Letters by company

CDW Corp

1 letter discussing CDW. Everything written about it on this site is on its ticker page.

Fenimore Asset Management Q4 2025 Quarterly Investment Commentary Fenimore’s quality-focused strategies lagged as investor enthusiasm concentrated in AI-linked and more speculative businesses. The firm added to selected existing holdings, cut or exited positions including Cass Information Systems and Pinnacle Financial Partners, and argues that durable franchises, sound balance sheets, and disciplined capital allocation should prevail over time. Q4 2025 APH $210BAZO $47BBRO $21B