PROVIDENT TRUST CO FAST — FASTENAL CO. Com

Ownership history in PROVIDENT TRUST CO  ·  101 quarters on record

AI Ownership Summary

PROVIDENT TRUST CO reported FASTENAL CO. Com (FAST) in 101 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.41% in 2025 Q3. The latest visible filing shows FAST at 4.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FAST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PROVIDENT TRUST CO's position in FASTENAL CO. Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FAST was reported at 4.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.41% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FAST stock page PROVIDENT TRUST CO fund profile PROVIDENT TRUST CO full holdings
How PROVIDENT TRUST CO held FAST — position size vs. price
% of Fund (quarterly)    FAST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,520,328 -649,260 -12.6% 4.39% $209.7M 2026-04-27 $45.28
2025 Q4 REDUCED — — — 5,169,588 -222,767 -4.1% 3.47% $207.5M 2026-02-02 $44.80
2025 Q3 ADDED — — — 5,392,355 +13,064 +0.2% 4.41% $264.4M 2025-10-31 $40.92
2025 Q2 ADDED — — — 5,379,291 +2,674,765 +98.9% 4.12% $225.9M 2025-08-04 $44.89
2025 Q1 REDUCED — — — 2,704,526 -32,306 -1.2% 3.91% $209.7M 2025-05-02 $40.43
2024 Q4 REDUCED — — — 2,736,832 -31,503 -1.1% 3.41% $196.8M 2025-01-31 $35.87
2024 Q3 ADDED — — — 2,768,335 +5,287 +0.2% 3.57% $197.7M 2024-11-01 $38.09
2024 Q2 ADDED — — — 2,763,048 +3,084 +0.1% 3.22% $173.6M 2024-08-05 $32.16
2024 Q1 ADDED — — — 2,759,964 +67,645 +2.5% 3.95% $212.9M 2024-05-03 $32.96
2023 Q4 REDUCED — — — 2,692,319 -27,105 -1.0% 3.57% $174.4M 2024-02-05 $33.26
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FAST

As of 2026 Q1 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 7.51% Clark & Stuart, Inc 5.2% HARVEY INVESTMENT CO LLC 3Y 7Y 5.09% Kampmann Melissa S. 3.65% Oak Asset Management, LLC 3Y 7Y 2.88% RIVERBRIDGE PARTNERS LLC 3Y 7Y 2.52% Bellecapital International Ltd. 3Y 7Y 2.43% GODSEY & GIBB, INC 3Y 7Y 2.3% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 2.22% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.14%

FAQ About PROVIDENT TRUST CO and FAST

These are the practical questions this page is built to answer before you even open the full history table.

How long has PROVIDENT TRUST CO reported owning FAST?

PROVIDENT TRUST CO reported FAST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FAST position in PROVIDENT TRUST CO's portfolio?

The largest reported portfolio weight for FAST was 4.41% in 2025 Q3.

What is the latest reported FAST position on this page?

The most recent filing on this page is 2026 Q1, when PROVIDENT TRUST CO reported 4,520,328 shares, equal to 4.39% of portfolio, with an estimated market value of $209.7M.

What does the chart on this FAST ownership page compare?

The chart compares PROVIDENT TRUST CO's quarterly FAST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PROVIDENT TRUST CO time their FAST position?

Based on 13F filing dates vs. subsequent FAST price moves, PROVIDENT TRUST CO correctly timed 45 out of 95 reported position changes (47%). The annualised alpha on FAST relative to SPY over the holding period was +7.9%.

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