Marshfield Associates as of Dec. 31, 2016
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arch Capital Group (ACGL) | 9.9 | $129M | 1.5M | 86.29 | |
| Goldman Sachs (GS) | 9.5 | $124M | 519k | 239.45 | |
| Moody's Corporation (MCO) | 9.1 | $119M | 1.3M | 94.27 | |
| Deere & Company (DE) | 6.4 | $84M | 812k | 103.04 | |
| Cummins (CMI) | 6.4 | $84M | 611k | 136.67 | |
| Fastenal Company (FAST) | 6.0 | $79M | 1.7M | 46.98 | |
| NVR (NVR) | 6.0 | $78M | 47k | 1669.00 | |
| Union Pacific Corporation (UNP) | 5.4 | $71M | 680k | 103.68 | |
| Expeditors International of Washington (EXPD) | 5.1 | $67M | 1.3M | 52.96 | |
| Wells Fargo & Company (WFC) | 4.9 | $64M | 1.2M | 55.11 | |
| Strayer Education | 4.6 | $60M | 746k | 80.63 | |
| Yum! Brands (YUM) | 4.5 | $58M | 921k | 63.33 | |
| U.S. Bancorp (USB) | 4.4 | $57M | 1.1M | 51.37 | |
| MasterCard Incorporated (MA) | 4.3 | $57M | 547k | 103.25 | |
| Visa (V) | 4.1 | $54M | 695k | 78.02 | |
| Ross Stores (ROST) | 4.1 | $53M | 814k | 65.60 | |
| Chipotle Mexican Grill (CMG) | 3.1 | $40M | 107k | 377.32 | |
| Waters Corporation (WAT) | 1.1 | $15M | 108k | 134.39 | |
| Yum China Holdings (YUMC) | 1.0 | $13M | 499k | 26.12 | |
| Capella Education Company | 0.2 | $3.1M | 36k | 87.80 |
