Marshfield Associates as of Sept. 30, 2018
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 11.7 | $182M | 1.1M | 167.20 | |
| Arch Capital Group (ACGL) | 8.5 | $132M | 4.4M | 29.81 | |
| Deere & Company (DE) | 6.8 | $106M | 702k | 150.33 | |
| Chipotle Mexican Grill (CMG) | 6.8 | $106M | 232k | 454.52 | |
| MasterCard Incorporated (MA) | 6.7 | $105M | 471k | 222.61 | |
| Goldman Sachs (GS) | 6.5 | $101M | 452k | 224.24 | |
| AutoZone (AZO) | 6.1 | $95M | 122k | 775.70 | |
| Visa (V) | 5.8 | $90M | 601k | 150.09 | |
| Fastenal Company (FAST) | 5.4 | $84M | 1.5M | 58.02 | |
| Expeditors International of Washington (EXPD) | 5.2 | $81M | 1.1M | 73.53 | |
| O'reilly Automotive (ORLY) | 5.2 | $81M | 233k | 347.32 | |
| Cummins (CMI) | 5.0 | $77M | 527k | 146.07 | |
| Yum! Brands (YUM) | 4.6 | $72M | 789k | 90.91 | |
| Ross Stores (ROST) | 4.6 | $71M | 719k | 99.10 | |
| Strategic Education (STRA) | 4.5 | $70M | 514k | 137.03 | |
| Union Pacific Corporation (UNP) | 3.2 | $51M | 310k | 162.83 | |
| NVR (NVR) | 2.2 | $35M | 14k | 2470.78 | |
| Waters Corporation (WAT) | 1.2 | $18M | 94k | 194.68 |
