Marshfield Associates as of Dec. 31, 2010
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 27 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fairfax Financial Holdings Lim (FRFHF) | 16.0 | $160M | 391k | 409.56 | |
| Yum! Brands (YUM) | 10.6 | $107M | 2.2M | 49.05 | |
| Wells Fargo & Company (WFC) | 9.2 | $92M | 3.0M | 30.99 | |
| Brown & Brown (BRO) | 8.0 | $81M | 3.4M | 23.94 | |
| Goldman Sachs (GS) | 6.2 | $62M | 368k | 168.16 | |
| Leucadia National | 5.9 | $59M | 2.0M | 29.18 | |
| Arch Capital Group (ACGL) | 5.4 | $54M | 614k | 88.05 | |
| Vulcan Materials Company (VMC) | 5.2 | $53M | 1.2M | 44.36 | |
| Martin Marietta Materials (MLM) | 4.6 | $46M | 499k | 92.24 | |
| NVR (NVR) | 4.2 | $42M | 61k | 691.02 | |
| U.S. Bancorp (USB) | 3.7 | $37M | 1.4M | 26.97 | |
| Toll Brothers (TOL) | 3.3 | $34M | 1.8M | 19.00 | |
| Fastenal Company (FAST) | 3.0 | $30M | 502k | 59.91 | |
| Berkshire Hathaway (BRK.B) | 2.7 | $27M | 338k | 80.11 | |
| Moody's Corporation (MCO) | 1.9 | $19M | 703k | 26.54 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $17M | 396k | 42.42 | |
| Berkshire Hathaway (BRK.A) | 1.6 | $16M | 130.00 | 120446.15 | |
| Symetra Finl Corp | 1.4 | $15M | 1.1M | 13.70 | |
| Devon Energy Corporation (DVN) | 1.2 | $12M | 150k | 78.51 | |
| SYSCO Corporation (SYY) | 0.9 | $9.3M | 317k | 29.40 | |
| McDonald's Corporation (MCD) | 0.9 | $9.3M | 121k | 76.76 | |
| Assured Guaranty (AGO) | 0.8 | $8.3M | 467k | 17.70 | |
| M.D.C. Holdings | 0.8 | $7.6M | 266k | 28.77 | |
| CapitalSource | 0.6 | $5.7M | 809k | 7.10 | |
| Johnson & Johnson (JNJ) | 0.1 | $962k | 16k | 61.87 | |
| HomeFed Corporation | 0.1 | $470k | 22k | 21.79 | |
| Verisk Analytics (VRSK) | 0.0 | $312k | 9.2k | 34.08 |
