Marshfield Associates as of Sept. 30, 2017
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 10.9 | $164M | 1.2M | 139.21 | |
| Arch Capital Group (ACGL) | 9.1 | $137M | 1.4M | 98.50 | |
| NVR (NVR) | 8.2 | $123M | 43k | 2854.99 | |
| Goldman Sachs (GS) | 7.6 | $115M | 483k | 237.19 | |
| Cummins (CMI) | 6.3 | $95M | 566k | 168.03 | |
| Deere & Company (DE) | 6.3 | $95M | 757k | 125.59 | |
| AutoZone (AZO) | 5.1 | $77M | 130k | 595.11 | |
| Union Pacific Corporation (UNP) | 4.8 | $73M | 629k | 115.97 | |
| MasterCard Incorporated (MA) | 4.8 | $72M | 511k | 141.20 | |
| Fastenal Company (FAST) | 4.7 | $72M | 1.6M | 45.58 | |
| Expeditors International of Washington (EXPD) | 4.7 | $71M | 1.2M | 59.86 | |
| Visa (V) | 4.5 | $68M | 648k | 105.24 | |
| Yum! Brands (YUM) | 4.2 | $63M | 855k | 73.61 | |
| Chipotle Mexican Grill (CMG) | 4.0 | $61M | 198k | 307.83 | |
| U.S. Bancorp (USB) | 3.7 | $56M | 1.0M | 53.59 | |
| O'reilly Automotive (ORLY) | 3.4 | $51M | 236k | 215.37 | |
| Ross Stores (ROST) | 3.3 | $50M | 767k | 64.57 | |
| Strayer Education | 3.2 | $48M | 551k | 87.27 | |
| Waters Corporation (WAT) | 1.2 | $18M | 102k | 179.52 |
