Marshfield Associates as of June 30, 2019
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 13.0 | $203M | 1.0M | 195.31 | |
| Arch Capital Group (ACGL) | 10.4 | $162M | 4.4M | 37.08 | |
| AutoZone (AZO) | 8.3 | $129M | 118k | 1099.47 | |
| MasterCard Incorporated (MA) | 7.6 | $118M | 446k | 264.53 | |
| Deere & Company (DE) | 7.1 | $112M | 673k | 165.71 | |
| Visa (V) | 6.4 | $100M | 576k | 173.55 | |
| Fastenal Company (FAST) | 5.8 | $91M | 2.8M | 32.59 | |
| Cummins (CMI) | 5.6 | $87M | 510k | 171.34 | |
| Goldman Sachs (GS) | 5.4 | $85M | 414k | 204.60 | |
| O'reilly Automotive (ORLY) | 5.3 | $83M | 223k | 369.32 | |
| Expeditors International of Washington (EXPD) | 5.2 | $81M | 1.1M | 75.86 | |
| Ross Stores (ROST) | 4.4 | $69M | 693k | 99.12 | |
| Strategic Education (STRA) | 4.4 | $69M | 385k | 178.00 | |
| Chipotle Mexican Grill (CMG) | 4.0 | $63M | 85k | 732.87 | |
| Union Pacific Corporation (UNP) | 3.4 | $53M | 312k | 169.11 | |
| NVR (NVR) | 3.0 | $47M | 14k | 3370.27 | |
| Waters Corporation (WAT) | 0.7 | $11M | 53k | 215.25 | |
| Yum! Brands (YUM) | 0.0 | $215k | 1.9k | 110.65 |
