Marshfield Associates

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

Companies in the Marshfield Associates portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Moody's Corporation (MCO) 10.89 1.20M -2% 121.68
Arch Capital Group Ltd 9.80 1.41M -2% 93.29
Goldman Sachs (GS) 8.11 489431 -2% 221.90
NVR (NVR) 8.01 44504 -2% 2410.61
Deere & Company (DE) 7.08 767246 -2% 123.59
Cummins (CMI) 6.97 575579 -2% 162.22
Union Pacific Corporation (UNP) 5.19 638404 -2% 108.91
Fastenal Company (FAST) 5.17 1.59M 43.53
Expeditors International of Washington (EXPD) 5.04 1.20M -2% 56.48
Yum! Brands (YUM) 4.79 868861 73.76
MasterCard Incorporated (MA) 4.70 518638 121.45
Visa (V) 4.60 656420 93.78
U.S. Ban (USB) 4.10 1.06M 51.92
Strayer Education (STRA) 3.88 556904 -2% 93.22
Chipotle Mexican Grill (CMG) 3.50 112490 -2% 416.10
Ross Stores (ROST) 3.34 773477 -2% 57.73
AutoZone (AZO) 3.19 74943 NEW 570.46
Waters Corporation (WAT) 1.42 103200 183.84
Capella Education Company (CPLA) 0.23 35326 85.60
Wells Fargo & Company (WFC) 0.00 6 NEW 0.00
Yum China Holdings 0.00 15 -99% 0.00

Past 13F-HR SEC Filings by Marshfield Associates

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