Marshfield Associates as of Dec. 31, 2017
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 11.2 | $171M | 1.2M | 147.61 | |
| Arch Capital Group (ACGL) | 8.1 | $124M | 1.4M | 90.77 | |
| Goldman Sachs (GS) | 7.9 | $121M | 477k | 254.76 | |
| Deere & Company (DE) | 7.6 | $117M | 744k | 156.51 | |
| Cummins (CMI) | 6.4 | $99M | 558k | 176.64 | |
| AutoZone (AZO) | 6.0 | $91M | 128k | 711.37 | |
| Fastenal Company (FAST) | 5.5 | $85M | 1.5M | 54.69 | |
| Union Pacific Corporation (UNP) | 5.5 | $83M | 622k | 134.10 | |
| MasterCard Incorporated (MA) | 5.0 | $76M | 502k | 151.36 | |
| Expeditors International of Washington (EXPD) | 4.9 | $76M | 1.2M | 64.69 | |
| Visa (V) | 4.8 | $73M | 638k | 114.02 | |
| Yum! Brands (YUM) | 4.5 | $68M | 837k | 81.61 | |
| Ross Stores (ROST) | 4.0 | $61M | 762k | 80.25 | |
| Chipotle Mexican Grill (CMG) | 3.7 | $57M | 196k | 289.03 | |
| O'reilly Automotive (ORLY) | 3.7 | $56M | 234k | 240.54 | |
| U.S. Bancorp (USB) | 3.5 | $53M | 993k | 53.58 | |
| NVR (NVR) | 3.4 | $51M | 15k | 3508.20 | |
| Strayer Education | 3.2 | $49M | 543k | 89.58 | |
| Waters Corporation (WAT) | 1.3 | $20M | 101k | 193.19 |
