Marshfield Associates

Marshfield Associates as of March 31, 2013

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 26 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arch Capital Group (ACGL) 9.0 $115M 2.2M 52.57
Wells Fargo & Company (WFC) 8.9 $114M 3.1M 36.99
Brown & Brown (BRO) 8.4 $107M 3.3M 32.04
Yum! Brands (YUM) 7.4 $94M 1.3M 71.94
Fairfax Financial Holdings Lim (FRFHF) 6.1 $77M 198k 391.14
Toll Brothers (TOL) 5.9 $75M 2.2M 34.24
Goldman Sachs (GS) 5.7 $73M 493k 147.15
Moody's Corporation (MCO) 5.4 $70M 1.3M 53.32
Leucadia National 5.1 $65M 2.4M 27.43
NVR (NVR) 4.3 $55M 51k 1080.11
U.S. Bancorp (USB) 4.2 $54M 1.6M 33.93
Martin Marietta Materials (MLM) 4.2 $54M 525k 102.02
CapitalSource 3.4 $43M 4.5M 9.62
Fastenal Company (FAST) 3.2 $41M 801k 51.33
Expeditors International of Washington (EXPD) 3.0 $38M 1.1M 35.73
C.H. Robinson Worldwide (CHRW) 2.7 $35M 589k 59.46
Berkshire Hathaway (BRK.B) 2.6 $33M 315k 104.20
MasterCard Incorporated (MA) 2.5 $31M 58k 541.13
Union Pacific Corporation (UNP) 1.8 $23M 160k 142.41
Devon Energy Corporation (DVN) 1.7 $21M 377k 56.42
Berkshire Hathaway (BRK.A) 1.5 $20M 126.00 156277.78
Waters Corporation (WAT) 1.1 $15M 156k 93.91
Visa (V) 1.1 $14M 81k 169.84
McDonald's Corporation (MCD) 0.8 $9.7M 97k 99.69
Crimson Wine (CWGL) 0.2 $2.2M 238k 9.30
HomeFed Corporation 0.0 $544k 17k 31.24