Marshfield Associates as of March 31, 2019
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 11.7 | $192M | 1.1M | 181.09 | |
| Chipotle Mexican Grill (CMG) | 9.9 | $161M | 227k | 710.31 | |
| Arch Capital Group (ACGL) | 8.7 | $142M | 4.4M | 32.32 | |
| AutoZone (AZO) | 7.5 | $123M | 120k | 1024.12 | |
| Deere & Company (DE) | 6.7 | $109M | 683k | 159.84 | |
| MasterCard Incorporated (MA) | 6.6 | $107M | 456k | 235.45 | |
| Visa (V) | 5.6 | $92M | 586k | 156.19 | |
| Fastenal Company (FAST) | 5.6 | $91M | 1.4M | 64.31 | |
| O'reilly Automotive (ORLY) | 5.4 | $88M | 227k | 388.30 | |
| Expeditors International of Washington (EXPD) | 5.0 | $82M | 1.1M | 75.90 | |
| Cummins (CMI) | 5.0 | $82M | 518k | 157.87 | |
| Goldman Sachs (GS) | 4.9 | $81M | 419k | 191.99 | |
| Strategic Education (STRA) | 4.0 | $66M | 501k | 131.31 | |
| Ross Stores (ROST) | 4.0 | $66M | 704k | 93.10 | |
| Union Pacific Corporation (UNP) | 3.2 | $53M | 317k | 167.20 | |
| Yum! Brands (YUM) | 2.8 | $45M | 454k | 99.81 | |
| NVR (NVR) | 2.4 | $39M | 14k | 2767.02 | |
| Waters Corporation (WAT) | 0.8 | $14M | 54k | 251.70 |
