FSV

FSV

FSV

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q3 Sep 30, 2024 Fenimore Small Cap Strategy 12.7% - APH, ASGTF, BROS, CBZ, CHH, CIGI, CTAS, DFH, ENTG, ESAB, FSV, FTDR, LSTR, MCHP, PNFP, POOL, SITE, SSB, TT, VRSK AI, interest rates, Quality, real estate, small caps, value
2025 Q2 Jul 22, 2025 Conestoga Mid Cap Composite 3.5% 4.5% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, industrials, infrastructure, Quality, small cap, tariffs, technology MTD
NET
FICO
AAON
POOL
ROP
WSO
WCN
CPRT
VEEV
IDXX
GWRE
HEI.A
BSY
2025 Q2 Jul 22, 2025 Conestoga Small Cap Composite 4.8% -7.1% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology SLP
KIDS
SSTI
ERII
HLMN
MEG
ROAD
WLDN
PL
2025 Q2 Jul 22, 2025 Conestoga SMid Cap Composite 5.0% -1.0% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, industrials, infrastructure, Quality, small cap, tariffs, technology RBC
GWRE
AXON
ROAD
2025 Q2 Jul 22, 2025 Conestoga Micro Cap Composite 15.7% 6.1% AAON, AGYS, BFAM, CWAN, CWST, DGII, DSGX, ESE, EXPO, FSS, FSV, JBTM, MLAB, MMSI, NEOG, NOVT, RBC, ROAD, SLP, STVN growth, healthcare, industrials, infrastructure, Quality, small cap, tariffs, technology TWST
2025 Q1 May 1, 2025 Conestoga Small Cap Composite -11.4% -11.4% AAON, ALTR, AZTA, BCPC, CWST, DSGX, ESE, EXPO, FSV, MMM, MMSI, NEOG, PAYX, PYCR, RBC, ROAD, SPSC, SSD, TRNS, VERX growth, industrials, Outperformance, Quality, small caps, tariffs, technology
2024 Q1 Apr 15, 2024 Conestoga SMid Cap Composite 12.9% 12.1% AXON, BFAM, CWST, DSGX, EXPO, FIVN, FSV, MRCY, NEOG, NOVT, PYCR, QTWO, RGEN, ROAD, ROL, SPSC, TFX, TREX, WK, WSO growth, industrials, infrastructure, mid cap, small cap, software, technology, Waste management
2023 Q4 Dec 31, 2023 Conestoga SMid Cap Composite 12.9% 12.1% ALTR, CCCS, CWST, DSGX, EXPO, FICO, FSV, IT, JBT, MSA, MTN, PYCR, RBC, ROAD, ROL, SITE, SPSC, SSD, STVN, TREX, WSO, WST growth, healthcare, industrials, Quality, small cap, technology
2025 Q3 Oct 9, 2025 Fenimore Dividend Focus Strategy -0.7% - APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, MCHP, POOL, ROST, SPSC, VRSK AI, dividends, Quality, rates, small caps, value FSV CN
VRSK US
ROST US
APH US
2025 Q3 Oct 9, 2025 Fenimore Small Cap Strategy -5.1% - APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, NOMD, POOL, ROST, SPSC, VRSK AI, dividends, Quality, rates, small caps, value CWST US
2025 Q3 Oct 9, 2025 Fenimore Value Strategy 1.4% - APH, BROS, BWIN, CBZ, CHE, CIGI, CTAS, CWST, ENTG, EXPO, FSV, FTDR, GEHC, JKHY, LSTR, NOMD, POOL, ROST, SPSC, VRSK AI, dividends, Quality, small caps, US, value LSTR US
A US
ROST US
APH US
2024 Q3 Oct 23, 2024 Conestoga SMid Cap Composite 12.9% 12.1% ALTR, AXON, BFAM, CGNX, CWST, DSGX, EXPO, FIVN, FSV, GWRE, MSA, POOL, QTWO, ROAD, ROL, SITE, TREX, TYL, WSO, WST growth, industrials, infrastructure, software, technology
2024 Q3 Oct 23, 2024 Conestoga Small Cap Composite 10.1% 7.8% AAON, ALTR, CSWI, CWST, DSGX, EXPO, FOXF, FSV, GWRE, NOVT, NRC, OFLX, PRO, QTWO, ROAD, SLP, SPSC, SSD, TREX, VCEL growth, HVAC, industrials, infrastructure, small cap, software, technology
2025 Q3 Oct 13, 2025 Conestoga Small Cap Composite -1.4% -8.4% AAON, BCPC, CSWI, CWST, DSGX, ESE, EXPO, FSV, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX Beta, defense, growth, profitability, Quality, small cap, software, technology ROAD US
HLIO US
MRCY US
2025 Q3 Oct 13, 2025 Conestoga SMid Cap Composite -1.1% -2.1% AAON, BCPC, CSWI, CWST, DSGX.TO, ESE, EXPO, FSV, HLIO, HLMN, MIR, MRCY, NOVT, QTWO, RBC, ROAD, SLP, SPSC, STVN, VERX defense, growth, industrials, Quality, small caps, software, technology
2025 Q4 Jan 27, 2026 The Osterweis Opportunity Fund 3.3% 0.3% AX, BIRK, CAVA, CECO, CWST, FSV, GH, GWRE, LSCC, LTH, MOD, MTSI, NOVT, SITM, TREX, TTAN, WAY AI, Biotech, Fintech, growth, healthcare, semiconductors, small cap, technology
2025 Q4 Jan 18, 2026 Conestoga Mid Cap Composite -5.8% -4.7% AAON, AZTA, BCPC, BLFS, BMI, BSY, BWMN, COCO, CPRT, CSGP, CSW, CWAN, CWST, CYX, DGII, DSGX, ELVA, ESE, FSV, GNRC, GWRE, HEI.A, IDXX, IIIV, IRMD, IT, JKHY, KRMN, LMAT, MAMA, MEG, MLAB, MMSI, NGEN, NOVT, ODD, OLO, PHR, PL, PLMR, POOL, QTWO, RBC, RGEN, ROAD, ROL, ROP, SPSC, SSTI, STVN, TKNO, TREX, TRNS, TYL, UTI, VCEL, VEEV, VERX, VRSK, WCN, WLDN, WSO, WST AI, Biotech, defense, healthcare, industrials, mid cap, Quality, technology GNRC
BSY
CSGP
VEEV
POOL
WST
IDXX
ROL
RGEN
JKHY
2025 Q4 Jan 18, 2026 Conestoga Small Cap Composite -1.9% -10.1% AAON, AZTA, BMI, CWAN, DGII, DSGX, FSV, KRMN, LMAT, NGEN, NOVT, RBC, RGEN, ROAD, SPSC, STVN, TREX, TRNS, VCEL, VERX Biotechnology, credit, Performance, Quality, small caps, tariffs, volatility MLAB
KRMN
BMI
FSV
RGEN
RBC
CWAN
2025 Q4 Jan 18, 2026 Conestoga SMid Cap Composite -2.7% -4.7% AAON, AZTA, BCPC, BLFS, BMI, BSY, BWMN, COCO, CPRT, CSGP, CSW, CWAN, CWST, CYX, DGII, DSGX, ELVA, ESE, FSV, GNRC, GWRE, HEI.A, IDXX, IIIV, IRMD, IT, JKHY, KRMN, LMAT, MAMA, MEG, MLAB, MMSI, NGEN, NOVT, ODD, OLO, PHR, PL, PLMR, POOL, QTWO, RBC, RGEN, ROAD, ROL, ROP, SPSC, SSTI, STVN, TKNO, TREX, TRNS, TYL, UTI, VCEL, VEEV, VERX, VRSK, WCN, WLDN, WSO, WST Biotechnology, defense, growth, industrials, Quality, small caps, technology GNRC
KRMN
AAON
ROAD
STVN
TREX
POOL
FSV
CWAN
CSW
JKHY
RBC
RGEN
2025 Q4 Jan 15, 2026 Alger Weatherbie Specialized Growth Fund 1.8% 0.5% ACAD, AIR, FSV, GKOS, KTOS, NTRA AI, Biotechnology, defense, growth, healthcare, industrials, small cap, technology KTOS
AIR
FSV
GKOS
ACAD
NTRA
2025 Q4 Jan 13, 2026 Fenimore Small Cap Strategy -4.1% -11.6% APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF AI, Quality, small cap, Speculation, underperformance, value
2023 Q3 Sep 30, 2023 Conestoga SMid Cap Composite 12.9% 12.1% CSWI, CWAN, CWST, DSGX, EXPO, FICO, FSV, GGG, GWRE, MMSI, NOVT, OMCL, POOL, RGEN, ROAD, ROL, SPSC, WSO growth, healthcare, infrastructure, Quality, small cap, technology NSTG
AD8 AU|ARB AU|BAP AU|CAT AU|DHG AU|PME AU|PNI AU|RDX AU|TNE AU
OMCL
CSWI
2024 Q2 Jun 30, 2024 Conestoga SMid Cap Composite 12.9% 12.1% CWST, DH, DSGX, EXPO, FICO, FSV, GWRE, HEI.A, POOL, RBC, RGEN, ROAD, ROL, SITE, SPXC, STVN, TREX, TYL, WSO consumer discretionary, growth, healthcare, small caps, software, technology
2023 Q1 May 23, 2023 Conestoga Micro Cap Composite 7.6% 3.3% AAON, ALTR, AXON, AZTA, CWAN, CWST, DGII, DSGX, EXPO, FOXF, FSV, MMM, MODN, NEOG, NOVT, PLOW, QTWO, SPSC, SSD, STVN Banking, growth, healthcare, industrials, Quality, small cap, technology DGII
2023 Q1 May 23, 2023 Conestoga Mid Cap Composite 8.4% 9.4% AAON, ALTR, AXON, AZTA, CWAN, CWST, DGII, DSGX, EXPO, FOXF, FSV, MMM, MODN, NEOG, NOVT, PLOW, QTWO, SPSC, SSD, STVN Banking, growth, healthcare, Outperformance, Performance, small cap, stock selection, technology DGII
2023 Q1 May 23, 2023 Conestoga Small Cap Composite 10.1% 7.8% AAON, ALTR, AXON, AZTA, CWAN, CWST, DGII, DSGX, EXPO, FOXF, FSV, MMM, MODN, NEOG, NOVT, PLOW, QTWO, SPSC, SSD, STVN Banking, growth, healthcare, industrials, Performance, Quality, small cap, technology DGII
2023 Q1 May 23, 2023 Conestoga SMid Cap Composite 12.9% 12.1% ALTR, AXON, CWAN, CWST, DSGX, EVI, EXPO, FICO, FSV, JKHY, LSPD, NOVT, PLOW, RBC, RGEN, ROL, SPSC, TECH, WSO, WST Banking, growth, healthcare, Quality, small cap, software, technology

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026 Fund Letters H. George Dai FirstService Corporation Real Estate Real Estate Services Bear NASDAQ Cyclicality, Macro, Property_Management, services, Weather
Jan 23, 2026 Fund Letters Achilleas Taxildaris FirstService Corporation Industrials Industrial Services Neutral NASDAQ Cyclicality, earnings, Propertyservices, valuation
Jan 21, 2026 Fund Letters Bob Mitchell FirstService Corp. Real Estate Real Estate Services Bear NASDAQ Margins, organic growth, Property-services, recurring revenue
Jan 21, 2026 Fund Letters Bob Mitchell FirstService Corp. Real Estate Real Estate Services Bear NASDAQ execution risk, organic growth, Property-services, recurring revenue

BSD Shareholders of FSV

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.