Marshfield Associates as of Dec. 31, 2015
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 23 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 9.1 | $123M | 1.2M | 100.34 | |
| Arch Capital Group (ACGL) | 9.0 | $123M | 1.8M | 69.75 | |
| Wells Fargo & Company (WFC) | 7.6 | $103M | 1.9M | 54.36 | |
| Goldman Sachs (GS) | 7.1 | $96M | 534k | 180.23 | |
| NVR (NVR) | 6.1 | $83M | 51k | 1643.01 | |
| Fastenal Company (FAST) | 5.8 | $78M | 1.9M | 40.82 | |
| Yum! Brands (YUM) | 5.6 | $76M | 1.0M | 73.05 | |
| Allied World Assurance | 5.5 | $74M | 2.0M | 37.19 | |
| Deere & Company (DE) | 5.0 | $68M | 888k | 76.27 | |
| Toll Brothers (TOL) | 4.6 | $63M | 1.9M | 33.30 | |
| MasterCard Incorporated (MA) | 4.6 | $62M | 637k | 97.36 | |
| Visa (V) | 4.4 | $60M | 768k | 77.55 | |
| Cummins (CMI) | 4.3 | $59M | 672k | 88.01 | |
| U.S. Bancorp (USB) | 4.1 | $56M | 1.3M | 42.67 | |
| Expeditors International of Washington (EXPD) | 3.9 | $53M | 1.2M | 45.10 | |
| Ross Stores (ROST) | 3.6 | $49M | 914k | 53.81 | |
| Leucadia National | 2.6 | $35M | 2.0M | 17.39 | |
| Strayer Education | 2.2 | $30M | 506k | 60.12 | |
| Union Pacific Corporation (UNP) | 1.5 | $21M | 268k | 78.20 | |
| Berkshire Hathaway (BRK.B) | 1.5 | $20M | 152k | 132.04 | |
| Waters Corporation (WAT) | 1.4 | $19M | 140k | 134.58 | |
| Berkshire Hathaway (BRK.A) | 0.5 | $6.9M | 35.00 | 197800.00 | |
| Crimson Wine (CWGL) | 0.1 | $1.6M | 178k | 8.80 |
