Marshfield Associates as of Dec. 31, 2014
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 24 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 10.8 | $148M | 2.7M | 54.82 | |
| Moody's Corporation (MCO) | 8.8 | $119M | 1.2M | 95.81 | |
| Arch Capital Group (ACGL) | 8.3 | $114M | 1.9M | 59.10 | |
| Goldman Sachs (GS) | 8.0 | $108M | 559k | 193.83 | |
| Allied World Assurance | 5.6 | $77M | 2.0M | 37.92 | |
| Yum! Brands (YUM) | 5.5 | $74M | 1.0M | 72.85 | |
| Toll Brothers (TOL) | 5.1 | $69M | 2.0M | 34.27 | |
| U.S. Bancorp (USB) | 4.7 | $64M | 1.4M | 44.95 | |
| MasterCard Incorporated (MA) | 4.2 | $57M | 663k | 86.16 | |
| NVR (NVR) | 4.2 | $57M | 45k | 1275.33 | |
| Expeditors International of Washington (EXPD) | 4.0 | $55M | 1.2M | 44.61 | |
| Visa (V) | 4.0 | $54M | 207k | 262.20 | |
| Brown & Brown (BRO) | 3.8 | $52M | 1.6M | 32.91 | |
| Leucadia National | 3.7 | $51M | 2.3M | 22.42 | |
| Deere & Company (DE) | 3.1 | $43M | 483k | 88.47 | |
| Devon Energy Corporation (DVN) | 2.9 | $39M | 636k | 61.21 | |
| Martin Marietta Materials (MLM) | 2.6 | $36M | 324k | 110.32 | |
| Union Pacific Corporation (UNP) | 2.5 | $35M | 292k | 119.13 | |
| Fastenal Company (FAST) | 2.5 | $34M | 713k | 47.56 | |
| Strayer Education | 2.0 | $27M | 369k | 74.28 | |
| Berkshire Hathaway (BRK.B) | 1.8 | $25M | 163k | 150.15 | |
| Waters Corporation (WAT) | 1.2 | $16M | 145k | 112.72 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $8.8M | 39.00 | 226000.00 | |
| Crimson Wine (CWGL) | 0.1 | $1.9M | 203k | 9.50 |
