Fastenal Company (FAST) Gains from Reshoring Trends and AI Infrastructure Buildout
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Quantinno Capital Hoon Kim | 1,835,452 | $88,156,766 | +41% | 0.11% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 628,100 | $30,167,643 | +377% | 0.02% |
| 3. | Cantillon Capital Management William Von Mueffling | 376,044 | $18,061,393 | -96% | 2.72% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 263,808 | $12,670,698 | -5% | 0.49% |
| 5. | 114,200 | $5,485,026 | -24% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.45 | 20 | $1,629.00 | 40 | 2025-04-14 | Filing | |
| $73.61 | 20 | $1,472.20 | 20 | 2025-04-07 | Filing | |
| $39.15 | 20 | $783.00 | 40 | 2025-04-14 | Filing | |
| $39.15 | 20 | $783.00 | 20 | 2025-04-07 | Filing | |
| $40.44 | 1,000 | $40,440.00 | 22,190 | 2025-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.00 | 3,000 | $156,000.00 | 58,690 | 2026-08-10 | Filing | |
| $50.05 | 24,964 | $1,249,558.04 | 20,000 | 2026-08-05 | Filing | |
| $50.05 | 10,000 | $500,544.00 | 20,000 | 2026-08-05 | Filing | |
| $49.00 | 3,000 | $147,000.00 | 58,690 | 2026-07-28 | Filing | |
| $47.34 | 36,920 | $1,747,922.02 | 40,000 | 2026-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 106,297,179 | $5,105,453,502 | 0.08% | |
| 2. | 74,919,565 | $3,598,386,707 | 0.08% | |
| 3. | 64,893,489 | $3,116,834,277 | 0.14% | |
| 4. | 56,438,968 | $2,710,763,633 | 0.08% | |
| 5. | 39,479,611 | $1,900,556,943 | 0.1% |