Marshfield Associates as of March 31, 2014
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 25 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 10.5 | $143M | 2.9M | 49.74 | |
| Arch Capital Group (ACGL) | 8.6 | $117M | 2.0M | 57.54 | |
| Moody's Corporation (MCO) | 7.6 | $103M | 1.3M | 79.32 | |
| Brown & Brown (BRO) | 7.0 | $96M | 3.1M | 30.76 | |
| Yum! Brands (YUM) | 6.0 | $81M | 1.1M | 75.39 | |
| Goldman Sachs (GS) | 5.8 | $78M | 478k | 163.85 | |
| Toll Brothers (TOL) | 5.5 | $74M | 2.1M | 35.90 | |
| Allied World Assurance | 5.0 | $68M | 658k | 103.19 | |
| U.S. Bancorp (USB) | 4.7 | $64M | 1.5M | 42.86 | |
| Leucadia National | 4.6 | $62M | 2.2M | 28.00 | |
| NVR (NVR) | 4.0 | $55M | 48k | 1147.00 | |
| Expeditors International of Washington (EXPD) | 3.6 | $49M | 1.2M | 39.63 | |
| Martin Marietta Materials (MLM) | 3.5 | $48M | 376k | 128.35 | |
| Devon Energy Corporation (DVN) | 3.2 | $44M | 652k | 66.93 | |
| Deere & Company (DE) | 3.2 | $43M | 474k | 90.80 | |
| MasterCard Incorporated (MA) | 3.0 | $41M | 545k | 74.70 | |
| Fastenal Company (FAST) | 2.7 | $37M | 744k | 49.30 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $35M | 280k | 124.97 | |
| C.H. Robinson Worldwide (CHRW) | 2.3 | $31M | 596k | 52.39 | |
| Union Pacific Corporation (UNP) | 2.1 | $29M | 152k | 187.66 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $21M | 110.00 | 187354.55 | |
| Waters Corporation (WAT) | 1.2 | $16M | 150k | 108.41 | |
| Visa (V) | 1.2 | $16M | 74k | 215.86 | |
| McDonald's Corporation (MCD) | 0.7 | $9.0M | 92k | 98.03 | |
| Crimson Wine (CWGL) | 0.1 | $1.9M | 217k | 8.85 |
