Marshfield Associates as of March 31, 2021
Portfolio Holdings for Marshfield Associates
Marshfield Associates holds 17 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.8 | $209M | 639k | 327.00 | |
| Cummins (CMI) | 9.8 | $209M | 805k | 259.11 | |
| Arch Capital Group (ACGL) | 9.5 | $201M | 5.2M | 38.37 | |
| AutoZone (AZO) | 9.1 | $194M | 138k | 1404.30 | |
| Moody's Corporation (MCO) | 8.7 | $185M | 619k | 298.61 | |
| MasterCard Incorporated (MA) | 7.6 | $161M | 452k | 356.05 | |
| Ross Stores (ROST) | 7.3 | $154M | 1.3M | 119.91 | |
| Visa (V) | 7.0 | $149M | 701k | 211.73 | |
| Expeditors International of Washington (EXPD) | 6.4 | $136M | 1.3M | 107.69 | |
| O'reilly Automotive (ORLY) | 5.8 | $123M | 242k | 507.25 | |
| Fastenal Company (FAST) | 3.8 | $80M | 1.6M | 50.28 | |
| Strategic Education (STRA) | 3.7 | $78M | 850k | 91.91 | |
| Union Pacific Corporation (UNP) | 3.5 | $74M | 338k | 220.41 | |
| NVR (NVR) | 3.2 | $69M | 15k | 4710.94 | |
| Deere & Company (DE) | 2.9 | $63M | 167k | 374.14 | |
| TJX Companies (TJX) | 1.2 | $25M | 371k | 66.15 | |
| Waters Corporation (WAT) | 0.8 | $16M | 57k | 284.17 |
