Marshfield Associates as of March 31, 2013
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 26 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arch Capital Group (ACGL) | 9.0 | $115M | 2.2M | 52.57 | |
| Wells Fargo & Company (WFC) | 8.9 | $114M | 3.1M | 36.99 | |
| Brown & Brown (BRO) | 8.4 | $107M | 3.3M | 32.04 | |
| Yum! Brands (YUM) | 7.4 | $94M | 1.3M | 71.94 | |
| Fairfax Financial Holdings Lim (FRFHF) | 6.1 | $77M | 198k | 391.14 | |
| Toll Brothers (TOL) | 5.9 | $75M | 2.2M | 34.24 | |
| Goldman Sachs (GS) | 5.7 | $73M | 493k | 147.15 | |
| Moody's Corporation (MCO) | 5.4 | $70M | 1.3M | 53.32 | |
| Leucadia National | 5.1 | $65M | 2.4M | 27.43 | |
| NVR (NVR) | 4.3 | $55M | 51k | 1080.11 | |
| U.S. Bancorp (USB) | 4.2 | $54M | 1.6M | 33.93 | |
| Martin Marietta Materials (MLM) | 4.2 | $54M | 525k | 102.02 | |
| CapitalSource | 3.4 | $43M | 4.5M | 9.62 | |
| Fastenal Company (FAST) | 3.2 | $41M | 801k | 51.33 | |
| Expeditors International of Washington (EXPD) | 3.0 | $38M | 1.1M | 35.73 | |
| C.H. Robinson Worldwide (CHRW) | 2.7 | $35M | 589k | 59.46 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $33M | 315k | 104.20 | |
| MasterCard Incorporated (MA) | 2.5 | $31M | 58k | 541.13 | |
| Union Pacific Corporation (UNP) | 1.8 | $23M | 160k | 142.41 | |
| Devon Energy Corporation (DVN) | 1.7 | $21M | 377k | 56.42 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $20M | 126.00 | 156277.78 | |
| Waters Corporation (WAT) | 1.1 | $15M | 156k | 93.91 | |
| Visa (V) | 1.1 | $14M | 81k | 169.84 | |
| McDonald's Corporation (MCD) | 0.8 | $9.7M | 97k | 99.69 | |
| Crimson Wine (CWGL) | 0.2 | $2.2M | 238k | 9.30 | |
| HomeFed Corporation | 0.0 | $544k | 17k | 31.24 |
