Marshfield Associates

Marshfield Associates as of Sept. 30, 2019

Portfolio Holdings for Marshfield Associates

Marshfield Associates holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Moody's Corporation (MCO) 13.3 $212M 1.0M 204.83
Arch Capital Group (ACGL) 11.5 $183M 4.3M 41.98
AutoZone (AZO) 8.0 $128M 118k 1084.62
MasterCard Incorporated (MA) 7.6 $121M 444k 271.57
Deere & Company (DE) 7.1 $113M 672k 168.68
Visa (V) 6.2 $99M 576k 172.01
Fastenal Company (FAST) 5.8 $91M 2.8M 32.67
O'reilly Automotive (ORLY) 5.6 $88M 222k 398.51
Goldman Sachs (GS) 5.4 $86M 415k 207.23
Cummins (CMI) 5.2 $83M 512k 162.67
Expeditors International of Washington (EXPD) 5.0 $79M 1.1M 74.29
Ross Stores (ROST) 4.8 $76M 693k 109.85
Chipotle Mexican Grill (CMG) 4.5 $71M 85k 840.48
NVR (NVR) 3.3 $52M 14k 3717.36
Union Pacific Corporation (UNP) 3.2 $51M 313k 161.98
Strategic Education (STRA) 2.6 $42M 310k 135.88
Waters Corporation (WAT) 0.7 $12M 53k 223.23