FENIMORE ASSET MANAGEMENT INC – Q3 2026 PF Holdings AUM: $5.22B NEWLY BOUGHT Top-25: #ULS #MBGL #STVN INCREASED Top-25: #APH #SYK #LSTR #SPGI #RYAN #MLM #HLI #TMO #WSO #TYL #CIGI #AVY #MSI #FND #NDAQ #ESAB #CHE #FSV #EXPO #NOVT #SITE #HOMB #DSGX #UNF #OSW NO-CHANGE Top-25: #BRK.A #AAPL #VUG #LB #ABBV #SPY #XLY #NBTB #IVV #MSFT #IBM #XOM #UNP #USB #CNMD #MSCI #MCO #AKRE REDUCED Top-25: #ROST #VMC #IEX #ADI #MKL #KEYS #BRO #FAST #HEI #BN #AJG #TT #PGR #ITW #MCHP #ZBRA #AZO #BKNG #AME #GGG #PNFP #A #STE #RSG #CTAS SOLD-OFF Top-15: #CBZ #EOG Positive Returns (YTD): #EOG:+48% #CBZ:+8% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis