Letters by company

Eog Resources INC

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

Fenimore Asset Management Quarterly Investment Commentary Fenimore maintained its quality bias as energy and speculative shares led markets, adding to discounted holdings while refusing to chase the rally. The strategies bought Gildan, Arthur J. Gallagher, Ryan Specialty and S&P Global, sold EOG Resources, and argued that AI fears created selective opportunities in software, brokers and information services. Q1 2026 ADI $197BAJG $58BBR $18B