings Inc.
$12.7M
MNROMonro Inc.
$11.3M
FTDRFrontdoor, Inc.
$11.1M
ROPRoper Industries Inc.
$11.1M
NOMDNomad Foods Ltd
$10.5M
PAGPenske Automotive Group Inc.
$9.5M
CWSTCasella Waste System Inc.
$9.4M
FISFidelity National Info Service
$9.4M
Trisura Group Ltd.
$9.1M
CITCintas Corp
$9.0M
FELEFranklin Electric Co., Inc.
$8.2M
SPSCSPS Commerce Inc.
$8.0M
OLLIOllie's Bargain Outlet Holding
$7.9M
1939900DBrookfield Infrastructure Corp
$7.8M
FRPHFRP Holdings, Inc.
$7.7M
NVRNVR Inc.
$7.7M
HEIHEICO Corp. Class A
$7.5M
HOMBHome BancShares, Inc.
$7.3M
BOCBoston Omaha Corporation
$7.3M
DSGDescartes Systems Group Inc.
$7.2M
Natus Medical, Inc.
$6.8M
OGSOne Gas Inc.
$6.4M
CSVCarriage Services Inc.
$6.2M
HCSGHealthcare Services Group, Inc
$6.2M
USPHU.S. Physical Therapy Inc.
$6.0M
OSWOne Spa World Holdings Ltd.
$3.1M
AAPLApple Inc
$1.5M
VUGVanguard Growth
$1.5M
MSFTMicrosoft Corp
$1.4M
XLYSelect Sector Spdr Tr Sbi Cons
$1.3M
XOMExxon Mobil Corporation
$1.2M
Powershares Dynamic Large Cap
$1.1M
IBMInternational Business Machine
$731K
ABBVAbbvie, Inc.
$699K
MRKMerck & Co Inc New
$658K
NBTBNBT Bancorp Inc
$649K
CNMDConmed Corp
$558K
PGProcter & Gamble
$552K
SPYSpdr S&P 500 ETF Trust
$495K
AMGNAmgen Incorporated
$441K
PFEPfizer Incorporated
$391K
TCFTCF Financial Corp.
$366K
ITOTiShares Core S&P Total US Stoc
$340K
ADPAuto Data Processing
$317K
UNPUnion Pacific Corp.
$306K
PEGPub Svc Ent Group Inc
$269K
CASYCaseys Gen Stores Inc
$266K
Glenville Bank Hldg Co
$264K
USBUS Bancorp
$263K
CMICummins Inc
$253K
TAT&T, Inc.
$227K
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