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 |
