Marshfield Associates as of Dec. 31, 2011
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 26 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fairfax Financial Holdings Lim (FRFHF) | 13.4 | $136M | 315k | 431.20 | |
| Yum! Brands (YUM) | 10.3 | $104M | 1.8M | 59.01 | |
| Wells Fargo & Company (WFC) | 9.1 | $91M | 3.3M | 27.56 | |
| Brown & Brown (BRO) | 8.5 | $86M | 3.8M | 22.63 | |
| Arch Capital Group (ACGL) | 8.0 | $81M | 2.2M | 37.23 | |
| Toll Brothers (TOL) | 4.9 | $50M | 2.4M | 20.42 | |
| Moody's Corporation (MCO) | 4.9 | $49M | 1.5M | 33.68 | |
| Leucadia National | 4.8 | $48M | 2.1M | 22.74 | |
| U.S. Bancorp (USB) | 4.6 | $47M | 1.7M | 27.05 | |
| Martin Marietta Materials (MLM) | 4.5 | $46M | 603k | 75.41 | |
| Goldman Sachs (GS) | 4.4 | $45M | 493k | 90.43 | |
| Fastenal Company (FAST) | 4.0 | $41M | 934k | 43.61 | |
| NVR (NVR) | 4.0 | $40M | 59k | 686.00 | |
| Berkshire Hathaway (BRK.B) | 2.8 | $28M | 365k | 76.30 | |
| CapitalSource | 2.6 | $26M | 3.9M | 6.70 | |
| Union Pacific Corporation (UNP) | 1.9 | $19M | 176k | 105.94 | |
| Berkshire Hathaway (BRK.A) | 1.6 | $16M | 142.00 | 114753.52 | |
| McDonald's Corporation (MCD) | 1.1 | $11M | 113k | 100.33 | |
| Devon Energy Corporation (DVN) | 1.0 | $11M | 169k | 62.00 | |
| Visa (V) | 0.9 | $9.5M | 93k | 101.53 | |
| MasterCard Incorporated (MA) | 0.8 | $8.5M | 23k | 372.82 | |
| Strayer Education | 0.8 | $8.1M | 83k | 97.19 | |
| Symetra Finl Corp | 0.8 | $7.9M | 871k | 9.07 | |
| Expeditors International of Washington (EXPD) | 0.1 | $1.3M | 31k | 40.97 | |
| HomeFed Corporation | 0.0 | $377k | 19k | 19.41 | |
| Verisk Analytics (VRSK) | 0.0 | $351k | 8.7k | 40.14 |
