Marshfield Associates as of June 30, 2018
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 19 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 12.7 | $190M | 1.1M | 170.56 | |
| Arch Capital Group (ACGL) | 8.0 | $120M | 4.6M | 26.46 | |
| Chipotle Mexican Grill (CMG) | 6.8 | $103M | 239k | 431.37 | |
| Goldman Sachs (GS) | 6.8 | $102M | 462k | 220.57 | |
| Deere & Company (DE) | 6.7 | $101M | 720k | 139.80 | |
| MasterCard Incorporated (MA) | 6.3 | $95M | 484k | 196.52 | |
| Union Pacific Corporation (UNP) | 5.7 | $85M | 600k | 141.68 | |
| AutoZone (AZO) | 5.6 | $84M | 126k | 670.93 | |
| Expeditors International of Washington (EXPD) | 5.5 | $83M | 1.1M | 73.10 | |
| Visa (V) | 5.4 | $82M | 618k | 132.45 | |
| Fastenal Company (FAST) | 4.8 | $72M | 1.5M | 48.13 | |
| Cummins (CMI) | 4.8 | $72M | 541k | 133.00 | |
| O'reilly Automotive (ORLY) | 4.3 | $65M | 238k | 273.57 | |
| Yum! Brands (YUM) | 4.2 | $64M | 814k | 78.22 | |
| Ross Stores (ROST) | 4.2 | $63M | 739k | 84.75 | |
| Strayer Education | 4.0 | $60M | 527k | 113.01 | |
| NVR (NVR) | 2.9 | $43M | 15k | 2970.38 | |
| Waters Corporation (WAT) | 1.3 | $19M | 98k | 193.59 | |
| U.S. Bancorp (USB) | 0.1 | $836k | 17k | 50.02 |
