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Fenimore Dividend Focus Strategy's investment thesis on Ross Stores ($ROST) — Q4 2025 | Buyside Digest

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$ROSTNASDAQRoss Stores

BULL

Fenimore Dividend Focus Strategy—ROST

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$253.22USD

+9.8% vs last month

$182.74Pitched

+38.6% since pitch

Market Cap$81.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In the fourth quarter of 2025, the FAM Funds (including FAM Dividend Focus, FAM Small Cap, and FAM Value Funds) underperformed their respective benchmarks. This underperformance was...

— John Fox

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What other investors think about $ROST, and what else Fenimore Dividend Focus Strategy is buying.

Other pitches on $ROST

Other investors who've written on Ross Stores

Bretton FundBULL

Pitched Dec 31, 2024

Ross Stores generated 11% earnings growth despite customer sensitivity to inflation in lower income cohorts. Management anticipates operational...

Jensen InvestmentBULL

Pitched Apr 29, 2026

ROST is a dominant off-price retailer that leverages purchasing and manufacturing inefficiencies to offer deep consumer discounts. The company is...

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