Marshfield Associates as of March 31, 2020
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 9.7 | $157M | 741k | 211.50 | |
| Arch Capital Group (ACGL) | 9.3 | $151M | 5.3M | 28.46 | |
| AutoZone (AZO) | 7.6 | $124M | 146k | 846.00 | |
| Visa (V) | 7.3 | $118M | 733k | 161.12 | |
| Ross Stores (ROST) | 7.3 | $118M | 1.4M | 86.97 | |
| Cummins (CMI) | 7.2 | $116M | 857k | 135.32 | |
| MasterCard Incorporated (MA) | 7.2 | $116M | 480k | 241.56 | |
| Deere & Company (DE) | 6.7 | $109M | 789k | 138.16 | |
| Goldman Sachs (GS) | 6.0 | $98M | 631k | 154.59 | |
| Fastenal Company (FAST) | 5.9 | $95M | 3.0M | 31.25 | |
| Chipotle Mexican Grill (CMG) | 5.6 | $91M | 139k | 654.40 | |
| Expeditors International of Washington (EXPD) | 5.5 | $89M | 1.3M | 66.72 | |
| O'reilly Automotive (ORLY) | 4.6 | $75M | 249k | 301.05 | |
| Union Pacific Corporation (UNP) | 3.0 | $49M | 346k | 141.04 | |
| Strategic Education (STRA) | 2.9 | $48M | 341k | 139.76 | |
| NVR (NVR) | 2.4 | $39M | 15k | 2569.08 | |
| TJX Companies (TJX) | 1.1 | $18M | 377k | 47.81 | |
| Waters Corporation (WAT) | 0.7 | $11M | 59k | 182.06 |
