FENIMORE ASSET MANAGEMENT INC Q3 2021 Filing

Filed October 26, 2021

Portfolio Value

$4.1B

Holdings

112

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (112 positions)

StockValue
CDWCDW Corporation
$241.8M
ROSTRoss Stores, Inc.
$179.2M
BAMBrookfield Asset Management In
$165.0M
BROBrown & Brown, Inc.
$160.8M
IDEX Corporation
$160.5M
SYKStryker Corporation
$149.0M
APDAir Products & Chemicals, Inc.
$121.7M
AVYAvery Dennison Corp
$118.3M
MKLMarkel Corporation
$116.8M
VMCVulcan Materials
$115.3M
KMXCarMax, Inc.
$111.4M
GGenpact
$107.2M
MCHPMicrochip Technology Incorpora
$98.4M
TTTrane Technologies PLC
$93.9M
FASTFastenal Co
$88.5M
ITWIllinois Tool Works Inc.
$87.4M
AJGArthur J. Gallagher & Co.
$84.2M
GGGGraco Inc.
$83.5M
AZOAutoZone, Inc.
$78.4M
BRBroadridge Financial Solutions
$70.9M
BKIEURBlack Knight
$69.6M
LSTRLandstar System, Inc.
$69.0M
EOGEOG Resources, Inc.
$68.3M
FISFidelity National Info Service
$63.2M
PNFPPinnacle Financial Partners, I
$61.9M
ADIAnalog Devices Inc
$59.5M
SSBUSDSouthState Corporation
$57.4M
TROWT Rowe Price Group, Inc.
$57.0M
BRK-BBerkshire Hathaway Inc. A
$56.4M
ZBRAZebra Technologies A
$54.6M
DGDollar General Corporation
$53.0M
ENQEntegris, Inc.
$49.4M
FBINFortune Brands Home & Sec Inc
$48.3M
MTBM&T Bank Corporation
$44.9M
POOLPool Corp
$42.7M
PGRProgressive Corp.
$37.4M
JKHYJack Henry & Associates Inc
$35.9M
PAYXPaychex Inc
$35.5M
STESteris PLC
$35.1M
RSGRepublic Services, Inc.
$32.0M
HEIHEICO Corp. Class A
$31.7M
THGThe Hanover Group
$29.2M
EXLSExlservice Holdings Inc.
$26.9M
FQIDigital Realty Trust, Inc.
$25.5M
FHBFirst Hawaiian Inc.
$24.1M
CIGIColliers International Group I
$22.2M
CITCintas Corp
$21.7M
CHHChoice Hotels International, I
$21.3M
CBZCBIZ, Inc.
$19.1M
APHAmphenol Corp.
$18.7M
HOMBHome BancShares, Inc.
$18.4M
Trisura Group Ltd.
$17.8M
BRK/BBerkshire Hathaway Inc. B
$17.5M
SPSCSPS Commerce Inc.
$16.2M
BOCBoston Omaha Corporation
$16.2M
1939900DBrookfield Infrastructure Corp
$14.9M
PAYAUSDPaya Holdings
$14.9M
FTDRFrontdoor, Inc.
$14.7M
PAGPenske Automotive Group Inc.
$13.7M
NOMDNomad Foods Ltd
$13.2M
Hostess Brands Inc.
$13.0M
CASSCass Information Systems Inc.
$12.8M
CWSTCasella Waste System Inc.
$12.8M
CSVCarriage Services Inc.
$12.5M
ROPRoper Industries Inc.
$12.5M
MNROMonro Inc.
$12.4M
USPHU.S. Physical Therapy Inc.
$11.6M
FELEFranklin Electric Co., Inc.
$10.9M
DSGDescartes Systems Group Inc.
$10.2M
OLLIOllie's Bargain Outlet Holding
$9.6M
CATCCambridge Bancorp
$9.2M
NVRNVR Inc.
$9.1M
RYANRyan Specialty Group Holdings
$9.0M
MCXMcCormick & Company
$8.4M
DFHDream Finders Homes Inc.
$8.3M
HCSGHealthcare Services Group, Inc
$7.6M
OSWOne Spa World Holdings Ltd.
$7.5M
WTMWhite Mountains Insurance Grou
$6.2M
FNDFloor & Decor Holdings
$3.1M
AAPLApple, Inc.
$2.3M
XOMExxon Mobil Corporation
$2.1M
VUGVanguard Growth
$1.9M
Powershares Dynamic Large Cap
$1.3M
XLYSelect Sector Spdr Tr Sbi Cons
$1.2M
CNMDConmed Corp
$927K
MSFTMicrosoft Corp
$919K
ABBVAbbvie, Inc.
$849K
IBMInternational Business Machine
$699K
SPYSpdr S&P 500 ETF Trust
$634K
MRKMerck & Co Inc New
$574K
Bank of Labor Bancshares Inc
$562K
NBTBNBT Bancorp Inc
$534K
PGProcter & Gamble
$519K
IVViShares Core S&P 500 ETF
$517K
HBANHuntington Bancshares
$496K
PFEPfizer Incorporated
$458K
ITOTiShares Core S&P Total US Stoc
$443K
USBUS Bancorp
$436K
CVSCVS Caremark Corp
$367K
AMGNAmgen Incorporated
$333K
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