Gildan Activewear Inc.

• FA 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 $193BAJG $73BBR $22B +5
• FA Fenimore Asset Management Q2 2026 Quarterly Investment Commentary ↗ Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $394MBR $22BEXLS $6.5B +4

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