Marshfield Associates

Marshfield Associates as of June 30, 2013

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 27 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 9.7 $125M 3.0M 41.27
Arch Capital Group (ACGL) 8.6 $110M 2.1M 51.41
Brown & Brown (BRO) 8.3 $106M 3.3M 32.24
Yum! Brands (YUM) 6.9 $89M 1.3M 69.34
Moody's Corporation (MCO) 6.4 $82M 1.3M 60.93
Goldman Sachs (GS) 5.9 $75M 498k 151.25
Toll Brothers (TOL) 5.5 $71M 2.2M 32.63
Leucadia National 4.8 $61M 2.3M 26.22
Fairfax Financial Holdings Lim (FRFHF) 4.7 $60M 153k 390.10
U.S. Bancorp (USB) 4.4 $56M 1.6M 36.15
Martin Marietta Materials (MLM) 3.9 $50M 509k 98.42
NVR (NVR) 3.6 $46M 50k 921.99
Expeditors International of Washington (EXPD) 3.2 $42M 1.1M 38.04
CapitalSource 3.2 $41M 4.4M 9.38
Fastenal Company (FAST) 2.8 $36M 786k 45.79
C.H. Robinson Worldwide (CHRW) 2.6 $33M 591k 56.31
Berkshire Hathaway (BRK.B) 2.6 $33M 295k 111.92
MasterCard Incorporated (MA) 2.6 $33M 57k 574.50
Allied World Assurance 2.0 $26M 286k 91.51
Union Pacific Corporation (UNP) 1.9 $25M 159k 154.28
Devon Energy Corporation (DVN) 1.6 $20M 386k 51.88
Berkshire Hathaway (BRK.A) 1.5 $19M 113.00 168601.77
Waters Corporation (WAT) 1.2 $15M 154k 100.05
Visa (V) 1.1 $14M 79k 182.76
McDonald's Corporation (MCD) 0.7 $9.5M 96k 99.00
Crimson Wine (CWGL) 0.1 $2.0M 231k 8.52
HomeFed Corporation 0.0 $559k 17k 32.51