Marshfield Associates as of June 30, 2014
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 23 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Co | 10.9 | $149M | 2.8M | 52.56 | |
| Arch Capital Group (ACGL) | 8.5 | $116M | 2.0M | 57.44 | |
| Moodys | 8.3 | $113M | 1.3M | 87.66 | |
| Goldman Sachs (GS) | 7.2 | $98M | 585k | 167.44 | |
| Brown & Brown | 6.5 | $89M | 2.9M | 30.71 | |
| Yum! Brands | 6.4 | $87M | 1.1M | 81.20 | |
| Toll Brothers | 5.5 | $76M | 2.0M | 36.90 | |
| Allied World Assurance | 5.5 | $75M | 2.0M | 38.02 | |
| Us Bancorp Del | 4.7 | $64M | 1.5M | 43.32 | |
| Leucadia National Corporation | 4.2 | $57M | 2.2M | 26.22 | |
| Expeditors International Of Wa | 4.0 | $54M | 1.2M | 44.16 | |
| NVR (NVR) | 4.0 | $54M | 47k | 1150.60 | |
| Devon Energy Corporation (DVN) | 3.8 | $51M | 646k | 79.40 | |
| Martin Marietta Materials | 3.3 | $45M | 341k | 132.05 | |
| Deere & Co. | 3.1 | $43M | 472k | 90.55 | |
| MasterCard Incorporated (MA) | 2.9 | $40M | 538k | 73.47 | |
| Fastenal | 2.7 | $37M | 741k | 49.49 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $35M | 275k | 126.56 | |
| Union Pacific Corporation | 2.2 | $30M | 303k | 99.75 | |
| Berkshire Hathaway (BRK.A) | 1.3 | $18M | 94.00 | 189904.26 | |
| Waters | 1.1 | $16M | 150k | 104.44 | |
| Visa (V) | 1.1 | $16M | 74k | 210.72 | |
| Crimson Wine (CWGL) | 0.1 | $1.9M | 214k | 9.05 |
