-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, SRNQhXKuDk2Q6S35JtTf7h+qNG3kf8crQxLX+FuGpUuTdRwfbUe4NTKwuw/LTViB z5q3Odd5My/4L5oZcAu7IQ== 0000909012-04-000076.txt : 20040209 0000909012-04-000076.hdr.sgml : 20040209 20040209130622 ACCESSION NUMBER: 0000909012-04-000076 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040209 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: KAYDON CORP CENTRAL INDEX KEY: 0000740694 STANDARD INDUSTRIAL CLASSIFICATION: BALL & ROLLER BEARINGS [3562] IRS NUMBER: 133186040 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-36006 FILM NUMBER: 04576896 BUSINESS ADDRESS: STREET 1: 315 E. EISENHOWER PARKWAY, SUITE 300 CITY: ANN ARBOR STATE: MI ZIP: 48108 BUSINESS PHONE: 7347477025 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: FENIMORE ASSET MANAGEMENT INC CENTRAL INDEX KEY: 0000884566 IRS NUMBER: 141564237 STATE OF INCORPORATION: NY FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: P O BOX 310 118 NORTH GRAND STREET CITY: COBLESKILL STATE: NY ZIP: 12043 MAIL ADDRESS: STREET 1: 118 N GRAND ST P O BOX 310 CITY: COBLESKILL STATE: NY ZIP: 12043 SC 13G/A 1 t300733.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) KAYDON, CORPORATION ------------------- (Name of Issuer) COMMON STOCK ------------------------------ (Title of Class of Securities) 486587108 -------------- (CUSIP Number) DECEMBER 31, 2003 ------------------------------------------------------- (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Page 1 of 8 Pages CUSIP NO. 486587108 PAGE 2 OF 8 PAGES SCHEDULE 13G 1 NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Fenimore Asset Management, Inc. 14-1564237 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (A) [ ] (B) [X] 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION New York State NUMBER OF 5 SOLE VOTING POWER SHARES 1,605,269 BENEFICIALLY OWNED BY 6 SHARED VOTING POWER EACH 0 REPORTING PERSON WITH 7 SOLE DISPOSITIVE POWER 1,605,269 8 SHARED DISPOSITIVE POWER 0 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,605,269 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.7% 12 TYPE OF REPORTING PERSON IA CUSIP NO. 486587108 PAGE 3 OF 8 PAGES 1 NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Thomas O. Putnam N/A 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (A) [ ] (B) [X] 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States NUMBER OF 5 SOLE VOTING POWER SHARES 0 BENEFICIALLY OWNED BY 6 SHARED VOTING POWER EACH 1,605,269 REPORTING PERSON 7 SOLE DISPOSITIVE POWER WITH 0 8 SHARED DISPOSITIVE POWER 1,605,269 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,605,269 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.7% 12 TYPE OF REPORTING PERSON IN CUSIP NO. 486587108 PAGE 4 OF 8 PAGES Item 1. (a). Name of Issuer: Kaydon, Corporation (b). Address of Issuer's Principal Executive Offices: 314 E. Eisenhower Parkway, Suite 300 Ann Arbor, MI 48108 Item 2. (a). Name of Persons Filing: (i) Fenimore Asset Management, Inc. ("Fenimore") (ii) Thomas O. Putman ("Putnam") (b). Address of Principal Business Office for Each of the Above: 384 N. Grand Street, Box 310 Cobleskill, NY 12043 (c). Citizenship or Place of Organization: (i) Fenimore: New York State (ii) Putnam: United States (d). Title of Class of Securities: Common Stock (e). CUSIP Number: 486587108 Item 3. If this Statement is Filed Pursuant to Rules 13d-1(b) or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Exchange Act; (b) [ ] Bank as defined in Section 3(a)(6) of the Exchange Act; (c) [ ] Insurance company as defined in Section 3(a)(19) of the Exchange Act; (d) [ ] Investment company registered under Section 8 of the Investment Company Act; (e) [x] An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act; (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940; (j) [ ] Group, in accordance with Rule 13d-1(b)(1) (ii)(J). CUSIP NO. 486587108 PAGE 5 OF 8 PAGES Item 4. Ownership. (a). Amount beneficially owned: (i) Fenimore: 1,605,269 (ii) Putnam: 1,605,269 (b). Percent of class: (i) Fenimore: 5.7% (ii) Putnam: 5.7% (c). Number of shares as to which such person has: (1) Sole power to vote or to direct the vote: (i) Fenimore: 1,605,269 (ii) Putnam: 0 (2) Shared power to vote or to direct the vote: (i) Fenimore: 0 (ii) Putnam: 1,605,269 (3) Sole power to dispose or to direct the disposition of : (i) Fenimore: 1,605,269 (ii) Putnam: 0 (4) Shared power to dispose or to direct the disposition of: (i) Fenimore: 0 (ii) Putnam: 1,605,269 CUSIP NO. 486587108 PAGE 6 OF 8 PAGES Item 5. Ownership of Five Percent or Less of a Class: Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person: Not Applicable. Item 7. Identification and Classification of Subsidiaries which Acquired the Security Being Reported on by the Parent Holding Company: Not Applicable Item 8. Identification and Classification of Members of the Group: Not Applicable Item 9. Notice of Dissolution of Group: Not Applicable Item 10. Certification: By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. In accordance with Rule 13d-4 of the Securities Exchange Act of 1934, each of the persons filing this statement expressly disclaim the beneficial ownership of the securities covered by this statement and the filing of this report shall not be construed as an admission by such persons that they are the beneficial owners of such securities. CUSIP NO. 486587108 PAGE 7 OF 8 PAGES SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. FENIMORE ASSET MANAGEMENT, INC. Date: February 9, 2004 By: /S/ JOSEPH A. BUCCI -------------------------------- Joseph A. Bucci Secretary and Compliance Officer THOMAS O. PUTNAM Date: February 9, 2004 By: /S/ THOMAS O. PUTNAM -------------------------------- Thomas O. Putman CUSIP NO. 486587108 PAGE 8 OF 8 PAGES EXHIBIT 1 JOINT FILING AGREEMENT AMONG FENIMORE ASSET MANAGEMENT, INC. AND THOMAS O. PUTNAM WHEREAS, in accordance with Rule 13d-1(k) under the Securities and Exchange Act of 1934 (the "Act"), only one joint statement and any amendments thereto need to be filed whenever one or more persons are required to file such a statement or any amendments thereto pursuant to Section 13(d) of the Act with respect to the same securities, provided that said persons agree in writing that such statement or amendments thereto is filed on behalf of each of them; NOW, THEREFORE, the parties hereto agree as follows: FENIMORE ASSET MANAGEMENT, INC. AND THOMAS O. PUTNAM hereby agree, in accordance with Rule 13d-1(k) under the Act, to file a statement on Schedule 13G relating to their ownership of Common Stock of the Issuer and do hereby further agree that said statement shall be filed on behalf of each of them. FENIMORE ASSET MANAGEMENT, INC. Date: February 9, 2004 By: /S/ JOSEPH A. BUCCI -------------------------------- Joseph A. Bucci Secretary and Compliance Officer THOMAS O. PUTNAM Date: February 9, 2004 By: /S/ THOMAS O. PUTNAM -------------------------------- Thomas O. Putnam -----END PRIVACY-ENHANCED MESSAGE-----