Marshfield Associates as of Dec. 31, 2013
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 25 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 9.9 | $132M | 2.9M | 45.40 | |
| Arch Capital Group (ACGL) | 9.2 | $124M | 2.1M | 59.69 | |
| Moody's Corporation (MCO) | 7.7 | $104M | 1.3M | 78.47 | |
| Brown & Brown (BRO) | 7.4 | $100M | 3.2M | 31.39 | |
| Goldman Sachs (GS) | 6.4 | $86M | 485k | 177.26 | |
| Yum! Brands (YUM) | 6.2 | $84M | 1.1M | 75.61 | |
| Toll Brothers (TOL) | 5.8 | $77M | 2.1M | 37.00 | |
| Leucadia National | 4.8 | $64M | 2.3M | 28.34 | |
| U.S. Bancorp (USB) | 4.5 | $61M | 1.5M | 40.40 | |
| NVR (NVR) | 3.7 | $50M | 49k | 1026.00 | |
| Expeditors International of Washington (EXPD) | 3.5 | $48M | 1.1M | 44.25 | |
| Martin Marietta Materials (MLM) | 3.5 | $47M | 467k | 99.94 | |
| MasterCard Incorporated (MA) | 3.4 | $46M | 55k | 835.46 | |
| Allied World Assurance | 3.3 | $45M | 395k | 112.81 | |
| Deere & Company (DE) | 3.0 | $41M | 449k | 91.33 | |
| Devon Energy Corporation (DVN) | 3.0 | $40M | 649k | 61.87 | |
| Fastenal Company (FAST) | 2.7 | $36M | 759k | 47.51 | |
| C.H. Robinson Worldwide (CHRW) | 2.6 | $35M | 598k | 58.35 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $34M | 285k | 118.56 | |
| Union Pacific Corporation (UNP) | 1.9 | $26M | 154k | 168.00 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $20M | 113.00 | 177902.65 | |
| Visa (V) | 1.3 | $17M | 76k | 222.68 | |
| Waters Corporation (WAT) | 1.1 | $15M | 149k | 100.00 | |
| McDonald's Corporation (MCD) | 0.7 | $9.0M | 93k | 97.03 | |
| Crimson Wine (CWGL) | 0.1 | $2.0M | 224k | 8.84 |
