Marshfield Associates

Latest statistics and disclosures from Marshfield Associates's latest quarterly 13F-HR filing:

Companies in the Marshfield Associates portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Moody's Corporation (MCO) 10.89 1.18M 139.21
Arch Capital Group Ltd 9.05 1.39M 98.50
NVR (NVR) 8.15 43019 -3% 2854.99
Goldman Sachs (GS) 7.60 483040 237.19
Cummins (CMI) 6.31 565735 168.03
Deere & Company (DE) 6.30 756633 125.59
AutoZone (AZO) 5.12 129692 +73% 595.11
Union Pacific Corporation (UNP) 4.84 628914 115.97
MasterCard Incorporated (MA) 4.79 510847 141.20
Fastenal Company (FAST) 4.74 1.57M 45.58
Expeditors International of Washington (EXPD) 4.69 1.18M 59.86
Visa (V) 4.53 648088 105.24
Yum! Brands (YUM) 4.18 855380 73.61
Chipotle Mexican Grill (CMG) 4.04 197591 +75% 307.83
U.S. Ban (USB) 3.72 1.05M 53.59
O'reilly Automotive Inc 3.37 235543 NEW 215.37
Ross Stores (ROST) 3.28 766572 64.57
Strayer Education (STRA) 3.19 550978 87.27
Waters Corporation (WAT) 1.22 102090 179.52

Past 13F-HR SEC Filings by Marshfield Associates

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