Marshfield Associates

Marshfield Associates as of June 30, 2012

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 27 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fairfax Financial Holdings Lim (FRFHF) 10.4 $116M 297k 391.70
Wells Fargo & Company (WFC) 9.6 $108M 3.2M 33.44
Brown & Brown (BRO) 8.8 $99M 3.6M 27.27
Yum! Brands (YUM) 8.2 $92M 1.4M 64.42
Arch Capital Group (ACGL) 7.3 $82M 2.1M 39.69
Toll Brothers (TOL) 6.3 $70M 2.4M 29.73
U.S. Bancorp (USB) 4.8 $53M 1.7M 32.16
Leucadia National 4.7 $53M 2.5M 21.27
Moody's Corporation (MCO) 4.6 $52M 1.4M 36.55
NVR (NVR) 4.2 $47M 56k 850.01
Goldman Sachs (GS) 4.1 $46M 483k 95.86
Martin Marietta Materials (MLM) 4.0 $45M 573k 78.82
Fastenal Company (FAST) 3.2 $35M 877k 40.31
CapitalSource 2.9 $32M 4.7M 6.72
Expeditors International of Washington (EXPD) 2.7 $30M 774k 38.75
Berkshire Hathaway (BRK.B) 2.6 $29M 347k 83.33
MasterCard Incorporated (MA) 2.4 $27M 62k 430.11
C.H. Robinson Worldwide (CHRW) 2.4 $26M 449k 58.53
Union Pacific Corporation (UNP) 1.8 $20M 169k 119.31
Berkshire Hathaway (BRK.A) 1.5 $17M 134.00 124947.76
Visa (V) 1.0 $11M 88k 123.63
Devon Energy Corporation (DVN) 0.9 $9.6M 165k 57.99
McDonald's Corporation (MCD) 0.8 $9.4M 107k 88.53
Symetra Finl Corp 0.8 $9.0M 710k 12.62
Strayer Education 0.1 $888k 8.1k 109.08
Verisk Analytics (VRSK) 0.0 $398k 8.1k 49.25
HomeFed Corporation 0.0 $443k 19k 23.16