SiteOne Landscape Supply's (SITE) Soft First Quarter Is a Seasonal Feature, Not a Flaw
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 906,748 | $81,888,412 | +9% | 0.63% |
| 2. | Fisher Asset Management Ken Fisher | 183,877 | $16,605,981 | +5% | 0% |
| 3. | Royce & Associates Chuck Royce | 58,316 | $5,266,518 | -42% | 0.05% |
| 4. | Motley Fool Asset Management Bryan Hinmon | 35,161 | $3,175,390 | -11% | 0.12% |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 30,481 | $2,752,739 | -51% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.68 | 4,550 | $503,594.00 | 18,141 | 2026-10-30 | Filing | |
| $109.91 | 4,550 | $500,090.50 | 17,550 | 2026-10-30 | Filing | |
| $96.13 | 5,000 | $480,650.00 | 13,000 | 2026-08-26 | Filing | |
| $102.13 | 4,000 | $408,520.00 | 8,000 | 2026-08-04 | Filing | |
| $101.94 | 4,000 | $407,760.00 | 4,000 | 2026-08-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.52 | 562 | $63,236.24 | 11,267 | 2026-05-28 | Filing | |
| $115.13 | 563 | $64,818.19 | 11,829 | 2026-05-27 | Filing | |
| $158.01 | 1,765 | $278,887.65 | 2,911 | 2026-02-13 | Filing | |
| $134.83 | 1,915 | $258,199.45 | 13,569 | 2025-11-26 | Filing | |
| $145.07 | 865 | $125,485.55 | 11,267 | 2025-08-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,415,240 | $127,993,264 | 0.03% | |
| 2. | 1,376,056 | $124,269,877 | 0.02% | |
| 3. | 1,269,658 | $114,662,814 | 0.85% | |
| 4. | 720,103 | $65,051,115 | 0% | |
| 5. | 665,025 | $60,058,408 | 0.01% |