Marshfield Associates as of March 31, 2018
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 12.3 | $184M | 1.1M | 161.30 | |
| Arch Capital Group (ACGL) | 8.3 | $124M | 1.4M | 85.59 | |
| Goldman Sachs (GS) | 7.9 | $118M | 469k | 251.86 | |
| Deere & Company (DE) | 7.6 | $114M | 731k | 155.32 | |
| Cummins (CMI) | 6.0 | $89M | 549k | 162.09 | |
| MasterCard Incorporated (MA) | 5.8 | $86M | 493k | 175.16 | |
| Fastenal Company (FAST) | 5.6 | $83M | 1.5M | 54.59 | |
| Union Pacific Corporation (UNP) | 5.5 | $82M | 611k | 134.43 | |
| AutoZone (AZO) | 5.5 | $82M | 126k | 648.69 | |
| Chipotle Mexican Grill (CMG) | 5.2 | $78M | 242k | 323.11 | |
| Visa (V) | 5.0 | $75M | 627k | 119.62 | |
| Expeditors International of Washington (EXPD) | 4.9 | $73M | 1.1M | 63.30 | |
| Yum! Brands (YUM) | 4.7 | $70M | 825k | 85.13 | |
| Ross Stores (ROST) | 3.9 | $59M | 750k | 77.98 | |
| O'reilly Automotive (ORLY) | 3.8 | $57M | 230k | 247.38 | |
| Strayer Education | 3.6 | $54M | 535k | 101.05 | |
| NVR (NVR) | 2.8 | $41M | 15k | 2800.03 | |
| Waters Corporation (WAT) | 1.3 | $20M | 99k | 198.65 | |
| U.S. Bancorp (USB) | 0.1 | $844k | 17k | 50.50 |
