13F Filings for MARSHFIELD ASSOCIATES (CIK: 914976)
View the most recent portfolio holdings disclosed by MARSHFIELD ASSOCIATES in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| AZO - AUTOZONE INC(Class: COM) | 167.04K | $620.09M | 12.68% | Decreased | 2.77K (1.0%, $27.36M) |
| ROST - ROSS STORES INC(Class: COM) | 3.86M | $492.85M | 10.07% | Decreased | 43.16K (1.0%, $6.33M) |
| ORLY - OREILLY AUTOMOTIVE INC(Class: COM) | 3.86M | $347.54M | 7.10% | Increased | 3.57M (1239.0%, $64.93M) |
| CMI - CUMMINS INC(Class: COM) | 1.06M | $345.86M | 7.07% | Increased | 5.53K (0.0%, $16.58M) |
| V - VISA INC(Class: COM CL A) | 947.18K | $336.30M | 6.87% | Increased | 6.61K (0.0%, $6.66M) |
| DPZ - DOMINOS PIZZA INC(Class: COM) | 715.75K | $322.52M | 6.59% | Decreased | 1.20K (0.0%, $6.89M) |
| MA - MASTERCARD INCORPORATED(Class: CL A) | 566.44K | $318.31M | 6.51% | Increased | 3.53K (0.0%, $9.76M) |
| UNH - UNITEDHEALTH GROUP INC(Class: COM) | 1.02M | $317.68M | 6.49% | New | 1.02M ($317.68M) |
| MCO - MOODYS CORP(Class: COM) | 516.01K | $258.83M | 5.29% | Increased | 2.12K (0.0%, $19.51M) |
| PGR - PROGRESSIVE CORP(Class: COM) | 923.69K | $246.50M | 5.04% | Decreased | 13.55K (1.0%, $18.75M) |
| ACGL - ARCH CAP GROUP LTD(Class: ORD) | 2.58M | $235.22M | 4.81% | Increased | 22.55K (0.0%, $11.08M) |
| EXPD - EXPEDITORS INTL WASH INC(Class: COM) | 1.86M | $212.11M | 4.34% | Increased | 14.81K (0.0%, $9.36M) |
| DIS - DISNEY WALT CO(Class: COM) | 1.57M | $195.29M | 3.99% | Decreased | 24.55K (1.0%, $37.43M) |
| NVR - NVR INC(Class: COM) | 23.91K | $176.61M | 3.61% | Increased | 74 (0.0%, $3.91M) |
| FAST - FASTENAL CO(Class: COM) | 3.97M | $166.58M | 3.41% | Increased | 1.99M (100.0%, $13.45M) |
| STRA - STRATEGIC ED INC(Class: COM) | 1.81M | $154.09M | 3.15% | Decreased | 38.93K (2.0%, $1.15M) |
| TJX - TJX COS INC NEW(Class: COM) | 1.07M | $131.90M | 2.70% | Decreased | 39.67K (3.0%, $3.03M) |
| BIL - SPDR SERIES TRUST(Class: BLOOMBERG 1-3 MO) | 139.66K | $12.81M | 0.26% | Increased | 7.62K (5.0%, $699.07K) |
| VGSH - VANGUARD SCOTTSDALE FDS(Class: SHORT TERM TREAS) | 17.64K | $1.04M | 0.02% | Decreased | 9.23K (34.0%, $540.06K) |