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. | Cantillon Capital Management William Von Mueffling | 376,044 | $18,061,393 | -96% | 2.72% |
| 2. | Bailard Inc Thomas Bailard | 28,362 | $1,362,240 | +1% | 0.03% |
| 3. | Taproot Management David Lin And Jason Beverage | 0 | $0 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $44.19 | 15,964 | $705,453.95 | 50,000 | 2026-01-23 | Filing | |
| $48.03 | 34,612 | $1,662,421.28 | 0 | 2025-08-08 | Filing | |
| $48.44 | 84,612 | $4,098,672.97 | 565,036 | 2025-08-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,520,644 | $217,126,531 | 4.55% | |
| 2. | 3,226,348 | $154,961,513 | 3.21% | |
| 3. | 2,829,738 | $135,912,310 | 2.12% | |
| 4. | 2,759,409 | $132,534,414 | 0.08% | |
| 5. | 2,696,156 | $129,496,372 | 0.18% |