Marshfield Associates as of March 31, 2015
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 10.8 | $144M | 2.6M | 54.40 | |
| Moody's Corporation (MCO) | 9.6 | $128M | 1.2M | 103.80 | |
| Arch Capital Group (ACGL) | 8.7 | $116M | 1.9M | 61.60 | |
| Goldman Sachs (GS) | 7.8 | $104M | 551k | 187.97 | |
| Allied World Assurance | 6.0 | $80M | 2.0M | 40.40 | |
| Yum! Brands (YUM) | 6.0 | $80M | 1.0M | 78.72 | |
| Toll Brothers (TOL) | 5.9 | $78M | 2.0M | 39.34 | |
| U.S. Bancorp (USB) | 4.5 | $60M | 1.4M | 43.67 | |
| Expeditors International of Washington (EXPD) | 4.4 | $58M | 1.2M | 48.18 | |
| MasterCard Incorporated (MA) | 4.4 | $58M | 672k | 86.39 | |
| NVR (NVR) | 4.4 | $58M | 44k | 1328.66 | |
| Visa (V) | 4.0 | $53M | 812k | 65.41 | |
| Leucadia National | 3.7 | $49M | 2.2M | 22.29 | |
| Fastenal Company (FAST) | 3.6 | $48M | 1.1M | 41.43 | |
| Deere & Company (DE) | 3.1 | $42M | 473k | 87.69 | |
| Martin Marietta Materials (MLM) | 2.9 | $38M | 273k | 139.80 | |
| Brown & Brown (BRO) | 2.5 | $34M | 1.0M | 33.11 | |
| Union Pacific Corporation (UNP) | 2.3 | $31M | 284k | 108.31 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $23M | 159k | 144.32 | |
| Strayer Education | 1.5 | $20M | 365k | 53.41 | |
| Waters Corporation (WAT) | 1.4 | $18M | 145k | 124.32 | |
| Berkshire Hathaway (BRK.A) | 0.6 | $8.3M | 38.00 | 217500.00 | |
| Crimson Wine (CWGL) | 0.1 | $1.8M | 199k | 9.10 |
