Marshfield Associates as of Dec. 31, 2020
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deere & Company (DE) | 9.5 | $202M | 751k | 269.05 | |
| Arch Capital Group (ACGL) | 8.9 | $191M | 5.3M | 36.07 | |
| Cummins (CMI) | 8.7 | $185M | 816k | 227.10 | |
| Moody's Corporation (MCO) | 8.5 | $182M | 626k | 290.24 | |
| Goldman Sachs (GS) | 8.0 | $171M | 648k | 263.71 | |
| AutoZone (AZO) | 7.8 | $166M | 140k | 1185.44 | |
| MasterCard Incorporated (MA) | 7.6 | $163M | 457k | 356.94 | |
| Ross Stores (ROST) | 7.5 | $160M | 1.3M | 122.81 | |
| Visa (V) | 7.3 | $155M | 709k | 218.73 | |
| Expeditors International of Washington (EXPD) | 5.7 | $122M | 1.3M | 95.11 | |
| O'reilly Automotive (ORLY) | 5.2 | $110M | 244k | 452.57 | |
| Strategic Education (STRA) | 3.8 | $81M | 850k | 95.33 | |
| Fastenal Company (FAST) | 3.7 | $78M | 1.6M | 48.83 | |
| Union Pacific Corporation (UNP) | 3.3 | $71M | 341k | 208.22 | |
| NVR (NVR) | 2.8 | $60M | 15k | 4079.88 | |
| TJX Companies (TJX) | 1.2 | $26M | 376k | 68.29 | |
| Waters Corporation (WAT) | 0.7 | $14M | 58k | 247.43 |
