Marshfield Associates as of Sept. 30, 2020
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 18 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | 9.1 | $189M | 653k | 289.85 | |
| Cummins (CMI) | 8.7 | $180M | 852k | 211.16 | |
| Deere & Company (DE) | 8.4 | $174M | 785k | 221.63 | |
| AutoZone (AZO) | 8.2 | $171M | 145k | 1177.64 | |
| MasterCard Incorporated (MA) | 7.8 | $161M | 476k | 338.17 | |
| Arch Capital Group (ACGL) | 7.8 | $161M | 5.5M | 29.25 | |
| Visa (V) | 7.1 | $146M | 732k | 199.97 | |
| Goldman Sachs (GS) | 6.5 | $135M | 672k | 200.97 | |
| Ross Stores (ROST) | 6.0 | $125M | 1.3M | 93.32 | |
| Expeditors International of Washington (EXPD) | 5.8 | $120M | 1.3M | 90.52 | |
| O'reilly Automotive (ORLY) | 5.5 | $115M | 249k | 461.08 | |
| Chipotle Mexican Grill (CMG) | 3.9 | $80M | 65k | 1243.71 | |
| Strategic Education (STRA) | 3.8 | $80M | 873k | 91.47 | |
| Fastenal Company (FAST) | 3.6 | $75M | 1.7M | 45.09 | |
| Union Pacific Corporation (UNP) | 3.3 | $68M | 346k | 196.87 | |
| NVR (NVR) | 3.0 | $62M | 15k | 4083.12 | |
| TJX Companies (TJX) | 1.0 | $21M | 378k | 55.65 | |
| Waters Corporation (WAT) | 0.6 | $12M | 59k | 195.67 |
