FENIMORE ASSET MANAGEMENT INC

All 13F Filings

Location
Cobleskill, NY
Most recent 13F
Q4 2025
Holdings value ($000)
4,802,007
Description
Cobleskill New York based research led investment organization with a corporate governance structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes multi sleeve portfolio balancing, active stewardship and governance oversight, and valuation discipline and downside awareness for institutional portfolio mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through investment committee cadence and mandate calibration.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/2/2026 92 4,802,007 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2025 10/20/2025 91 4,987,992 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2025 7/22/2025 90 5,010,863 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2025 4/14/2025 91 4,721,686 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2024 1/21/2025 94 4,759,693 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2024 11/14/2024 97 4,964,182 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2024 8/14/2024 96 4,565,479 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2024 4/30/2024 97 4,734,834 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2023 1/23/2024 95 4,307,465 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2023 10/19/2023 100 3,850,058 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2023 7/25/2023 106 4,008,262 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2023 4/20/2023 106 3,831,979 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2022 1/17/2023 111 3,719,593 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2022 10/25/2022 108 3,479,373 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2022 7/26/2022 110 3,542,664 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2022 4/12/2022 115 4,088,946 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2021 1/13/2022 124 4,502,371 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2021 10/26/2021 112 4,068,762 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2021 7/15/2021 125 4,128,472 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2021 4/16/2021 119 3,873,712 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2020 1/28/2021 112 3,561,127 13F-HR FENIMORE ASSET MANAGEMENT INC
Q3 2020 10/13/2020 107 3,096,514 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2020 7/28/2020 107 2,848,655 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2020 4/24/2020 112 2,479,913 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2019 1/16/2020 115 3,279,486 13F-HR FENIMORE ASSET MANAGEMENT INC
Q2 2014 7/14/2014 105 1,846,572 13F-HR FENIMORE ASSET MANAGEMENT INC
Q1 2014 4/4/2014 101 1,808,433 13F-HR FENIMORE ASSET MANAGEMENT INC
Q4 2013 1/16/2014 102 1,765,644 13F-HR FENIMORE ASSET MANAGEMENT INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.794 M 99.8% 0 186.3 K -186.3 K
ETFs 8.18 K 0.2% 353 0 353
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Fund Snapshot

Q4 2025
Latest filed
2/2/2026
Total value ($000)
4,802,007
Holdings
92
QoQ value change ($000)
-185,985 (-3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.