Marshfield Associates

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

Portfolio Holdings for Marshfield Associates

Companies in the Marshfield Associates portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Moody's Corporation (MCO) 9.67 740812 -33% 211.50
Arch Capital Group Ltd 9.31 5.30M +5% 28.46
AutoZone (AZO) 7.63 146169 +7% 846.00
Visa (V) 7.29 733298 +17% 161.12
Ross Stores (ROST) 7.26 1.35M +80% 86.97
Cummins (CMI) 7.16 857393 +53% 135.32
MasterCard Incorporated (MA) 7.15 479717 241.56
Deere & Company (DE) 6.73 788475 +8% 138.16
Goldman Sachs (GS) 6.02 630692 +31% 154.59
Fastenal Company (FAST) 5.88 3.05M 31.25
Chipotle Mexican Grill (CMG) 5.63 139379 +39% 654.40
Expeditors International of Washington (EXPD) 5.49 1.33M +13% 66.72
O'reilly Automotive Inc 4.62 248800 301.05
Union Pacific Corporation (UNP) 3.01 346112 141.04
Strategic Education Inc 2.94 340964 139.76
NVR (NVR) 2.40 15156 2569.08
TJX Companies (TJX) 1.11 377232 NEW 47.81
Waters Corporation (WAT) 0.66 58701 182.06

Past Filings by Marshfield Associates

View past SEC 13F filings by Marshfield Associates

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