Marshfield Associates

Marshfield Associates as of Sept. 30, 2013

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 27 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wells Fargo & Company (WFC) 9.4 $124M 3.0M 41.32
Arch Capital Group (ACGL) 8.7 $115M 2.1M 54.13
Brown & Brown (BRO) 7.9 $105M 3.3M 32.10
Moody's Corporation (MCO) 7.2 $95M 1.4M 70.33
Yum! Brands (YUM) 6.9 $90M 1.3M 71.39
Goldman Sachs (GS) 6.0 $78M 495k 158.21
Toll Brothers (TOL) 5.3 $69M 2.1M 32.43
Leucadia National 4.8 $63M 2.3M 27.24
U.S. Bancorp (USB) 4.3 $57M 1.5M 36.58
Expeditors International of Washington (EXPD) 3.7 $48M 1.1M 44.06
Martin Marietta Materials (MLM) 3.6 $47M 481k 98.17
NVR (NVR) 3.5 $46M 50k 919.19
Allied World Assurance 3.1 $40M 406k 99.39
Fastenal Company (FAST) 3.0 $39M 778k 50.27
MasterCard Incorporated (MA) 2.9 $38M 57k 672.78
C.H. Robinson Worldwide (CHRW) 2.8 $37M 616k 59.59
Deere & Company (DE) 2.5 $33M 406k 81.39
Berkshire Hathaway (BRK.B) 2.5 $33M 289k 113.51
Fairfax Financial Holdings Lim (FRFHF) 2.5 $33M 80k 407.55
Union Pacific Corporation (UNP) 1.9 $24M 157k 155.34
Devon Energy Corporation (DVN) 1.8 $23M 399k 57.76
Berkshire Hathaway (BRK.A) 1.5 $19M 113.00 170407.08
CapitalSource 1.3 $18M 1.5M 11.88
Waters Corporation (WAT) 1.2 $16M 154k 106.21
Visa (V) 1.1 $15M 79k 191.10
McDonald's Corporation (MCD) 0.7 $9.1M 95k 96.21
Crimson Wine (CWGL) 0.2 $2.2M 230k 9.55