Marshfield Associates as of Dec. 31, 2012
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 26 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 8.9 | $107M | 3.1M | 34.18 | |
| Arch Capital Group (ACGL) | 8.3 | $99M | 2.3M | 44.02 | |
| Fairfax Financial Holdings Lim (FRFHF) | 7.7 | $92M | 255k | 361.00 | |
| Yum! Brands (YUM) | 7.5 | $90M | 1.3M | 66.40 | |
| Brown & Brown (BRO) | 7.4 | $88M | 3.5M | 25.46 | |
| Toll Brothers (TOL) | 6.1 | $73M | 2.3M | 32.33 | |
| Moody's Corporation (MCO) | 5.7 | $68M | 1.4M | 50.32 | |
| Goldman Sachs (GS) | 5.4 | $65M | 506k | 127.56 | |
| Leucadia National | 4.8 | $58M | 2.4M | 23.79 | |
| U.S. Bancorp (USB) | 4.4 | $52M | 1.6M | 31.94 | |
| Martin Marietta Materials (MLM) | 4.3 | $51M | 546k | 94.28 | |
| NVR (NVR) | 4.1 | $49M | 53k | 919.99 | |
| Fastenal Company (FAST) | 3.2 | $39M | 836k | 46.65 | |
| Expeditors International of Washington (EXPD) | 3.2 | $39M | 972k | 39.55 | |
| C.H. Robinson Worldwide (CHRW) | 3.1 | $38M | 594k | 63.22 | |
| CapitalSource | 2.9 | $35M | 4.6M | 7.58 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $30M | 331k | 89.70 | |
| MasterCard Incorporated (MA) | 2.5 | $29M | 60k | 491.27 | |
| Union Pacific Corporation (UNP) | 1.7 | $21M | 165k | 125.72 | |
| Devon Energy Corporation (DVN) | 1.6 | $19M | 371k | 52.04 | |
| Berkshire Hathaway (BRK.A) | 1.4 | $17M | 128.00 | 134054.69 | |
| Waters Corporation (WAT) | 1.1 | $14M | 157k | 87.12 | |
| Visa (V) | 1.1 | $13M | 84k | 151.57 | |
| McDonald's Corporation (MCD) | 0.8 | $9.0M | 102k | 88.21 | |
| Symetra Finl Corp | 0.3 | $3.6M | 277k | 12.98 | |
| HomeFed Corporation | 0.0 | $481k | 18k | 26.48 |
