Marshfield Associates as of Dec. 31, 2019
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 13.9 | $266M | 1.1M | 237.41 | |
| Arch Capital Group (ACGL) | 11.2 | $215M | 5.0M | 42.89 | |
| AutoZone (AZO) | 8.4 | $162M | 136k | 1191.31 | |
| MasterCard Incorporated (MA) | 7.5 | $144M | 482k | 298.59 | |
| Deere & Company (DE) | 6.6 | $126M | 727k | 173.26 | |
| Visa (V) | 6.1 | $117M | 624k | 187.90 | |
| Fastenal Company (FAST) | 5.9 | $113M | 3.1M | 36.95 | |
| Goldman Sachs (GS) | 5.8 | $110M | 480k | 229.93 | |
| O'reilly Automotive (ORLY) | 5.7 | $109M | 250k | 438.26 | |
| Cummins (CMI) | 5.2 | $100M | 558k | 178.96 | |
| Expeditors International of Washington (EXPD) | 4.8 | $92M | 1.2M | 78.02 | |
| Ross Stores (ROST) | 4.5 | $87M | 748k | 116.42 | |
| Chipotle Mexican Grill (CMG) | 4.4 | $84M | 100k | 837.11 | |
| Union Pacific Corporation (UNP) | 3.3 | $63M | 346k | 180.79 | |
| NVR (NVR) | 3.0 | $58M | 15k | 3808.43 | |
| Strategic Education (STRA) | 2.8 | $54M | 341k | 158.90 | |
| Waters Corporation (WAT) | 0.7 | $14M | 59k | 233.66 |
