Marshfield Associates as of March 31, 2011
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 25 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fairfax Financial Holdings Lim (FRFHF) | 14.0 | $149M | 394k | 377.81 | |
| Yum! Brands (YUM) | 10.4 | $111M | 2.2M | 51.38 | |
| Wells Fargo & Company (WFC) | 9.0 | $96M | 3.0M | 31.71 | |
| Brown & Brown (BRO) | 8.1 | $87M | 3.4M | 25.80 | |
| Leucadia National | 7.2 | $77M | 2.0M | 37.54 | |
| Arch Capital Group (ACGL) | 5.8 | $62M | 623k | 99.19 | |
| Goldman Sachs (GS) | 5.5 | $59M | 371k | 158.60 | |
| Vulcan Materials Company (VMC) | 5.2 | $55M | 1.2M | 45.60 | |
| NVR (NVR) | 4.3 | $46M | 61k | 756.00 | |
| Martin Marietta Materials (MLM) | 4.1 | $44M | 492k | 89.67 | |
| Toll Brothers (TOL) | 3.9 | $41M | 2.1M | 19.77 | |
| U.S. Bancorp (USB) | 3.4 | $36M | 1.4M | 26.43 | |
| Fastenal Company (FAST) | 3.0 | $32M | 500k | 64.83 | |
| Moody's Corporation (MCO) | 3.0 | $32M | 952k | 33.91 | |
| Berkshire Hathaway (BRK.B) | 2.7 | $28M | 340k | 83.63 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $18M | 393k | 46.10 | |
| Assured Guaranty (AGO) | 1.5 | $16M | 1.1M | 14.90 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $16M | 128.00 | 125296.88 | |
| Symetra Finl Corp | 1.4 | $15M | 1.1M | 13.60 | |
| Devon Energy Corporation (DVN) | 1.3 | $14M | 149k | 91.77 | |
| CapitalSource | 1.2 | $13M | 1.9M | 7.04 | |
| McDonald's Corporation (MCD) | 0.9 | $9.2M | 121k | 76.09 | |
| SYSCO Corporation (SYY) | 0.8 | $8.7M | 314k | 27.70 | |
| HomeFed Corporation | 0.1 | $577k | 21k | 26.98 | |
| Verisk Analytics (VRSK) | 0.0 | $298k | 9.1k | 32.75 |
