Marshfield Associates as of Dec. 31, 2018
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 10.8 | $149M | 1.1M | 140.04 | |
| Arch Capital Group (ACGL) | 8.6 | $118M | 4.4M | 26.72 | |
| Deere & Company (DE) | 7.4 | $102M | 685k | 149.17 | |
| AutoZone (AZO) | 7.3 | $101M | 120k | 838.34 | |
| Chipotle Mexican Grill (CMG) | 7.1 | $98M | 228k | 431.79 | |
| MasterCard Incorporated (MA) | 6.3 | $87M | 460k | 188.65 | |
| O'reilly Automotive (ORLY) | 5.7 | $79M | 228k | 344.33 | |
| Visa (V) | 5.6 | $78M | 589k | 131.94 | |
| Fastenal Company (FAST) | 5.4 | $74M | 1.4M | 52.29 | |
| Expeditors International of Washington (EXPD) | 5.4 | $74M | 1.1M | 68.09 | |
| Yum! Brands (YUM) | 5.2 | $71M | 777k | 91.92 | |
| Goldman Sachs (GS) | 5.1 | $70M | 419k | 167.05 | |
| Cummins (CMI) | 5.0 | $69M | 519k | 133.64 | |
| Ross Stores (ROST) | 4.2 | $59M | 705k | 83.20 | |
| Strategic Education (STRA) | 4.1 | $57M | 503k | 113.42 | |
| Union Pacific Corporation (UNP) | 3.2 | $44M | 318k | 138.23 | |
| NVR (NVR) | 2.5 | $34M | 14k | 2436.98 | |
| Waters Corporation (WAT) | 1.3 | $18M | 93k | 188.65 |
