Marshfield Associates as of June 30, 2020
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 9.4 | $181M | 658k | 274.73 | |
| AutoZone (AZO) | 8.6 | $165M | 146k | 1128.12 | |
| Arch Capital Group (ACGL) | 8.0 | $155M | 5.4M | 28.65 | |
| Cummins (CMI) | 7.7 | $149M | 859k | 173.26 | |
| Chipotle Mexican Grill (CMG) | 7.6 | $147M | 139k | 1052.36 | |
| Visa (V) | 7.4 | $143M | 738k | 193.17 | |
| MasterCard Incorporated (MA) | 7.4 | $142M | 480k | 295.70 | |
| Goldman Sachs (GS) | 6.6 | $128M | 645k | 197.62 | |
| Deere & Company (DE) | 6.5 | $125M | 792k | 157.15 | |
| Ross Stores (ROST) | 6.0 | $115M | 1.3M | 85.24 | |
| O'reilly Automotive (ORLY) | 5.5 | $105M | 250k | 421.67 | |
| Expeditors International of Washington (EXPD) | 5.3 | $102M | 1.3M | 76.04 | |
| Fastenal Company (FAST) | 4.1 | $80M | 1.9M | 42.84 | |
| Union Pacific Corporation (UNP) | 3.1 | $59M | 348k | 169.07 | |
| Strategic Education (STRA) | 2.7 | $52M | 341k | 153.65 | |
| NVR (NVR) | 2.6 | $50M | 15k | 3258.76 | |
| TJX Companies (TJX) | 1.0 | $19M | 379k | 50.56 | |
| Waters Corporation (WAT) | 0.6 | $11M | 59k | 180.39 |
