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 |
