Marshfield Associates

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