Marshfield Associates as of March 31, 2017
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 10.7 | $137M | 1.2M | 112.04 | |
| Arch Capital Group (ACGL) | 10.7 | $137M | 1.4M | 94.77 | |
| Goldman Sachs (GS) | 9.0 | $115M | 501k | 229.72 | |
| NVR (NVR) | 7.5 | $96M | 46k | 2106.87 | |
| Cummins (CMI) | 7.0 | $89M | 589k | 151.20 | |
| Deere & Company (DE) | 6.7 | $85M | 784k | 108.86 | |
| Fastenal Company (FAST) | 6.5 | $83M | 1.6M | 51.50 | |
| Union Pacific Corporation (UNP) | 5.4 | $69M | 654k | 105.92 | |
| Expeditors International of Washington (EXPD) | 5.4 | $69M | 1.2M | 56.49 | |
| MasterCard Incorporated (MA) | 4.6 | $60M | 529k | 112.47 | |
| Visa (V) | 4.6 | $60M | 669k | 88.87 | |
| Yum! Brands (YUM) | 4.4 | $56M | 883k | 63.90 | |
| U.S. Bancorp (USB) | 4.3 | $56M | 1.1M | 51.50 | |
| Ross Stores (ROST) | 4.1 | $52M | 789k | 65.87 | |
| Chipotle Mexican Grill (CMG) | 4.0 | $51M | 115k | 445.52 | |
| Strayer Education | 3.6 | $46M | 571k | 80.49 | |
| Waters Corporation (WAT) | 1.3 | $17M | 105k | 156.31 | |
| Capella Education Company | 0.2 | $3.0M | 35k | 85.01 | |
| Yum China Holdings (YUMC) | 0.1 | $1.4M | 51k | 27.20 |
